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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 1,348,750 | $2.04M | 0.00% | −177,243−11.6% | Reduced |
| Geode Capital Management, LLC | 1,401,032 | $2.12M | 0.00% | −6,563−0.5% | Reduced |
| Palogic Value Management, L.P. | 1,403,065 | $2.12M | 0.91% | +470,078+50.4% | Added |
| Marshall Wace, LLP | 1,436,707 | $2.17M | 0.00% | +76,833+5.7% | Added |
| CastleKnight Management LP | 1,730,062 | $2.61M | 0.15% | −431,243−20.0% | Reduced |
| Ameriprise Financial Inc | 1,854,057 | $2.80M | 0.00% | +17,737+1.0% | Added |
| Acadian Asset Management LLC | 2,170,494 | $3.27M | 0.01% | −101,547−4.5% | Reduced |
| BlackRock, Inc. | 4,071,390 | $6.15M | 0.00% | −86,207−2.1% | Reduced |
| Vanguard Group Inc | 4,675,746 | $7.06M | 0.00% | +132,107+2.9% | Added |
| Ceera Investments, LLC | 0 | $0 | 0.00% | −443,640−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −191,764−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −161,146−100.0% | Sold out |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −149,024−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −55,912−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −51,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −27,038−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,499−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,907−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −8,017−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −14−100.0% | Sold out |