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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,569,948 | $10.9M | 0.00% | +65,853+1.9% | Added |
| Ameriprise Financial Inc | 2,294,185 | $6.97M | 0.00% | +75,981+3.4% | Added |
| D. E. Shaw & Co., Inc. | 2,083,118 | $6.33M | 0.01% | −336,440−13.9% | Reduced |
| Marshall Wace, LLP | 1,668,757 | $5.07M | 0.01% | +228,880+15.9% | Added |
| Acadian Asset Management LLC | 1,418,512 | $4.31M | 0.01% | +557,533+64.8% | Added |
| Millennium Management LLC | 1,406,476 | $4.28M | 0.00% | +714,244+103.2% | Added |
| BlackRock, Inc. | 1,180,349 | $3.59M | 0.00% | −5,446−0.5% | Reduced |
| Susquehanna International Group, LLP | 1,069,716 | $3.25M | 0.01% | +204,721+23.7% | Added |
| Formula Growth Ltd | 1,000,000 | $3.04M | 1.23% | +50,000+5.3% | Added |
| Topline Capital Management, LLC | 941,609 | $2.86M | 0.66% | +20,662+2.2% | Added |
| Renaissance Technologies LLC | 938,100 | $2.85M | 0.00% | −27,100−2.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 937,956 | $2.85M | 0.00% | +180,955+23.9% | Added |
| Morgan Stanley | 929,412 | $2.83M | 0.00% | +41,674+4.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 926,669 | $2.82M | 0.01% | +322,581+53.4% | Added |
| CastleKnight Management LP | 767,937 | $2.33M | 0.25% | +102,600+15.4% | Added |
| Citadel Advisors LLC | 591,495 | $1.80M | 0.00% | +136,628+30.0% | Added |
| Two Sigma Investments, LP | 580,321 | $1.76M | 0.00% | −199,020−25.5% | Reduced |
| Geode Capital Management, LLC | 566,147 | $1.72M | 0.00% | +21,467+3.9% | Added |
| Goldman Sachs Group Inc | 484,058 | $1.47M | 0.00% | −162,929−25.2% | Reduced |
| Two Sigma Advisers, LP | 475,500 | $1.45M | 0.00% | −131,300−21.6% | Reduced |
| Ieq Capital, LLC | 465,802 | $1.42M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 442,143 | $1.34M | 0.00% | −57,027−11.4% | Reduced |
| Ceera Investments, LLC | 439,330 | $1.34M | 0.46% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 404,485 | $1.23M | 0.54% | −146,321−26.6% | Reduced |
| Tudor Investment Corp Et Al | 379,432 | $1.15M | 0.01% | +89,715+31.0% | Added |
| Gsa Capital Partners LLP | 378,217 | $1.15M | 0.10% | −12,131−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 308,738 | $938.6K | 0.00% | −8,238−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 303,837 | $923.7K | 0.02% | +97,530+47.3% | Added |
| JPMorgan Chase & Co | 302,178 | $918.6K | 0.00% | +86,245+39.9% | Added |
| UBS Group AG | 301,359 | $916.1K | 0.00% | +40,582+15.6% | Added |
| Jane Street Group, LLC | 250,280 | $760.9K | 0.00% | +54,211+27.6% | Added |
| RBF Capital, LLC | 240,122 | $730.0K | 0.05% | −168,219−41.2% | Reduced |
| State Street Corp | 225,281 | $684.9K | 0.00% | −3,100−1.4% | Reduced |
| EAM Investors, LLC | 222,460 | $676.3K | 0.12% | +222,460 | New |
| Bridgeway Capital Management, LLC | 194,300 | $590.7K | 0.01% | +5,000+2.6% | Added |
| BNP Paribas Arbitrage, SA | 192,480 | $585.1K | 0.00% | −6,690−3.4% | Reduced |
| Barclays PLC | 171,134 | $520.2K | 0.00% | +43,300+33.9% | Added |
| Federated Hermes, Inc. | 165,684 | $503.7K | 0.00% | −2,078−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 157,520 | $478.9K | 0.00% | +15,284+10.7% | Added |
| Dimensional Fund Advisors LP | 153,756 | $467.9K | 0.00% | +98,127+176.4% | Added |
| Morling Financial Advisors, LLC | 149,024 | $453.0K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 127,093 | $386.4K | 0.05% | +74,729+142.7% | Added |
| Omers Administration Corp | 125,800 | $382.4K | 0.00% | +5,700+4.7% | Added |
| HRT Financial LP | 119,294 | $362.0K | 0.00% | +119,294 | New |
| Cubist Systematic Strategies, LLC | 117,397 | $356.9K | 0.00% | +84,948+261.8% | Added |
| Northern Trust Corp | 117,157 | $356.2K | 0.00% | +9,852+9.2% | Added |
| American Century Companies Inc | 99,529 | $302.6K | 0.00% | +31,301+45.9% | Added |
| Squarepoint Ops LLC | 93,653 | $284.7K | 0.00% | +47,201+101.6% | Added |
| Hillsdale Investment Management Inc. | 85,097 | $258.7K | 0.01% | −2,300−2.6% | Reduced |
| Jain Global LLC | 70,565 | $214.5K | 0.00% | +70,565 | New |
| Balyasny Asset Management LLC | 68,339 | $207.8K | 0.00% | +13,972+25.7% | Added |
| Wealthspire Advisors, LLC | 66,212 | $201.3K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 65,961 | $200.5K | 0.01% | +7,784+13.4% | Added |
| Bank of America Corp | 65,079 | $197.8K | 0.00% | −150,172−69.8% | Reduced |
| HSBC Holdings PLC | 55,492 | $170.1K | 0.00% | −7,825−12.4% | Reduced |
| ExodusPoint Capital Management, LP | 52,330 | $159.0K | 0.00% | +25,231+93.1% | Added |
| Vontobel Holding Ltd. | 52,174 | $158.6K | 0.00% | +52,174 | New |
| Bank of New York Mellon Corp | 51,205 | $155.7K | 0.00% | −783−1.5% | Reduced |
| Jefferies Financial Group Inc. | 50,485 | $153.5K | 0.00% | −9,237−15.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 46,916 | $142.0K | 0.02% | +46,916 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 45,131 | $137.2K | 0.04% | −23,148−33.9% | Reduced |
| Integrated Quantitative Investments LLC | 44,810 | $136.2K | 0.07% | +210+0.5% | Added |
| Bailard, Inc. | 43,621 | $132.6K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 40,972 | $124.6K | 0.00% | +40,972 | New |
| Quantessence Capital LLC | 40,000 | $121.6K | 0.03% | +40,000 | New |
| Victory Capital Management Inc | 29,580 | $89.9K | 0.00% | +29,580 | New |
| SG Americas Securities, LLC | 28,200 | $86.0K | 0.00% | +16,513+141.3% | Added |
| HighTower Advisors, LLC | 27,406 | $83.3K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 25,896 | $78.7K | 0.00% | +25,896 | New |
| Sand Hill Global Advisors, LLC | 24,102 | $73.3K | 0.00% | −3,087−11.4% | Reduced |
| Diametric Capital, LP | 22,552 | $68.6K | 0.08% | +22,552 | New |
| Occudo Quantitative Strategies LP | 20,023 | $62.3K | 0.01% | −25,474−56.0% | Reduced |
| R Squared Ltd | 18,790 | $57.1K | 0.06% | +5,190+38.2% | Added |
| Citigroup Inc | 14,826 | $45.1K | 0.00% | −179,303−92.4% | Reduced |
| Simplex Trading, LLC | 15,121 | $45.0K | 0.00% | −5,992−28.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 14,416 | $43.8K | 0.01% | +14,416 | New |
| Boothbay Fund Management, LLC | 14,272 | $43.4K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,413 | $41.0K | 0.00% | +13,413 | New |
| Thrivent Financial for Lutherans | 12,197 | $37.0K | 0.00% | +12,197 | New |
| Capstone Investment Advisors, LLC | 11,632 | $35.4K | 0.00% | +11,632 | New |
| Quadrature Capital Ltd | 11,052 | $33.5K | 0.00% | +11,052 | New |
| Capula Management Ltd | 10,475 | $31.8K | 0.00% | +10,475 | New |
| Hudson Bay Capital Management LP | 10,050 | $30.6K | 0.00% | +10,050 | New |
| Mariner, LLC | 10,008 | $30.4K | 0.00% | +8+0.1% | Added |
| Mutual Advisors, LLC | 10,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,008 | $24.3K | 0.00% | −2,826−26.1% | Reduced |
| Point72 (DIFC) Ltd | 5,324 | $16.2K | 0.00% | +1,907+55.8% | Added |
| Advisor Group Holdings, Inc. | 4,952 | $15.1K | 0.00% | +52+1.1% | Added |
| FMR LLC | 3,284 | $9.98K | 0.00% | +1,575+92.2% | Added |
| Group One Trading, L.P. | 2,367 | $7.20K | 0.00% | +2,367 | New |
| Wells Fargo & Company | 2,189 | $6.66K | 0.00% | −46−2.1% | Reduced |
| Jones Financial Companies LLLP | 2,000 | $6.22K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 515 | $1.57K | 0.00% | +37+7.7% | Added |
| Coldstream Capital Management Inc | 431 | $1.31K | 0.00% | +431 | New |
| Crowley Wealth Management, Inc. | 200 | $608 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $304 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $27 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 30 | $0 | 0.00% | −125−80.6% | Reduced |
| Walleye Capital LLC | 0 | $0 | 0.00% | −247,531−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −220,758−100.0% | Sold out |