Expensify, Inc.

EXFY

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001476840

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Expensify, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of EXFY: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	109	1	104	−4
Shares	29.8M	4.68M	30.4M	+5.25M (+20.9%)
Value	$45.0M	$7.06M	$26.4M	−$11.5M (−30.3%)

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Expensify, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to EXFY in Q1 2026
Institution	Shares	Value	% of portfolio
Verition Fund Management LLC	2,350,000	$2.04M	0.02%
Vanguard Capital Management LLC	2,305,690	$2.01M	0.00%
Vanguard Portfolio Management LLC	1,971,586	$1.72M	0.00%
Pale Fire Capital SE	481,051	$418.5K	0.04%
Vanguard Fiduciary Trust Co	390,011	$339.3K	0.00%
Creative Planning	63,059	$54.9K	0.00%
Nine Masts Capital Ltd	37,557	$32.7K	0.01%
Cerity Partners LLC	32,602	$28.4K	0.00%
Two Sigma Securities, LLC	19,016	$16.5K	0.00%
SEI Investments Co	18,647	$16.2K	0.00%
Wealth Enhancement Advisory Services, LLC	17,328	$15.6K	0.00%
Vanguard Global Advisers, LLC	17,042	$14.8K	0.00%
Mercer Global Advisors Inc	14,883	$12.9K	0.00%
Merit Financial Group, LLC	12,180	$10.6K	0.00%
Sassicaia Capital Advisers LLC	10,800	$9.39K	0.01%
Transamerica Financial Advisors, Inc.	9,356	$8.14K	0.00%
UBS Asset Management Americas Inc	1,921	$1.67K	0.00%
Northwestern Mutual Wealth Management Co	230	$200	0.00%
SRS Capital Advisors, Inc.	167	$145	0.00%
Wealth Preservation Advisors, LLC	139	$121	0.00%
Advisory Services Network, LLC	81	$70	0.00%
Smartleaf Asset Management LLC	25	$21	0.00%

Sold out (26)

Institutions that held Expensify, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of EXFY in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Two Sigma Advisers, LP	264,400	$399.2K
XTX Topco Ltd	191,397	$289.0K
Exchange Traded Concepts, LLC	173,693	$262.3K
American Century Companies Inc	121,441	$183.4K
Vontobel Holding Ltd.	54,137	$81.7K
Citadel Advisors LLC	48,231	$72.8K
HRT Financial LP	45,148	$68.0K
Dynamic Technology Lab Private Ltd	42,334	$64.0K
Prelude Capital Management, LLC	36,400	$55.0K
Pitcairn Wealth Advisors LLC	33,000	$49.8K
HighTower Advisors, LLC	27,407	$41.4K
Royce & Associates LP	25,477	$38.5K
Quadrature Capital Ltd	22,131	$33.4K
Globeflex Capital L P	21,801	$32.9K
Jane Street Group, LLC	18,821	$28.4K
SG Americas Securities, LLC	17,765	$27.0K
Abel Hall, LLC	16,243	$24.5K
Voya Investment Management LLC	12,539	$18.9K
ProShare Advisors LLC	10,923	$16.5K
California State Teachers Retirement System	3,676	$5.55K
Amalgamated Bank	1,879	$3.00K
Covestor Ltd	1,567	$2.00K
Parallel Advisors, LLC	100	$151
Nisa Investment Advisors, LLC	50	$76
Rockefeller Capital Management L.P.	10	$15
Clearstead Advisors, LLC	2	$4

Not filed for Q1 2026 yet (1)

Institutions that held Expensify, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXFY in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	4,675,746	$7.06M