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, Q1 2026
Institutional positions in Expensify, Inc. as of Mar 31, 2026. 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
- 104
- −4 vs. Q4 2025
- Shares held
- 30.4M
- +5.25M (+20.9%) vs. Q4 2025
- Total value
- $26.4M
- −$11.5M (−30.3%) vs. Q4 2025
- New holders
- 22
- 37 more added
- Sold out
- 26
- 31 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,994,506 | $3.47M | 0.00% | −76,884−1.9% | Reduced |
| Palogic Value Management, L.P. | 2,522,566 | $2.19M | 0.96% | +1,119,501+79.8% | Added |
| Verition Fund Management LLC | 2,350,000 | $2.04M | 0.02% | +2,350,000 | New |
| Vanguard Capital Management LLC | 2,305,690 | $2.01M | 0.00% | +2,305,690 | New |
| Acadian Asset Management LLC | 2,210,606 | $1.92M | 0.00% | +40,112+1.8% | Added |
| Vanguard Portfolio Management LLC | 1,971,586 | $1.72M | 0.00% | +1,971,586 | New |
| CastleKnight Management LP | 1,730,062 | $1.50M | 0.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,369,959 | $1.19M | 0.00% | −31,073−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,318,100 | $1.15M | 0.00% | −30,650−2.3% | Reduced |
| Marshall Wace, LLP | 914,309 | $795.4K | 0.00% | −522,398−36.4% | Reduced |
| Formula Growth Ltd | 890,000 | $774.2K | 0.35% | −10,000−1.1% | Reduced |
| AQR Capital Management LLC | 826,233 | $718.7K | 0.00% | +665,420+413.8% | Added |
| Renaissance Technologies LLC | 725,000 | $630.7K | 0.00% | +45,400+6.7% | Added |
| State Street Corp | 723,598 | $629.5K | 0.00% | +10,020+1.4% | Added |
| Ieq Capital, LLC | 548,021 | $476.7K | 0.00% | +65,198+13.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 504,828 | $439.1K | 0.00% | −475,380−48.5% | Reduced |
| Pale Fire Capital SE | 481,051 | $418.5K | 0.04% | +481,051 | New |
| Northern Trust Corp | 418,271 | $363.9K | 0.00% | +1760.0% | Added |
| Vanguard Fiduciary Trust Co | 390,011 | $339.3K | 0.00% | +390,011 | New |
| Charles Schwab Investment Management Inc | 380,396 | $330.9K | 0.00% | −67,935−15.2% | Reduced |
| Mackenzie Financial Corp | 380,185 | $330.7K | 0.00% | +219,942+137.3% | Added |
| Two Sigma Investments, LP | 364,223 | $316.8K | 0.00% | −6,512−1.8% | Reduced |
| Goldman Sachs Group Inc | 294,787 | $256.4K | 0.00% | +750+0.3% | Added |
| Morgan Stanley | 272,849 | $237.4K | 0.00% | −258,427−48.6% | Reduced |
| Wealthspire Advisors, LLC | 238,530 | $207.5K | 0.00% | +132,318+124.6% | Added |
| Bank of New York Mellon Corp | 231,584 | $201.5K | 0.00% | −2,004−0.9% | Reduced |
| Deutsche Bank AG | 129,384 | $112.6K | 0.00% | +82,002+173.1% | Added |
| Qube Research & Technologies Ltd | 121,784 | $105.9K | 0.00% | −142,286−53.9% | Reduced |
| Susquehanna International Group, LLP | 97,550 | $84.9K | 0.00% | −10,573−9.8% | Reduced |
| Bridgeway Capital Management, LLC | 94,300 | $82.0K | 0.00% | −50,000−34.7% | Reduced |
| HSBC Holdings PLC | 84,329 | $75.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 79,725 | $69.4K | 0.00% | −12,391−13.5% | Reduced |
| Dimensional Fund Advisors LP | 78,173 | $67.7K | 0.00% | −68,921−46.9% | Reduced |
| Nuveen, LLC | 77,657 | $67.6K | 0.00% | 00.0% | Unchanged |
| Williams & Novak, LLC | 64,250 | $56.0K | 0.04% | +29,310+83.9% | Added |
| Creative Planning | 63,059 | $54.9K | 0.00% | +63,059 | New |
| Coldstream Capital Management Inc | 62,209 | $54.1K | 0.00% | +6,417+11.5% | Added |
| Barclays PLC | 52,163 | $45.4K | 0.00% | −82,526−61.3% | Reduced |
| Balyasny Asset Management LLC | 49,980 | $43.5K | 0.00% | +18,365+58.1% | Added |
| Bank of America Corp | 48,679 | $42.3K | 0.00% | −46,111−48.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 47,816 | $41.6K | 0.00% | +32,183+205.9% | Added |
| Invesco Ltd. | 43,591 | $37.9K | 0.00% | +11,566+36.1% | Added |
| Rhumbline Advisers | 42,957 | $37.4K | 0.00% | +165+0.4% | Added |
| CWM, LLC | 41,096 | $35.8K | 0.00% | +31,124+312.1% | Added |
| New York State Common Retirement Fund | 40,500 | $35.2K | 0.00% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 37,557 | $32.7K | 0.01% | +37,557 | New |
| Mariner, LLC | 33,487 | $29.1K | 0.00% | +17,990+116.1% | Added |
| FMR LLC | 33,193 | $28.9K | 0.00% | +12,874+63.4% | Added |
| Cerity Partners LLC | 32,602 | $28.4K | 0.00% | +32,602 | New |
| Prentiss Smith & Co Inc | 32,485 | $28.3K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,121 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 29,193 | $25.4K | 0.00% | +680+2.4% | Added |
| Gsa Capital Partners LLP | 29,136 | $25.0K | 0.00% | +6,526+28.9% | Added |
| JPMorgan Chase & Co | 25,497 | $21.0K | 0.00% | −33,865−57.0% | Reduced |
| Wells Fargo & Company | 23,482 | $20.4K | 0.00% | −46,554−66.5% | Reduced |
| Simplex Trading, LLC | 22,133 | $19.3K | 0.00% | +8,895+67.2% | Added |
| JustInvest LLC | 20,510 | $17.8K | 0.00% | +4,931+31.7% | Added |
| Sand Hill Global Advisors, LLC | 20,314 | $17.7K | 0.00% | 00.0% | Unchanged |
| Lavelle Capital LP | 20,000 | $17.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,419 | $16.9K | 0.00% | +12,585+184.2% | Added |
| Two Sigma Securities, LLC | 19,016 | $16.5K | 0.00% | +19,016 | New |
| SEI Investments Co | 18,647 | $16.2K | 0.00% | +18,647 | New |
| Wealth Enhancement Advisory Services, LLC | 17,328 | $15.6K | 0.00% | +17,328 | New |
| Alliancebernstein L.P. | 10,200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 17,042 | $14.8K | 0.00% | +17,042 | New |
| Franklin Resources Inc | 16,871 | $14.7K | 0.00% | −430−2.5% | Reduced |
| Ameriprise Financial Inc | 16,742 | $14.6K | 0.00% | −1,837,315−99.1% | Reduced |
| Graham Capital Management, L.P. | 15,974 | $13.9K | 0.00% | +798+5.3% | Added |
| Intech Investment Management LLC | 15,833 | $13.8K | 0.00% | −11,212−41.5% | Reduced |
| Mercer Global Advisors Inc | 14,883 | $12.9K | 0.00% | +14,883 | New |
| BNP Paribas Arbitrage, SA | 12,883 | $11.2K | 0.00% | −6,860−34.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $10.8K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,180 | $10.6K | 0.00% | +12,180 | New |
| Sassicaia Capital Advisers LLC | 10,800 | $9.39K | 0.01% | +10,800 | New |
| Mutual Advisors, LLC | 10,000 | $8.70K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9,356 | $8.14K | 0.00% | +9,356 | New |
| Advisor Group Holdings, Inc. | 8,421 | $7.32K | 0.00% | −1,170−12.2% | Reduced |
| State of Alaska, Department of Revenue | 8,632 | $7.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,015 | $6.97K | 0.00% | −4,900−37.9% | Reduced |
| Royal Bank of Canada | 6,589 | $6.00K | 0.00% | +4,664+242.3% | Added |
| Ameritas Investment Partners, Inc. | 6,105 | $5.31K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,946 | $5.17K | 0.00% | −3,006−33.6% | Reduced |
| Legal & General Group Plc | 5,425 | $4.72K | 0.00% | −656−10.8% | Reduced |
| Essential Partners LLC | 4,626 | $4.02K | 0.00% | +3,746+425.7% | Added |
| Citigroup Inc | 2,970 | $2.58K | 0.00% | −54,874−94.9% | Reduced |
| Jones Financial Companies LLLP | 2,391 | $1.94K | 0.00% | +391+19.6% | Added |
| UBS Asset Management Americas Inc | 1,921 | $1.67K | 0.00% | +1,921 | New |
| EverSource Wealth Advisors, LLC | 1,900 | $1.65K | 0.00% | +1,387+270.4% | Added |
| The PNC Financial Services Group, Inc. | 1,344 | $1.17K | 0.00% | +1,143+568.7% | Added |
| Sterling Capital Management LLC | 1,126 | $980 | 0.00% | −994−46.9% | Reduced |
| SBI Securities Co., Ltd. | 761 | $662 | 0.00% | +97+14.6% | Added |
| Purpose Unlimited Inc. | 650 | $567 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 459 | $400 | 0.00% | +296+181.6% | Added |
| IFP Advisors, Inc | 282 | $245 | 0.00% | +210+291.7% | Added |
| Rothschild Investment LLC | 253 | $220 | 0.00% | +194+328.8% | Added |
| Northwestern Mutual Wealth Management Co | 230 | $200 | 0.00% | +230 | New |
| SRS Capital Advisors, Inc. | 167 | $145 | 0.00% | +167 | New |
| MAI Capital Management | 159 | $139 | 0.00% | −341−68.2% | Reduced |
| Wealth Preservation Advisors, LLC | 139 | $121 | 0.00% | +139 | New |
| Sunbelt Securities, Inc. | 109 | $95 | 0.00% | +38+53.5% | Added |