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, Q4 2025
Institutional positions in Expensify, Inc. as of Dec 31, 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
- 109
- +4 vs. Q3 2025
- Shares held
- 29.8M
- −2.16M (−6.8%) vs. Q3 2025
- Total value
- $45.0M
- −$14.1M (−23.9%) vs. Q3 2025
- New holders
- 16
- 36 more added
- Sold out
- 12
- 38 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,675,746 | $7.06M | 0.00% | +132,107+2.9% | Added |
| BlackRock, Inc. | 4,071,390 | $6.15M | 0.00% | −86,207−2.1% | Reduced |
| Acadian Asset Management LLC | 2,170,494 | $3.27M | 0.01% | −101,547−4.5% | Reduced |
| Ameriprise Financial Inc | 1,854,057 | $2.80M | 0.00% | +17,737+1.0% | Added |
| CastleKnight Management LP | 1,730,062 | $2.61M | 0.15% | −431,243−20.0% | Reduced |
| Marshall Wace, LLP | 1,436,707 | $2.17M | 0.00% | +76,833+5.7% | Added |
| Palogic Value Management, L.P. | 1,403,065 | $2.12M | 0.91% | +470,078+50.4% | Added |
| Geode Capital Management, LLC | 1,401,032 | $2.12M | 0.00% | −6,563−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,348,750 | $2.04M | 0.00% | −177,243−11.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 980,208 | $1.48M | 0.00% | −100,786−9.3% | Reduced |
| Formula Growth Ltd | 900,000 | $1.36M | 0.52% | −250,000−21.7% | Reduced |
| State Street Corp | 713,578 | $1.08M | 0.00% | +40,445+6.0% | Added |
| Renaissance Technologies LLC | 679,600 | $1.03M | 0.00% | −24,250−3.4% | Reduced |
| Morgan Stanley | 531,276 | $802.2K | 0.00% | −130,036−19.7% | Reduced |
| Ieq Capital, LLC | 482,823 | $729.1K | 0.00% | −28,785−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 448,331 | $677.0K | 0.00% | −346−0.1% | Reduced |
| Northern Trust Corp | 418,095 | $631.3K | 0.00% | −32,856−7.3% | Reduced |
| Two Sigma Investments, LP | 370,735 | $559.8K | 0.00% | +97,583+35.7% | Added |
| Goldman Sachs Group Inc | 294,037 | $444.0K | 0.00% | −30,576−9.4% | Reduced |
| Two Sigma Advisers, LP | 264,400 | $399.2K | 0.00% | +20,100+8.2% | Added |
| Qube Research & Technologies Ltd | 264,070 | $398.7K | 0.00% | −84,451−24.2% | Reduced |
| Bank of New York Mellon Corp | 233,588 | $352.7K | 0.00% | +63,385+37.2% | Added |
| XTX Topco Ltd | 191,397 | $289.0K | 0.01% | +10,150+5.6% | Added |
| Exchange Traded Concepts, LLC | 173,693 | $262.3K | 0.00% | −103,647−37.4% | Reduced |
| AQR Capital Management LLC | 160,813 | $242.8K | 0.00% | −95,104−37.2% | Reduced |
| Mackenzie Financial Corp | 160,243 | $239.9K | 0.00% | +160,243 | New |
| Dimensional Fund Advisors LP | 147,094 | $222.0K | 0.00% | −150,762−50.6% | Reduced |
| Bridgeway Capital Management, LLC | 144,300 | $217.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 134,689 | $203.4K | 0.00% | +9,080+7.2% | Added |
| American Century Companies Inc | 121,441 | $183.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 108,123 | $163.3K | 0.00% | +23,861+28.3% | Added |
| Wealthspire Advisors, LLC | 106,212 | $160.4K | 0.00% | +40,000+60.4% | Added |
| Bank of America Corp | 94,790 | $143.1K | 0.00% | −11,109−10.5% | Reduced |
| UBS Group AG | 92,116 | $139.1K | 0.00% | +25,898+39.1% | Added |
| HSBC Holdings PLC | 84,329 | $126.9K | 0.00% | +20,465+32.0% | Added |
| Nuveen, LLC | 77,657 | $117.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 70,036 | $105.8K | 0.00% | +26,238+59.9% | Added |
| JPMorgan Chase & Co | 59,362 | $89.6K | 0.00% | −41,117−40.9% | Reduced |
| Citigroup Inc | 57,844 | $87.3K | 0.00% | +56,159+3,332.9% | Added |
| Coldstream Capital Management Inc | 55,792 | $84.2K | 0.00% | +5,445+10.8% | Added |
| Vontobel Holding Ltd. | 54,137 | $81.7K | 0.00% | −808−1.5% | Reduced |
| Citadel Advisors LLC | 48,231 | $72.8K | 0.00% | −148,431−75.5% | Reduced |
| Deutsche Bank AG | 47,382 | $71.5K | 0.00% | −53,265−52.9% | Reduced |
| HRT Financial LP | 45,148 | $68.0K | 0.00% | +45,148 | New |
| Rhumbline Advisers | 42,792 | $64.6K | 0.00% | −12,887−23.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 42,334 | $64.0K | 0.01% | −69,115−62.0% | Reduced |
| New York State Common Retirement Fund | 40,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 36,400 | $55.0K | 0.00% | 00.0% | Unchanged |
| Williams & Novak, LLC | 34,940 | $52.8K | 0.04% | +4,400+14.4% | Added |
| Pitcairn Wealth Advisors LLC | 33,000 | $49.8K | 0.00% | +33,000 | New |
| Prentiss Smith & Co Inc | 32,485 | $49.1K | 0.03% | +32,485 | New |
| Invesco Ltd. | 32,025 | $48.4K | 0.00% | −6,850−17.6% | Reduced |
| Balyasny Asset Management LLC | 31,615 | $47.7K | 0.00% | +17,634+126.1% | Added |
| Price T Rowe Associates Inc | 30,121 | $46.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 28,513 | $43.1K | 0.00% | +880+3.2% | Added |
| HighTower Advisors, LLC | 27,407 | $41.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 27,045 | $40.8K | 0.00% | −3,485−11.4% | Reduced |
| Royce & Associates LP | 25,477 | $38.5K | 0.00% | −4,632−15.4% | Reduced |
| Gsa Capital Partners LLP | 22,610 | $34.0K | 0.00% | −288,071−92.7% | Reduced |
| Quadrature Capital Ltd | 22,131 | $33.4K | 0.00% | −1,949−8.1% | Reduced |
| Globeflex Capital L P | 21,801 | $32.9K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 20,319 | $30.7K | 0.00% | +17,481+616.0% | Added |
| Sand Hill Global Advisors, LLC | 20,314 | $30.7K | 0.00% | 00.0% | Unchanged |
| Lavelle Capital LP | 20,000 | $30.2K | 0.02% | +20,000 | New |
| BNP Paribas Arbitrage, SA | 19,743 | $29.8K | 0.00% | −123,432−86.2% | Reduced |
| Jane Street Group, LLC | 18,821 | $28.4K | 0.00% | −22,035−53.9% | Reduced |
| SG Americas Securities, LLC | 17,765 | $27.0K | 0.00% | +17,765 | New |
| Franklin Resources Inc | 17,301 | $26.1K | 0.00% | −1,127−6.1% | Reduced |
| Abel Hall, LLC | 16,243 | $24.5K | 0.01% | +16,243 | New |
| Jacobs Levy Equity Management, Inc | 15,633 | $23.6K | 0.00% | +15,633 | New |
| JustInvest LLC | 15,579 | $23.5K | 0.00% | +15,579 | New |
| Mariner, LLC | 15,497 | $23.4K | 0.00% | +334+2.2% | Added |
| Graham Capital Management, L.P. | 15,176 | $22.9K | 0.00% | +15,176 | New |
| Simplex Trading, LLC | 13,238 | $20.0K | 0.00% | +13,238 | New |
| Group One Trading, L.P. | 12,915 | $19.5K | 0.00% | +6,867+113.5% | Added |
| Voya Investment Management LLC | 12,539 | $18.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $18.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,923 | $16.5K | 0.00% | +698+6.8% | Added |
| Alliancebernstein L.P. | 10,200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,972 | $15.0K | 0.00% | −9,552−48.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,591 | $14.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,952 | $13.5K | 0.00% | +3,999+80.7% | Added |
| State of Alaska, Department of Revenue | 8,632 | $13.0K | 0.00% | +8,632 | New |
| Tower Research Capital LLC (TRC) | 6,834 | $10.3K | 0.00% | +81+1.2% | Added |
| Ameritas Investment Partners, Inc. | 6,105 | $9.22K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,081 | $9.18K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,676 | $5.55K | 0.00% | −58−1.6% | Reduced |
| Sterling Capital Management LLC | 2,120 | $3.20K | 0.00% | +131+6.6% | Added |
| Jones Financial Companies LLLP | 2,000 | $3.02K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,879 | $3.00K | 0.00% | −163−8.0% | Reduced |
| Royal Bank of Canada | 1,925 | $3.00K | 0.00% | +1,330+223.5% | Added |
| Covestor Ltd | 1,567 | $2.00K | 0.00% | +6+0.4% | Added |
| Essential Partners LLC | 880 | $1.33K | 0.00% | +174+24.6% | Added |
| SBI Securities Co., Ltd. | 664 | $1.00K | 0.00% | +67+11.2% | Added |
| Purpose Unlimited Inc. | 650 | $975 | 0.00% | +650 | New |
| EverSource Wealth Advisors, LLC | 513 | $775 | 0.00% | −175−25.4% | Reduced |
| MAI Capital Management | 500 | $755 | 0.00% | +500 | New |
| True Wealth Design, LLC | 253 | $383 | 0.00% | +218+622.9% | Added |
| The PNC Financial Services Group, Inc. | 201 | $304 | 0.00% | +200+20,000.0% | Added |