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