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, Q2 2023
Institutional positions in Expensify, Inc. as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 36.3M
- +2.31M (+6.8%) vs. Q1 2023
- Total value
- $289.5M
- +$12.7M (+4.6%) vs. Q1 2023
- New holders
- 30
- 33 more added
- Sold out
- 30
- 19 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $80.2M | 99.99% | 00.0% | Unchanged |
| BlackRock Inc. | 4,116,270 | $32.8M | 0.00% | +3,053,582+287.3% | Added |
| Vanguard Group Inc | 3,725,385 | $29.7M | 0.00% | −90,095−2.4% | Reduced |
| Boston Private Wealth LLC | 2,500,000 | $19.9M | 0.36% | −860,230−25.6% | Reduced |
| Hall Kathryn A. | 1,977,136 | $15.8M | 5.14% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 1,363,964 | $10.9M | 0.61% | −108,437−7.4% | Reduced |
| State Street Corp | 1,118,721 | $8.93M | 0.00% | +801,183+252.3% | Added |
| Baillie Gifford & Co | 1,097,896 | $8.76M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,015,984 | $8.11M | 0.00% | +584,734+135.6% | Added |
| Ameriprise Financial Inc | 586,580 | $4.68M | 0.00% | +586,580 | New |
| Kadensa Capital Ltd | 549,664 | $4.39M | 0.77% | +85,200+18.3% | Added |
| D. E. Shaw & Co., Inc. | 514,958 | $4.11M | 0.01% | +171,489+49.9% | Added |
| Morgan Stanley | 513,612 | $4.10M | 0.00% | +284,546+124.2% | Added |
| Northern Trust Corp | 492,329 | $3.93M | 0.00% | +400,712+437.4% | Added |
| Ieq Capital, LLC | 465,802 | $3.72M | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 402,880 | $3.21M | 0.00% | −543,899−57.4% | Reduced |
| Security Benefit Life Insurance Co | 355,853 | $2.84M | 0.32% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 353,871 | $2.82M | 0.00% | +127,409+56.3% | Added |
| Renaissance Technologies LLC | 339,700 | $2.71M | 0.00% | +215,900+174.4% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $2.19M | 0.96% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 250,000 | $2.00M | 0.28% | +90,000+56.3% | Added |
| Marshall Wace, LLP | 246,396 | $1.97M | 0.00% | −192,498−43.9% | Reduced |
| Algert Global LLC | 219,785 | $1.75M | 0.08% | +87,235+65.8% | Added |
| Formula Growth Ltd | 200,000 | $1.60M | 0.51% | +20,000+11.1% | Added |
| Bank of New York Mellon Corp | 191,359 | $1.53M | 0.00% | +127,896+201.5% | Added |
| Citadel Advisors LLC | 182,788 | $1.46M | 0.00% | +161,155+744.9% | Added |
| Morling Financial Advisors, LLC | 167,652 | $1.34M | 1.29% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 161,534 | $1.29M | 0.00% | +161,534 | New |
| Nuveen Asset Management, LLC | 156,447 | $1.25M | 0.00% | +156,447 | New |
| Walleye Capital LLC | 144,042 | $1.15M | 0.02% | +144,042 | New |
| LGL Partners, LLC | 133,445 | $1.06M | 0.18% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 121,379 | $968.6K | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 118,302 | $944.0K | 0.01% | −9,987−7.8% | Reduced |
| Royce & Associates LP | 116,560 | $930.1K | 0.01% | +21,960+23.2% | Added |
| Acadian Asset Management LLC | 100,245 | $799.0K | 0.00% | +38,485+62.3% | Added |
| JPMorgan Chase & Co | 96,790 | $772.4K | 0.00% | +22,247+29.8% | Added |
| AQR Capital Management LLC | 93,420 | $745.5K | 0.00% | −51,171−35.4% | Reduced |
| Legal & General Group Plc | 93,145 | $743.3K | 0.00% | +30,682+49.1% | Added |
| Coastline Trust Co | 86,236 | $688.2K | 0.10% | 00.0% | Unchanged |
| Swiss National Bank | 74,400 | $593.7K | 0.00% | +44,800+151.4% | Added |
| CastleKnight Management LP | 73,100 | $583.3K | 0.12% | 00.0% | Unchanged |
| Bank of America Corp | 72,946 | $582.1K | 0.00% | −55,191−43.1% | Reduced |
| Stanley-Laman Group, Ltd. | 71,789 | $572.9K | 0.09% | −3,903−5.2% | Reduced |
| Goldman Sachs Group Inc | 67,428 | $538.1K | 0.00% | −103,786−60.6% | Reduced |
| Rhumbline Advisers | 62,346 | $497.5K | 0.00% | +62,346 | New |
| Two Sigma Advisers, LP | 56,700 | $452.5K | 0.00% | +56,700 | New |
| Advisory Services Network, LLC | 54,893 | $438.0K | 0.01% | +550+1.0% | Added |
| PDT Partners, LLC | 52,569 | $419.5K | 0.06% | +11,589+28.3% | Added |
| Federated Hermes, Inc. | 50,000 | $399.0K | 0.00% | +10,000+25.0% | Added |
| Susquehanna International Group, LLP | 48,622 | $388.0K | 0.00% | −226,068−82.3% | Reduced |
| California State Teachers Retirement System | 48,403 | $386.3K | 0.00% | +36,373+302.4% | Added |
| Occudo Quantitative Strategies LP | 47,804 | $381.5K | 0.04% | +47,804 | New |
| Cresset Asset Management, LLC | 46,522 | $371.2K | 0.00% | +46,522 | New |
| GM Advisory Group, Inc. | 44,482 | $355.0K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 43,393 | $346.3K | 0.00% | +972+2.3% | Added |
| HSBC Holdings PLC | 34,176 | $276.5K | 0.00% | −6,054−15.0% | Reduced |
| MetLife Investment Management | 29,879 | $238.4K | 0.00% | +29,879 | New |
| Invesco Ltd. | 28,629 | $228.5K | 0.00% | +28,629 | New |
| Lombard Odier Asset Management (USA) Corp | 28,388 | $226.5K | 0.03% | +28,388 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 28,005 | $223.5K | 0.00% | −555−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,194 | $217.0K | 0.00% | +27,194 | New |
| Sand Hill Global Advisors, LLC | 27,189 | $217.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 27,162 | $216.8K | 0.01% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 27,000 | $215.5K | 0.16% | +6,000+28.6% | Added |
| American International Group, Inc. | 26,587 | $212.2K | 0.00% | +26,587 | New |
| Quantbot Technologies LP | 24,499 | $195.5K | 0.01% | +10,350+73.2% | Added |
| Wells Fargo & Company | 24,370 | $194.5K | 0.00% | +23,659+3,327.6% | Added |
| Deutsche Bank AG | 23,765 | $189.6K | 0.00% | +23,765 | New |
| Credit Suisse AG | 23,037 | $183.8K | 0.00% | +23,037 | New |
| Manufacturers Life Insurance Company, The | 22,827 | $182.2K | 0.00% | +22,827 | New |
| New York State Common Retirement Fund | 22,300 | $178.0K | 0.00% | +22,300 | New |
| Voya Investment Management LLC | 21,970 | $175.3K | 0.00% | +21,970 | New |
| Janus Henderson Group PLC | 21,544 | $171.7K | 0.00% | −1,172,463−98.2% | Reduced |
| Virginia Retirement Systems Et Al | 21,100 | $168.4K | 0.00% | +2,400+12.8% | Added |
| Barclays PLC | 19,828 | $158.2K | 0.00% | +10,514+112.9% | Added |
| Citigroup Inc | 17,310 | $138.1K | 0.00% | +16,965+4,917.4% | Added |
| State Board of Administration of Florida Retirement System | 15,680 | $125.1K | 0.00% | +15,680 | New |
| Schonfeld Strategic Advisors LLC | 14,259 | $113.8K | 0.00% | −29,080−67.1% | Reduced |
| Alliancebernstein L.P. | 12,900 | $102.9K | 0.00% | +12,900 | New |
| Bamco Inc | 12,000 | $95.8K | 0.00% | −4,000−25.0% | Reduced |
| Price T Rowe Associates Inc | 11,201 | $90.0K | 0.00% | +11,201 | New |
| State of Wyoming | 11,072 | $88.4K | 0.03% | +4,302+63.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,772 | $78.0K | 0.00% | +9,772 | New |
| Russell Investments Group, Ltd. | 9,565 | $76.3K | 0.00% | +9,565 | New |
| Harbor Capital Advisors, Inc. | 9,059 | $72.3K | 0.01% | +9,059 | New |
| Amalgamated Bank | 8,374 | $67.0K | 0.00% | +8,374 | New |
| Harel Insurance Investments & Financial Services Ltd. | 6,476 | $51.0K | 0.00% | +6,476 | New |
| Royal Bank of Canada | 6,107 | $48.0K | 0.00% | +3,341+120.8% | Added |
| Ameritas Investment Partners, Inc. | 4,561 | $36.4K | 0.00% | +4,561 | New |
| Metropolitan Life Insurance Co | 3,096 | $24.7K | 0.00% | +3,096 | New |
| Nisa Investment Advisors, LLC | 2,980 | $23.8K | 0.00% | +2,980 | New |
| Advisor Group Holdings, Inc. | 2,951 | $23.5K | 0.00% | +260+9.7% | Added |
| Simplex Trading, LLC | 2,172 | $17.0K | 0.00% | −9,699−81.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,321 | $10.5K | 0.00% | −1,469−52.7% | Reduced |
| FMR LLC | 697 | $5.56K | 0.00% | +697 | New |
| UBS Group AG | 660 | $5.27K | 0.00% | −1,424−68.3% | Reduced |
| Stephens Consulting, LLC | 100 | $798 | 0.00% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −842,678−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −547,526−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −202,930−100.0% | Sold out |