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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, 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.

Institutional holdersQ2 2025: 97 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 heldQ2 2025: $88.2M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q1 2025.

Institutions holding EXFY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,345,937$11.3M0.00%+775,989+21.7%Added
BlackRock, Inc.4,004,937$10.4M0.00%+2,824,588+239.3%Added
Acadian Asset Management LLC2,071,772$5.36M0.01%+653,260+46.1%Added
Ameriprise Financial Inc1,849,320$4.79M0.00%−444,865−19.4%Reduced
D. E. Shaw & Co., Inc.1,844,052$4.78M0.00%−239,066−11.5%Reduced
Marshall Wace, LLP1,547,751$4.01M0.00%−121,006−7.3%Reduced
Geode Capital Management, LLC1,326,129$3.44M0.00%+759,982+134.2%Added
CastleKnight Management LP1,292,146$3.35M0.22%+524,209+68.3%Added
Formula Growth Ltd1,150,000$2.98M1.13%+150,000+15.0%Added
Connor, Clark & Lunn Investment Management Ltd.1,120,990$2.90M0.01%+194,321+21.0%Added
Renaissance Technologies LLC1,118,200$2.90M0.00%+180,100+19.2%Added
Morgan Stanley940,245$2.44M0.00%+10,833+1.2%Added
Topline Capital Management, LLC776,796$2.01M0.34%−164,813−17.5%Reduced
Arrowstreet Capital, Limited Partnership730,888$1.89M0.00%−207,068−22.1%Reduced
Citadel Advisors LLC663,000$1.72M0.00%+71,505+12.1%Added
State Street Corp582,217$1.51M0.00%+356,936+158.4%Added
Gsa Capital Partners LLP516,187$1.34M0.09%+137,970+36.5%Added
Palogic Value Management, L.P.501,420$1.30M0.55%+96,935+24.0%Added
Ieq Capital, LLC465,802$1.21M0.01%00.0%Unchanged
Charles Schwab Investment Management Inc459,813$1.19M0.00%+151,075+48.9%Added
Northern Trust Corp446,657$1.16M0.00%+329,500+281.2%Added
Ceera Investments, LLC443,640$1.15M0.35%+4,310+1.0%Added
Two Sigma Investments, LP406,804$1.05M0.00%−173,517−29.9%Reduced
Dimensional Fund Advisors LP380,946$986.4K0.00%+227,190+147.8%Added
Two Sigma Advisers, LP338,000$875.4K0.00%−137,500−28.9%Reduced
Globeflex Capital L P326,444$845.5K0.07%+326,444New
Exchange Traded Concepts, LLC297,776$771.2K0.01%−6,061−2.0%Reduced
JPMorgan Chase & Co274,085$709.9K0.00%−28,093−9.3%Reduced
Susquehanna International Group, LLP268,241$694.7K0.00%−801,475−74.9%Reduced
Qube Research & Technologies Ltd239,720$620.9K0.00%−202,423−45.8%Reduced
RBF Capital, LLC210,722$545.8K0.03%−29,400−12.2%Reduced
Goldman Sachs Group Inc209,024$541.4K0.00%−275,034−56.8%Reduced
Bridgeway Capital Management, LLC194,300$503.2K0.01%00.0%Unchanged
Bank of New York Mellon Corp169,699$439.5K0.00%+118,494+231.4%Added
BNP Paribas Arbitrage, SA164,363$425.7K0.00%−28,117−14.6%Reduced
Federated Hermes, Inc.162,984$422.1K0.00%−2,700−1.6%Reduced
Morling Financial Advisors, LLC149,024$386.0K0.13%00.0%Unchanged
Barclays PLC146,015$378.2K0.00%−25,119−14.7%Reduced
Integrated Quantitative Investments LLC141,182$365.7K0.11%+96,372+215.1%Added
American Century Companies Inc121,441$314.5K0.00%+21,912+22.0%Added
Bank of America Corp112,078$290.3K0.00%+46,999+72.2%Added
State of Wyoming92,708$240.1K0.03%−34,385−27.1%Reduced
Hillsdale Investment Management Inc.85,097$220.4K0.01%00.0%Unchanged
Nuveen, LLC77,657$201.1K0.00%+77,657New
Victory Capital Management Inc75,379$195.2K0.00%+45,799+154.8%Added
Wealthspire Advisors, LLC66,212$171.5K0.00%00.0%Unchanged
UBS Group AG61,041$158.1K0.00%−240,318−79.7%Reduced
XTX Topco Ltd60,472$156.6K0.01%+60,472New
HSBC Holdings PLC61,180$156.3K0.00%+5,688+10.3%Added
Dynamic Technology Lab Private Ltd60,304$156.0K0.02%+13,388+28.5%Added
Simplex Trading, LLC58,962$152.0K0.00%+43,841+289.9%Added
Rhumbline Advisers55,982$145.0K0.00%+55,982New
Verition Fund Management LLC55,711$144.3K0.00%+55,711New
Vontobel Holding Ltd.52,516$136.0K0.00%+342+0.7%Added
New York State Common Retirement Fund40,500$104.9K0.00%+40,500New
MetLife Investment Management39,714$102.9K0.00%+39,714New
Invesco Ltd.37,928$98.2K0.00%+37,928New
Wells Fargo & Company37,091$96.1K0.00%+34,902+1,594.4%Added
Millington Financial Advisors, LLC40,000$93.2K0.05%+40,000New
Mirae Asset Global ETFs Holdings Ltd.32,693$84.7K0.00%+32,693New
Tudor Investment Corp Et Al31,095$80.5K0.00%−348,337−91.8%Reduced
Price T Rowe Associates Inc30,121$79.0K0.00%+30,121New
Squarepoint Ops LLC29,314$75.9K0.00%−64,339−68.7%Reduced
Intech Investment Management LLC28,729$74.4K0.00%+28,729New
HighTower Advisors, LLC27,407$71.0K0.00%+10.0%Added
Winton Group Ltd23,965$62.1K0.00%−41,996−63.7%Reduced
Prelude Capital Management, LLC21,600$55.9K0.01%+21,600New
R Squared Ltd21,378$55.4K0.03%+2,588+13.8%Added
Citigroup Inc20,691$53.6K0.00%+5,865+39.6%Added
Sand Hill Global Advisors, LLC20,314$52.6K0.00%−3,788−15.7%Reduced
Royce & Associates LP19,751$51.2K0.00%+19,751New
Voya Investment Management LLC17,862$46.3K0.00%+17,862New
Heron Bay Capital Management14,143$36.6K0.01%+14,143New
SG Americas Securities, LLC12,559$33.0K0.00%−15,641−55.5%Reduced
Police & Firemen's Retirement System of New Jersey12,436$32.2K0.00%+12,436New
Thrivent Financial for Lutherans12,197$32.0K0.00%00.0%Unchanged
ProShare Advisors LLC12,263$31.8K0.00%+12,263New
Kapitalo Investimentos Ltda11,496$29.8K0.01%+11,496New
Belvedere Trading LLC10,344$26.8K0.00%+10,344New
Alliancebernstein L.P.10,200$26.4K0.00%+10,200New
Mariner, LLC10,008$25.9K0.00%00.0%Unchanged
Mutual Advisors, LLC10,000$22.2K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.6,976$18.1K0.00%+2,024+40.9%Added
Group One Trading, L.P.6,448$16.7K0.00%+4,081+172.4%Added
Ameritas Investment Partners, Inc.6,105$15.8K0.00%+6,105New
Legal & General Group Plc6,081$15.8K0.00%+6,081New
Nisa Investment Advisors, LLC5,624$14.6K0.00%+5,615+62,388.9%Added
Royal Bank of Canada4,731$13.0K0.00%+4,701+15,670.0%Added
Tower Research Capital LLC (TRC)3,839$9.94K0.00%−4,169−52.1%Reduced
California State Teachers Retirement System3,731$9.66K0.00%+3,731New
FMR LLC2,259$5.85K0.00%−1,025−31.2%Reduced
Jones Financial Companies LLLP2,000$5.10K0.00%00.0%Unchanged
Amalgamated Bank2,042$5.00K0.00%+2,042New
Sterling Capital Management LLC826$2.14K0.00%+826New
SBI Securities Co., Ltd.566$1.47K0.00%+51+9.9%Added
Spire Wealth Management200$5180.00%+200New
Parallel Advisors, LLC100$2590.00%00.0%Unchanged
Millennium Management LLC0$00.00%−1,406,476−100.0%Sold out
Jane Street Group, LLC0$00.00%−250,280−100.0%Sold out
EAM Investors, LLC0$00.00%−222,460−100.0%Sold out