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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.

Q2 2024 vs. Q1 2024

How the institutions holding Expensify, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of EXFY: Q1 2024 compared with Q2 2024
MeasureQ1 2024Q2 2024Change
Holders8880−8
Shares30.5M26.5M−3.98M (−13.0%)
Value$56.2M$39.5M−$16.6M (−29.6%)

New holders (19)

Institutions that held Expensify, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to EXFY in Q2 2024
InstitutionSharesValue% of portfolio
RBF Capital, LLC435,365$648.7K0.04%
Centiva Capital, LP81,566$121.5K0.01%
Point72 Asia (Singapore) Pte. Ltd.57,447$85.6K0.02%
Schonfeld Strategic Advisors LLC46,033$68.6K0.00%
Y-Intercept (Hong Kong) Ltd40,903$60.9K0.00%
Paloma Partners Management Co40,300$60.0K0.01%
Boston Private Wealth LLC40,000$59.6K0.00%
Connor, Clark & Lunn Investment Management Ltd.37,364$55.7K0.00%
Squarepoint Ops LLC36,647$54.6K0.00%
Marshall Wace, LLP35,899$53.5K0.00%
HighTower Advisors, LLC29,406$44.0K0.00%
Mirae Asset Global ETFs Holdings Ltd.27,659$41.2K0.00%
Dynamic Technology Lab Private Ltd22,376$33.0K0.00%
Engineers Gate Manager LP17,919$26.7K0.00%
Two Sigma Securities, LLC12,948$19.3K0.00%
Balyasny Asset Management LLC11,325$16.9K0.00%
Macquarie Group Ltd2,776$4.14K0.00%
The PNC Financial Services Group, Inc.138$2060.00%
Parallel Advisors, LLC100$1490.00%

Sold out (27)

Institutions that held Expensify, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.