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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,543,639 | $8.41M | 0.00% | +197,702+4.5% | Added |
| BlackRock, Inc. | 4,157,597 | $7.69M | 0.00% | +152,660+3.8% | Added |
| Acadian Asset Management LLC | 2,272,041 | $4.20M | 0.01% | +200,269+9.7% | Added |
| CastleKnight Management LP | 2,161,305 | $4.00M | 0.21% | +869,159+67.3% | Added |
| Ameriprise Financial Inc | 1,836,320 | $3.40M | 0.00% | −13,000−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,525,993 | $2.82M | 0.00% | −318,059−17.2% | Reduced |
| Geode Capital Management, LLC | 1,407,595 | $2.60M | 0.00% | +81,466+6.1% | Added |
| Marshall Wace, LLP | 1,359,874 | $2.52M | 0.00% | −187,877−12.1% | Reduced |
| Formula Growth Ltd | 1,150,000 | $2.13M | 0.76% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,080,994 | $2.00M | 0.01% | −39,996−3.6% | Reduced |
| Palogic Value Management, L.P. | 932,987 | $1.73M | 0.73% | +431,567+86.1% | Added |
| Renaissance Technologies LLC | 703,850 | $1.30M | 0.00% | −414,350−37.1% | Reduced |
| State Street Corp | 673,133 | $1.25M | 0.00% | +90,916+15.6% | Added |
| Morgan Stanley | 661,312 | $1.22M | 0.00% | −278,933−29.7% | Reduced |
| Ieq Capital, LLC | 511,608 | $946.5K | 0.00% | +45,806+9.8% | Added |
| Northern Trust Corp | 450,951 | $834.3K | 0.00% | +4,294+1.0% | Added |
| Charles Schwab Investment Management Inc | 448,677 | $830.1K | 0.00% | −11,136−2.4% | Reduced |
| Ceera Investments, LLC | 443,640 | $820.7K | 0.26% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 348,521 | $644.8K | 0.00% | +108,801+45.4% | Added |
| Goldman Sachs Group Inc | 324,613 | $600.5K | 0.00% | +115,589+55.3% | Added |
| Gsa Capital Partners LLP | 310,681 | $575.0K | 0.05% | −205,506−39.8% | Reduced |
| Dimensional Fund Advisors LP | 297,856 | $551.6K | 0.00% | −83,090−21.8% | Reduced |
| Exchange Traded Concepts, LLC | 277,340 | $513.1K | 0.00% | −20,436−6.9% | Reduced |
| Two Sigma Investments, LP | 273,152 | $505.3K | 0.00% | −133,652−32.9% | Reduced |
| AQR Capital Management LLC | 255,917 | $473.4K | 0.00% | +255,917 | New |
| Two Sigma Advisers, LP | 244,300 | $452.0K | 0.00% | −93,700−27.7% | Reduced |
| Citadel Advisors LLC | 196,662 | $363.8K | 0.00% | −466,338−70.3% | Reduced |
| Victory Capital Management Inc | 191,764 | $354.8K | 0.00% | +116,385+154.4% | Added |
| XTX Topco Ltd | 181,247 | $335.3K | 0.02% | +120,775+199.7% | Added |
| Bank of New York Mellon Corp | 170,203 | $314.9K | 0.00% | +504+0.3% | Added |
| Federated Hermes, Inc. | 161,146 | $298.1K | 0.00% | −1,838−1.1% | Reduced |
| Morling Financial Advisors, LLC | 149,024 | $275.7K | 0.09% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 144,300 | $267.0K | 0.01% | −50,000−25.7% | Reduced |
| BNP Paribas Arbitrage, SA | 143,175 | $264.9K | 0.00% | −21,188−12.9% | Reduced |
| Barclays PLC | 125,609 | $232.4K | 0.00% | −20,406−14.0% | Reduced |
| American Century Companies Inc | 121,441 | $224.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 111,449 | $206.0K | 0.03% | +51,145+84.8% | Added |
| Bank of America Corp | 105,899 | $195.9K | 0.00% | −6,179−5.5% | Reduced |
| Deutsche Bank AG | 100,647 | $186.2K | 0.00% | +100,647 | New |
| JPMorgan Chase & Co | 100,479 | $185.9K | 0.00% | −173,606−63.3% | Reduced |
| Susquehanna International Group, LLP | 84,262 | $155.9K | 0.00% | −183,979−68.6% | Reduced |
| Nuveen, LLC | 77,657 | $143.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 66,218 | $122.5K | 0.00% | +5,177+8.5% | Added |
| Wealthspire Advisors, LLC | 66,212 | $122.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 63,864 | $119.4K | 0.00% | +2,684+4.4% | Added |
| Verition Fund Management LLC | 55,912 | $103.4K | 0.00% | +201+0.4% | Added |
| Rhumbline Advisers | 55,679 | $103.0K | 0.00% | −303−0.5% | Reduced |
| Vontobel Holding Ltd. | 54,945 | $101.6K | 0.00% | +2,429+4.6% | Added |
| Sugar Maple Asset Management, LLC | 51,000 | $94.3K | 0.07% | +51,000 | New |
| Coldstream Capital Management Inc | 50,347 | $93.1K | 0.00% | +50,347 | New |
| Wells Fargo & Company | 43,798 | $81.0K | 0.00% | +6,707+18.1% | Added |
| Jane Street Group, LLC | 40,856 | $75.6K | 0.00% | +40,856 | New |
| New York State Common Retirement Fund | 40,500 | $74.9K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 38,875 | $71.9K | 0.00% | +947+2.5% | Added |
| Prelude Capital Management, LLC | 36,400 | $67.3K | 0.01% | +14,800+68.5% | Added |
| Williams & Novak, LLC | 30,540 | $56.5K | 0.04% | +30,540 | New |
| Intech Investment Management LLC | 30,530 | $56.5K | 0.00% | +1,801+6.3% | Added |
| Price T Rowe Associates Inc | 30,121 | $56.0K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 30,109 | $55.7K | 0.00% | +10,358+52.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,633 | $51.1K | 0.00% | −5,060−15.5% | Reduced |
| HighTower Advisors, LLC | 27,407 | $50.7K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27,038 | $50.0K | 0.00% | −58,059−68.2% | Reduced |
| Quadrature Capital Ltd | 24,080 | $44.7K | 0.00% | +24,080 | New |
| Globeflex Capital L P | 21,801 | $40.3K | 0.01% | −304,643−93.3% | Reduced |
| Sand Hill Global Advisors, LLC | 20,314 | $37.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 19,524 | $36.0K | 0.00% | +19,524 | New |
| Franklin Resources Inc | 18,428 | $34.1K | 0.00% | +18,428 | New |
| Mariner, LLC | 15,163 | $28.1K | 0.00% | +5,155+51.5% | Added |
| Squarepoint Ops LLC | 14,499 | $26.8K | 0.00% | −14,815−50.5% | Reduced |
| Balyasny Asset Management LLC | 13,981 | $25.9K | 0.00% | +13,981 | New |
| Voya Investment Management LLC | 12,539 | $23.2K | 0.00% | −5,323−29.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,907 | $21.9K | 0.00% | +12,907 | New |
| ProShare Advisors LLC | 10,225 | $18.9K | 0.00% | −2,038−16.6% | Reduced |
| Alliancebernstein L.P. | 10,200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,591 | $18.5K | 0.00% | +2,615+37.5% | Added |
| Mutual Advisors, LLC | 10,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,017 | $14.8K | 0.00% | +8,017 | New |
| Tower Research Capital LLC (TRC) | 6,753 | $12.5K | 0.00% | +2,914+75.9% | Added |
| Ameritas Investment Partners, Inc. | 6,105 | $11.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,081 | $11.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,048 | $11.2K | 0.00% | −400−6.2% | Reduced |
| Russell Investments Group, Ltd. | 4,953 | $9.16K | 0.00% | +4,953 | New |
| California State Teachers Retirement System | 3,734 | $6.91K | 0.00% | +3+0.1% | Added |
| FMR LLC | 2,838 | $5.25K | 0.00% | +579+25.6% | Added |
| Amalgamated Bank | 2,042 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,000 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,989 | $3.68K | 0.00% | +1,163+140.8% | Added |
| Citigroup Inc | 1,685 | $3.12K | 0.00% | −19,006−91.9% | Reduced |
| Covestor Ltd | 1,561 | $3.00K | 0.00% | +1,561 | New |
| Essential Partners LLC | 706 | $1.31K | 0.00% | +706 | New |
| EverSource Wealth Advisors, LLC | 688 | $1.27K | 0.00% | +688 | New |
| SBI Securities Co., Ltd. | 597 | $1.10K | 0.00% | +31+5.5% | Added |
| Royal Bank of Canada | 595 | $1.00K | 0.00% | −4,136−87.4% | Reduced |
| IFP Advisors, Inc | 371 | $686 | 0.00% | +371 | New |
| Clearstead Advisors, LLC | 200 | $370 | 0.00% | +200 | New |
| Parallel Advisors, LLC | 100 | $185 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 92 | $171 | 0.00% | +92 | New |
| Golden State Wealth Management, LLC | 55 | $102 | 0.00% | +55 | New |
| True Wealth Design, LLC | 35 | $65 | 0.00% | +35 | New |