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.
Q4 2024 vs. Q3 2024
How the institutions holding Expensify, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 77 | 90 | +13 |
| Shares | 26.5M | 29.9M | +3.45M (+13.0%) |
| Value | $51.8M | $100.2M | +$48.4M (+93.6%) |
New holders (27)
Institutions that held Expensify, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
Sold out (14)
Institutions that held Expensify, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Security Benefit Life Insurance Co | 355,853 | $697.5K |
| Advisory Services Network, LLC | 198,052 | $295.1K |
| Jacobs Levy Equity Management, Inc | 76,945 | $150.8K |
| Quadrature Capital Ltd | 53,236 | $104.6K |
| Dynamic Technology Lab Private Ltd | 44,880 | $88.0K |
| Cantor Fitzgerald, L. P. | 32,070 | $62.9K |
| Engineers Gate Manager LP | 20,433 | $40.0K |
| Prudential Financial Inc | 12,400 | $24.3K |
| Russell Investments Group, Ltd. | 10,260 | $20.1K |
| FNY Investment Advisers, LLC | 7,000 | $13.0K |
| Group One Trading, L.P. | 3,862 | $7.57K |
| GWM Advisors LLC | 2,180 | $4.27K |
| The PNC Financial Services Group, Inc. | 138 | $270 |
| Capital Performance Advisors LLP | 25 | $49 |