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, Q1 2024
Institutional positions in Expensify, Inc. as of Mar 31, 2024. 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
- 88
- −12 vs. Q4 2023
- Shares held
- 30.5M
- −2.77M (−8.3%) vs. Q4 2023
- Total value
- $56.2M
- −$26.1M (−31.7%) vs. Q4 2023
- New holders
- 13
- 31 more added
- Sold out
- 25
- 31 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,009,298 | $7.38M | 0.00% | −215,845−5.1% | Reduced |
| Vanguard Group Inc | 3,346,715 | $6.16M | 0.00% | +476,687+16.6% | Added |
| D. E. Shaw & Co., Inc. | 2,807,393 | $5.17M | 0.01% | +710,687+33.9% | Added |
| Citadel Advisors LLC | 1,478,823 | $2.72M | 0.00% | −1,315,153−47.1% | Reduced |
| Palogic Value Management, L.P. | 1,267,614 | $2.33M | 1.01% | +467,614+58.5% | Added |
| Renaissance Technologies LLC | 1,240,800 | $2.28M | 0.00% | +360,000+40.9% | Added |
| Millennium Management LLC | 1,176,652 | $2.17M | 0.00% | −370,870−24.0% | Reduced |
| Baillie Gifford & Co | 1,087,013 | $2.00M | 0.00% | −10,435−1.0% | Reduced |
| Geode Capital Management, LLC | 1,086,335 | $2.00M | 0.00% | −2,189−0.2% | Reduced |
| AQR Capital Management LLC | 1,076,166 | $1.98M | 0.00% | +652,087+153.8% | Added |
| State Street Corp | 1,045,149 | $1.92M | 0.00% | +8,184+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 952,487 | $1.75M | 0.01% | −88,392−8.5% | Reduced |
| Ameriprise Financial Inc | 738,912 | $1.36M | 0.00% | +48,800+7.1% | Added |
| Formula Growth Ltd | 650,000 | $1.20M | 0.38% | +125,000+23.8% | Added |
| Walleye Capital LLC | 632,574 | $1.16M | 0.01% | −226,359−26.4% | Reduced |
| Two Sigma Investments, LP | 472,634 | $869.6K | 0.00% | +37,013+8.5% | Added |
| Two Sigma Advisers, LP | 467,600 | $860.4K | 0.00% | +179,400+62.2% | Added |
| Ieq Capital, LLC | 465,802 | $857.1K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 447,484 | $823.4K | 0.00% | −11,865−2.6% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $818.8K | 0.08% | 00.0% | Unchanged |
| Ceera Investments, LLC | 435,000 | $800.4K | 0.35% | +310,000+248.0% | Added |
| Morgan Stanley | 399,641 | $735.3K | 0.00% | −132,349−24.9% | Reduced |
| Charles Schwab Investment Management Inc | 369,249 | $679.4K | 0.00% | +6,770+1.9% | Added |
| Security Benefit Life Insurance Co | 355,853 | $654.8K | 0.20% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 323,390 | $595.0K | 0.00% | +57,603+21.7% | Added |
| Bank of America Corp | 321,105 | $590.8K | 0.00% | +105,699+49.1% | Added |
| Acadian Asset Management LLC | 303,892 | $557.0K | 0.00% | +129,689+74.4% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $504.1K | 0.34% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 208,000 | $382.7K | 0.01% | +154,535+289.0% | Added |
| Advisory Services Network, LLC | 201,261 | $370.3K | 0.01% | −1,752−0.9% | Reduced |
| Federated Hermes, Inc. | 168,073 | $309.3K | 0.00% | +6,927+4.3% | Added |
| Nuveen Asset Management, LLC | 156,447 | $287.9K | 0.00% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 149,024 | $274.2K | 0.16% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 140,785 | $259.0K | 0.00% | −6,805−4.6% | Reduced |
| Man Group plc | 139,028 | $255.8K | 0.00% | +139,028 | New |
| CastleKnight Management LP | 131,200 | $241.4K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 124,542 | $229.2K | 0.00% | −101,332−44.9% | Reduced |
| XTX Topco Ltd | 112,187 | $206.4K | 0.03% | +112,187 | New |
| UBS Group AG | 107,904 | $198.5K | 0.00% | +46,744+76.4% | Added |
| Barclays PLC | 80,446 | $148.0K | 0.00% | −36,710−31.3% | Reduced |
| HSBC Holdings PLC | 69,657 | $128.2K | 0.00% | −28,973−29.4% | Reduced |
| Rhumbline Advisers | 68,433 | $125.9K | 0.00% | +2,518+3.8% | Added |
| Occudo Quantitative Strategies LP | 63,514 | $116.9K | 0.02% | −22,498−26.2% | Reduced |
| Jane Street Group, LLC | 59,074 | $108.7K | 0.00% | −135,286−69.6% | Reduced |
| Cresset Asset Management, LLC | 58,098 | $106.9K | 0.00% | +6,350+12.3% | Added |
| Invesco Ltd. | 56,071 | $103.2K | 0.00% | +31,634+129.5% | Added |
| Cubist Systematic Strategies, LLC | 55,592 | $102.3K | 0.00% | −188,945−77.3% | Reduced |
| Verition Fund Management LLC | 51,253 | $94.3K | 0.00% | +15,906+45.0% | Added |
| Wealthspire Advisors, LLC | 47,055 | $86.6K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 46,300 | $85.2K | 0.01% | −5,000−9.7% | Reduced |
| Russell Investments Group, Ltd. | 42,857 | $78.9K | 0.00% | −1,202−2.7% | Reduced |
| Mackenzie Financial Corp | 40,873 | $75.2K | 0.00% | +10,412+34.2% | Added |
| Savant Capital, LLC | 36,455 | $67.1K | 0.00% | +36,455 | New |
| Quadrature Capital Ltd | 35,242 | $64.8K | 0.00% | +35,242 | New |
| Alliancebernstein L.P. | 28,770 | $52.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,495 | $50.6K | 0.00% | +39+0.1% | Added |
| Sand Hill Global Advisors, LLC | 27,189 | $50.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,370 | $48.5K | 0.00% | −1,346−4.9% | Reduced |
| Wolverine Trading, LLC | 24,758 | $45.6K | 0.00% | +1,964+8.6% | Added |
| Azora Capital LP | 24,583 | $45.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 22,935 | $42.0K | 0.00% | +22,935 | New |
| New York State Common Retirement Fund | 22,637 | $41.7K | 0.00% | −123−0.5% | Reduced |
| US Bancorp | 20,941 | $38.5K | 0.00% | −1,865−8.2% | Reduced |
| Voya Investment Management LLC | 20,277 | $37.3K | 0.00% | −1,693−7.7% | Reduced |
| Wells Fargo & Company | 18,567 | $34.2K | 0.00% | +3,063+19.8% | Added |
| Price T Rowe Associates Inc | 17,284 | $32.0K | 0.00% | +4,281+32.9% | Added |
| Manufacturers Life Insurance Company, The | 16,206 | $29.8K | 0.00% | +5,467+50.9% | Added |
| Susquehanna International Group, LLP | 15,048 | $27.7K | 0.00% | −52,693−77.8% | Reduced |
| FNY Investment Advisers, LLC | 12,500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,896 | $20.0K | 0.00% | −25,606−70.1% | Reduced |
| ProShare Advisors LLC | 10,024 | $18.4K | 0.00% | +10,024 | New |
| Citigroup Inc | 9,276 | $17.1K | 0.00% | −4,569−33.0% | Reduced |
| Legal & General Group Plc | 6,123 | $11.3K | 0.00% | −697−10.2% | Reduced |
| California State Teachers Retirement System | 5,609 | $10.3K | 0.00% | −3,483−38.3% | Reduced |
| FMR LLC | 4,893 | $9.00K | 0.00% | +4,167+574.0% | Added |
| Ameritas Investment Partners, Inc. | 4,561 | $8.39K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,899 | $7.00K | 0.00% | −14,304−78.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,225 | $5.93K | 0.00% | +55+1.7% | Added |
| Comerica Bank | 3,013 | $5.54K | 0.00% | +3,013 | New |
| Tower Research Capital LLC (TRC) | 1,802 | $3.32K | 0.00% | −7,636−80.9% | Reduced |
| Amalgamated Bank | 1,863 | $3.00K | 0.00% | −5,957−76.2% | Reduced |
| Point72 (DIFC) Ltd | 1,160 | $2.13K | 0.00% | +1,160 | New |
| EverSource Wealth Advisors, LLC | 1,059 | $1.69K | 0.00% | +1,059 | New |
| CWM, LLC | 489 | $1.00K | 0.00% | +475+3,392.9% | Added |
| Avion Wealth | 273 | $1.00K | 0.00% | +273 | New |
| Nisa Investment Advisors, LLC | 183 | $337 | 0.00% | +183 | New |
| Farther Finance Advisors, LLC | 13 | $22 | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $20 | 0.00% | +11 | New |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,359,037−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −149,466−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −71,386−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −54,104−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −51,147−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −34,439−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −34,050−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,133−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −30,763−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −29,879−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −29,237−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −28,232−100.0% | Sold out |