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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2 | $4 | 0.00% | −198−99.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $5 | 0.00% | +3 | New |
| Rockefeller Capital Management L.P. | 10 | $15 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 50 | $76 | 0.00% | +41+455.6% | Added |
| Rothschild Investment LLC | 59 | $89 | 0.00% | +59 | New |
| Sunbelt Securities, Inc. | 71 | $107 | 0.00% | +42+144.8% | Added |
| IFP Advisors, Inc | 72 | $109 | 0.00% | −299−80.6% | Reduced |
| Parallel Advisors, LLC | 100 | $151 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 163 | $247 | 0.00% | +71+77.2% | Added |
| The PNC Financial Services Group, Inc. | 201 | $304 | 0.00% | +200+20,000.0% | Added |
| True Wealth Design, LLC | 253 | $383 | 0.00% | +218+622.9% | Added |
| MAI Capital Management | 500 | $755 | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 513 | $775 | 0.00% | −175−25.4% | Reduced |
| Purpose Unlimited Inc. | 650 | $975 | 0.00% | +650 | New |
| SBI Securities Co., Ltd. | 664 | $1.00K | 0.00% | +67+11.2% | Added |
| Essential Partners LLC | 880 | $1.33K | 0.00% | +174+24.6% | Added |
| Covestor Ltd | 1,567 | $2.00K | 0.00% | +6+0.4% | Added |
| 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 |
| Jones Financial Companies LLLP | 2,000 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,120 | $3.20K | 0.00% | +131+6.6% | Added |
| California State Teachers Retirement System | 3,676 | $5.55K | 0.00% | −58−1.6% | Reduced |
| Legal & General Group Plc | 6,081 | $9.18K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,105 | $9.22K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,834 | $10.3K | 0.00% | +81+1.2% | Added |
| State of Alaska, Department of Revenue | 8,632 | $13.0K | 0.00% | +8,632 | New |
| Russell Investments Group, Ltd. | 8,952 | $13.5K | 0.00% | +3,999+80.7% | Added |
| Advisor Group Holdings, Inc. | 9,591 | $14.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,972 | $15.0K | 0.00% | −9,552−48.9% | Reduced |
| Mutual Advisors, LLC | 10,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,200 | $15.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,923 | $16.5K | 0.00% | +698+6.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $18.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,539 | $18.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 12,915 | $19.5K | 0.00% | +6,867+113.5% | Added |
| Simplex Trading, LLC | 13,238 | $20.0K | 0.00% | +13,238 | New |
| Graham Capital Management, L.P. | 15,176 | $22.9K | 0.00% | +15,176 | New |
| Mariner, LLC | 15,497 | $23.4K | 0.00% | +334+2.2% | Added |
| JustInvest LLC | 15,579 | $23.5K | 0.00% | +15,579 | New |
| Jacobs Levy Equity Management, Inc | 15,633 | $23.6K | 0.00% | +15,633 | New |
| Abel Hall, LLC | 16,243 | $24.5K | 0.01% | +16,243 | New |
| Franklin Resources Inc | 17,301 | $26.1K | 0.00% | −1,127−6.1% | Reduced |
| SG Americas Securities, LLC | 17,765 | $27.0K | 0.00% | +17,765 | New |
| Jane Street Group, LLC | 18,821 | $28.4K | 0.00% | −22,035−53.9% | Reduced |
| BNP Paribas Arbitrage, SA | 19,743 | $29.8K | 0.00% | −123,432−86.2% | Reduced |
| Lavelle Capital LP | 20,000 | $30.2K | 0.02% | +20,000 | New |
| Sand Hill Global Advisors, LLC | 20,314 | $30.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 20,319 | $30.7K | 0.00% | +17,481+616.0% | Added |
| Globeflex Capital L P | 21,801 | $32.9K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 22,131 | $33.4K | 0.00% | −1,949−8.1% | Reduced |
| Gsa Capital Partners LLP | 22,610 | $34.0K | 0.00% | −288,071−92.7% | Reduced |
| Royce & Associates LP | 25,477 | $38.5K | 0.00% | −4,632−15.4% | Reduced |
| Intech Investment Management LLC | 27,045 | $40.8K | 0.00% | −3,485−11.4% | Reduced |
| HighTower Advisors, LLC | 27,407 | $41.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 28,513 | $43.1K | 0.00% | +880+3.2% | Added |
| Price T Rowe Associates Inc | 30,121 | $46.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 31,615 | $47.7K | 0.00% | +17,634+126.1% | Added |
| Invesco Ltd. | 32,025 | $48.4K | 0.00% | −6,850−17.6% | Reduced |
| Prentiss Smith & Co Inc | 32,485 | $49.1K | 0.03% | +32,485 | New |
| Pitcairn Wealth Advisors LLC | 33,000 | $49.8K | 0.00% | +33,000 | New |
| Williams & Novak, LLC | 34,940 | $52.8K | 0.04% | +4,400+14.4% | Added |
| Prelude Capital Management, LLC | 36,400 | $55.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 40,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 42,334 | $64.0K | 0.01% | −69,115−62.0% | Reduced |
| Rhumbline Advisers | 42,792 | $64.6K | 0.00% | −12,887−23.1% | Reduced |
| HRT Financial LP | 45,148 | $68.0K | 0.00% | +45,148 | New |
| Deutsche Bank AG | 47,382 | $71.5K | 0.00% | −53,265−52.9% | Reduced |
| Citadel Advisors LLC | 48,231 | $72.8K | 0.00% | −148,431−75.5% | Reduced |
| Vontobel Holding Ltd. | 54,137 | $81.7K | 0.00% | −808−1.5% | Reduced |
| Coldstream Capital Management Inc | 55,792 | $84.2K | 0.00% | +5,445+10.8% | Added |
| Citigroup Inc | 57,844 | $87.3K | 0.00% | +56,159+3,332.9% | Added |
| JPMorgan Chase & Co | 59,362 | $89.6K | 0.00% | −41,117−40.9% | Reduced |
| Wells Fargo & Company | 70,036 | $105.8K | 0.00% | +26,238+59.9% | Added |
| Nuveen, LLC | 77,657 | $117.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 84,329 | $126.9K | 0.00% | +20,465+32.0% | Added |
| UBS Group AG | 92,116 | $139.1K | 0.00% | +25,898+39.1% | Added |
| Bank of America Corp | 94,790 | $143.1K | 0.00% | −11,109−10.5% | Reduced |
| Wealthspire Advisors, LLC | 106,212 | $160.4K | 0.00% | +40,000+60.4% | Added |
| Susquehanna International Group, LLP | 108,123 | $163.3K | 0.00% | +23,861+28.3% | Added |
| American Century Companies Inc | 121,441 | $183.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 134,689 | $203.4K | 0.00% | +9,080+7.2% | Added |
| Bridgeway Capital Management, LLC | 144,300 | $217.9K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 147,094 | $222.0K | 0.00% | −150,762−50.6% | Reduced |
| Mackenzie Financial Corp | 160,243 | $239.9K | 0.00% | +160,243 | New |
| AQR Capital Management LLC | 160,813 | $242.8K | 0.00% | −95,104−37.2% | Reduced |
| Exchange Traded Concepts, LLC | 173,693 | $262.3K | 0.00% | −103,647−37.4% | Reduced |
| XTX Topco Ltd | 191,397 | $289.0K | 0.01% | +10,150+5.6% | Added |
| Bank of New York Mellon Corp | 233,588 | $352.7K | 0.00% | +63,385+37.2% | Added |
| Qube Research & Technologies Ltd | 264,070 | $398.7K | 0.00% | −84,451−24.2% | Reduced |
| Two Sigma Advisers, LP | 264,400 | $399.2K | 0.00% | +20,100+8.2% | Added |
| Goldman Sachs Group Inc | 294,037 | $444.0K | 0.00% | −30,576−9.4% | Reduced |
| Two Sigma Investments, LP | 370,735 | $559.8K | 0.00% | +97,583+35.7% | Added |
| Northern Trust Corp | 418,095 | $631.3K | 0.00% | −32,856−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 448,331 | $677.0K | 0.00% | −346−0.1% | Reduced |
| Ieq Capital, LLC | 482,823 | $729.1K | 0.00% | −28,785−5.6% | Reduced |
| Morgan Stanley | 531,276 | $802.2K | 0.00% | −130,036−19.7% | Reduced |
| Renaissance Technologies LLC | 679,600 | $1.03M | 0.00% | −24,250−3.4% | Reduced |
| State Street Corp | 713,578 | $1.08M | 0.00% | +40,445+6.0% | Added |
| Formula Growth Ltd | 900,000 | $1.36M | 0.52% | −250,000−21.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 980,208 | $1.48M | 0.00% | −100,786−9.3% | Reduced |