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