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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,836,320 | $3.40M | 0.00% | −13,000−0.7% | Reduced |
| CastleKnight Management LP | 2,161,305 | $4.00M | 0.21% | +869,159+67.3% | Added |
| Acadian Asset Management LLC | 2,272,041 | $4.20M | 0.01% | +200,269+9.7% | Added |
| BlackRock, Inc. | 4,157,597 | $7.69M | 0.00% | +152,660+3.8% | Added |
| Vanguard Group Inc | 4,543,639 | $8.41M | 0.00% | +197,702+4.5% | Added |
| Topline Capital Management, LLC | 0 | $0 | 0.00% | −776,796−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −730,888−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −210,722−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −141,182−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −92,708−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −58,962−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −39,714−100.0% | Sold out |
| Millington Financial Advisors, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,095−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −23,965−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −21,378−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −14,143−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,559−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −12,197−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −11,496−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −10,344−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |