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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.

Q3 2025 vs. Q2 2025

How the institutions holding Expensify, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of EXFY: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders97105+8
Shares34.1M32.0M−2.09M (−6.1%)
Value$88.2M$59.1M−$29.1M (−32.9%)

New holders (25)

Institutions that held Expensify, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to EXFY in Q3 2025
InstitutionSharesValue% of portfolio
AQR Capital Management LLC255,917$473.4K0.00%
Deutsche Bank AG100,647$186.2K0.00%
Sugar Maple Asset Management, LLC51,000$94.3K0.07%
Coldstream Capital Management Inc50,347$93.1K0.00%
Jane Street Group, LLC40,856$75.6K0.00%
Williams & Novak, LLC30,540$56.5K0.04%
Quadrature Capital Ltd24,080$44.7K0.00%
CWM, LLC19,524$36.0K0.00%
Franklin Resources Inc18,428$34.1K0.00%
Balyasny Asset Management LLC13,981$25.9K0.00%
Wealth Enhancement Advisory Services, LLC12,907$21.9K0.00%
SRS Capital Advisors, Inc.8,017$14.8K0.00%
Russell Investments Group, Ltd.4,953$9.16K0.00%
Covestor Ltd1,561$3.00K0.00%
Essential Partners LLC706$1.31K0.00%
EverSource Wealth Advisors, LLC688$1.27K0.00%
IFP Advisors, Inc371$6860.00%
Clearstead Advisors, LLC200$3700.00%
Allworth Financial LP92$1710.00%
Golden State Wealth Management, LLC55$1020.00%
True Wealth Design, LLC35$650.00%
Sunbelt Securities, Inc.29$540.00%
Wealth Watch Advisors, INC14$260.00%
Rockefeller Capital Management L.P.10$190.00%
The PNC Financial Services Group, Inc.1$20.00%

Sold out (17)

Institutions that held Expensify, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of EXFY in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Topline Capital Management, LLC776,796$2.01M
Arrowstreet Capital, Limited Partnership730,888$1.89M
RBF Capital, LLC210,722$545.8K
Integrated Quantitative Investments LLC141,182$365.7K
State of Wyoming92,708$240.1K
Simplex Trading, LLC58,962$152.0K
MetLife Investment Management39,714$102.9K
Millington Financial Advisors, LLC40,000$93.2K
Tudor Investment Corp Et Al31,095$80.5K
Winton Group Ltd23,965$62.1K
R Squared Ltd21,378$55.4K
Heron Bay Capital Management14,143$36.6K
SG Americas Securities, LLC12,559$33.0K
Thrivent Financial for Lutherans12,197$32.0K
Kapitalo Investimentos Ltda11,496$29.8K
Belvedere Trading LLC10,344$26.8K
Spire Wealth Management200$518