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