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.
Q1 2023 vs. Q4 2022
How the institutions holding Expensify, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 75 | 97 | +22 |
| Shares | 33.4M | 34.0M | +534.0K (+1.6%) |
| Value | $295.2M | $276.8M | −$18.4M (−6.2%) |
New holders (30)
Institutions that held Expensify, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (8)
Institutions that held Expensify, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Tudor Investment Corp Et Al | 117,797 | $1.04M |
| Landscape Capital Management, L.L.C. | 12,039 | $106.3K |
| Credit Suisse AG | 9,097 | $80.3K |
| Rockefeller Capital Management L.P. | 575 | $5.00K |
| Northwestern Mutual Wealth Management Co | 450 | $3.97K |
| Money Concepts Capital Corp | 125 | $1.10K |
| GWM Advisors LLC | 5 | $44 |
| FMR LLC | 4 | $34 |