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