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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, Q1 2025

Institutional positions in Expensify, Inc. as of Mar 31, 2025. 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
98
+8 vs. Q4 2024
Shares held
31.8M
+1.88M (+6.3%) vs. Q4 2024
Total value
$96.7M
−$3.56M (−3.5%) vs. Q4 2024
New holders
19
40 more added
Sold out
11
27 more reduced

Compare with Q4 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 holdersQ1 2025: 98 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 heldQ1 2025: $96.7M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2024.

Institutions holding EXFY in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,569,948$10.9M0.00%+65,853+1.9%Added
Ameriprise Financial Inc2,294,185$6.97M0.00%+75,981+3.4%Added
D. E. Shaw & Co., Inc.2,083,118$6.33M0.01%−336,440−13.9%Reduced
Marshall Wace, LLP1,668,757$5.07M0.01%+228,880+15.9%Added
Acadian Asset Management LLC1,418,512$4.31M0.01%+557,533+64.8%Added
Millennium Management LLC1,406,476$4.28M0.00%+714,244+103.2%Added
BlackRock, Inc.1,180,349$3.59M0.00%−5,446−0.5%Reduced
Susquehanna International Group, LLP1,069,716$3.25M0.01%+204,721+23.7%Added
Formula Growth Ltd1,000,000$3.04M1.23%+50,000+5.3%Added
Topline Capital Management, LLC941,609$2.86M0.66%+20,662+2.2%Added
Renaissance Technologies LLC938,100$2.85M0.00%−27,100−2.8%Reduced
Arrowstreet Capital, Limited Partnership937,956$2.85M0.00%+180,955+23.9%Added
Morgan Stanley929,412$2.83M0.00%+41,674+4.7%Added
Connor, Clark & Lunn Investment Management Ltd.926,669$2.82M0.01%+322,581+53.4%Added
CastleKnight Management LP767,937$2.33M0.25%+102,600+15.4%Added
Citadel Advisors LLC591,495$1.80M0.00%+136,628+30.0%Added
Two Sigma Investments, LP580,321$1.76M0.00%−199,020−25.5%Reduced
Geode Capital Management, LLC566,147$1.72M0.00%+21,467+3.9%Added
Goldman Sachs Group Inc484,058$1.47M0.00%−162,929−25.2%Reduced
Two Sigma Advisers, LP475,500$1.45M0.00%−131,300−21.6%Reduced
Ieq Capital, LLC465,802$1.42M0.01%00.0%Unchanged
Qube Research & Technologies Ltd442,143$1.34M0.00%−57,027−11.4%Reduced
Ceera Investments, LLC439,330$1.34M0.46%00.0%Unchanged
Palogic Value Management, L.P.404,485$1.23M0.54%−146,321−26.6%Reduced
Tudor Investment Corp Et Al379,432$1.15M0.01%+89,715+31.0%Added
Gsa Capital Partners LLP378,217$1.15M0.10%−12,131−3.1%Reduced
Charles Schwab Investment Management Inc308,738$938.6K0.00%−8,238−2.6%Reduced
Exchange Traded Concepts, LLC303,837$923.7K0.02%+97,530+47.3%Added
JPMorgan Chase & Co302,178$918.6K0.00%+86,245+39.9%Added
UBS Group AG301,359$916.1K0.00%+40,582+15.6%Added
Jane Street Group, LLC250,280$760.9K0.00%+54,211+27.6%Added
RBF Capital, LLC240,122$730.0K0.05%−168,219−41.2%Reduced
State Street Corp225,281$684.9K0.00%−3,100−1.4%Reduced
EAM Investors, LLC222,460$676.3K0.12%+222,460New
Bridgeway Capital Management, LLC194,300$590.7K0.01%+5,000+2.6%Added
BNP Paribas Arbitrage, SA192,480$585.1K0.00%−6,690−3.4%Reduced
Barclays PLC171,134$520.2K0.00%+43,300+33.9%Added
Federated Hermes, Inc.165,684$503.7K0.00%−2,078−1.2%Reduced
Schonfeld Strategic Advisors LLC157,520$478.9K0.00%+15,284+10.7%Added
Dimensional Fund Advisors LP153,756$467.9K0.00%+98,127+176.4%Added
Morling Financial Advisors, LLC149,024$453.0K0.16%00.0%Unchanged
State of Wyoming127,093$386.4K0.05%+74,729+142.7%Added
Omers Administration Corp125,800$382.4K0.00%+5,700+4.7%Added
HRT Financial LP119,294$362.0K0.00%+119,294New
Cubist Systematic Strategies, LLC117,397$356.9K0.00%+84,948+261.8%Added
Northern Trust Corp117,157$356.2K0.00%+9,852+9.2%Added
American Century Companies Inc99,529$302.6K0.00%+31,301+45.9%Added
Squarepoint Ops LLC93,653$284.7K0.00%+47,201+101.6%Added
Hillsdale Investment Management Inc.85,097$258.7K0.01%−2,300−2.6%Reduced
Jain Global LLC70,565$214.5K0.00%+70,565New
Balyasny Asset Management LLC68,339$207.8K0.00%+13,972+25.7%Added
Wealthspire Advisors, LLC66,212$201.3K0.00%00.0%Unchanged
Winton Group Ltd65,961$200.5K0.01%+7,784+13.4%Added
Bank of America Corp65,079$197.8K0.00%−150,172−69.8%Reduced
HSBC Holdings PLC55,492$170.1K0.00%−7,825−12.4%Reduced
ExodusPoint Capital Management, LP52,330$159.0K0.00%+25,231+93.1%Added
Vontobel Holding Ltd.52,174$158.6K0.00%+52,174New
Bank of New York Mellon Corp51,205$155.7K0.00%−783−1.5%Reduced
Jefferies Financial Group Inc.50,485$153.5K0.00%−9,237−15.5%Reduced
Dynamic Technology Lab Private Ltd46,916$142.0K0.02%+46,916New
Point72 Asia (Singapore) Pte. Ltd.45,131$137.2K0.04%−23,148−33.9%Reduced
Integrated Quantitative Investments LLC44,810$136.2K0.07%+210+0.5%Added
Bailard, Inc.43,621$132.6K0.00%00.0%Unchanged
LMR Partners LLP40,972$124.6K0.00%+40,972New
Quantessence Capital LLC40,000$121.6K0.03%+40,000New
Victory Capital Management Inc29,580$89.9K0.00%+29,580New
SG Americas Securities, LLC28,200$86.0K0.00%+16,513+141.3%Added
HighTower Advisors, LLC27,406$83.3K0.00%00.0%Unchanged
Brevan Howard Capital Management LP25,896$78.7K0.00%+25,896New
Sand Hill Global Advisors, LLC24,102$73.3K0.00%−3,087−11.4%Reduced
Diametric Capital, LP22,552$68.6K0.08%+22,552New
Occudo Quantitative Strategies LP20,023$62.3K0.01%−25,474−56.0%Reduced
R Squared Ltd18,790$57.1K0.06%+5,190+38.2%Added
Citigroup Inc14,826$45.1K0.00%−179,303−92.4%Reduced
Simplex Trading, LLC15,121$45.0K0.00%−5,992−28.4%Reduced
Catalyst Funds Management Pty Ltd14,416$43.8K0.01%+14,416New
Boothbay Fund Management, LLC14,272$43.4K0.00%00.0%Unchanged
Virtu Financial LLC13,413$41.0K0.00%+13,413New
Thrivent Financial for Lutherans12,197$37.0K0.00%+12,197New
Capstone Investment Advisors, LLC11,632$35.4K0.00%+11,632New
Quadrature Capital Ltd11,052$33.5K0.00%+11,052New
Capula Management Ltd10,475$31.8K0.00%+10,475New
Hudson Bay Capital Management LP10,050$30.6K0.00%+10,050New
Mariner, LLC10,008$30.4K0.00%+8+0.1%Added
Mutual Advisors, LLC10,000$29.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,008$24.3K0.00%−2,826−26.1%Reduced
Point72 (DIFC) Ltd5,324$16.2K0.00%+1,907+55.8%Added
Advisor Group Holdings, Inc.4,952$15.1K0.00%+52+1.1%Added
FMR LLC3,284$9.98K0.00%+1,575+92.2%Added
Group One Trading, L.P.2,367$7.20K0.00%+2,367New
Wells Fargo & Company2,189$6.66K0.00%−46−2.1%Reduced
Jones Financial Companies LLLP2,000$6.22K0.00%00.0%Unchanged
SBI Securities Co., Ltd.515$1.57K0.00%+37+7.7%Added
Coldstream Capital Management Inc431$1.31K0.00%+431New
Crowley Wealth Management, Inc.200$6080.00%00.0%Unchanged
Parallel Advisors, LLC100$3040.00%00.0%Unchanged
Nisa Investment Advisors, LLC9$270.00%00.0%Unchanged
Royal Bank of Canada30$00.00%−125−80.6%Reduced
Walleye Capital LLC0$00.00%−247,531−100.0%Sold out
683 Capital Management, LLC0$00.00%−220,758−100.0%Sold out