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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.

Q2 2023 vs. Q1 2023

How the institutions holding Expensify, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of EXFY: Q1 2023 compared with Q2 2023
MeasureQ1 2023Q2 2023Change
Holders97970
Shares34.0M36.3M+2.31M (+6.8%)
Value$276.8M$289.5M+$12.7M (+4.6%)

New holders (30)

Institutions that held Expensify, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to EXFY in Q2 2023
InstitutionSharesValue% of portfolio
Ameriprise Financial Inc586,580$4.68M0.00%
Two Sigma Investments, LP161,534$1.29M0.00%
Nuveen Asset Management, LLC156,447$1.25M0.00%
Walleye Capital LLC144,042$1.15M0.02%
Rhumbline Advisers62,346$497.5K0.00%
Two Sigma Advisers, LP56,700$452.5K0.00%
Occudo Quantitative Strategies LP47,804$381.5K0.04%
Cresset Asset Management, LLC46,522$371.2K0.00%
MetLife Investment Management29,879$238.4K0.00%
Invesco Ltd.28,629$228.5K0.00%
Lombard Odier Asset Management (USA) Corp28,388$226.5K0.03%
Mirae Asset Global Investments Co., Ltd.27,194$217.0K0.00%
American International Group, Inc.26,587$212.2K0.00%
Deutsche Bank AG23,765$189.6K0.00%
Credit Suisse AG23,037$183.8K0.00%
Manufacturers Life Insurance Company, The22,827$182.2K0.00%
New York State Common Retirement Fund22,300$178.0K0.00%
Voya Investment Management LLC21,970$175.3K0.00%
State Board of Administration of Florida Retirement System15,680$125.1K0.00%
Alliancebernstein L.P.12,900$102.9K0.00%
Price T Rowe Associates Inc11,201$90.0K0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)9,772$78.0K0.00%
Russell Investments Group, Ltd.9,565$76.3K0.00%
Harbor Capital Advisors, Inc.9,059$72.3K0.01%
Amalgamated Bank8,374$67.0K0.00%
Harel Insurance Investments & Financial Services Ltd.6,476$51.0K0.00%
Ameritas Investment Partners, Inc.4,561$36.4K0.00%
Metropolitan Life Insurance Co3,096$24.7K0.00%
Nisa Investment Advisors, LLC2,980$23.8K0.00%
FMR LLC697$5.56K0.00%

Sold out (30)

Institutions that held Expensify, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.