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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.

Q2 2025 vs. Q1 2025

How the institutions holding Expensify, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of EXFY: Q1 2025 compared with Q2 2025
MeasureQ1 2025Q2 2025Change
Holders9897−1
Shares31.8M34.1M+2.27M (+7.1%)
Value$96.7M$88.2M−$8.46M (−8.8%)

New holders (27)

Institutions that held Expensify, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to EXFY in Q2 2025
InstitutionSharesValue% of portfolio
Globeflex Capital L P326,444$845.5K0.07%
Nuveen, LLC77,657$201.1K0.00%
XTX Topco Ltd60,472$156.6K0.01%
Rhumbline Advisers55,982$145.0K0.00%
Verition Fund Management LLC55,711$144.3K0.00%
New York State Common Retirement Fund40,500$104.9K0.00%
MetLife Investment Management39,714$102.9K0.00%
Invesco Ltd.37,928$98.2K0.00%
Millington Financial Advisors, LLC40,000$93.2K0.05%
Mirae Asset Global ETFs Holdings Ltd.32,693$84.7K0.00%
Price T Rowe Associates Inc30,121$79.0K0.00%
Intech Investment Management LLC28,729$74.4K0.00%
Prelude Capital Management, LLC21,600$55.9K0.01%
Royce & Associates LP19,751$51.2K0.00%
Voya Investment Management LLC17,862$46.3K0.00%
Heron Bay Capital Management14,143$36.6K0.01%
Police & Firemen's Retirement System of New Jersey12,436$32.2K0.00%
ProShare Advisors LLC12,263$31.8K0.00%
Kapitalo Investimentos Ltda11,496$29.8K0.01%
Belvedere Trading LLC10,344$26.8K0.00%
Alliancebernstein L.P.10,200$26.4K0.00%
Ameritas Investment Partners, Inc.6,105$15.8K0.00%
Legal & General Group Plc6,081$15.8K0.00%
California State Teachers Retirement System3,731$9.66K0.00%
Amalgamated Bank2,042$5.00K0.00%
Sterling Capital Management LLC826$2.14K0.00%
Spire Wealth Management200$5180.00%

Sold out (28)

Institutions that held Expensify, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of EXFY in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Millennium Management LLC1,406,476$4.28M
Jane Street Group, LLC250,280$760.9K
EAM Investors, LLC222,460$676.3K
Schonfeld Strategic Advisors LLC157,520$478.9K
Omers Administration Corp125,800$382.4K
HRT Financial LP119,294$362.0K
Cubist Systematic Strategies, LLC117,397$356.9K
Jain Global LLC70,565$214.5K
Balyasny Asset Management LLC68,339$207.8K
ExodusPoint Capital Management, LP52,330$159.0K
Jefferies Financial Group Inc.50,485$153.5K
Point72 Asia (Singapore) Pte. Ltd.45,131$137.2K
Bailard, Inc.43,621$132.6K
LMR Partners LLP40,972$124.6K
Quantessence Capital LLC40,000$121.6K
Brevan Howard Capital Management LP25,896$78.7K
Diametric Capital, LP22,552$68.6K
Occudo Quantitative Strategies LP20,023$62.3K
Catalyst Funds Management Pty Ltd14,416$43.8K
Boothbay Fund Management, LLC14,272$43.4K
Virtu Financial LLC13,413$41.0K
Capstone Investment Advisors, LLC11,632$35.4K
Quadrature Capital Ltd11,052$33.5K
Capula Management Ltd10,475$31.8K
Hudson Bay Capital Management LP10,050$30.6K
Point72 (DIFC) Ltd5,324$16.2K
Coldstream Capital Management Inc431$1.31K
Crowley Wealth Management, Inc.200$608