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.
Q1 2024 vs. Q4 2023
How the institutions holding Expensify, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 100 | 88 | −12 |
| Shares | 33.3M | 30.5M | −2.77M (−8.3%) |
| Value | $82.2M | $56.2M | −$26.1M (−31.7%) |
New holders (13)
Institutions that held Expensify, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Man Group plc | 139,028 | $255.8K | 0.00% |
| XTX Topco Ltd | 112,187 | $206.4K | 0.03% |
| Savant Capital, LLC | 36,455 | $67.1K | 0.00% |
| Quadrature Capital Ltd | 35,242 | $64.8K | 0.00% |
| Simplex Trading, LLC | 22,935 | $42.0K | 0.00% |
| ProShare Advisors LLC | 10,024 | $18.4K | 0.00% |
| Comerica Bank | 3,013 | $5.54K | 0.00% |
| Point72 (DIFC) Ltd | 1,160 | $2.13K | 0.00% |
| EverSource Wealth Advisors, LLC | 1,059 | $1.69K | 0.00% |
| Avion Wealth | 273 | $1.00K | 0.00% |
| Nisa Investment Advisors, LLC | 183 | $337 | 0.00% |
| Farther Finance Advisors, LLC | 13 | $22 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $20 | 0.00% |
Sold out (25)
Institutions that held Expensify, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.