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