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.
Q4 2025 vs. Q3 2025
How the institutions holding Expensify, Inc. changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 105 | 109 | +4 |
| Shares | 32.0M | 29.8M | −2.16M (−6.8%) |
| Value | $59.1M | $45.0M | −$14.1M (−23.9%) |
New holders (16)
Institutions that held Expensify, Inc. at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mackenzie Financial Corp | 160,243 | $239.9K | 0.00% |
| HRT Financial LP | 45,148 | $68.0K | 0.00% |
| Pitcairn Wealth Advisors LLC | 33,000 | $49.8K | 0.00% |
| Prentiss Smith & Co Inc | 32,485 | $49.1K | 0.03% |
| Lavelle Capital LP | 20,000 | $30.2K | 0.02% |
| SG Americas Securities, LLC | 17,765 | $27.0K | 0.00% |
| Abel Hall, LLC | 16,243 | $24.5K | 0.01% |
| Jacobs Levy Equity Management, Inc | 15,633 | $23.6K | 0.00% |
| JustInvest LLC | 15,579 | $23.5K | 0.00% |
| Graham Capital Management, L.P. | 15,176 | $22.9K | 0.00% |
| Simplex Trading, LLC | 13,238 | $20.0K | 0.00% |
| State of Alaska, Department of Revenue | 8,632 | $13.0K | 0.00% |
| Purpose Unlimited Inc. | 650 | $975 | 0.00% |
| MAI Capital Management | 500 | $755 | 0.00% |
| Rothschild Investment LLC | 59 | $89 | 0.00% |
| SJS Investment Consulting Inc. | 3 | $5 | 0.00% |
Sold out (12)
Institutions that held Expensify, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Ceera Investments, LLC | 443,640 | $820.7K |
| Victory Capital Management Inc | 191,764 | $354.8K |
| Federated Hermes, Inc. | 161,146 | $298.1K |
| Morling Financial Advisors, LLC | 149,024 | $275.7K |
| Verition Fund Management LLC | 55,912 | $103.4K |
| Sugar Maple Asset Management, LLC | 51,000 | $94.3K |
| Hillsdale Investment Management Inc. | 27,038 | $50.0K |
| Squarepoint Ops LLC | 14,499 | $26.8K |
| Wealth Enhancement Advisory Services, LLC | 12,907 | $21.9K |
| SRS Capital Advisors, Inc. | 8,017 | $14.8K |
| Golden State Wealth Management, LLC | 55 | $102 |
| Wealth Watch Advisors, INC | 14 | $26 |