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, Q3 2023
Institutional positions in Expensify, Inc. as of Sep 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
- 104
- +7 vs. Q2 2023
- Shares held
- 31.2M
- −5.04M (−13.9%) vs. Q2 2023
- Total value
- $101.5M
- −$188.0M (−64.9%) vs. Q2 2023
- New holders
- 24
- 43 more added
- Sold out
- 17
- 19 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,080,684 | $13.3M | 0.00% | −35,586−0.9% | Reduced |
| Vanguard Group Inc | 2,948,995 | $9.58M | 0.00% | −776,390−20.8% | Reduced |
| Citadel Advisors LLC | 2,784,580 | $9.05M | 0.01% | +2,601,792+1,423.4% | Added |
| Boston Private Wealth LLC | 2,050,000 | $6.66M | 0.15% | −450,000−18.0% | Reduced |
| Hall Kathryn A. | 1,677,136 | $5.45M | 1.85% | −300,000−15.2% | Reduced |
| Invenomic Capital Management LP | 1,373,584 | $4.46M | 0.19% | +9,620+0.7% | Added |
| Millennium Management LLC | 1,227,652 | $3.99M | 0.00% | +824,772+204.7% | Added |
| Baillie Gifford & Co | 1,097,896 | $3.57M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,036,843 | $3.37M | 0.01% | +521,885+101.3% | Added |
| Geode Capital Management, LLC | 1,018,544 | $3.31M | 0.00% | +2,560+0.3% | Added |
| State Street Corp | 941,751 | $3.06M | 0.00% | −176,970−15.8% | Reduced |
| Renaissance Technologies LLC | 809,300 | $2.63M | 0.00% | +469,600+138.2% | Added |
| Walleye Capital LLC | 714,537 | $2.32M | 0.03% | +570,495+396.1% | Added |
| Ameriprise Financial Inc | 682,912 | $2.22M | 0.00% | +96,332+16.4% | Added |
| Palogic Value Management, L.P. | 600,000 | $1.95M | 0.96% | +600,000 | New |
| Northern Trust Corp | 482,307 | $1.57M | 0.00% | −10,022−2.0% | Reduced |
| Formula Growth Ltd | 475,000 | $1.54M | 0.53% | +275,000+137.5% | Added |
| Ieq Capital, LLC | 465,802 | $1.51M | 0.03% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $1.45M | 0.19% | +195,000+78.0% | Added |
| Morgan Stanley | 382,952 | $1.24M | 0.00% | −130,660−25.4% | Reduced |
| Security Benefit Life Insurance Co | 355,853 | $1.16M | 0.19% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 327,253 | $1.06M | 0.00% | −26,618−7.5% | Reduced |
| Jane Street Group, LLC | 320,367 | $1.04M | 0.00% | +320,367 | New |
| Hamilton Lane Advisors LLC | 273,959 | $890.4K | 0.50% | 00.0% | Unchanged |
| Bank of America Corp | 270,306 | $878.5K | 0.00% | +197,360+270.6% | Added |
| Jacobs Levy Equity Management, Inc | 233,978 | $760.4K | 0.00% | +233,978 | New |
| Bank of New York Mellon Corp | 220,490 | $716.6K | 0.00% | +29,131+15.2% | Added |
| Advisory Services Network, LLC | 198,764 | $646.0K | 0.02% | +143,871+262.1% | Added |
| JPMorgan Chase & Co | 192,580 | $625.9K | 0.00% | +95,790+99.0% | Added |
| Ghisallo Capital Management LLC | 177,467 | $576.8K | 0.06% | +177,467 | New |
| Morling Financial Advisors, LLC | 167,652 | $544.9K | 0.54% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 163,227 | $530.5K | 0.00% | +1,693+1.0% | Added |
| Goldman Sachs Group Inc | 163,049 | $529.9K | 0.00% | +95,621+141.8% | Added |
| Shay Capital LLC | 160,000 | $520.0K | 0.15% | +160,000 | New |
| Nuveen Asset Management, LLC | 156,447 | $508.5K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 150,996 | $490.7K | 0.00% | +57,576+61.6% | Added |
| ExodusPoint Capital Management, LP | 125,497 | $408.0K | 0.01% | +125,497 | New |
| Woodline Partners LP | 117,043 | $380.4K | 0.00% | −1,259−1.1% | Reduced |
| Two Sigma Advisers, LP | 114,600 | $372.4K | 0.00% | +57,900+102.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 108,415 | $352.3K | 0.00% | +80,410+287.1% | Added |
| Barclays PLC | 105,759 | $343.7K | 0.00% | +85,931+433.4% | Added |
| Legal & General Group Plc | 93,357 | $303.4K | 0.00% | +212+0.2% | Added |
| Algert Global LLC | 90,170 | $293.1K | 0.01% | −129,615−59.0% | Reduced |
| Swiss National Bank | 74,400 | $241.8K | 0.00% | 00.0% | Unchanged |
| CastleKnight Management LP | 73,100 | $237.6K | 0.04% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 71,252 | $231.6K | 0.04% | −537−0.7% | Reduced |
| Rhumbline Advisers | 65,967 | $214.4K | 0.00% | +3,621+5.8% | Added |
| Verition Fund Management LLC | 61,200 | $198.9K | 0.00% | +61,200 | New |
| HSBC Holdings PLC | 55,876 | $183.8K | 0.00% | +21,700+63.5% | Added |
| Cubist Systematic Strategies, LLC | 55,752 | $181.2K | 0.00% | +55,752 | New |
| Jump Financial, LLC | 54,700 | $177.8K | 0.01% | +54,700 | New |
| Squarepoint Ops LLC | 49,810 | $161.9K | 0.00% | +49,810 | New |
| Citigroup Inc | 49,589 | $161.2K | 0.00% | +32,279+186.5% | Added |
| Cresset Asset Management, LLC | 48,368 | $157.2K | 0.00% | +1,846+4.0% | Added |
| Dark Forest Capital Management LP | 48,044 | $156.1K | 0.01% | +48,044 | New |
| Quantbot Technologies LP | 47,396 | $154.0K | 0.01% | +22,897+93.5% | Added |
| Russell Investments Group, Ltd. | 45,095 | $146.6K | 0.00% | +35,530+371.5% | Added |
| GM Advisory Group, Inc. | 44,482 | $144.6K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 43,600 | $141.7K | 0.01% | +43,600 | New |
| California State Teachers Retirement System | 42,437 | $137.9K | 0.00% | −5,966−12.3% | Reduced |
| Aigen Investment Management, LP | 41,325 | $134.3K | 0.03% | +41,325 | New |
| Occudo Quantitative Strategies LP | 41,039 | $133.4K | 0.02% | −6,765−14.2% | Reduced |
| Wolverine Trading, LLC | 39,979 | $129.9K | 0.00% | +39,979 | New |
| Point72 Middle East FZE | 39,198 | $127.4K | 0.01% | +39,198 | New |
| Susquehanna International Group, LLP | 31,882 | $103.6K | 0.00% | −16,740−34.4% | Reduced |
| MetLife Investment Management | 29,879 | $97.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 29,288 | $95.2K | 0.00% | +659+2.3% | Added |
| Deutsche Bank AG | 27,716 | $90.1K | 0.00% | +3,951+16.6% | Added |
| American International Group, Inc. | 27,566 | $89.6K | 0.00% | +979+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,194 | $88.4K | 0.00% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 27,189 | $88.4K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 24,112 | $78.4K | 0.00% | +1,075+4.7% | Added |
| Manufacturers Life Insurance Company, The | 23,022 | $74.8K | 0.00% | +195+0.9% | Added |
| New York State Common Retirement Fund | 22,760 | $74.0K | 0.00% | +460+2.1% | Added |
| State of Wyoming | 22,094 | $71.8K | 0.02% | +11,022+99.5% | Added |
| Voya Investment Management LLC | 21,970 | $71.4K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 21,800 | $70.8K | 0.00% | +8,900+69.0% | Added |
| Janus Henderson Group PLC | 21,545 | $69.9K | 0.00% | +10.0% | Added |
| Engineers Gate Manager LP | 20,784 | $67.5K | 0.00% | +20,784 | New |
| Virginia Retirement Systems Et Al | 19,200 | $62.4K | 0.00% | −1,900−9.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,820 | $51.4K | 0.00% | +140+0.9% | Added |
| SG Americas Securities, LLC | 15,673 | $51.0K | 0.00% | +15,673 | New |
| PDT Partners, LLC | 14,348 | $46.6K | 0.01% | −38,221−72.7% | Reduced |
| Wells Fargo & Company | 12,404 | $40.3K | 0.00% | −11,966−49.1% | Reduced |
| Price T Rowe Associates Inc | 12,212 | $40.0K | 0.00% | +1,011+9.0% | Added |
| Centiva Capital, LP | 11,563 | $37.6K | 0.00% | +11,563 | New |
| Corton Capital Inc. | 11,257 | $36.6K | 0.02% | +11,257 | New |
| Quadrature Capital Ltd | 10,742 | $34.9K | 0.00% | +10,742 | New |
| Harbor Capital Advisors, Inc. | 10,327 | $33.6K | 0.01% | +1,268+14.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,772 | $31.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,374 | $27.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,071 | $22.0K | 0.00% | +964+15.8% | Added |
| Tower Research Capital LLC (TRC) | 5,647 | $18.4K | 0.00% | +4,326+327.5% | Added |
| Ameritas Investment Partners, Inc. | 4,561 | $14.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,000 | $13.0K | 0.01% | +4,000 | New |
| Metropolitan Life Insurance Co | 3,096 | $10.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,796 | $9.08K | 0.00% | −155−5.3% | Reduced |
| UBS Group AG | 2,228 | $7.24K | 0.00% | +1,568+237.6% | Added |
| FMR LLC | 1,437 | $4.67K | 0.00% | +740+106.2% | Added |
| Federated Hermes, Inc. | 282 | $917 | 0.00% | −49,718−99.4% | Reduced |