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.
Q3 2023 vs. Q2 2023
How the institutions holding Expensify, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 97 | 104 | +7 |
| Shares | 36.3M | 31.2M | −5.04M (−13.9%) |
| Value | $289.5M | $101.5M | −$188.0M (−64.9%) |
New holders (24)
Institutions that held Expensify, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (17)
Institutions that held Expensify, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| OpenView Management, LLC | 10,044,250 | $80.2M |
| Kadensa Capital Ltd | 549,664 | $4.39M |
| Marshall Wace, LLP | 246,396 | $1.97M |
| LGL Partners, LLC | 133,445 | $1.06M |
| Alyeska Investment Group, L.P. | 121,379 | $968.6K |
| Royce & Associates LP | 116,560 | $930.1K |
| Acadian Asset Management LLC | 100,245 | $799.0K |
| Coastline Trust Co | 86,236 | $688.2K |
| State of Wisconsin Investment Board | 43,393 | $346.3K |
| Lombard Odier Asset Management (USA) Corp | 28,388 | $226.5K |
| Susquehanna Fundamental Investments, LLC | 27,162 | $216.8K |
| Alamar Capital Management, LLC | 27,000 | $215.5K |
| Schonfeld Strategic Advisors LLC | 14,259 | $113.8K |
| Bamco Inc | 12,000 | $95.8K |
| Harel Insurance Investments & Financial Services Ltd. | 6,476 | $51.0K |
| Nisa Investment Advisors, LLC | 2,980 | $23.8K |
| Simplex Trading, LLC | 2,172 | $17.0K |