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, Q4 2023
Institutional positions in Expensify, Inc. as of Dec 31, 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
- 100
- −3 vs. Q3 2023
- Shares held
- 33.3M
- +2.07M (+6.6%) vs. Q3 2023
- Total value
- $82.2M
- −$19.2M (−19.0%) vs. Q3 2023
- New holders
- 16
- 44 more added
- Sold out
- 19
- 27 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,225,143 | $10.4M | 0.00% | +144,459+3.5% | Added |
| Boston Private Wealth LLC | 3,359,037 | $8.30M | 0.20% | +1,309,037+63.9% | Added |
| Vanguard Group Inc | 2,870,028 | $7.09M | 0.00% | −78,967−2.7% | Reduced |
| Citadel Advisors LLC | 2,793,976 | $6.90M | 0.01% | +9,396+0.3% | Added |
| D. E. Shaw & Co., Inc. | 2,096,706 | $5.18M | 0.01% | +1,059,863+102.2% | Added |
| Millennium Management LLC | 1,547,522 | $3.82M | 0.00% | +319,870+26.1% | Added |
| Baillie Gifford & Co | 1,097,448 | $2.71M | 0.00% | −4480.0% | Reduced |
| Geode Capital Management, LLC | 1,088,524 | $2.69M | 0.00% | +69,980+6.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,040,879 | $2.57M | 0.01% | +806,901+344.9% | Added |
| State Street Corp | 1,036,965 | $2.56M | 0.00% | +95,214+10.1% | Added |
| Renaissance Technologies LLC | 880,800 | $2.18M | 0.00% | +71,500+8.8% | Added |
| Walleye Capital LLC | 858,933 | $2.12M | 0.03% | +144,396+20.2% | Added |
| Palogic Value Management, L.P. | 800,000 | $1.98M | 0.88% | +200,000+33.3% | Added |
| Ameriprise Financial Inc | 690,112 | $1.70M | 0.00% | +7,200+1.1% | Added |
| Morgan Stanley | 531,990 | $1.31M | 0.00% | +149,038+38.9% | Added |
| Formula Growth Ltd | 525,000 | $1.30M | 0.42% | +50,000+10.5% | Added |
| Ieq Capital, LLC | 465,802 | $1.15M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 459,349 | $1.13M | 0.00% | −22,958−4.8% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $1.10M | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 435,621 | $1.08M | 0.00% | +272,394+166.9% | Added |
| AQR Capital Management LLC | 424,079 | $1.05M | 0.00% | +273,083+180.9% | Added |
| Charles Schwab Investment Management Inc | 362,479 | $895.3K | 0.00% | +35,226+10.8% | Added |
| Security Benefit Life Insurance Co | 355,853 | $879.0K | 0.18% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 288,200 | $711.9K | 0.00% | +173,600+151.5% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $676.7K | 0.28% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 265,787 | $656.5K | 0.00% | +102,738+63.0% | Added |
| Cubist Systematic Strategies, LLC | 244,537 | $604.0K | 0.01% | +188,785+338.6% | Added |
| JPMorgan Chase & Co | 225,874 | $557.9K | 0.00% | +33,294+17.3% | Added |
| Bank of America Corp | 215,406 | $532.1K | 0.00% | −54,900−20.3% | Reduced |
| Advisory Services Network, LLC | 203,013 | $501.4K | 0.01% | +4,249+2.1% | Added |
| Jane Street Group, LLC | 194,360 | $480.1K | 0.00% | −126,007−39.3% | Reduced |
| Acadian Asset Management LLC | 174,203 | $429.0K | 0.00% | +174,203 | New |
| Federated Hermes, Inc. | 161,146 | $398.0K | 0.00% | +160,864+57,044.0% | Added |
| Nuveen Asset Management, LLC | 156,447 | $386.4K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 149,466 | $369.2K | 0.00% | +32,423+27.7% | Added |
| Morling Financial Advisors, LLC | 149,024 | $368.1K | 0.30% | −18,628−11.1% | Reduced |
| Bank of New York Mellon Corp | 147,590 | $364.5K | 0.00% | −72,900−33.1% | Reduced |
| CastleKnight Management LP | 131,200 | $324.1K | 0.05% | +58,100+79.5% | Added |
| Ceera Investments, LLC | 125,000 | $308.8K | 0.15% | +125,000 | New |
| Barclays PLC | 117,156 | $289.4K | 0.00% | +11,397+10.8% | Added |
| HSBC Holdings PLC | 98,630 | $247.6K | 0.00% | +42,754+76.5% | Added |
| Occudo Quantitative Strategies LP | 86,012 | $212.4K | 0.03% | +44,973+109.6% | Added |
| HRT Financial LP | 71,386 | $176.0K | 0.00% | +71,386 | New |
| Susquehanna International Group, LLP | 67,741 | $167.3K | 0.00% | +35,859+112.5% | Added |
| Rhumbline Advisers | 65,915 | $162.8K | 0.00% | −52−0.1% | Reduced |
| UBS Group AG | 61,160 | $151.1K | 0.00% | +58,932+2,645.1% | Added |
| Aristides Capital LLC | 54,104 | $133.6K | 0.07% | +54,104 | New |
| Bridgeway Capital Management, LLC | 53,465 | $132.1K | 0.00% | +53,465 | New |
| Cresset Asset Management, LLC | 51,748 | $127.8K | 0.00% | +3,380+7.0% | Added |
| Prelude Capital Management, LLC | 51,300 | $126.7K | 0.01% | +7,700+17.7% | Added |
| Squarepoint Ops LLC | 51,147 | $126.3K | 0.00% | +1,337+2.7% | Added |
| Wealthspire Advisors, LLC | 47,055 | $116.2K | 0.00% | +47,055 | New |
| Russell Investments Group, Ltd. | 44,059 | $108.8K | 0.00% | −1,036−2.3% | Reduced |
| Quantbot Technologies LP | 36,502 | $90.2K | 0.01% | −10,894−23.0% | Reduced |
| Verition Fund Management LLC | 35,347 | $87.3K | 0.00% | −25,853−42.2% | Reduced |
| B. Riley Asset Management, LLC | 34,439 | $86.8K | 0.03% | +34,439 | New |
| Algert Global LLC | 34,050 | $84.1K | 0.00% | −56,120−62.2% | Reduced |
| Engineers Gate Manager LP | 31,133 | $76.9K | 0.00% | +10,349+49.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 30,763 | $76.0K | 0.00% | −77,652−71.6% | Reduced |
| Mackenzie Financial Corp | 30,461 | $75.2K | 0.00% | +30,461 | New |
| MetLife Investment Management | 29,879 | $73.8K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 29,237 | $72.2K | 0.01% | −9,961−25.4% | Reduced |
| Alliancebernstein L.P. | 28,770 | $71.1K | 0.00% | +6,970+32.0% | Added |
| State of Wyoming | 28,232 | $69.7K | 0.01% | +6,138+27.8% | Added |
| Deutsche Bank AG | 27,716 | $68.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,456 | $67.8K | 0.00% | −110−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 27,189 | $67.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 24,854 | $61.4K | 0.00% | +24,854 | New |
| Azora Capital LP | 24,583 | $60.7K | 0.01% | +24,583 | New |
| Invesco Ltd. | 24,437 | $60.4K | 0.00% | −4,851−16.6% | Reduced |
| US Bancorp | 22,806 | $56.3K | 0.00% | +22,806 | New |
| Wolverine Trading, LLC | 22,794 | $56.3K | 0.00% | −17,185−43.0% | Reduced |
| New York State Common Retirement Fund | 22,760 | $56.2K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,796 | $56.0K | 0.00% | +22,796 | New |
| Voya Investment Management LLC | 21,970 | $54.3K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 20,807 | $51.4K | 0.00% | +9,244+79.9% | Added |
| SG Americas Securities, LLC | 19,274 | $48.0K | 0.00% | +3,601+23.0% | Added |
| Boothbay Fund Management, LLC | 19,328 | $47.7K | 0.00% | +19,328 | New |
| Aigen Investment Management, LP | 18,674 | $46.1K | 0.01% | −22,651−54.8% | Reduced |
| Royal Bank of Canada | 18,203 | $45.0K | 0.00% | +11,132+157.4% | Added |
| State Board of Administration of Florida Retirement System | 15,820 | $39.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,504 | $38.3K | 0.00% | +3,100+25.0% | Added |
| Citigroup Inc | 13,845 | $34.2K | 0.00% | −35,744−72.1% | Reduced |
| Price T Rowe Associates Inc | 13,003 | $33.0K | 0.00% | +791+6.5% | Added |
| FNY Investment Advisers, LLC | 12,500 | $30.0K | 0.03% | +8,500+212.5% | Added |
| Manufacturers Life Insurance Company, The | 10,739 | $26.5K | 0.00% | −12,283−53.4% | Reduced |
| PDT Partners, LLC | 10,648 | $26.3K | 0.00% | −3,700−25.8% | Reduced |
| Ground Swell Capital, LLC | 10,618 | $26.2K | 0.10% | +10,618 | New |
| Harbor Capital Advisors, Inc. | 9,902 | $24.5K | 0.00% | −425−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,438 | $23.3K | 0.00% | +3,791+67.1% | Added |
| California State Teachers Retirement System | 9,092 | $22.5K | 0.00% | −33,345−78.6% | Reduced |
| Amalgamated Bank | 7,820 | $19.0K | 0.00% | −554−6.6% | Reduced |
| Legal & General Group Plc | 6,820 | $16.8K | 0.00% | −86,537−92.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,561 | $11.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,170 | $7.82K | 0.00% | +374+13.4% | Added |
| Metropolitan Life Insurance Co | 3,096 | $7.65K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1,005 | $2.48K | 0.00% | +1,005 | New |
| FMR LLC | 726 | $1.79K | 0.00% | −711−49.5% | Reduced |
| Private Wealth Management Group, LLC | 420 | $1.04K | 0.00% | +420 | New |
| CWM, LLC | 14 | $0 | 0.00% | −53−79.1% | Reduced |