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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 0 | $0 | 0.00% | −86,774−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −82,494−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −70,897−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −62,546−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −55,105−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −34,032−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,055−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −22,783−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,470−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −20,779−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −20,062−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −19,516−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −19,356−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,110−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,987−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −15,668−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −14,945−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,618−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,479−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,817−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,841−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |