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.
Q4 2023 vs. Q3 2023
How the institutions holding Expensify, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 104 | 1 | 100 | −3 |
| Shares | 31.2M | 19.2K | 33.3M | +2.07M (+6.6%) |
| Value | $101.5M | $62.4K | $82.2M | −$19.2M (−19.0%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Expensify, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Acadian Asset Management LLC | 174,203 | $429.0K | 0.00% |
| Ceera Investments, LLC | 125,000 | $308.8K | 0.15% |
| HRT Financial LP | 71,386 | $176.0K | 0.00% |
| Aristides Capital LLC | 54,104 | $133.6K | 0.07% |
| Bridgeway Capital Management, LLC | 53,465 | $132.1K | 0.00% |
| Wealthspire Advisors, LLC | 47,055 | $116.2K | 0.00% |
| B. Riley Asset Management, LLC | 34,439 | $86.8K | 0.03% |
| Mackenzie Financial Corp | 30,461 | $75.2K | 0.00% |
| Two Sigma Securities, LLC | 24,854 | $61.4K | 0.00% |
| Azora Capital LP | 24,583 | $60.7K | 0.01% |
| US Bancorp | 22,806 | $56.3K | 0.00% |
| Virtu Financial LLC | 22,796 | $56.0K | 0.00% |
| Boothbay Fund Management, LLC | 19,328 | $47.7K | 0.00% |
| Ground Swell Capital, LLC | 10,618 | $26.2K | 0.10% |
| WestEnd Advisors, LLC | 1,005 | $2.48K | 0.00% |
| Private Wealth Management Group, LLC | 420 | $1.04K | 0.00% |
Sold out (19)
Institutions that held Expensify, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Hall Kathryn A. | 1,677,136 | $5.45M |
| Invenomic Capital Management LP | 1,373,584 | $4.46M |
| Ghisallo Capital Management LLC | 177,467 | $576.8K |
| Shay Capital LLC | 160,000 | $520.0K |
| ExodusPoint Capital Management, LP | 125,497 | $408.0K |
| Swiss National Bank | 74,400 | $241.8K |
| Stanley-Laman Group, Ltd. | 71,252 | $231.6K |
| Jump Financial, LLC | 54,700 | $177.8K |
| Dark Forest Capital Management LP | 48,044 | $156.1K |
| GM Advisory Group, Inc. | 44,482 | $144.6K |
| Mirae Asset Global Investments Co., Ltd. | 27,194 | $88.4K |
| Credit Suisse AG | 24,112 | $78.4K |
| Janus Henderson Group PLC | 21,545 | $69.9K |
| Corton Capital Inc. | 11,257 | $36.6K |
| Quadrature Capital Ltd | 10,742 | $34.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,772 | $31.8K |
| Glassman Wealth Services | 226 | $735 |
| Stephens Consulting, LLC | 100 | $325 |
| Versant Capital Management, Inc | 83 | $270 |
Not filed for Q4 2023 yet (1)
Institutions that held Expensify, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Virginia Retirement Systems Et Al | 19,200 | $62.4K |