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 |
|---|---|---|---|---|---|
| CWM, LLC | 67 | $0 | 0.00% | +67 | New |
| Versant Capital Management, Inc | 83 | $270 | 0.00% | +83 | New |
| Stephens Consulting, LLC | 100 | $325 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 226 | $735 | 0.00% | +226 | New |
| Federated Hermes, Inc. | 282 | $917 | 0.00% | −49,718−99.4% | Reduced |
| FMR LLC | 1,437 | $4.67K | 0.00% | +740+106.2% | Added |
| UBS Group AG | 2,228 | $7.24K | 0.00% | +1,568+237.6% | Added |
| Advisor Group Holdings, Inc. | 2,796 | $9.08K | 0.00% | −155−5.3% | Reduced |
| Metropolitan Life Insurance Co | 3,096 | $10.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,000 | $13.0K | 0.01% | +4,000 | New |
| Ameritas Investment Partners, Inc. | 4,561 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,647 | $18.4K | 0.00% | +4,326+327.5% | Added |
| Royal Bank of Canada | 7,071 | $22.0K | 0.00% | +964+15.8% | Added |
| Amalgamated Bank | 8,374 | $27.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,772 | $31.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 10,327 | $33.6K | 0.01% | +1,268+14.0% | Added |
| Quadrature Capital Ltd | 10,742 | $34.9K | 0.00% | +10,742 | New |
| Corton Capital Inc. | 11,257 | $36.6K | 0.02% | +11,257 | New |
| Centiva Capital, LP | 11,563 | $37.6K | 0.00% | +11,563 | New |
| Price T Rowe Associates Inc | 12,212 | $40.0K | 0.00% | +1,011+9.0% | Added |
| Wells Fargo & Company | 12,404 | $40.3K | 0.00% | −11,966−49.1% | Reduced |
| PDT Partners, LLC | 14,348 | $46.6K | 0.01% | −38,221−72.7% | Reduced |
| SG Americas Securities, LLC | 15,673 | $51.0K | 0.00% | +15,673 | New |
| State Board of Administration of Florida Retirement System | 15,820 | $51.4K | 0.00% | +140+0.9% | Added |
| Virginia Retirement Systems Et Al | 19,200 | $62.4K | 0.00% | −1,900−9.0% | Reduced |
| Engineers Gate Manager LP | 20,784 | $67.5K | 0.00% | +20,784 | New |
| Janus Henderson Group PLC | 21,545 | $69.9K | 0.00% | +10.0% | Added |
| Alliancebernstein L.P. | 21,800 | $70.8K | 0.00% | +8,900+69.0% | Added |
| Voya Investment Management LLC | 21,970 | $71.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 22,094 | $71.8K | 0.02% | +11,022+99.5% | Added |
| New York State Common Retirement Fund | 22,760 | $74.0K | 0.00% | +460+2.1% | Added |
| Manufacturers Life Insurance Company, The | 23,022 | $74.8K | 0.00% | +195+0.9% | Added |
| Credit Suisse AG | 24,112 | $78.4K | 0.00% | +1,075+4.7% | Added |
| Sand Hill Global Advisors, LLC | 27,189 | $88.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 27,194 | $88.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,566 | $89.6K | 0.00% | +979+3.7% | Added |
| Deutsche Bank AG | 27,716 | $90.1K | 0.00% | +3,951+16.6% | Added |
| Invesco Ltd. | 29,288 | $95.2K | 0.00% | +659+2.3% | Added |
| MetLife Investment Management | 29,879 | $97.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 31,882 | $103.6K | 0.00% | −16,740−34.4% | Reduced |
| Point72 Middle East FZE | 39,198 | $127.4K | 0.01% | +39,198 | New |
| Wolverine Trading, LLC | 39,979 | $129.9K | 0.00% | +39,979 | New |
| Occudo Quantitative Strategies LP | 41,039 | $133.4K | 0.02% | −6,765−14.2% | Reduced |
| Aigen Investment Management, LP | 41,325 | $134.3K | 0.03% | +41,325 | New |
| California State Teachers Retirement System | 42,437 | $137.9K | 0.00% | −5,966−12.3% | Reduced |
| Prelude Capital Management, LLC | 43,600 | $141.7K | 0.01% | +43,600 | New |
| GM Advisory Group, Inc. | 44,482 | $144.6K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 45,095 | $146.6K | 0.00% | +35,530+371.5% | Added |
| Quantbot Technologies LP | 47,396 | $154.0K | 0.01% | +22,897+93.5% | Added |
| Dark Forest Capital Management LP | 48,044 | $156.1K | 0.01% | +48,044 | New |
| Cresset Asset Management, LLC | 48,368 | $157.2K | 0.00% | +1,846+4.0% | Added |
| Citigroup Inc | 49,589 | $161.2K | 0.00% | +32,279+186.5% | Added |
| Squarepoint Ops LLC | 49,810 | $161.9K | 0.00% | +49,810 | New |
| Jump Financial, LLC | 54,700 | $177.8K | 0.01% | +54,700 | New |
| Cubist Systematic Strategies, LLC | 55,752 | $181.2K | 0.00% | +55,752 | New |
| HSBC Holdings PLC | 55,876 | $183.8K | 0.00% | +21,700+63.5% | Added |
| Verition Fund Management LLC | 61,200 | $198.9K | 0.00% | +61,200 | New |
| Rhumbline Advisers | 65,967 | $214.4K | 0.00% | +3,621+5.8% | Added |
| Stanley-Laman Group, Ltd. | 71,252 | $231.6K | 0.04% | −537−0.7% | Reduced |
| CastleKnight Management LP | 73,100 | $237.6K | 0.04% | 00.0% | Unchanged |
| Swiss National Bank | 74,400 | $241.8K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 90,170 | $293.1K | 0.01% | −129,615−59.0% | Reduced |
| Legal & General Group Plc | 93,357 | $303.4K | 0.00% | +212+0.2% | Added |
| Barclays PLC | 105,759 | $343.7K | 0.00% | +85,931+433.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 108,415 | $352.3K | 0.00% | +80,410+287.1% | Added |
| Two Sigma Advisers, LP | 114,600 | $372.4K | 0.00% | +57,900+102.1% | Added |
| Woodline Partners LP | 117,043 | $380.4K | 0.00% | −1,259−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 125,497 | $408.0K | 0.01% | +125,497 | New |
| AQR Capital Management LLC | 150,996 | $490.7K | 0.00% | +57,576+61.6% | Added |
| Nuveen Asset Management, LLC | 156,447 | $508.5K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 160,000 | $520.0K | 0.15% | +160,000 | New |
| Goldman Sachs Group Inc | 163,049 | $529.9K | 0.00% | +95,621+141.8% | Added |
| Two Sigma Investments, LP | 163,227 | $530.5K | 0.00% | +1,693+1.0% | Added |
| Morling Financial Advisors, LLC | 167,652 | $544.9K | 0.54% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 177,467 | $576.8K | 0.06% | +177,467 | New |
| JPMorgan Chase & Co | 192,580 | $625.9K | 0.00% | +95,790+99.0% | Added |
| Advisory Services Network, LLC | 198,764 | $646.0K | 0.02% | +143,871+262.1% | Added |
| Bank of New York Mellon Corp | 220,490 | $716.6K | 0.00% | +29,131+15.2% | Added |
| Jacobs Levy Equity Management, Inc | 233,978 | $760.4K | 0.00% | +233,978 | New |
| Bank of America Corp | 270,306 | $878.5K | 0.00% | +197,360+270.6% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $890.4K | 0.50% | 00.0% | Unchanged |
| Jane Street Group, LLC | 320,367 | $1.04M | 0.00% | +320,367 | New |
| Charles Schwab Investment Management Inc | 327,253 | $1.06M | 0.00% | −26,618−7.5% | Reduced |
| Security Benefit Life Insurance Co | 355,853 | $1.16M | 0.19% | 00.0% | Unchanged |
| Morgan Stanley | 382,952 | $1.24M | 0.00% | −130,660−25.4% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $1.45M | 0.19% | +195,000+78.0% | Added |
| Ieq Capital, LLC | 465,802 | $1.51M | 0.03% | 00.0% | Unchanged |
| Formula Growth Ltd | 475,000 | $1.54M | 0.53% | +275,000+137.5% | Added |
| Northern Trust Corp | 482,307 | $1.57M | 0.00% | −10,022−2.0% | Reduced |
| Palogic Value Management, L.P. | 600,000 | $1.95M | 0.96% | +600,000 | New |
| Ameriprise Financial Inc | 682,912 | $2.22M | 0.00% | +96,332+16.4% | Added |
| Walleye Capital LLC | 714,537 | $2.32M | 0.03% | +570,495+396.1% | Added |
| Renaissance Technologies LLC | 809,300 | $2.63M | 0.00% | +469,600+138.2% | Added |
| State Street Corp | 941,751 | $3.06M | 0.00% | −176,970−15.8% | Reduced |
| Geode Capital Management, LLC | 1,018,544 | $3.31M | 0.00% | +2,560+0.3% | Added |
| D. E. Shaw & Co., Inc. | 1,036,843 | $3.37M | 0.01% | +521,885+101.3% | Added |
| Baillie Gifford & Co | 1,097,896 | $3.57M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 1,227,652 | $3.99M | 0.00% | +824,772+204.7% | Added |
| Invenomic Capital Management LP | 1,373,584 | $4.46M | 0.19% | +9,620+0.7% | Added |
| Hall Kathryn A. | 1,677,136 | $5.45M | 1.85% | −300,000−15.2% | Reduced |