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, Q3 2024
Institutional positions in Expensify, Inc. as of Sep 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
- 77
- −2 vs. Q2 2024
- Shares held
- 26.5M
- +1.03M (+4.1%) vs. Q2 2024
- Total value
- $51.8M
- +$13.9M (+36.6%) vs. Q2 2024
- New holders
- 16
- 26 more added
- Sold out
- 18
- 24 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,370,592 | $6.61M | 0.00% | +224,774+7.1% | Added |
| D. E. Shaw & Co., Inc. | 2,725,098 | $5.34M | 0.01% | +24,738+0.9% | Added |
| Ameriprise Financial Inc | 2,197,980 | $4.31M | 0.00% | +69,140+3.2% | Added |
| Millennium Management LLC | 1,444,857 | $2.83M | 0.00% | +292,160+25.3% | Added |
| Renaissance Technologies LLC | 1,328,241 | $2.60M | 0.00% | +251,241+23.3% | Added |
| Citadel Advisors LLC | 1,191,942 | $2.34M | 0.00% | −89,604−7.0% | Reduced |
| BlackRock, Inc. | 1,112,433 | $2.18M | 0.00% | +1,112,433 | New |
| Formula Growth Ltd | 935,000 | $1.83M | 0.63% | +235,000+33.6% | Added |
| Baillie Gifford & Co | 930,285 | $1.82M | 0.00% | −157,120−14.4% | Reduced |
| Palogic Value Management, L.P. | 875,000 | $1.72M | 0.68% | −625,000−41.7% | Reduced |
| Marshall Wace, LLP | 837,312 | $1.64M | 0.00% | +801,413+2,232.4% | Added |
| Two Sigma Investments, LP | 743,292 | $1.46M | 0.00% | +405,316+119.9% | Added |
| Walleye Capital LLC | 603,506 | $1.18M | 0.01% | +178,911+42.1% | Added |
| Arrowstreet Capital, Limited Partnership | 566,656 | $1.11M | 0.00% | +566,656 | New |
| Geode Capital Management, LLC | 514,948 | $1.01M | 0.00% | +52,385+11.3% | Added |
| CastleKnight Management LP | 504,200 | $988.2K | 0.11% | +118,000+30.6% | Added |
| RBF Capital, LLC | 482,754 | $946.2K | 0.05% | +47,389+10.9% | Added |
| Two Sigma Advisers, LP | 482,000 | $944.7K | 0.00% | +115,700+31.6% | Added |
| Ieq Capital, LLC | 465,802 | $913.0K | 0.01% | 00.0% | Unchanged |
| Ceera Investments, LLC | 435,000 | $852.6K | 0.32% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 422,156 | $827.4K | 0.00% | −269,502−39.0% | Reduced |
| Security Benefit Life Insurance Co | 355,853 | $697.5K | 0.35% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 308,065 | $603.8K | 0.00% | +63,052+25.7% | Added |
| Morgan Stanley | 270,357 | $529.9K | 0.00% | −19,895−6.9% | Reduced |
| Citigroup Inc | 253,174 | $496.2K | 0.00% | +253,174 | New |
| AQR Capital Management LLC | 188,697 | $369.8K | 0.00% | −856,654−81.9% | Reduced |
| Qube Research & Technologies Ltd | 186,336 | $365.2K | 0.00% | +186,336 | New |
| Acadian Asset Management LLC | 178,892 | $349.0K | 0.00% | +178,892 | New |
| Federated Hermes, Inc. | 168,311 | $329.9K | 0.00% | −4,839−2.8% | Reduced |
| JPMorgan Chase & Co | 160,002 | $313.6K | 0.00% | +40,141+33.5% | Added |
| Bridgeway Capital Management, LLC | 158,000 | $309.7K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 153,831 | $301.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 151,163 | $296.3K | 0.00% | −7,600−4.8% | Reduced |
| Advisory Services Network, LLC | 198,052 | $295.1K | 0.01% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 149,024 | $292.1K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 93,442 | $183.0K | 0.01% | +93,442 | New |
| Northern Trust Corp | 92,629 | $181.6K | 0.00% | −317,685−77.4% | Reduced |
| Susquehanna International Group, LLP | 90,724 | $177.8K | 0.00% | +47,577+110.3% | Added |
| Jacobs Levy Equity Management, Inc | 76,945 | $150.8K | 0.00% | −771,727−90.9% | Reduced |
| Cubist Systematic Strategies, LLC | 75,876 | $148.7K | 0.00% | +32,208+73.8% | Added |
| XTX Topco Ltd | 68,789 | $134.8K | 0.01% | +15,730+29.6% | Added |
| Wealthspire Advisors, LLC | 66,212 | $129.8K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 66,095 | $129.5K | 0.00% | +28,731+76.9% | Added |
| Squarepoint Ops LLC | 64,727 | $126.9K | 0.00% | +28,080+76.6% | Added |
| HSBC Holdings PLC | 63,357 | $125.4K | 0.00% | −6,300−9.0% | Reduced |
| Jane Street Group, LLC | 62,126 | $121.8K | 0.00% | −111,663−64.3% | Reduced |
| Barclays PLC | 59,847 | $117.3K | 0.00% | +2,798+4.9% | Added |
| Quadrature Capital Ltd | 53,236 | $104.6K | 0.00% | −50,422−48.6% | Reduced |
| Occudo Quantitative Strategies LP | 48,373 | $94.8K | 0.02% | −10,390−17.7% | Reduced |
| State of Wyoming | 46,226 | $90.6K | 0.01% | +46,226 | New |
| Dynamic Technology Lab Private Ltd | 44,880 | $88.0K | 0.01% | +22,504+100.6% | Added |
| Jefferies Financial Group Inc. | 44,800 | $87.8K | 0.00% | +44,800 | New |
| American Century Companies Inc | 40,687 | $79.7K | 0.00% | +40,687 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 37,906 | $74.3K | 0.01% | −19,541−34.0% | Reduced |
| Cantor Fitzgerald, L. P. | 32,070 | $62.9K | 0.01% | +32,070 | New |
| Man Group plc | 29,850 | $58.5K | 0.00% | −69,774−70.0% | Reduced |
| HighTower Advisors, LLC | 27,406 | $54.0K | 0.00% | −2,000−6.8% | Reduced |
| Sand Hill Global Advisors, LLC | 27,189 | $53.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 20,433 | $40.0K | 0.00% | +2,514+14.0% | Added |
| Prudential Financial Inc | 12,400 | $24.3K | 0.00% | +12,400 | New |
| UBS Group AG | 12,221 | $24.0K | 0.00% | −55,675−82.0% | Reduced |
| Russell Investments Group, Ltd. | 10,260 | $20.1K | 0.00% | −32,597−76.1% | Reduced |
| Tudor Investment Corp Et Al | 10,129 | $19.9K | 0.00% | +10,129 | New |
| Mutual Advisors, LLC | 10,000 | $17.0K | 0.00% | +10,000 | New |
| FNY Investment Advisers, LLC | 7,000 | $13.0K | 0.01% | −5,500−44.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,225 | $8.28K | 0.00% | +625+17.4% | Added |
| Group One Trading, L.P. | 3,862 | $7.57K | 0.00% | +3,862 | New |
| Wells Fargo & Company | 2,229 | $4.37K | 0.00% | +180+8.8% | Added |
| GWM Advisors LLC | 2,180 | $4.27K | 0.00% | +2,180 | New |
| FMR LLC | 1,709 | $3.35K | 0.00% | −146−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 837 | $1.64K | 0.00% | −28,440−97.1% | Reduced |
| Royal Bank of Canada | 723 | $1.00K | 0.00% | +529+272.7% | Added |
| The PNC Financial Services Group, Inc. | 138 | $270 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $196 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 25 | $49 | 0.00% | +25 | New |
| Nisa Investment Advisors, LLC | 9 | $18 | 0.00% | −188−95.4% | Reduced |
| Simplex Trading, LLC | 255 | $0 | 0.00% | −23,155−98.9% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −445,000−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −273,959−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −81,566−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −46,033−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,903−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −27,659−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −24,583−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −22,799−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −20,941−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,948−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,325−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,408−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |