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, Q2 2024
Institutional positions in Expensify, Inc. as of Jun 30, 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
- 80
- −8 vs. Q1 2024
- Shares held
- 26.5M
- −3.98M (−13.0%) vs. Q1 2024
- Total value
- $39.5M
- −$16.6M (−29.6%) vs. Q1 2024
- New holders
- 19
- 15 more added
- Sold out
- 27
- 34 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,145,818 | $4.69M | 0.00% | −200,897−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 2,700,360 | $4.02M | 0.01% | −107,033−3.8% | Reduced |
| Ameriprise Financial Inc | 2,128,840 | $3.17M | 0.00% | +1,389,928+188.1% | Added |
| Palogic Value Management, L.P. | 1,500,000 | $2.23M | 0.95% | +232,386+18.3% | Added |
| Citadel Advisors LLC | 1,281,546 | $1.91M | 0.00% | −197,277−13.3% | Reduced |
| Millennium Management LLC | 1,152,697 | $1.72M | 0.00% | −23,955−2.0% | Reduced |
| BlackRock Inc. | 1,110,882 | $1.66M | 0.00% | −2,898,416−72.3% | Reduced |
| Baillie Gifford & Co | 1,087,405 | $1.62M | 0.00% | +3920.0% | Added |
| Renaissance Technologies LLC | 1,077,000 | $1.60M | 0.00% | −163,800−13.2% | Reduced |
| AQR Capital Management LLC | 1,045,351 | $1.56M | 0.00% | −30,815−2.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 848,672 | $1.26M | 0.01% | −103,815−10.9% | Reduced |
| Formula Growth Ltd | 700,000 | $1.04M | 0.38% | +50,000+7.7% | Added |
| Goldman Sachs Group Inc | 691,658 | $1.03M | 0.00% | +368,268+113.9% | Added |
| Ieq Capital, LLC | 465,802 | $694.0K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 462,563 | $689.4K | 0.00% | −623,772−57.4% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $663.0K | 0.08% | 00.0% | Unchanged |
| RBF Capital, LLC | 435,365 | $648.7K | 0.04% | +435,365 | New |
| Ceera Investments, LLC | 435,000 | $648.1K | 0.27% | 00.0% | Unchanged |
| Walleye Capital LLC | 424,595 | $632.6K | 0.01% | −207,979−32.9% | Reduced |
| Northern Trust Corp | 410,314 | $611.4K | 0.00% | −37,170−8.3% | Reduced |
| CastleKnight Management LP | 386,200 | $575.4K | 0.08% | +255,000+194.4% | Added |
| Two Sigma Advisers, LP | 366,300 | $545.8K | 0.00% | −101,300−21.7% | Reduced |
| Security Benefit Life Insurance Co | 355,853 | $530.2K | 0.17% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 337,976 | $503.6K | 0.00% | −134,658−28.5% | Reduced |
| Morgan Stanley | 290,252 | $432.5K | 0.00% | −109,389−27.4% | Reduced |
| Hamilton Lane Advisors LLC | 273,959 | $408.2K | 0.33% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 245,013 | $365.1K | 0.00% | −124,236−33.6% | Reduced |
| Advisory Services Network, LLC | 198,052 | $295.1K | 0.01% | −3,209−1.6% | Reduced |
| Jane Street Group, LLC | 173,789 | $258.9K | 0.00% | +114,715+194.2% | Added |
| Federated Hermes, Inc. | 173,150 | $258.0K | 0.00% | +5,077+3.0% | Added |
| Bank of America Corp | 158,763 | $236.6K | 0.00% | −162,342−50.6% | Reduced |
| Bridgeway Capital Management, LLC | 158,000 | $235.4K | 0.01% | −50,000−24.0% | Reduced |
| State Street Corp | 153,831 | $229.2K | 0.00% | −891,318−85.3% | Reduced |
| Morling Financial Advisors, LLC | 149,024 | $222.0K | 0.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 119,861 | $178.6K | 0.00% | −4,681−3.8% | Reduced |
| Quadrature Capital Ltd | 103,658 | $156.5K | 0.00% | +68,416+194.1% | Added |
| Man Group plc | 99,624 | $148.4K | 0.00% | −39,404−28.3% | Reduced |
| Centiva Capital, LP | 81,566 | $121.5K | 0.01% | +81,566 | New |
| HSBC Holdings PLC | 69,657 | $101.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 67,896 | $101.2K | 0.00% | −40,008−37.1% | Reduced |
| Wealthspire Advisors, LLC | 66,212 | $98.7K | 0.00% | +19,157+40.7% | Added |
| Occudo Quantitative Strategies LP | 58,763 | $87.6K | 0.02% | −4,751−7.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 57,447 | $85.6K | 0.02% | +57,447 | New |
| Barclays PLC | 57,049 | $85.0K | 0.00% | −23,397−29.1% | Reduced |
| XTX Topco Ltd | 53,059 | $79.1K | 0.01% | −59,128−52.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,033 | $68.6K | 0.00% | +46,033 | New |
| Cubist Systematic Strategies, LLC | 43,668 | $65.1K | 0.00% | −11,924−21.4% | Reduced |
| Susquehanna International Group, LLP | 43,147 | $64.3K | 0.00% | +28,099+186.7% | Added |
| Russell Investments Group, Ltd. | 42,857 | $63.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 40,903 | $60.9K | 0.00% | +40,903 | New |
| Paloma Partners Management Co | 40,300 | $60.0K | 0.01% | +40,300 | New |
| Boston Private Wealth LLC | 40,000 | $59.6K | 0.00% | +40,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 37,364 | $55.7K | 0.00% | +37,364 | New |
| Squarepoint Ops LLC | 36,647 | $54.6K | 0.00% | +36,647 | New |
| Marshall Wace, LLP | 35,899 | $53.5K | 0.00% | +35,899 | New |
| HighTower Advisors, LLC | 29,406 | $44.0K | 0.00% | +29,406 | New |
| Tower Research Capital LLC (TRC) | 29,277 | $43.6K | 0.00% | +27,475+1,524.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $41.2K | 0.00% | +27,659 | New |
| Sand Hill Global Advisors, LLC | 27,189 | $40.5K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 26,800 | $39.9K | 0.00% | −19,500−42.1% | Reduced |
| Azora Capital LP | 24,583 | $36.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 23,410 | $34.0K | 0.00% | +475+2.1% | Added |
| Rhumbline Advisers | 22,799 | $34.0K | 0.00% | −45,634−66.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,376 | $33.0K | 0.00% | +22,376 | New |
| US Bancorp | 20,941 | $31.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,919 | $26.7K | 0.00% | +17,919 | New |
| Two Sigma Securities, LLC | 12,948 | $19.3K | 0.00% | +12,948 | New |
| FNY Investment Advisers, LLC | 12,500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,325 | $16.9K | 0.00% | +11,325 | New |
| Verition Fund Management LLC | 10,408 | $15.5K | 0.00% | −40,845−79.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,600 | $5.36K | 0.00% | +375+11.6% | Added |
| Macquarie Group Ltd | 2,776 | $4.14K | 0.00% | +2,776 | New |
| Wells Fargo & Company | 2,049 | $3.05K | 0.00% | −16,518−89.0% | Reduced |
| FMR LLC | 1,855 | $2.76K | 0.00% | −3,038−62.1% | Reduced |
| New York State Common Retirement Fund | 482 | $718 | 0.00% | −22,155−97.9% | Reduced |
| Nisa Investment Advisors, LLC | 197 | $294 | 0.00% | +14+7.7% | Added |
| The PNC Financial Services Group, Inc. | 138 | $206 | 0.00% | +138 | New |
| Parallel Advisors, LLC | 100 | $149 | 0.00% | +100 | New |
| Royal Bank of Canada | 194 | $0 | 0.00% | −3,705−95.0% | Reduced |
| CWM, LLC | 215 | $0 | 0.00% | −274−56.0% | Reduced |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −303,892−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −156,447−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −140,785−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −58,098−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −56,071−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −40,873−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −36,455−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −28,770−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −27,495−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −26,370−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −24,758−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −20,277−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −17,284−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −16,206−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −9,276−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −6,123−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −5,609−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |