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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.

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.

Institutional holdersQ4 2024: 90 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 55 institutionsQ1 2022: 48 institutionsQ2 2022: 65 institutionsQ3 2022: 83 institutionsQ4 2022: 75 institutionsQ1 2023: 97 institutionsQ2 2023: 97 institutionsQ3 2023: 104 institutionsQ4 2023: 100 institutionsQ1 2024: 88 institutionsQ2 2024: 80 institutionsQ3 2024: 77 institutionsQ4 2024: 90 institutionsQ1 2025: 98 institutionsQ2 2025: 97 institutionsQ3 2025: 105 institutionsQ4 2025: 109 institutionsQ1 2026: 104 institutionsQ2 2026: 100 institutions
Value heldQ4 2024: $100.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.07BQ1 2022: $453.8MQ2 2022: $585.4MQ3 2022: $478.5MQ4 2022: $295.2MQ1 2023: $276.8MQ2 2023: $289.5MQ3 2023: $101.5MQ4 2023: $82.2MQ1 2024: $56.2MQ2 2024: $39.5MQ3 2024: $51.8MQ4 2024: $100.2MQ1 2025: $96.7MQ2 2025: $88.2MQ3 2025: $59.1MQ4 2025: $45.0MQ1 2026: $26.4MQ2 2026: $45.9M
Institutions holding EXFY and their total value by quarter
QuarterHoldersValue
Q2 2026100$45.9M
Q1 2026104$26.4M
Q4 2025109$45.0M
Q3 2025105$59.1M
Q2 202597$88.2M
Q1 202598$96.7M
Q4 202490$100.2M
Q3 202477$51.8M
Q2 202480$39.5M
Q1 202488$56.2M
Q4 2023100$82.2M
Q3 2023104$101.5M
Q2 202397$289.5M
Q1 202397$276.8M
Q4 202275$295.2M
Q3 202283$478.5M
Q2 202265$585.4M
Q1 202248$453.8M
Q4 202155$1.07B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q3 2024.

Institutions holding EXFY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,504,095$11.7M0.00%+133,503+4.0%Added
D. E. Shaw & Co., Inc.2,419,558$8.11M0.01%−305,540−11.2%Reduced
Ameriprise Financial Inc2,218,204$7.43M0.00%+20,224+0.9%Added
Marshall Wace, LLP1,439,877$4.82M0.01%+602,565+72.0%Added
BlackRock, Inc.1,185,795$3.97M0.00%+73,362+6.6%Added
Renaissance Technologies LLC965,200$3.23M0.00%−363,041−27.3%Reduced
Formula Growth Ltd950,000$3.18M1.08%+15,000+1.6%Added
Topline Capital Management, LLC920,947$3.09M0.58%+920,947New
Morgan Stanley887,738$2.97M0.00%+617,381+228.4%Added
Susquehanna International Group, LLP864,995$2.90M0.00%+774,271+853.4%Added
Acadian Asset Management LLC860,979$2.88M0.01%+682,087+381.3%Added
Two Sigma Investments, LP779,341$2.61M0.01%+36,049+4.8%Added
Arrowstreet Capital, Limited Partnership757,001$2.54M0.00%+190,345+33.6%Added
Millennium Management LLC692,232$2.32M0.00%−752,625−52.1%Reduced
CastleKnight Management LP665,337$2.23M0.24%+161,137+32.0%Added
Goldman Sachs Group Inc646,987$2.17M0.00%+224,831+53.3%Added
Two Sigma Advisers, LP606,800$2.03M0.00%+124,800+25.9%Added
Connor, Clark & Lunn Investment Management Ltd.604,088$2.02M0.01%+537,993+814.0%Added
Palogic Value Management, L.P.550,806$1.85M0.74%−324,194−37.1%Reduced
Geode Capital Management, LLC544,680$1.83M0.00%+29,732+5.8%Added
Qube Research & Technologies Ltd499,170$1.67M0.00%+312,834+167.9%Added
Ieq Capital, LLC465,802$1.56M0.02%00.0%Unchanged
Citadel Advisors LLC454,867$1.52M0.00%−737,075−61.8%Reduced
Ceera Investments, LLC439,330$1.47M0.51%+4,330+1.0%Added
RBF Capital, LLC408,341$1.37M0.07%−74,413−15.4%Reduced
Gsa Capital Partners LLP390,348$1.31M0.10%+296,906+317.7%Added
Charles Schwab Investment Management Inc316,976$1.06M0.00%+8,911+2.9%Added
Tudor Investment Corp Et Al289,717$970.6K0.01%+279,588+2,760.3%Added
UBS Group AG260,777$873.6K0.00%+248,556+2,033.8%Added
Walleye Capital LLC247,531$829.2K0.01%−355,975−59.0%Reduced
State Street Corp228,381$765.1K0.00%+74,550+48.5%Added
683 Capital Management, LLC220,758$739.5K0.07%+220,758New
JPMorgan Chase & Co215,933$723.4K0.00%+55,931+35.0%Added
Bank of America Corp215,251$721.1K0.00%+64,088+42.4%Added
Exchange Traded Concepts, LLC206,307$691.1K0.01%+206,307New
BNP Paribas Arbitrage, SA199,170$667.2K0.00%+199,170New
Jane Street Group, LLC196,069$656.8K0.00%+133,943+215.6%Added
Citigroup Inc194,129$650.3K0.00%−59,045−23.3%Reduced
Bridgeway Capital Management, LLC189,300$634.2K0.01%+31,300+19.8%Added
Federated Hermes, Inc.167,762$562.0K0.00%−549−0.3%Reduced
Morling Financial Advisors, LLC149,024$499.2K0.17%00.0%Unchanged
Schonfeld Strategic Advisors LLC142,236$476.5K0.00%+142,236New
Barclays PLC127,834$428.2K0.00%+67,987+113.6%Added
Omers Administration Corp120,100$402.3K0.00%+120,100New
Northern Trust Corp107,305$359.5K0.00%+14,676+15.8%Added
Hillsdale Investment Management Inc.87,397$292.8K0.01%+87,397New
Baillie Gifford & Co74,307$248.9K0.00%−855,978−92.0%Reduced
Point72 Asia (Singapore) Pte. Ltd.68,279$228.7K0.06%+30,373+80.1%Added
American Century Companies Inc68,228$228.6K0.00%+27,541+67.7%Added
Wealthspire Advisors, LLC66,212$221.8K0.00%00.0%Unchanged
HSBC Holdings PLC63,317$214.3K0.00%−40−0.1%Reduced
Jefferies Financial Group Inc.59,722$200.1K0.00%+14,922+33.3%Added
Winton Group Ltd58,177$194.9K0.01%+58,177New
Dimensional Fund Advisors LP55,629$187.3K0.00%+55,629New
Balyasny Asset Management LLC54,367$182.1K0.00%+54,367New
State of Wyoming52,364$175.4K0.02%+6,138+13.3%Added
Bank of New York Mellon Corp51,988$174.2K0.00%+51,988New
Man Group plc50,316$168.6K0.00%+20,466+68.6%Added
Verition Fund Management LLC46,917$157.2K0.00%+46,917New
Squarepoint Ops LLC46,452$155.6K0.00%−18,275−28.2%Reduced
Occudo Quantitative Strategies LP45,497$152.4K0.03%−2,876−5.9%Reduced
XTX Topco Ltd45,026$150.8K0.01%−23,763−34.5%Reduced
Integrated Quantitative Investments LLC44,600$149.4K0.07%+44,600New
Bailard, Inc.43,621$146.1K0.00%+43,621New
Cubist Systematic Strategies, LLC32,449$108.7K0.00%−43,427−57.2%Reduced
HighTower Advisors, LLC27,406$91.8K0.00%00.0%Unchanged
Sand Hill Global Advisors, LLC27,189$91.1K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP27,099$91.0K0.00%+27,099New
AQR Capital Management LLC21,950$73.5K0.00%−166,747−88.4%Reduced
Simplex Trading, LLC21,113$70.0K0.00%+20,858+8,179.6%Added
Wolverine Trading, LLC19,552$68.0K0.00%+19,552New
Quantbot Technologies LP20,300$68.0K0.00%+20,300New
Susquehanna Fundamental Investments, LLC19,879$66.6K0.00%+19,879New
Boothbay Fund Management, LLC14,272$47.8K0.00%+14,272New
R Squared Ltd13,600$45.6K0.04%+13,600New
Alpine Global Management, LLC11,820$39.6K0.01%+11,820New
SG Americas Securities, LLC11,687$39.0K0.00%+11,687New
Tower Research Capital LLC (TRC)10,834$36.3K0.00%+9,997+1,194.4%Added
Mutual Advisors, LLC10,000$33.5K0.00%00.0%Unchanged
Mariner, LLC10,000$33.5K0.00%+10,000New
Advisor Group Holdings, Inc.4,900$16.4K0.00%+675+16.0%Added
Point72 (DIFC) Ltd3,417$11.4K0.00%+3,417New
Wells Fargo & Company2,235$7.49K0.00%+6+0.3%Added
Jones Financial Companies LLLP2,000$6.70K0.00%+2,000New
FMR LLC1,709$5.72K0.00%00.0%Unchanged
SBI Securities Co., Ltd.478$1.60K0.00%+478New
Crowley Wealth Management, Inc.200$6700.00%+200New
Parallel Advisors, LLC100$3350.00%00.0%Unchanged
Nisa Investment Advisors, LLC9$300.00%00.0%Unchanged
Royal Bank of Canada155$00.00%−568−78.6%Reduced
Security Benefit Life Insurance Co0$00.00%−355,853−100.0%Sold out
Advisory Services Network, LLC0$00.00%−198,052−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−76,945−100.0%Sold out
Quadrature Capital Ltd0$00.00%−53,236−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−44,880−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−32,070−100.0%Sold out
Engineers Gate Manager LP0$00.00%−20,433−100.0%Sold out
Prudential Financial Inc0$00.00%−12,400−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−10,260−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−7,000−100.0%Sold out