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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 100 | $815 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 345 | $2.81K | 0.00% | +4+1.2% | Added |
| Wells Fargo & Company | 711 | $5.79K | 0.00% | −102−12.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,000 | $8.15K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,084 | $17.0K | 0.00% | +1,801+636.4% | Added |
| Quarry LP | 2,543 | $20.7K | 0.01% | +2,543 | New |
| Advisor Group Holdings, Inc. | 2,691 | $21.9K | 0.00% | −310−10.3% | Reduced |
| Royal Bank of Canada | 2,766 | $22.0K | 0.00% | +583+26.7% | Added |
| Tower Research Capital LLC (TRC) | 2,790 | $23.0K | 0.00% | +2,441+699.4% | Added |
| State of Wyoming | 6,770 | $55.2K | 0.02% | −1,826−21.2% | Reduced |
| Barclays PLC | 9,314 | $75.9K | 0.00% | +9,314 | New |
| Engineers Gate Manager LP | 10,115 | $82.4K | 0.00% | −216−2.1% | Reduced |
| Atom Investors LP | 10,841 | $88.4K | 0.05% | +10,841 | New |
| Parsons Capital Management Inc | 10,958 | $89.3K | 0.01% | −16,438−60.0% | Reduced |
| Simplex Trading, LLC | 11,871 | $96.0K | 0.00% | +11,758+10,405.3% | Added |
| California State Teachers Retirement System | 12,030 | $98.0K | 0.00% | +168+1.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,817 | $112.6K | 0.01% | +13,817 | New |
| Quantbot Technologies LP | 14,149 | $115.3K | 0.01% | +13,670+2,853.9% | Added |
| Fox Run Management, L.L.C. | 14,479 | $118.0K | 0.04% | +14,479 | New |
| Gsa Capital Partners LLP | 14,618 | $119.0K | 0.01% | +14,618 | New |
| Diametric Capital, LP | 14,945 | $121.8K | 0.06% | +14,945 | New |
| Keebeck Alpha, LP | 15,668 | $127.7K | 0.15% | +15,668 | New |
| Bamco Inc | 16,000 | $130.4K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 18,700 | $152.4K | 0.00% | +5,900+46.1% | Added |
| Squarepoint Ops LLC | 18,987 | $154.7K | 0.00% | +18,987 | New |
| Petrus Trust Company, LTA | 19,000 | $154.8K | 0.02% | +19,000 | New |
| ExodusPoint Capital Management, LP | 19,110 | $156.0K | 0.00% | +19,110 | New |
| Azora Capital LP | 19,356 | $157.8K | 0.02% | +19,356 | New |
| Cornerstone Investment Partners, LLC | 19,516 | $159.1K | 0.01% | +19,516 | New |
| Point72 Asset Management, L.P. | 20,062 | $163.5K | 0.00% | +20,062 | New |
| Bullseye Asset Management LLC | 20,779 | $170.0K | 0.09% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 21,000 | $171.2K | 0.14% | +21,000 | New |
| Citadel Advisors LLC | 21,633 | $176.3K | 0.00% | +21,268+5,826.8% | Added |
| Prelude Capital Management, LLC | 22,470 | $183.1K | 0.01% | +22,470 | New |
| LMR Partners LLP | 22,783 | $185.7K | 0.00% | +283+1.3% | Added |
| Susquehanna Fundamental Investments, LLC | 27,162 | $221.4K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 27,189 | $221.6K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 28,560 | $232.8K | 0.00% | +28,560 | New |
| Swiss National Bank | 29,600 | $241.2K | 0.00% | −2,500−7.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,055 | $245.0K | 0.02% | +30,055 | New |
| Jump Financial, LLC | 32,200 | $262.4K | 0.01% | −1,900−5.6% | Reduced |
| Verition Fund Management LLC | 34,032 | $277.4K | 0.00% | +34,032 | New |
| HSBC Holdings PLC | 40,230 | $321.0K | 0.00% | +40,230 | New |
| Federated Hermes, Inc. | 40,000 | $326.0K | 0.00% | +10,000+33.3% | Added |
| PDT Partners, LLC | 40,980 | $334.0K | 0.05% | +40,980 | New |
| State of Wisconsin Investment Board | 42,421 | $345.7K | 0.00% | −5,361−11.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,339 | $353.2K | 0.00% | −12,678−22.6% | Reduced |
| GM Advisory Group, Inc. | 44,482 | $362.5K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 54,343 | $442.9K | 0.01% | −30−0.1% | Reduced |
| Balyasny Asset Management LLC | 55,105 | $449.1K | 0.00% | +41,732+312.1% | Added |
| Acadian Asset Management LLC | 61,760 | $503.0K | 0.00% | +61,760 | New |
| Legal & General Group Plc | 62,463 | $509.1K | 0.00% | +7,957+14.6% | Added |
| Trexquant Investment LP | 62,546 | $509.8K | 0.01% | −2,982−4.6% | Reduced |
| Bank of New York Mellon Corp | 63,463 | $517.2K | 0.00% | −4,235−6.3% | Reduced |
| Cubist Systematic Strategies, LLC | 70,897 | $577.8K | 0.01% | −5,861−7.6% | Reduced |
| CastleKnight Management LP | 73,100 | $595.8K | 0.15% | +73,100 | New |
| JPMorgan Chase & Co | 74,543 | $607.0K | 0.00% | +55,021+281.8% | Added |
| Stanley-Laman Group, Ltd. | 75,692 | $616.9K | 0.11% | −25,443−25.2% | Reduced |
| Qube Research & Technologies Ltd | 82,494 | $672.3K | 0.00% | +82,494 | New |
| Coastline Trust Co | 86,236 | $702.8K | 0.10% | −64,442−42.8% | Reduced |
| Jane Street Group, LLC | 86,774 | $707.2K | 0.00% | +70,827+444.1% | Added |
| Northern Trust Corp | 91,617 | $746.7K | 0.00% | +660+0.7% | Added |
| Royce & Associates LP | 94,600 | $771.0K | 0.01% | +94,600 | New |
| Alyeska Investment Group, L.P. | 121,379 | $989.2K | 0.01% | +121,379 | New |
| Renaissance Technologies LLC | 123,800 | $1.01M | 0.00% | −96,800−43.9% | Reduced |
| Bank of America Corp | 128,137 | $1.04M | 0.00% | +94,182+277.4% | Added |
| Woodline Partners LP | 128,289 | $1.05M | 0.01% | +379+0.3% | Added |
| Algert Global LLC | 132,550 | $1.08M | 0.05% | +132,550 | New |
| LGL Partners, LLC | 133,445 | $1.09M | 0.19% | +133,445 | New |
| AQR Capital Management LLC | 144,591 | $1.18M | 0.00% | +57,363+65.8% | Added |
| Optimus Prime Fund Management Co., Ltd. | 160,000 | $1.30M | 0.18% | −75,000−31.9% | Reduced |
| Morling Financial Advisors, LLC | 167,652 | $1.37M | 1.48% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 171,214 | $1.40M | 0.00% | +31,927+22.9% | Added |
| Formula Growth Ltd | 180,000 | $1.47M | 0.47% | +180,000 | New |
| HRT Financial LP | 202,930 | $1.65M | 0.02% | +161,385+388.5% | Added |
| Charles Schwab Investment Management Inc | 226,462 | $1.85M | 0.00% | −3,294−1.4% | Reduced |
| Morgan Stanley | 229,066 | $1.87M | 0.00% | +151,720+196.2% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $2.23M | 0.75% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 274,690 | $2.24M | 0.00% | +274,690 | New |
| State Street Corp | 317,538 | $2.59M | 0.00% | +34,433+12.2% | Added |
| D. E. Shaw & Co., Inc. | 343,469 | $2.80M | 0.00% | +91,583+36.4% | Added |
| Security Benefit Life Insurance Co | 355,853 | $2.90M | 0.33% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 431,250 | $3.51M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 438,894 | $3.58M | 0.01% | −7,108−1.6% | Reduced |
| Kadensa Capital Ltd | 464,464 | $3.79M | 0.76% | +203,400+77.9% | Added |
| Ieq Capital, LLC | 465,802 | $3.80M | 0.09% | 00.0% | Unchanged |
| Durable Capital Partners LP | 547,526 | $4.46M | 0.04% | −1,052,379−65.8% | Reduced |
| Light Street Capital Management, LLC | 842,678 | $6.87M | 1.68% | −506,533−37.5% | Reduced |
| Millennium Management LLC | 946,779 | $7.72M | 0.01% | +244,272+34.8% | Added |
| BlackRock Inc. | 1,062,688 | $8.66M | 0.00% | −333,869−23.9% | Reduced |
| Baillie Gifford & Co | 1,097,896 | $8.95M | 0.01% | −4890.0% | Reduced |
| Janus Henderson Group PLC | 1,194,007 | $9.73M | 0.01% | +489,895+69.6% | Added |
| Invenomic Capital Management LP | 1,472,401 | $12.0M | 0.68% | +36,043+2.5% | Added |
| Hall Kathryn A. | 1,977,136 | $16.1M | 4.72% | −364,454−15.6% | Reduced |
| Boston Private Wealth LLC | 3,360,230 | $27.4M | 0.38% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,815,480 | $31.1M | 0.00% | −165,956−4.2% | Reduced |
| OpenView Management, LLC | 10,044,250 | $81.9M | 99.99% | 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 |