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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 1 | $2 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 9 | $17 | 0.00% | −5,615−99.8% | Reduced |
| Rockefeller Capital Management L.P. | 10 | $19 | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 14 | $26 | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 29 | $54 | 0.00% | +29 | New |
| True Wealth Design, LLC | 35 | $65 | 0.00% | +35 | New |
| Golden State Wealth Management, LLC | 55 | $102 | 0.00% | +55 | New |
| Allworth Financial LP | 92 | $171 | 0.00% | +92 | New |
| Parallel Advisors, LLC | 100 | $185 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $370 | 0.00% | +200 | New |
| IFP Advisors, Inc | 371 | $686 | 0.00% | +371 | New |
| Royal Bank of Canada | 595 | $1.00K | 0.00% | −4,136−87.4% | Reduced |
| SBI Securities Co., Ltd. | 597 | $1.10K | 0.00% | +31+5.5% | Added |
| EverSource Wealth Advisors, LLC | 688 | $1.27K | 0.00% | +688 | New |
| Essential Partners LLC | 706 | $1.31K | 0.00% | +706 | New |
| Covestor Ltd | 1,561 | $3.00K | 0.00% | +1,561 | New |
| Citigroup Inc | 1,685 | $3.12K | 0.00% | −19,006−91.9% | Reduced |
| Sterling Capital Management LLC | 1,989 | $3.68K | 0.00% | +1,163+140.8% | Added |
| Jones Financial Companies LLLP | 2,000 | $3.90K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,042 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,838 | $5.25K | 0.00% | +579+25.6% | Added |
| California State Teachers Retirement System | 3,734 | $6.91K | 0.00% | +3+0.1% | Added |
| Russell Investments Group, Ltd. | 4,953 | $9.16K | 0.00% | +4,953 | New |
| Group One Trading, L.P. | 6,048 | $11.2K | 0.00% | −400−6.2% | Reduced |
| Legal & General Group Plc | 6,081 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,105 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,753 | $12.5K | 0.00% | +2,914+75.9% | Added |
| SRS Capital Advisors, Inc. | 8,017 | $14.8K | 0.00% | +8,017 | New |
| Mutual Advisors, LLC | 10,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,591 | $18.5K | 0.00% | +2,615+37.5% | Added |
| Alliancebernstein L.P. | 10,200 | $18.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,225 | $18.9K | 0.00% | −2,038−16.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,907 | $21.9K | 0.00% | +12,907 | New |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $23.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,539 | $23.2K | 0.00% | −5,323−29.8% | Reduced |
| Balyasny Asset Management LLC | 13,981 | $25.9K | 0.00% | +13,981 | New |
| Squarepoint Ops LLC | 14,499 | $26.8K | 0.00% | −14,815−50.5% | Reduced |
| Mariner, LLC | 15,163 | $28.1K | 0.00% | +5,155+51.5% | Added |
| Franklin Resources Inc | 18,428 | $34.1K | 0.00% | +18,428 | New |
| CWM, LLC | 19,524 | $36.0K | 0.00% | +19,524 | New |
| Sand Hill Global Advisors, LLC | 20,314 | $37.6K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 21,801 | $40.3K | 0.01% | −304,643−93.3% | Reduced |
| Quadrature Capital Ltd | 24,080 | $44.7K | 0.00% | +24,080 | New |
| Hillsdale Investment Management Inc. | 27,038 | $50.0K | 0.00% | −58,059−68.2% | Reduced |
| HighTower Advisors, LLC | 27,407 | $50.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 27,633 | $51.1K | 0.00% | −5,060−15.5% | Reduced |
| Royce & Associates LP | 30,109 | $55.7K | 0.00% | +10,358+52.4% | Added |
| Price T Rowe Associates Inc | 30,121 | $56.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 30,530 | $56.5K | 0.00% | +1,801+6.3% | Added |
| Williams & Novak, LLC | 30,540 | $56.5K | 0.04% | +30,540 | New |
| Prelude Capital Management, LLC | 36,400 | $67.3K | 0.01% | +14,800+68.5% | Added |
| Invesco Ltd. | 38,875 | $71.9K | 0.00% | +947+2.5% | Added |
| New York State Common Retirement Fund | 40,500 | $74.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 40,856 | $75.6K | 0.00% | +40,856 | New |
| Wells Fargo & Company | 43,798 | $81.0K | 0.00% | +6,707+18.1% | Added |
| Coldstream Capital Management Inc | 50,347 | $93.1K | 0.00% | +50,347 | New |
| Sugar Maple Asset Management, LLC | 51,000 | $94.3K | 0.07% | +51,000 | New |
| Vontobel Holding Ltd. | 54,945 | $101.6K | 0.00% | +2,429+4.6% | Added |
| Rhumbline Advisers | 55,679 | $103.0K | 0.00% | −303−0.5% | Reduced |
| Verition Fund Management LLC | 55,912 | $103.4K | 0.00% | +201+0.4% | Added |
| HSBC Holdings PLC | 63,864 | $119.4K | 0.00% | +2,684+4.4% | Added |
| Wealthspire Advisors, LLC | 66,212 | $122.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 66,218 | $122.5K | 0.00% | +5,177+8.5% | Added |
| Nuveen, LLC | 77,657 | $143.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 84,262 | $155.9K | 0.00% | −183,979−68.6% | Reduced |
| JPMorgan Chase & Co | 100,479 | $185.9K | 0.00% | −173,606−63.3% | Reduced |
| Deutsche Bank AG | 100,647 | $186.2K | 0.00% | +100,647 | New |
| Bank of America Corp | 105,899 | $195.9K | 0.00% | −6,179−5.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 111,449 | $206.0K | 0.03% | +51,145+84.8% | Added |
| American Century Companies Inc | 121,441 | $224.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 125,609 | $232.4K | 0.00% | −20,406−14.0% | Reduced |
| BNP Paribas Arbitrage, SA | 143,175 | $264.9K | 0.00% | −21,188−12.9% | Reduced |
| Bridgeway Capital Management, LLC | 144,300 | $267.0K | 0.01% | −50,000−25.7% | Reduced |
| Morling Financial Advisors, LLC | 149,024 | $275.7K | 0.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 161,146 | $298.1K | 0.00% | −1,838−1.1% | Reduced |
| Bank of New York Mellon Corp | 170,203 | $314.9K | 0.00% | +504+0.3% | Added |
| XTX Topco Ltd | 181,247 | $335.3K | 0.02% | +120,775+199.7% | Added |
| Victory Capital Management Inc | 191,764 | $354.8K | 0.00% | +116,385+154.4% | Added |
| Citadel Advisors LLC | 196,662 | $363.8K | 0.00% | −466,338−70.3% | Reduced |
| Two Sigma Advisers, LP | 244,300 | $452.0K | 0.00% | −93,700−27.7% | Reduced |
| AQR Capital Management LLC | 255,917 | $473.4K | 0.00% | +255,917 | New |
| Two Sigma Investments, LP | 273,152 | $505.3K | 0.00% | −133,652−32.9% | Reduced |
| Exchange Traded Concepts, LLC | 277,340 | $513.1K | 0.00% | −20,436−6.9% | Reduced |
| Dimensional Fund Advisors LP | 297,856 | $551.6K | 0.00% | −83,090−21.8% | Reduced |
| Gsa Capital Partners LLP | 310,681 | $575.0K | 0.05% | −205,506−39.8% | Reduced |
| Goldman Sachs Group Inc | 324,613 | $600.5K | 0.00% | +115,589+55.3% | Added |
| Qube Research & Technologies Ltd | 348,521 | $644.8K | 0.00% | +108,801+45.4% | Added |
| Ceera Investments, LLC | 443,640 | $820.7K | 0.26% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 448,677 | $830.1K | 0.00% | −11,136−2.4% | Reduced |
| Northern Trust Corp | 450,951 | $834.3K | 0.00% | +4,294+1.0% | Added |
| Ieq Capital, LLC | 511,608 | $946.5K | 0.00% | +45,806+9.8% | Added |
| Morgan Stanley | 661,312 | $1.22M | 0.00% | −278,933−29.7% | Reduced |
| State Street Corp | 673,133 | $1.25M | 0.00% | +90,916+15.6% | Added |
| Renaissance Technologies LLC | 703,850 | $1.30M | 0.00% | −414,350−37.1% | Reduced |
| Palogic Value Management, L.P. | 932,987 | $1.73M | 0.73% | +431,567+86.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,080,994 | $2.00M | 0.01% | −39,996−3.6% | Reduced |
| Formula Growth Ltd | 1,150,000 | $2.13M | 0.76% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,359,874 | $2.52M | 0.00% | −187,877−12.1% | Reduced |
| Geode Capital Management, LLC | 1,407,595 | $2.60M | 0.00% | +81,466+6.1% | Added |
| D. E. Shaw & Co., Inc. | 1,525,993 | $2.82M | 0.00% | −318,059−17.2% | Reduced |