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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, Q3 2025

Institutional positions in Expensify, Inc. as of Sep 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
105
+8 vs. Q2 2025
Shares held
32.0M
−2.09M (−6.1%) vs. Q2 2025
Total value
$59.1M
−$29.1M (−32.9%) vs. Q2 2025
New holders
25
31 more added
Sold out
17
31 more reduced

Compare with Q2 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 holdersQ3 2025: 105 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 heldQ3 2025: $59.1M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q2 2025.

Institutions holding EXFY in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,543,639$8.41M0.00%+197,702+4.5%Added
BlackRock, Inc.4,157,597$7.69M0.00%+152,660+3.8%Added
Acadian Asset Management LLC2,272,041$4.20M0.01%+200,269+9.7%Added
CastleKnight Management LP2,161,305$4.00M0.21%+869,159+67.3%Added
Ameriprise Financial Inc1,836,320$3.40M0.00%−13,000−0.7%Reduced
D. E. Shaw & Co., Inc.1,525,993$2.82M0.00%−318,059−17.2%Reduced
Geode Capital Management, LLC1,407,595$2.60M0.00%+81,466+6.1%Added
Marshall Wace, LLP1,359,874$2.52M0.00%−187,877−12.1%Reduced
Formula Growth Ltd1,150,000$2.13M0.76%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.1,080,994$2.00M0.01%−39,996−3.6%Reduced
Palogic Value Management, L.P.932,987$1.73M0.73%+431,567+86.1%Added
Renaissance Technologies LLC703,850$1.30M0.00%−414,350−37.1%Reduced
State Street Corp673,133$1.25M0.00%+90,916+15.6%Added
Morgan Stanley661,312$1.22M0.00%−278,933−29.7%Reduced
Ieq Capital, LLC511,608$946.5K0.00%+45,806+9.8%Added
Northern Trust Corp450,951$834.3K0.00%+4,294+1.0%Added
Charles Schwab Investment Management Inc448,677$830.1K0.00%−11,136−2.4%Reduced
Ceera Investments, LLC443,640$820.7K0.26%00.0%Unchanged
Qube Research & Technologies Ltd348,521$644.8K0.00%+108,801+45.4%Added
Goldman Sachs Group Inc324,613$600.5K0.00%+115,589+55.3%Added
Gsa Capital Partners LLP310,681$575.0K0.05%−205,506−39.8%Reduced
Dimensional Fund Advisors LP297,856$551.6K0.00%−83,090−21.8%Reduced
Exchange Traded Concepts, LLC277,340$513.1K0.00%−20,436−6.9%Reduced
Two Sigma Investments, LP273,152$505.3K0.00%−133,652−32.9%Reduced
AQR Capital Management LLC255,917$473.4K0.00%+255,917New
Two Sigma Advisers, LP244,300$452.0K0.00%−93,700−27.7%Reduced
Citadel Advisors LLC196,662$363.8K0.00%−466,338−70.3%Reduced
Victory Capital Management Inc191,764$354.8K0.00%+116,385+154.4%Added
XTX Topco Ltd181,247$335.3K0.02%+120,775+199.7%Added
Bank of New York Mellon Corp170,203$314.9K0.00%+504+0.3%Added
Federated Hermes, Inc.161,146$298.1K0.00%−1,838−1.1%Reduced
Morling Financial Advisors, LLC149,024$275.7K0.09%00.0%Unchanged
Bridgeway Capital Management, LLC144,300$267.0K0.01%−50,000−25.7%Reduced
BNP Paribas Arbitrage, SA143,175$264.9K0.00%−21,188−12.9%Reduced
Barclays PLC125,609$232.4K0.00%−20,406−14.0%Reduced
American Century Companies Inc121,441$224.7K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd111,449$206.0K0.03%+51,145+84.8%Added
Bank of America Corp105,899$195.9K0.00%−6,179−5.5%Reduced
Deutsche Bank AG100,647$186.2K0.00%+100,647New
JPMorgan Chase & Co100,479$185.9K0.00%−173,606−63.3%Reduced
Susquehanna International Group, LLP84,262$155.9K0.00%−183,979−68.6%Reduced
Nuveen, LLC77,657$143.7K0.00%00.0%Unchanged
UBS Group AG66,218$122.5K0.00%+5,177+8.5%Added
Wealthspire Advisors, LLC66,212$122.5K0.00%00.0%Unchanged
HSBC Holdings PLC63,864$119.4K0.00%+2,684+4.4%Added
Verition Fund Management LLC55,912$103.4K0.00%+201+0.4%Added
Rhumbline Advisers55,679$103.0K0.00%−303−0.5%Reduced
Vontobel Holding Ltd.54,945$101.6K0.00%+2,429+4.6%Added
Sugar Maple Asset Management, LLC51,000$94.3K0.07%+51,000New
Coldstream Capital Management Inc50,347$93.1K0.00%+50,347New
Wells Fargo & Company43,798$81.0K0.00%+6,707+18.1%Added
Jane Street Group, LLC40,856$75.6K0.00%+40,856New
New York State Common Retirement Fund40,500$74.9K0.00%00.0%Unchanged
Invesco Ltd.38,875$71.9K0.00%+947+2.5%Added
Prelude Capital Management, LLC36,400$67.3K0.01%+14,800+68.5%Added
Williams & Novak, LLC30,540$56.5K0.04%+30,540New
Intech Investment Management LLC30,530$56.5K0.00%+1,801+6.3%Added
Price T Rowe Associates Inc30,121$56.0K0.00%00.0%Unchanged
Royce & Associates LP30,109$55.7K0.00%+10,358+52.4%Added
Mirae Asset Global ETFs Holdings Ltd.27,633$51.1K0.00%−5,060−15.5%Reduced
HighTower Advisors, LLC27,407$50.7K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.27,038$50.0K0.00%−58,059−68.2%Reduced
Quadrature Capital Ltd24,080$44.7K0.00%+24,080New
Globeflex Capital L P21,801$40.3K0.01%−304,643−93.3%Reduced
Sand Hill Global Advisors, LLC20,314$37.6K0.00%00.0%Unchanged
CWM, LLC19,524$36.0K0.00%+19,524New
Franklin Resources Inc18,428$34.1K0.00%+18,428New
Mariner, LLC15,163$28.1K0.00%+5,155+51.5%Added
Squarepoint Ops LLC14,499$26.8K0.00%−14,815−50.5%Reduced
Balyasny Asset Management LLC13,981$25.9K0.00%+13,981New
Voya Investment Management LLC12,539$23.2K0.00%−5,323−29.8%Reduced
Police & Firemen's Retirement System of New Jersey12,436$23.0K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC12,907$21.9K0.00%+12,907New
ProShare Advisors LLC10,225$18.9K0.00%−2,038−16.6%Reduced
Alliancebernstein L.P.10,200$18.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.9,591$18.5K0.00%+2,615+37.5%Added
Mutual Advisors, LLC10,000$16.8K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.8,017$14.8K0.00%+8,017New
Tower Research Capital LLC (TRC)6,753$12.5K0.00%+2,914+75.9%Added
Ameritas Investment Partners, Inc.6,105$11.3K0.00%00.0%Unchanged
Legal & General Group Plc6,081$11.3K0.00%00.0%Unchanged
Group One Trading, L.P.6,048$11.2K0.00%−400−6.2%Reduced
Russell Investments Group, Ltd.4,953$9.16K0.00%+4,953New
California State Teachers Retirement System3,734$6.91K0.00%+3+0.1%Added
FMR LLC2,838$5.25K0.00%+579+25.6%Added
Amalgamated Bank2,042$4.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP2,000$3.90K0.00%00.0%Unchanged
Sterling Capital Management LLC1,989$3.68K0.00%+1,163+140.8%Added
Citigroup Inc1,685$3.12K0.00%−19,006−91.9%Reduced
Covestor Ltd1,561$3.00K0.00%+1,561New
Essential Partners LLC706$1.31K0.00%+706New
EverSource Wealth Advisors, LLC688$1.27K0.00%+688New
SBI Securities Co., Ltd.597$1.10K0.00%+31+5.5%Added
Royal Bank of Canada595$1.00K0.00%−4,136−87.4%Reduced
IFP Advisors, Inc371$6860.00%+371New
Clearstead Advisors, LLC200$3700.00%+200New
Parallel Advisors, LLC100$1850.00%00.0%Unchanged
Allworth Financial LP92$1710.00%+92New
Golden State Wealth Management, LLC55$1020.00%+55New
True Wealth Design, LLC35$650.00%+35New