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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 255 | $0 | 0.00% | −23,155−98.9% | Reduced |
| Nisa Investment Advisors, LLC | 9 | $18 | 0.00% | −188−95.4% | Reduced |
| Capital Performance Advisors LLP | 25 | $49 | 0.00% | +25 | New |
| Parallel Advisors, LLC | 100 | $196 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 138 | $270 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 723 | $1.00K | 0.00% | +529+272.7% | Added |
| Tower Research Capital LLC (TRC) | 837 | $1.64K | 0.00% | −28,440−97.1% | Reduced |
| FMR LLC | 1,709 | $3.35K | 0.00% | −146−7.9% | Reduced |
| GWM Advisors LLC | 2,180 | $4.27K | 0.00% | +2,180 | New |
| Wells Fargo & Company | 2,229 | $4.37K | 0.00% | +180+8.8% | Added |
| Group One Trading, L.P. | 3,862 | $7.57K | 0.00% | +3,862 | New |
| Advisor Group Holdings, Inc. | 4,225 | $8.28K | 0.00% | +625+17.4% | Added |
| FNY Investment Advisers, LLC | 7,000 | $13.0K | 0.01% | −5,500−44.0% | Reduced |
| Mutual Advisors, LLC | 10,000 | $17.0K | 0.00% | +10,000 | New |
| Tudor Investment Corp Et Al | 10,129 | $19.9K | 0.00% | +10,129 | New |
| Russell Investments Group, Ltd. | 10,260 | $20.1K | 0.00% | −32,597−76.1% | Reduced |
| UBS Group AG | 12,221 | $24.0K | 0.00% | −55,675−82.0% | Reduced |
| Prudential Financial Inc | 12,400 | $24.3K | 0.00% | +12,400 | New |
| Engineers Gate Manager LP | 20,433 | $40.0K | 0.00% | +2,514+14.0% | Added |
| Sand Hill Global Advisors, LLC | 27,189 | $53.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 27,406 | $54.0K | 0.00% | −2,000−6.8% | Reduced |
| Man Group plc | 29,850 | $58.5K | 0.00% | −69,774−70.0% | Reduced |
| Cantor Fitzgerald, L. P. | 32,070 | $62.9K | 0.01% | +32,070 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 37,906 | $74.3K | 0.01% | −19,541−34.0% | Reduced |
| American Century Companies Inc | 40,687 | $79.7K | 0.00% | +40,687 | New |
| Jefferies Financial Group Inc. | 44,800 | $87.8K | 0.00% | +44,800 | New |
| Dynamic Technology Lab Private Ltd | 44,880 | $88.0K | 0.01% | +22,504+100.6% | Added |
| State of Wyoming | 46,226 | $90.6K | 0.01% | +46,226 | New |
| Occudo Quantitative Strategies LP | 48,373 | $94.8K | 0.02% | −10,390−17.7% | Reduced |
| Quadrature Capital Ltd | 53,236 | $104.6K | 0.00% | −50,422−48.6% | Reduced |
| Barclays PLC | 59,847 | $117.3K | 0.00% | +2,798+4.9% | Added |
| Jane Street Group, LLC | 62,126 | $121.8K | 0.00% | −111,663−64.3% | Reduced |
| HSBC Holdings PLC | 63,357 | $125.4K | 0.00% | −6,300−9.0% | Reduced |
| Squarepoint Ops LLC | 64,727 | $126.9K | 0.00% | +28,080+76.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 66,095 | $129.5K | 0.00% | +28,731+76.9% | Added |
| Wealthspire Advisors, LLC | 66,212 | $129.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 68,789 | $134.8K | 0.01% | +15,730+29.6% | Added |
| Cubist Systematic Strategies, LLC | 75,876 | $148.7K | 0.00% | +32,208+73.8% | Added |
| Jacobs Levy Equity Management, Inc | 76,945 | $150.8K | 0.00% | −771,727−90.9% | Reduced |
| Susquehanna International Group, LLP | 90,724 | $177.8K | 0.00% | +47,577+110.3% | Added |
| Northern Trust Corp | 92,629 | $181.6K | 0.00% | −317,685−77.4% | Reduced |
| Gsa Capital Partners LLP | 93,442 | $183.0K | 0.01% | +93,442 | New |
| Morling Financial Advisors, LLC | 149,024 | $292.1K | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 198,052 | $295.1K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 151,163 | $296.3K | 0.00% | −7,600−4.8% | Reduced |
| State Street Corp | 153,831 | $301.5K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 158,000 | $309.7K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 160,002 | $313.6K | 0.00% | +40,141+33.5% | Added |
| Federated Hermes, Inc. | 168,311 | $329.9K | 0.00% | −4,839−2.8% | Reduced |
| Acadian Asset Management LLC | 178,892 | $349.0K | 0.00% | +178,892 | New |
| Qube Research & Technologies Ltd | 186,336 | $365.2K | 0.00% | +186,336 | New |
| AQR Capital Management LLC | 188,697 | $369.8K | 0.00% | −856,654−81.9% | Reduced |
| Citigroup Inc | 253,174 | $496.2K | 0.00% | +253,174 | New |
| Morgan Stanley | 270,357 | $529.9K | 0.00% | −19,895−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 308,065 | $603.8K | 0.00% | +63,052+25.7% | Added |
| Security Benefit Life Insurance Co | 355,853 | $697.5K | 0.35% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 422,156 | $827.4K | 0.00% | −269,502−39.0% | Reduced |
| Ceera Investments, LLC | 435,000 | $852.6K | 0.32% | 00.0% | Unchanged |
| Ieq Capital, LLC | 465,802 | $913.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 482,000 | $944.7K | 0.00% | +115,700+31.6% | Added |
| RBF Capital, LLC | 482,754 | $946.2K | 0.05% | +47,389+10.9% | Added |
| CastleKnight Management LP | 504,200 | $988.2K | 0.11% | +118,000+30.6% | Added |
| Geode Capital Management, LLC | 514,948 | $1.01M | 0.00% | +52,385+11.3% | Added |
| Arrowstreet Capital, Limited Partnership | 566,656 | $1.11M | 0.00% | +566,656 | New |
| Walleye Capital LLC | 603,506 | $1.18M | 0.01% | +178,911+42.1% | Added |
| Two Sigma Investments, LP | 743,292 | $1.46M | 0.00% | +405,316+119.9% | Added |
| Marshall Wace, LLP | 837,312 | $1.64M | 0.00% | +801,413+2,232.4% | Added |
| Palogic Value Management, L.P. | 875,000 | $1.72M | 0.68% | −625,000−41.7% | Reduced |
| Baillie Gifford & Co | 930,285 | $1.82M | 0.00% | −157,120−14.4% | Reduced |
| Formula Growth Ltd | 935,000 | $1.83M | 0.63% | +235,000+33.6% | Added |
| BlackRock, Inc. | 1,112,433 | $2.18M | 0.00% | +1,112,433 | New |
| Citadel Advisors LLC | 1,191,942 | $2.34M | 0.00% | −89,604−7.0% | Reduced |
| Renaissance Technologies LLC | 1,328,241 | $2.60M | 0.00% | +251,241+23.3% | Added |
| Millennium Management LLC | 1,444,857 | $2.83M | 0.00% | +292,160+25.3% | Added |
| Ameriprise Financial Inc | 2,197,980 | $4.31M | 0.00% | +69,140+3.2% | Added |
| D. E. Shaw & Co., Inc. | 2,725,098 | $5.34M | 0.01% | +24,738+0.9% | Added |
| Vanguard Group Inc | 3,370,592 | $6.61M | 0.00% | +224,774+7.1% | Added |
| 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 |