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 |
|---|---|---|---|---|---|
| CWM, LLC | 14 | $0 | 0.00% | −53−79.1% | Reduced |
| Private Wealth Management Group, LLC | 420 | $1.04K | 0.00% | +420 | New |
| FMR LLC | 726 | $1.79K | 0.00% | −711−49.5% | Reduced |
| WestEnd Advisors, LLC | 1,005 | $2.48K | 0.00% | +1,005 | New |
| Metropolitan Life Insurance Co | 3,096 | $7.65K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,170 | $7.82K | 0.00% | +374+13.4% | Added |
| Ameritas Investment Partners, Inc. | 4,561 | $11.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,820 | $16.8K | 0.00% | −86,537−92.7% | Reduced |
| Amalgamated Bank | 7,820 | $19.0K | 0.00% | −554−6.6% | Reduced |
| California State Teachers Retirement System | 9,092 | $22.5K | 0.00% | −33,345−78.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,438 | $23.3K | 0.00% | +3,791+67.1% | Added |
| Harbor Capital Advisors, Inc. | 9,902 | $24.5K | 0.00% | −425−4.1% | Reduced |
| Ground Swell Capital, LLC | 10,618 | $26.2K | 0.10% | +10,618 | New |
| PDT Partners, LLC | 10,648 | $26.3K | 0.00% | −3,700−25.8% | Reduced |
| Manufacturers Life Insurance Company, The | 10,739 | $26.5K | 0.00% | −12,283−53.4% | Reduced |
| FNY Investment Advisers, LLC | 12,500 | $30.0K | 0.03% | +8,500+212.5% | Added |
| Price T Rowe Associates Inc | 13,003 | $33.0K | 0.00% | +791+6.5% | Added |
| Citigroup Inc | 13,845 | $34.2K | 0.00% | −35,744−72.1% | Reduced |
| Wells Fargo & Company | 15,504 | $38.3K | 0.00% | +3,100+25.0% | Added |
| State Board of Administration of Florida Retirement System | 15,820 | $39.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,203 | $45.0K | 0.00% | +11,132+157.4% | Added |
| Aigen Investment Management, LP | 18,674 | $46.1K | 0.01% | −22,651−54.8% | Reduced |
| Boothbay Fund Management, LLC | 19,328 | $47.7K | 0.00% | +19,328 | New |
| SG Americas Securities, LLC | 19,274 | $48.0K | 0.00% | +3,601+23.0% | Added |
| Centiva Capital, LP | 20,807 | $51.4K | 0.00% | +9,244+79.9% | Added |
| Voya Investment Management LLC | 21,970 | $54.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,796 | $56.0K | 0.00% | +22,796 | New |
| New York State Common Retirement Fund | 22,760 | $56.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 22,794 | $56.3K | 0.00% | −17,185−43.0% | Reduced |
| US Bancorp | 22,806 | $56.3K | 0.00% | +22,806 | New |
| Invesco Ltd. | 24,437 | $60.4K | 0.00% | −4,851−16.6% | Reduced |
| Azora Capital LP | 24,583 | $60.7K | 0.01% | +24,583 | New |
| Two Sigma Securities, LLC | 24,854 | $61.4K | 0.00% | +24,854 | New |
| Sand Hill Global Advisors, LLC | 27,189 | $67.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,456 | $67.8K | 0.00% | −110−0.4% | Reduced |
| Deutsche Bank AG | 27,716 | $68.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 28,232 | $69.7K | 0.01% | +6,138+27.8% | Added |
| Alliancebernstein L.P. | 28,770 | $71.1K | 0.00% | +6,970+32.0% | Added |
| Point72 Middle East FZE | 29,237 | $72.2K | 0.01% | −9,961−25.4% | Reduced |
| MetLife Investment Management | 29,879 | $73.8K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 30,461 | $75.2K | 0.00% | +30,461 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 30,763 | $76.0K | 0.00% | −77,652−71.6% | Reduced |
| Engineers Gate Manager LP | 31,133 | $76.9K | 0.00% | +10,349+49.8% | Added |
| Algert Global LLC | 34,050 | $84.1K | 0.00% | −56,120−62.2% | Reduced |
| B. Riley Asset Management, LLC | 34,439 | $86.8K | 0.03% | +34,439 | New |
| Verition Fund Management LLC | 35,347 | $87.3K | 0.00% | −25,853−42.2% | Reduced |
| Quantbot Technologies LP | 36,502 | $90.2K | 0.01% | −10,894−23.0% | Reduced |
| Russell Investments Group, Ltd. | 44,059 | $108.8K | 0.00% | −1,036−2.3% | Reduced |
| Wealthspire Advisors, LLC | 47,055 | $116.2K | 0.00% | +47,055 | New |
| Squarepoint Ops LLC | 51,147 | $126.3K | 0.00% | +1,337+2.7% | Added |
| Prelude Capital Management, LLC | 51,300 | $126.7K | 0.01% | +7,700+17.7% | Added |
| Cresset Asset Management, LLC | 51,748 | $127.8K | 0.00% | +3,380+7.0% | Added |
| Bridgeway Capital Management, LLC | 53,465 | $132.1K | 0.00% | +53,465 | New |
| Aristides Capital LLC | 54,104 | $133.6K | 0.07% | +54,104 | New |
| UBS Group AG | 61,160 | $151.1K | 0.00% | +58,932+2,645.1% | Added |
| Rhumbline Advisers | 65,915 | $162.8K | 0.00% | −52−0.1% | Reduced |
| Susquehanna International Group, LLP | 67,741 | $167.3K | 0.00% | +35,859+112.5% | Added |
| HRT Financial LP | 71,386 | $176.0K | 0.00% | +71,386 | New |
| Occudo Quantitative Strategies LP | 86,012 | $212.4K | 0.03% | +44,973+109.6% | Added |
| HSBC Holdings PLC | 98,630 | $247.6K | 0.00% | +42,754+76.5% | Added |
| Barclays PLC | 117,156 | $289.4K | 0.00% | +11,397+10.8% | Added |
| Ceera Investments, LLC | 125,000 | $308.8K | 0.15% | +125,000 | New |
| CastleKnight Management LP | 131,200 | $324.1K | 0.05% | +58,100+79.5% | Added |
| Bank of New York Mellon Corp | 147,590 | $364.5K | 0.00% | −72,900−33.1% | Reduced |
| Morling Financial Advisors, LLC | 149,024 | $368.1K | 0.30% | −18,628−11.1% | Reduced |
| Woodline Partners LP | 149,466 | $369.2K | 0.00% | +32,423+27.7% | Added |
| Nuveen Asset Management, LLC | 156,447 | $386.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 161,146 | $398.0K | 0.00% | +160,864+57,044.0% | Added |
| Acadian Asset Management LLC | 174,203 | $429.0K | 0.00% | +174,203 | New |
| Jane Street Group, LLC | 194,360 | $480.1K | 0.00% | −126,007−39.3% | Reduced |
| Advisory Services Network, LLC | 203,013 | $501.4K | 0.01% | +4,249+2.1% | Added |
| Bank of America Corp | 215,406 | $532.1K | 0.00% | −54,900−20.3% | Reduced |
| JPMorgan Chase & Co | 225,874 | $557.9K | 0.00% | +33,294+17.3% | Added |
| Cubist Systematic Strategies, LLC | 244,537 | $604.0K | 0.01% | +188,785+338.6% | Added |
| Goldman Sachs Group Inc | 265,787 | $656.5K | 0.00% | +102,738+63.0% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $676.7K | 0.28% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 288,200 | $711.9K | 0.00% | +173,600+151.5% | Added |
| Security Benefit Life Insurance Co | 355,853 | $879.0K | 0.18% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 362,479 | $895.3K | 0.00% | +35,226+10.8% | Added |
| AQR Capital Management LLC | 424,079 | $1.05M | 0.00% | +273,083+180.9% | Added |
| Two Sigma Investments, LP | 435,621 | $1.08M | 0.00% | +272,394+166.9% | Added |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $1.10M | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 459,349 | $1.13M | 0.00% | −22,958−4.8% | Reduced |
| Ieq Capital, LLC | 465,802 | $1.15M | 0.02% | 00.0% | Unchanged |
| Formula Growth Ltd | 525,000 | $1.30M | 0.42% | +50,000+10.5% | Added |
| Morgan Stanley | 531,990 | $1.31M | 0.00% | +149,038+38.9% | Added |
| Ameriprise Financial Inc | 690,112 | $1.70M | 0.00% | +7,200+1.1% | Added |
| Palogic Value Management, L.P. | 800,000 | $1.98M | 0.88% | +200,000+33.3% | Added |
| Walleye Capital LLC | 858,933 | $2.12M | 0.03% | +144,396+20.2% | Added |
| Renaissance Technologies LLC | 880,800 | $2.18M | 0.00% | +71,500+8.8% | Added |
| State Street Corp | 1,036,965 | $2.56M | 0.00% | +95,214+10.1% | Added |
| Jacobs Levy Equity Management, Inc | 1,040,879 | $2.57M | 0.01% | +806,901+344.9% | Added |
| Geode Capital Management, LLC | 1,088,524 | $2.69M | 0.00% | +69,980+6.9% | Added |
| Baillie Gifford & Co | 1,097,448 | $2.71M | 0.00% | −4480.0% | Reduced |
| Millennium Management LLC | 1,547,522 | $3.82M | 0.00% | +319,870+26.1% | Added |
| D. E. Shaw & Co., Inc. | 2,096,706 | $5.18M | 0.01% | +1,059,863+102.2% | Added |
| Citadel Advisors LLC | 2,793,976 | $6.90M | 0.01% | +9,396+0.3% | Added |
| Vanguard Group Inc | 2,870,028 | $7.09M | 0.00% | −78,967−2.7% | Reduced |
| Boston Private Wealth LLC | 3,359,037 | $8.30M | 0.20% | +1,309,037+63.9% | Added |
| BlackRock Inc. | 4,225,143 | $10.4M | 0.00% | +144,459+3.5% | Added |