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.
Q3 2024 vs. Q2 2024
How the institutions holding Expensify, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 80 | 1 | 77 | −2 |
| Shares | 26.5M | 1.11M | 26.5M | +1.03M (+4.1%) |
| Value | $39.5M | $1.66M | $51.8M | +$13.9M (+36.6%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Expensify, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 1,112,433 | $2.18M | 0.00% |
| Arrowstreet Capital, Limited Partnership | 566,656 | $1.11M | 0.00% |
| Citigroup Inc | 253,174 | $496.2K | 0.00% |
| Qube Research & Technologies Ltd | 186,336 | $365.2K | 0.00% |
| Acadian Asset Management LLC | 178,892 | $349.0K | 0.00% |
| Gsa Capital Partners LLP | 93,442 | $183.0K | 0.01% |
| State of Wyoming | 46,226 | $90.6K | 0.01% |
| Jefferies Financial Group Inc. | 44,800 | $87.8K | 0.00% |
| American Century Companies Inc | 40,687 | $79.7K | 0.00% |
| Cantor Fitzgerald, L. P. | 32,070 | $62.9K | 0.01% |
| Prudential Financial Inc | 12,400 | $24.3K | 0.00% |
| Tudor Investment Corp Et Al | 10,129 | $19.9K | 0.00% |
| Mutual Advisors, LLC | 10,000 | $17.0K | 0.00% |
| Group One Trading, L.P. | 3,862 | $7.57K | 0.00% |
| GWM Advisors LLC | 2,180 | $4.27K | 0.00% |
| Capital Performance Advisors LLP | 25 | $49 | 0.00% |
Sold out (18)
Institutions that held Expensify, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $663.0K |
| Hamilton Lane Advisors LLC | 273,959 | $408.2K |
| Centiva Capital, LP | 81,566 | $121.5K |
| Schonfeld Strategic Advisors LLC | 46,033 | $68.6K |
| Y-Intercept (Hong Kong) Ltd | 40,903 | $60.9K |
| Paloma Partners Management Co | 40,300 | $60.0K |
| Boston Private Wealth LLC | 40,000 | $59.6K |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $41.2K |
| Prelude Capital Management, LLC | 26,800 | $39.9K |
| Azora Capital LP | 24,583 | $36.6K |
| Rhumbline Advisers | 22,799 | $34.0K |
| US Bancorp | 20,941 | $31.2K |
| Two Sigma Securities, LLC | 12,948 | $19.3K |
| Balyasny Asset Management LLC | 11,325 | $16.9K |
| Verition Fund Management LLC | 10,408 | $15.5K |
| Macquarie Group Ltd | 2,776 | $4.14K |
| New York State Common Retirement Fund | 482 | $718 |
| CWM, LLC | 215 | $0 |
Not filed for Q3 2024 yet (1)
Institutions that held Expensify, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 1,110,882 | $1.66M |