Expensify, Inc.
EXFY- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001476840
No open-market purchases or sales by Expensify, Inc. insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $45.9M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Expensify, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 97
- +22 vs. Q4 2022
- Shares held
- 34.0M
- +534.0K (+1.6%) vs. Q4 2022
- Total value
- $276.8M
- −$18.4M (−6.2%) vs. Q4 2022
- New holders
- 30
- 28 more added
- Sold out
- 8
- 25 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXFY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $45.9M |
| Q1 2026 | 104 | $26.4M |
| Q4 2025 | 109 | $45.0M |
| Q3 2025 | 105 | $59.1M |
| Q2 2025 | 97 | $88.2M |
| Q1 2025 | 98 | $96.7M |
| Q4 2024 | 90 | $100.2M |
| Q3 2024 | 77 | $51.8M |
| Q2 2024 | 80 | $39.5M |
| Q1 2024 | 88 | $56.2M |
| Q4 2023 | 100 | $82.2M |
| Q3 2023 | 104 | $101.5M |
| Q2 2023 | 97 | $289.5M |
| Q1 2023 | 97 | $276.8M |
| Q4 2022 | 75 | $295.2M |
| Q3 2022 | 83 | $478.5M |
| Q2 2022 | 65 | $585.4M |
| Q1 2022 | 48 | $453.8M |
| Q4 2021 | 55 | $1.07B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $81.9M | 99.99% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,815,480 | $31.1M | 0.00% | −165,956−4.2% | Reduced |
| Boston Private Wealth LLC | 3,360,230 | $27.4M | 0.38% | 00.0% | Unchanged |
| Hall Kathryn A. | 1,977,136 | $16.1M | 4.72% | −364,454−15.6% | Reduced |
| Invenomic Capital Management LP | 1,472,401 | $12.0M | 0.68% | +36,043+2.5% | Added |
| Janus Henderson Group PLC | 1,194,007 | $9.73M | 0.01% | +489,895+69.6% | Added |
| Baillie Gifford & Co | 1,097,896 | $8.95M | 0.01% | −4890.0% | Reduced |
| BlackRock Inc. | 1,062,688 | $8.66M | 0.00% | −333,869−23.9% | Reduced |
| Millennium Management LLC | 946,779 | $7.72M | 0.01% | +244,272+34.8% | Added |
| Light Street Capital Management, LLC | 842,678 | $6.87M | 1.68% | −506,533−37.5% | Reduced |
| Durable Capital Partners LP | 547,526 | $4.46M | 0.04% | −1,052,379−65.8% | Reduced |
| Ieq Capital, LLC | 465,802 | $3.80M | 0.09% | 00.0% | Unchanged |
| Kadensa Capital Ltd | 464,464 | $3.79M | 0.76% | +203,400+77.9% | Added |
| Marshall Wace, LLP | 438,894 | $3.58M | 0.01% | −7,108−1.6% | Reduced |
| Geode Capital Management, LLC | 431,250 | $3.51M | 0.00% | 00.0% | Unchanged |
| Security Benefit Life Insurance Co | 355,853 | $2.90M | 0.33% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 343,469 | $2.80M | 0.00% | +91,583+36.4% | Added |
| State Street Corp | 317,538 | $2.59M | 0.00% | +34,433+12.2% | Added |
| Susquehanna International Group, LLP | 274,690 | $2.24M | 0.00% | +274,690 | New |
| Hamilton Lane Advisors LLC | 273,959 | $2.23M | 0.75% | 00.0% | Unchanged |
| Morgan Stanley | 229,066 | $1.87M | 0.00% | +151,720+196.2% | Added |
| Charles Schwab Investment Management Inc | 226,462 | $1.85M | 0.00% | −3,294−1.4% | Reduced |
| HRT Financial LP | 202,930 | $1.65M | 0.02% | +161,385+388.5% | Added |
| Formula Growth Ltd | 180,000 | $1.47M | 0.47% | +180,000 | New |
| Goldman Sachs Group Inc | 171,214 | $1.40M | 0.00% | +31,927+22.9% | Added |
| Morling Financial Advisors, LLC | 167,652 | $1.37M | 1.48% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 160,000 | $1.30M | 0.18% | −75,000−31.9% | Reduced |
| AQR Capital Management LLC | 144,591 | $1.18M | 0.00% | +57,363+65.8% | Added |
| LGL Partners, LLC | 133,445 | $1.09M | 0.19% | +133,445 | New |
| Algert Global LLC | 132,550 | $1.08M | 0.05% | +132,550 | New |
| Woodline Partners LP | 128,289 | $1.05M | 0.01% | +379+0.3% | Added |
| Bank of America Corp | 128,137 | $1.04M | 0.00% | +94,182+277.4% | Added |
| Renaissance Technologies LLC | 123,800 | $1.01M | 0.00% | −96,800−43.9% | Reduced |
| Alyeska Investment Group, L.P. | 121,379 | $989.2K | 0.01% | +121,379 | New |
| Royce & Associates LP | 94,600 | $771.0K | 0.01% | +94,600 | New |
| Northern Trust Corp | 91,617 | $746.7K | 0.00% | +660+0.7% | Added |
| Jane Street Group, LLC | 86,774 | $707.2K | 0.00% | +70,827+444.1% | Added |
| Coastline Trust Co | 86,236 | $702.8K | 0.10% | −64,442−42.8% | Reduced |
| Qube Research & Technologies Ltd | 82,494 | $672.3K | 0.00% | +82,494 | New |
| Stanley-Laman Group, Ltd. | 75,692 | $616.9K | 0.11% | −25,443−25.2% | Reduced |
| JPMorgan Chase & Co | 74,543 | $607.0K | 0.00% | +55,021+281.8% | Added |
| CastleKnight Management LP | 73,100 | $595.8K | 0.15% | +73,100 | New |
| Cubist Systematic Strategies, LLC | 70,897 | $577.8K | 0.01% | −5,861−7.6% | Reduced |
| Bank of New York Mellon Corp | 63,463 | $517.2K | 0.00% | −4,235−6.3% | Reduced |
| Trexquant Investment LP | 62,546 | $509.8K | 0.01% | −2,982−4.6% | Reduced |
| Legal & General Group Plc | 62,463 | $509.1K | 0.00% | +7,957+14.6% | Added |
| Acadian Asset Management LLC | 61,760 | $503.0K | 0.00% | +61,760 | New |
| Balyasny Asset Management LLC | 55,105 | $449.1K | 0.00% | +41,732+312.1% | Added |
| Advisory Services Network, LLC | 54,343 | $442.9K | 0.01% | −30−0.1% | Reduced |
| GM Advisory Group, Inc. | 44,482 | $362.5K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 43,339 | $353.2K | 0.00% | −12,678−22.6% | Reduced |
| State of Wisconsin Investment Board | 42,421 | $345.7K | 0.00% | −5,361−11.2% | Reduced |
| PDT Partners, LLC | 40,980 | $334.0K | 0.05% | +40,980 | New |
| Federated Hermes, Inc. | 40,000 | $326.0K | 0.00% | +10,000+33.3% | Added |
| HSBC Holdings PLC | 40,230 | $321.0K | 0.00% | +40,230 | New |
| Verition Fund Management LLC | 34,032 | $277.4K | 0.00% | +34,032 | New |
| Jump Financial, LLC | 32,200 | $262.4K | 0.01% | −1,900−5.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,055 | $245.0K | 0.02% | +30,055 | New |
| Swiss National Bank | 29,600 | $241.2K | 0.00% | −2,500−7.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,560 | $232.8K | 0.00% | +28,560 | New |
| Sand Hill Global Advisors, LLC | 27,189 | $221.6K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 27,162 | $221.4K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 22,783 | $185.7K | 0.00% | +283+1.3% | Added |
| Prelude Capital Management, LLC | 22,470 | $183.1K | 0.01% | +22,470 | New |
| Citadel Advisors LLC | 21,633 | $176.3K | 0.00% | +21,268+5,826.8% | Added |
| Alamar Capital Management, LLC | 21,000 | $171.2K | 0.14% | +21,000 | New |
| Bullseye Asset Management LLC | 20,779 | $170.0K | 0.09% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 20,062 | $163.5K | 0.00% | +20,062 | New |
| Cornerstone Investment Partners, LLC | 19,516 | $159.1K | 0.01% | +19,516 | New |
| Azora Capital LP | 19,356 | $157.8K | 0.02% | +19,356 | New |
| ExodusPoint Capital Management, LP | 19,110 | $156.0K | 0.00% | +19,110 | New |
| Petrus Trust Company, LTA | 19,000 | $154.8K | 0.02% | +19,000 | New |
| Squarepoint Ops LLC | 18,987 | $154.7K | 0.00% | +18,987 | New |
| Virginia Retirement Systems Et Al | 18,700 | $152.4K | 0.00% | +5,900+46.1% | Added |
| Bamco Inc | 16,000 | $130.4K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 15,668 | $127.7K | 0.15% | +15,668 | New |
| Diametric Capital, LP | 14,945 | $121.8K | 0.06% | +14,945 | New |
| Gsa Capital Partners LLP | 14,618 | $119.0K | 0.01% | +14,618 | New |
| Fox Run Management, L.L.C. | 14,479 | $118.0K | 0.04% | +14,479 | New |
| Quantbot Technologies LP | 14,149 | $115.3K | 0.01% | +13,670+2,853.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,817 | $112.6K | 0.01% | +13,817 | New |
| California State Teachers Retirement System | 12,030 | $98.0K | 0.00% | +168+1.4% | Added |
| Simplex Trading, LLC | 11,871 | $96.0K | 0.00% | +11,758+10,405.3% | Added |
| Parsons Capital Management Inc | 10,958 | $89.3K | 0.01% | −16,438−60.0% | Reduced |
| Atom Investors LP | 10,841 | $88.4K | 0.05% | +10,841 | New |
| Engineers Gate Manager LP | 10,115 | $82.4K | 0.00% | −216−2.1% | Reduced |
| Barclays PLC | 9,314 | $75.9K | 0.00% | +9,314 | New |
| State of Wyoming | 6,770 | $55.2K | 0.02% | −1,826−21.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,790 | $23.0K | 0.00% | +2,441+699.4% | Added |
| Royal Bank of Canada | 2,766 | $22.0K | 0.00% | +583+26.7% | Added |
| Advisor Group Holdings, Inc. | 2,691 | $21.9K | 0.00% | −310−10.3% | Reduced |
| Quarry LP | 2,543 | $20.7K | 0.01% | +2,543 | New |
| UBS Group AG | 2,084 | $17.0K | 0.00% | +1,801+636.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $8.15K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 711 | $5.79K | 0.00% | −102−12.5% | Reduced |
| Citigroup Inc | 345 | $2.81K | 0.00% | +4+1.2% | Added |
| Stephens Consulting, LLC | 100 | $815 | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −117,797−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,039−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −9,097−100.0% | Sold out |