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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.

Institutional holdersQ3 2023: 104 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 55 institutionsQ1 2022: 48 institutionsQ2 2022: 65 institutionsQ3 2022: 83 institutionsQ4 2022: 75 institutionsQ1 2023: 97 institutionsQ2 2023: 97 institutionsQ3 2023: 104 institutionsQ4 2023: 100 institutionsQ1 2024: 88 institutionsQ2 2024: 80 institutionsQ3 2024: 77 institutionsQ4 2024: 90 institutionsQ1 2025: 98 institutionsQ2 2025: 97 institutionsQ3 2025: 105 institutionsQ4 2025: 109 institutionsQ1 2026: 104 institutionsQ2 2026: 100 institutions
Value heldQ3 2023: $101.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.07BQ1 2022: $453.8MQ2 2022: $585.4MQ3 2022: $478.5MQ4 2022: $295.2MQ1 2023: $276.8MQ2 2023: $289.5MQ3 2023: $101.5MQ4 2023: $82.2MQ1 2024: $56.2MQ2 2024: $39.5MQ3 2024: $51.8MQ4 2024: $100.2MQ1 2025: $96.7MQ2 2025: $88.2MQ3 2025: $59.1MQ4 2025: $45.0MQ1 2026: $26.4MQ2 2026: $45.9M
Institutions holding EXFY and their total value by quarter
QuarterHoldersValue
Q2 2026100$45.9M
Q1 2026104$26.4M
Q4 2025109$45.0M
Q3 2025105$59.1M
Q2 202597$88.2M
Q1 202598$96.7M
Q4 202490$100.2M
Q3 202477$51.8M
Q2 202480$39.5M
Q1 202488$56.2M
Q4 2023100$82.2M
Q3 2023104$101.5M
Q2 202397$289.5M
Q1 202397$276.8M
Q4 202275$295.2M
Q3 202283$478.5M
Q2 202265$585.4M
Q1 202248$453.8M
Q4 202155$1.07B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q2 2023.

Institutions holding EXFY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC67$00.00%+67New
Versant Capital Management, Inc83$2700.00%+83New
Stephens Consulting, LLC100$3250.00%00.0%Unchanged
Glassman Wealth Services226$7350.00%+226New
Federated Hermes, Inc.282$9170.00%−49,718−99.4%Reduced
FMR LLC1,437$4.67K0.00%+740+106.2%Added
UBS Group AG2,228$7.24K0.00%+1,568+237.6%Added
Advisor Group Holdings, Inc.2,796$9.08K0.00%−155−5.3%Reduced
Metropolitan Life Insurance Co3,096$10.1K0.00%00.0%Unchanged
FNY Investment Advisers, LLC4,000$13.0K0.01%+4,000New
Ameritas Investment Partners, Inc.4,561$14.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,647$18.4K0.00%+4,326+327.5%Added
Royal Bank of Canada7,071$22.0K0.00%+964+15.8%Added
Amalgamated Bank8,374$27.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)9,772$31.8K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.10,327$33.6K0.01%+1,268+14.0%Added
Quadrature Capital Ltd10,742$34.9K0.00%+10,742New
Corton Capital Inc.11,257$36.6K0.02%+11,257New
Centiva Capital, LP11,563$37.6K0.00%+11,563New
Price T Rowe Associates Inc12,212$40.0K0.00%+1,011+9.0%Added
Wells Fargo & Company12,404$40.3K0.00%−11,966−49.1%Reduced
PDT Partners, LLC14,348$46.6K0.01%−38,221−72.7%Reduced
SG Americas Securities, LLC15,673$51.0K0.00%+15,673New
State Board of Administration of Florida Retirement System15,820$51.4K0.00%+140+0.9%Added
Virginia Retirement Systems Et Al19,200$62.4K0.00%−1,900−9.0%Reduced
Engineers Gate Manager LP20,784$67.5K0.00%+20,784New
Janus Henderson Group PLC21,545$69.9K0.00%+10.0%Added
Alliancebernstein L.P.21,800$70.8K0.00%+8,900+69.0%Added
Voya Investment Management LLC21,970$71.4K0.00%00.0%Unchanged
State of Wyoming22,094$71.8K0.02%+11,022+99.5%Added
New York State Common Retirement Fund22,760$74.0K0.00%+460+2.1%Added
Manufacturers Life Insurance Company, The23,022$74.8K0.00%+195+0.9%Added
Credit Suisse AG24,112$78.4K0.00%+1,075+4.7%Added
Sand Hill Global Advisors, LLC27,189$88.4K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.27,194$88.4K0.00%00.0%Unchanged
American International Group, Inc.27,566$89.6K0.00%+979+3.7%Added
Deutsche Bank AG27,716$90.1K0.00%+3,951+16.6%Added
Invesco Ltd.29,288$95.2K0.00%+659+2.3%Added
MetLife Investment Management29,879$97.1K0.00%00.0%Unchanged
Susquehanna International Group, LLP31,882$103.6K0.00%−16,740−34.4%Reduced
Point72 Middle East FZE39,198$127.4K0.01%+39,198New
Wolverine Trading, LLC39,979$129.9K0.00%+39,979New
Occudo Quantitative Strategies LP41,039$133.4K0.02%−6,765−14.2%Reduced
Aigen Investment Management, LP41,325$134.3K0.03%+41,325New
California State Teachers Retirement System42,437$137.9K0.00%−5,966−12.3%Reduced
Prelude Capital Management, LLC43,600$141.7K0.01%+43,600New
GM Advisory Group, Inc.44,482$144.6K0.01%00.0%Unchanged
Russell Investments Group, Ltd.45,095$146.6K0.00%+35,530+371.5%Added
Quantbot Technologies LP47,396$154.0K0.01%+22,897+93.5%Added
Dark Forest Capital Management LP48,044$156.1K0.01%+48,044New
Cresset Asset Management, LLC48,368$157.2K0.00%+1,846+4.0%Added
Citigroup Inc49,589$161.2K0.00%+32,279+186.5%Added
Squarepoint Ops LLC49,810$161.9K0.00%+49,810New
Jump Financial, LLC54,700$177.8K0.01%+54,700New
Cubist Systematic Strategies, LLC55,752$181.2K0.00%+55,752New
HSBC Holdings PLC55,876$183.8K0.00%+21,700+63.5%Added
Verition Fund Management LLC61,200$198.9K0.00%+61,200New
Rhumbline Advisers65,967$214.4K0.00%+3,621+5.8%Added
Stanley-Laman Group, Ltd.71,252$231.6K0.04%−537−0.7%Reduced
CastleKnight Management LP73,100$237.6K0.04%00.0%Unchanged
Swiss National Bank74,400$241.8K0.00%00.0%Unchanged
Algert Global LLC90,170$293.1K0.01%−129,615−59.0%Reduced
Legal & General Group Plc93,357$303.4K0.00%+212+0.2%Added
Barclays PLC105,759$343.7K0.00%+85,931+433.4%Added
Connor, Clark & Lunn Investment Management Ltd.108,415$352.3K0.00%+80,410+287.1%Added
Two Sigma Advisers, LP114,600$372.4K0.00%+57,900+102.1%Added
Woodline Partners LP117,043$380.4K0.00%−1,259−1.1%Reduced
ExodusPoint Capital Management, LP125,497$408.0K0.01%+125,497New
AQR Capital Management LLC150,996$490.7K0.00%+57,576+61.6%Added
Nuveen Asset Management, LLC156,447$508.5K0.00%00.0%Unchanged
Shay Capital LLC160,000$520.0K0.15%+160,000New
Goldman Sachs Group Inc163,049$529.9K0.00%+95,621+141.8%Added
Two Sigma Investments, LP163,227$530.5K0.00%+1,693+1.0%Added
Morling Financial Advisors, LLC167,652$544.9K0.54%00.0%Unchanged
Ghisallo Capital Management LLC177,467$576.8K0.06%+177,467New
JPMorgan Chase & Co192,580$625.9K0.00%+95,790+99.0%Added
Advisory Services Network, LLC198,764$646.0K0.02%+143,871+262.1%Added
Bank of New York Mellon Corp220,490$716.6K0.00%+29,131+15.2%Added
Jacobs Levy Equity Management, Inc233,978$760.4K0.00%+233,978New
Bank of America Corp270,306$878.5K0.00%+197,360+270.6%Added
Hamilton Lane Advisors LLC273,959$890.4K0.50%00.0%Unchanged
Jane Street Group, LLC320,367$1.04M0.00%+320,367New
Charles Schwab Investment Management Inc327,253$1.06M0.00%−26,618−7.5%Reduced
Security Benefit Life Insurance Co355,853$1.16M0.19%00.0%Unchanged
Morgan Stanley382,952$1.24M0.00%−130,660−25.4%Reduced
Optimus Prime Fund Management Co., Ltd.445,000$1.45M0.19%+195,000+78.0%Added
Ieq Capital, LLC465,802$1.51M0.03%00.0%Unchanged
Formula Growth Ltd475,000$1.54M0.53%+275,000+137.5%Added
Northern Trust Corp482,307$1.57M0.00%−10,022−2.0%Reduced
Palogic Value Management, L.P.600,000$1.95M0.96%+600,000New
Ameriprise Financial Inc682,912$2.22M0.00%+96,332+16.4%Added
Walleye Capital LLC714,537$2.32M0.03%+570,495+396.1%Added
Renaissance Technologies LLC809,300$2.63M0.00%+469,600+138.2%Added
State Street Corp941,751$3.06M0.00%−176,970−15.8%Reduced
Geode Capital Management, LLC1,018,544$3.31M0.00%+2,560+0.3%Added
D. E. Shaw & Co., Inc.1,036,843$3.37M0.01%+521,885+101.3%Added
Baillie Gifford & Co1,097,896$3.57M0.00%00.0%Unchanged
Millennium Management LLC1,227,652$3.99M0.00%+824,772+204.7%Added
Invenomic Capital Management LP1,373,584$4.46M0.19%+9,620+0.7%Added
Hall Kathryn A.1,677,136$5.45M1.85%−300,000−15.2%Reduced