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