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