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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −157,520−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −125,800−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −119,294−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −117,397−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −70,565−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −68,339−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,330−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −50,485−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −45,131−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −43,621−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −40,972−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −25,896−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −22,552−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,023−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,416−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,272−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,413−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,632−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,052−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −10,475−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |