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, Q4 2024
Institutional positions in Expensify, Inc. as of Dec 31, 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
- 90
- +13 vs. Q3 2024
- Shares held
- 29.9M
- +3.45M (+13.0%) vs. Q3 2024
- Total value
- $100.2M
- +$48.4M (+93.6%) vs. Q3 2024
- New holders
- 27
- 37 more added
- Sold out
- 14
- 17 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,504,095 | $11.7M | 0.00% | +133,503+4.0% | Added |
| D. E. Shaw & Co., Inc. | 2,419,558 | $8.11M | 0.01% | −305,540−11.2% | Reduced |
| Ameriprise Financial Inc | 2,218,204 | $7.43M | 0.00% | +20,224+0.9% | Added |
| Marshall Wace, LLP | 1,439,877 | $4.82M | 0.01% | +602,565+72.0% | Added |
| BlackRock, Inc. | 1,185,795 | $3.97M | 0.00% | +73,362+6.6% | Added |
| Renaissance Technologies LLC | 965,200 | $3.23M | 0.00% | −363,041−27.3% | Reduced |
| Formula Growth Ltd | 950,000 | $3.18M | 1.08% | +15,000+1.6% | Added |
| Topline Capital Management, LLC | 920,947 | $3.09M | 0.58% | +920,947 | New |
| Morgan Stanley | 887,738 | $2.97M | 0.00% | +617,381+228.4% | Added |
| Susquehanna International Group, LLP | 864,995 | $2.90M | 0.00% | +774,271+853.4% | Added |
| Acadian Asset Management LLC | 860,979 | $2.88M | 0.01% | +682,087+381.3% | Added |
| Two Sigma Investments, LP | 779,341 | $2.61M | 0.01% | +36,049+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 757,001 | $2.54M | 0.00% | +190,345+33.6% | Added |
| Millennium Management LLC | 692,232 | $2.32M | 0.00% | −752,625−52.1% | Reduced |
| CastleKnight Management LP | 665,337 | $2.23M | 0.24% | +161,137+32.0% | Added |
| Goldman Sachs Group Inc | 646,987 | $2.17M | 0.00% | +224,831+53.3% | Added |
| Two Sigma Advisers, LP | 606,800 | $2.03M | 0.00% | +124,800+25.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 604,088 | $2.02M | 0.01% | +537,993+814.0% | Added |
| Palogic Value Management, L.P. | 550,806 | $1.85M | 0.74% | −324,194−37.1% | Reduced |
| Geode Capital Management, LLC | 544,680 | $1.83M | 0.00% | +29,732+5.8% | Added |
| Qube Research & Technologies Ltd | 499,170 | $1.67M | 0.00% | +312,834+167.9% | Added |
| Ieq Capital, LLC | 465,802 | $1.56M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 454,867 | $1.52M | 0.00% | −737,075−61.8% | Reduced |
| Ceera Investments, LLC | 439,330 | $1.47M | 0.51% | +4,330+1.0% | Added |
| RBF Capital, LLC | 408,341 | $1.37M | 0.07% | −74,413−15.4% | Reduced |
| Gsa Capital Partners LLP | 390,348 | $1.31M | 0.10% | +296,906+317.7% | Added |
| Charles Schwab Investment Management Inc | 316,976 | $1.06M | 0.00% | +8,911+2.9% | Added |
| Tudor Investment Corp Et Al | 289,717 | $970.6K | 0.01% | +279,588+2,760.3% | Added |
| UBS Group AG | 260,777 | $873.6K | 0.00% | +248,556+2,033.8% | Added |
| Walleye Capital LLC | 247,531 | $829.2K | 0.01% | −355,975−59.0% | Reduced |
| State Street Corp | 228,381 | $765.1K | 0.00% | +74,550+48.5% | Added |
| 683 Capital Management, LLC | 220,758 | $739.5K | 0.07% | +220,758 | New |
| JPMorgan Chase & Co | 215,933 | $723.4K | 0.00% | +55,931+35.0% | Added |
| Bank of America Corp | 215,251 | $721.1K | 0.00% | +64,088+42.4% | Added |
| Exchange Traded Concepts, LLC | 206,307 | $691.1K | 0.01% | +206,307 | New |
| BNP Paribas Arbitrage, SA | 199,170 | $667.2K | 0.00% | +199,170 | New |
| Jane Street Group, LLC | 196,069 | $656.8K | 0.00% | +133,943+215.6% | Added |
| Citigroup Inc | 194,129 | $650.3K | 0.00% | −59,045−23.3% | Reduced |
| Bridgeway Capital Management, LLC | 189,300 | $634.2K | 0.01% | +31,300+19.8% | Added |
| Federated Hermes, Inc. | 167,762 | $562.0K | 0.00% | −549−0.3% | Reduced |
| Morling Financial Advisors, LLC | 149,024 | $499.2K | 0.17% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 142,236 | $476.5K | 0.00% | +142,236 | New |
| Barclays PLC | 127,834 | $428.2K | 0.00% | +67,987+113.6% | Added |
| Omers Administration Corp | 120,100 | $402.3K | 0.00% | +120,100 | New |
| Northern Trust Corp | 107,305 | $359.5K | 0.00% | +14,676+15.8% | Added |
| Hillsdale Investment Management Inc. | 87,397 | $292.8K | 0.01% | +87,397 | New |
| Baillie Gifford & Co | 74,307 | $248.9K | 0.00% | −855,978−92.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 68,279 | $228.7K | 0.06% | +30,373+80.1% | Added |
| American Century Companies Inc | 68,228 | $228.6K | 0.00% | +27,541+67.7% | Added |
| Wealthspire Advisors, LLC | 66,212 | $221.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 63,317 | $214.3K | 0.00% | −40−0.1% | Reduced |
| Jefferies Financial Group Inc. | 59,722 | $200.1K | 0.00% | +14,922+33.3% | Added |
| Winton Group Ltd | 58,177 | $194.9K | 0.01% | +58,177 | New |
| Dimensional Fund Advisors LP | 55,629 | $187.3K | 0.00% | +55,629 | New |
| Balyasny Asset Management LLC | 54,367 | $182.1K | 0.00% | +54,367 | New |
| State of Wyoming | 52,364 | $175.4K | 0.02% | +6,138+13.3% | Added |
| Bank of New York Mellon Corp | 51,988 | $174.2K | 0.00% | +51,988 | New |
| Man Group plc | 50,316 | $168.6K | 0.00% | +20,466+68.6% | Added |
| Verition Fund Management LLC | 46,917 | $157.2K | 0.00% | +46,917 | New |
| Squarepoint Ops LLC | 46,452 | $155.6K | 0.00% | −18,275−28.2% | Reduced |
| Occudo Quantitative Strategies LP | 45,497 | $152.4K | 0.03% | −2,876−5.9% | Reduced |
| XTX Topco Ltd | 45,026 | $150.8K | 0.01% | −23,763−34.5% | Reduced |
| Integrated Quantitative Investments LLC | 44,600 | $149.4K | 0.07% | +44,600 | New |
| Bailard, Inc. | 43,621 | $146.1K | 0.00% | +43,621 | New |
| Cubist Systematic Strategies, LLC | 32,449 | $108.7K | 0.00% | −43,427−57.2% | Reduced |
| HighTower Advisors, LLC | 27,406 | $91.8K | 0.00% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 27,189 | $91.1K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 27,099 | $91.0K | 0.00% | +27,099 | New |
| AQR Capital Management LLC | 21,950 | $73.5K | 0.00% | −166,747−88.4% | Reduced |
| Simplex Trading, LLC | 21,113 | $70.0K | 0.00% | +20,858+8,179.6% | Added |
| Wolverine Trading, LLC | 19,552 | $68.0K | 0.00% | +19,552 | New |
| Quantbot Technologies LP | 20,300 | $68.0K | 0.00% | +20,300 | New |
| Susquehanna Fundamental Investments, LLC | 19,879 | $66.6K | 0.00% | +19,879 | New |
| Boothbay Fund Management, LLC | 14,272 | $47.8K | 0.00% | +14,272 | New |
| R Squared Ltd | 13,600 | $45.6K | 0.04% | +13,600 | New |
| Alpine Global Management, LLC | 11,820 | $39.6K | 0.01% | +11,820 | New |
| SG Americas Securities, LLC | 11,687 | $39.0K | 0.00% | +11,687 | New |
| Tower Research Capital LLC (TRC) | 10,834 | $36.3K | 0.00% | +9,997+1,194.4% | Added |
| Mutual Advisors, LLC | 10,000 | $33.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,000 | $33.5K | 0.00% | +10,000 | New |
| Advisor Group Holdings, Inc. | 4,900 | $16.4K | 0.00% | +675+16.0% | Added |
| Point72 (DIFC) Ltd | 3,417 | $11.4K | 0.00% | +3,417 | New |
| Wells Fargo & Company | 2,235 | $7.49K | 0.00% | +6+0.3% | Added |
| Jones Financial Companies LLLP | 2,000 | $6.70K | 0.00% | +2,000 | New |
| FMR LLC | 1,709 | $5.72K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 478 | $1.60K | 0.00% | +478 | New |
| Crowley Wealth Management, Inc. | 200 | $670 | 0.00% | +200 | New |
| Parallel Advisors, LLC | 100 | $335 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $30 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 155 | $0 | 0.00% | −568−78.6% | Reduced |
| Security Benefit Life Insurance Co | 0 | $0 | 0.00% | −355,853−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −198,052−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −76,945−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −53,236−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −44,880−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −32,070−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −20,433−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −10,260−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |