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 |
|---|---|---|---|---|---|
| Hall Kathryn A. | 0 | $0 | 0.00% | −1,677,136−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −1,373,584−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −177,467−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −125,497−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −74,400−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −71,252−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −54,700−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −48,044−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −44,482−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −27,194−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −24,112−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −21,545−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −11,257−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,742−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −9,772−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |