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, Q2 2025
Institutional positions in Expensify, Inc. as of Jun 30, 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
- 97
- −1 vs. Q1 2025
- Shares held
- 34.1M
- +2.27M (+7.1%) vs. Q1 2025
- Total value
- $88.2M
- −$8.46M (−8.8%) vs. Q1 2025
- New holders
- 27
- 35 more added
- Sold out
- 28
- 25 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,345,937 | $11.3M | 0.00% | +775,989+21.7% | Added |
| BlackRock, Inc. | 4,004,937 | $10.4M | 0.00% | +2,824,588+239.3% | Added |
| Acadian Asset Management LLC | 2,071,772 | $5.36M | 0.01% | +653,260+46.1% | Added |
| Ameriprise Financial Inc | 1,849,320 | $4.79M | 0.00% | −444,865−19.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,844,052 | $4.78M | 0.00% | −239,066−11.5% | Reduced |
| Marshall Wace, LLP | 1,547,751 | $4.01M | 0.00% | −121,006−7.3% | Reduced |
| Geode Capital Management, LLC | 1,326,129 | $3.44M | 0.00% | +759,982+134.2% | Added |
| CastleKnight Management LP | 1,292,146 | $3.35M | 0.22% | +524,209+68.3% | Added |
| Formula Growth Ltd | 1,150,000 | $2.98M | 1.13% | +150,000+15.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,120,990 | $2.90M | 0.01% | +194,321+21.0% | Added |
| Renaissance Technologies LLC | 1,118,200 | $2.90M | 0.00% | +180,100+19.2% | Added |
| Morgan Stanley | 940,245 | $2.44M | 0.00% | +10,833+1.2% | Added |
| Topline Capital Management, LLC | 776,796 | $2.01M | 0.34% | −164,813−17.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 730,888 | $1.89M | 0.00% | −207,068−22.1% | Reduced |
| Citadel Advisors LLC | 663,000 | $1.72M | 0.00% | +71,505+12.1% | Added |
| State Street Corp | 582,217 | $1.51M | 0.00% | +356,936+158.4% | Added |
| Gsa Capital Partners LLP | 516,187 | $1.34M | 0.09% | +137,970+36.5% | Added |
| Palogic Value Management, L.P. | 501,420 | $1.30M | 0.55% | +96,935+24.0% | Added |
| Ieq Capital, LLC | 465,802 | $1.21M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 459,813 | $1.19M | 0.00% | +151,075+48.9% | Added |
| Northern Trust Corp | 446,657 | $1.16M | 0.00% | +329,500+281.2% | Added |
| Ceera Investments, LLC | 443,640 | $1.15M | 0.35% | +4,310+1.0% | Added |
| Two Sigma Investments, LP | 406,804 | $1.05M | 0.00% | −173,517−29.9% | Reduced |
| Dimensional Fund Advisors LP | 380,946 | $986.4K | 0.00% | +227,190+147.8% | Added |
| Two Sigma Advisers, LP | 338,000 | $875.4K | 0.00% | −137,500−28.9% | Reduced |
| Globeflex Capital L P | 326,444 | $845.5K | 0.07% | +326,444 | New |
| Exchange Traded Concepts, LLC | 297,776 | $771.2K | 0.01% | −6,061−2.0% | Reduced |
| JPMorgan Chase & Co | 274,085 | $709.9K | 0.00% | −28,093−9.3% | Reduced |
| Susquehanna International Group, LLP | 268,241 | $694.7K | 0.00% | −801,475−74.9% | Reduced |
| Qube Research & Technologies Ltd | 239,720 | $620.9K | 0.00% | −202,423−45.8% | Reduced |
| RBF Capital, LLC | 210,722 | $545.8K | 0.03% | −29,400−12.2% | Reduced |
| Goldman Sachs Group Inc | 209,024 | $541.4K | 0.00% | −275,034−56.8% | Reduced |
| Bridgeway Capital Management, LLC | 194,300 | $503.2K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 169,699 | $439.5K | 0.00% | +118,494+231.4% | Added |
| BNP Paribas Arbitrage, SA | 164,363 | $425.7K | 0.00% | −28,117−14.6% | Reduced |
| Federated Hermes, Inc. | 162,984 | $422.1K | 0.00% | −2,700−1.6% | Reduced |
| Morling Financial Advisors, LLC | 149,024 | $386.0K | 0.13% | 00.0% | Unchanged |
| Barclays PLC | 146,015 | $378.2K | 0.00% | −25,119−14.7% | Reduced |
| Integrated Quantitative Investments LLC | 141,182 | $365.7K | 0.11% | +96,372+215.1% | Added |
| American Century Companies Inc | 121,441 | $314.5K | 0.00% | +21,912+22.0% | Added |
| Bank of America Corp | 112,078 | $290.3K | 0.00% | +46,999+72.2% | Added |
| State of Wyoming | 92,708 | $240.1K | 0.03% | −34,385−27.1% | Reduced |
| Hillsdale Investment Management Inc. | 85,097 | $220.4K | 0.01% | 00.0% | Unchanged |
| Nuveen, LLC | 77,657 | $201.1K | 0.00% | +77,657 | New |
| Victory Capital Management Inc | 75,379 | $195.2K | 0.00% | +45,799+154.8% | Added |
| Wealthspire Advisors, LLC | 66,212 | $171.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 61,041 | $158.1K | 0.00% | −240,318−79.7% | Reduced |
| XTX Topco Ltd | 60,472 | $156.6K | 0.01% | +60,472 | New |
| HSBC Holdings PLC | 61,180 | $156.3K | 0.00% | +5,688+10.3% | Added |
| Dynamic Technology Lab Private Ltd | 60,304 | $156.0K | 0.02% | +13,388+28.5% | Added |
| Simplex Trading, LLC | 58,962 | $152.0K | 0.00% | +43,841+289.9% | Added |
| Rhumbline Advisers | 55,982 | $145.0K | 0.00% | +55,982 | New |
| Verition Fund Management LLC | 55,711 | $144.3K | 0.00% | +55,711 | New |
| Vontobel Holding Ltd. | 52,516 | $136.0K | 0.00% | +342+0.7% | Added |
| New York State Common Retirement Fund | 40,500 | $104.9K | 0.00% | +40,500 | New |
| MetLife Investment Management | 39,714 | $102.9K | 0.00% | +39,714 | New |
| Invesco Ltd. | 37,928 | $98.2K | 0.00% | +37,928 | New |
| Wells Fargo & Company | 37,091 | $96.1K | 0.00% | +34,902+1,594.4% | Added |
| Millington Financial Advisors, LLC | 40,000 | $93.2K | 0.05% | +40,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,693 | $84.7K | 0.00% | +32,693 | New |
| Tudor Investment Corp Et Al | 31,095 | $80.5K | 0.00% | −348,337−91.8% | Reduced |
| Price T Rowe Associates Inc | 30,121 | $79.0K | 0.00% | +30,121 | New |
| Squarepoint Ops LLC | 29,314 | $75.9K | 0.00% | −64,339−68.7% | Reduced |
| Intech Investment Management LLC | 28,729 | $74.4K | 0.00% | +28,729 | New |
| HighTower Advisors, LLC | 27,407 | $71.0K | 0.00% | +10.0% | Added |
| Winton Group Ltd | 23,965 | $62.1K | 0.00% | −41,996−63.7% | Reduced |
| Prelude Capital Management, LLC | 21,600 | $55.9K | 0.01% | +21,600 | New |
| R Squared Ltd | 21,378 | $55.4K | 0.03% | +2,588+13.8% | Added |
| Citigroup Inc | 20,691 | $53.6K | 0.00% | +5,865+39.6% | Added |
| Sand Hill Global Advisors, LLC | 20,314 | $52.6K | 0.00% | −3,788−15.7% | Reduced |
| Royce & Associates LP | 19,751 | $51.2K | 0.00% | +19,751 | New |
| Voya Investment Management LLC | 17,862 | $46.3K | 0.00% | +17,862 | New |
| Heron Bay Capital Management | 14,143 | $36.6K | 0.01% | +14,143 | New |
| SG Americas Securities, LLC | 12,559 | $33.0K | 0.00% | −15,641−55.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $32.2K | 0.00% | +12,436 | New |
| Thrivent Financial for Lutherans | 12,197 | $32.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,263 | $31.8K | 0.00% | +12,263 | New |
| Kapitalo Investimentos Ltda | 11,496 | $29.8K | 0.01% | +11,496 | New |
| Belvedere Trading LLC | 10,344 | $26.8K | 0.00% | +10,344 | New |
| Alliancebernstein L.P. | 10,200 | $26.4K | 0.00% | +10,200 | New |
| Mariner, LLC | 10,008 | $25.9K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $22.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,976 | $18.1K | 0.00% | +2,024+40.9% | Added |
| Group One Trading, L.P. | 6,448 | $16.7K | 0.00% | +4,081+172.4% | Added |
| Ameritas Investment Partners, Inc. | 6,105 | $15.8K | 0.00% | +6,105 | New |
| Legal & General Group Plc | 6,081 | $15.8K | 0.00% | +6,081 | New |
| Nisa Investment Advisors, LLC | 5,624 | $14.6K | 0.00% | +5,615+62,388.9% | Added |
| Royal Bank of Canada | 4,731 | $13.0K | 0.00% | +4,701+15,670.0% | Added |
| Tower Research Capital LLC (TRC) | 3,839 | $9.94K | 0.00% | −4,169−52.1% | Reduced |
| California State Teachers Retirement System | 3,731 | $9.66K | 0.00% | +3,731 | New |
| FMR LLC | 2,259 | $5.85K | 0.00% | −1,025−31.2% | Reduced |
| Jones Financial Companies LLLP | 2,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,042 | $5.00K | 0.00% | +2,042 | New |
| Sterling Capital Management LLC | 826 | $2.14K | 0.00% | +826 | New |
| SBI Securities Co., Ltd. | 566 | $1.47K | 0.00% | +51+9.9% | Added |
| Spire Wealth Management | 200 | $518 | 0.00% | +200 | New |
| Parallel Advisors, LLC | 100 | $259 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,406,476−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −250,280−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −222,460−100.0% | Sold out |