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.
Q1 2025 vs. Q4 2024
How the institutions holding Expensify, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 90 | 98 | +8 |
| Shares | 29.9M | 31.8M | +1.88M (+6.3%) |
| Value | $100.2M | $96.7M | −$3.56M (−3.5%) |
New holders (19)
Institutions that held Expensify, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| EAM Investors, LLC | 222,460 | $676.3K | 0.12% |
| HRT Financial LP | 119,294 | $362.0K | 0.00% |
| Jain Global LLC | 70,565 | $214.5K | 0.00% |
| Vontobel Holding Ltd. | 52,174 | $158.6K | 0.00% |
| Dynamic Technology Lab Private Ltd | 46,916 | $142.0K | 0.02% |
| LMR Partners LLP | 40,972 | $124.6K | 0.00% |
| Quantessence Capital LLC | 40,000 | $121.6K | 0.03% |
| Victory Capital Management Inc | 29,580 | $89.9K | 0.00% |
| Brevan Howard Capital Management LP | 25,896 | $78.7K | 0.00% |
| Diametric Capital, LP | 22,552 | $68.6K | 0.08% |
| Catalyst Funds Management Pty Ltd | 14,416 | $43.8K | 0.01% |
| Virtu Financial LLC | 13,413 | $41.0K | 0.00% |
| Thrivent Financial for Lutherans | 12,197 | $37.0K | 0.00% |
| Capstone Investment Advisors, LLC | 11,632 | $35.4K | 0.00% |
| Quadrature Capital Ltd | 11,052 | $33.5K | 0.00% |
| Capula Management Ltd | 10,475 | $31.8K | 0.00% |
| Hudson Bay Capital Management LP | 10,050 | $30.6K | 0.00% |
| Group One Trading, L.P. | 2,367 | $7.20K | 0.00% |
| Coldstream Capital Management Inc | 431 | $1.31K | 0.00% |
Sold out (11)
Institutions that held Expensify, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Walleye Capital LLC | 247,531 | $829.2K |
| 683 Capital Management, LLC | 220,758 | $739.5K |
| Baillie Gifford & Co | 74,307 | $248.9K |
| Man Group plc | 50,316 | $168.6K |
| Verition Fund Management LLC | 46,917 | $157.2K |
| XTX Topco Ltd | 45,026 | $150.8K |
| AQR Capital Management LLC | 21,950 | $73.5K |
| Wolverine Trading, LLC | 19,552 | $68.0K |
| Quantbot Technologies LP | 20,300 | $68.0K |
| Susquehanna Fundamental Investments, LLC | 19,879 | $66.6K |
| Alpine Global Management, LLC | 11,820 | $39.6K |