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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 22 | $20 | 0.00% | +19+633.3% | Added |
| Smartleaf Asset Management LLC | 25 | $21 | 0.00% | +25 | New |
| True Wealth Design, LLC | 34 | $30 | 0.00% | −219−86.6% | Reduced |
| Advisory Services Network, LLC | 81 | $70 | 0.00% | +81 | New |
| Sunbelt Securities, Inc. | 109 | $95 | 0.00% | +38+53.5% | Added |
| Wealth Preservation Advisors, LLC | 139 | $121 | 0.00% | +139 | New |
| MAI Capital Management | 159 | $139 | 0.00% | −341−68.2% | Reduced |
| SRS Capital Advisors, Inc. | 167 | $145 | 0.00% | +167 | New |
| Northwestern Mutual Wealth Management Co | 230 | $200 | 0.00% | +230 | New |
| Rothschild Investment LLC | 253 | $220 | 0.00% | +194+328.8% | Added |
| IFP Advisors, Inc | 282 | $245 | 0.00% | +210+291.7% | Added |
| Allworth Financial LP | 459 | $400 | 0.00% | +296+181.6% | Added |
| Purpose Unlimited Inc. | 650 | $567 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 761 | $662 | 0.00% | +97+14.6% | Added |
| Sterling Capital Management LLC | 1,126 | $980 | 0.00% | −994−46.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,344 | $1.17K | 0.00% | +1,143+568.7% | Added |
| EverSource Wealth Advisors, LLC | 1,900 | $1.65K | 0.00% | +1,387+270.4% | Added |
| UBS Asset Management Americas Inc | 1,921 | $1.67K | 0.00% | +1,921 | New |
| Jones Financial Companies LLLP | 2,391 | $1.94K | 0.00% | +391+19.6% | Added |
| Citigroup Inc | 2,970 | $2.58K | 0.00% | −54,874−94.9% | Reduced |
| Essential Partners LLC | 4,626 | $4.02K | 0.00% | +3,746+425.7% | Added |
| Legal & General Group Plc | 5,425 | $4.72K | 0.00% | −656−10.8% | Reduced |
| Russell Investments Group, Ltd. | 5,946 | $5.17K | 0.00% | −3,006−33.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,105 | $5.31K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,589 | $6.00K | 0.00% | +4,664+242.3% | Added |
| Group One Trading, L.P. | 8,015 | $6.97K | 0.00% | −4,900−37.9% | Reduced |
| State of Alaska, Department of Revenue | 8,632 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,421 | $7.32K | 0.00% | −1,170−12.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,356 | $8.14K | 0.00% | +9,356 | New |
| Mutual Advisors, LLC | 10,000 | $8.70K | 0.00% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 10,800 | $9.39K | 0.01% | +10,800 | New |
| Merit Financial Group, LLC | 12,180 | $10.6K | 0.00% | +12,180 | New |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $10.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,883 | $11.2K | 0.00% | −6,860−34.7% | Reduced |
| Mercer Global Advisors Inc | 14,883 | $12.9K | 0.00% | +14,883 | New |
| Intech Investment Management LLC | 15,833 | $13.8K | 0.00% | −11,212−41.5% | Reduced |
| Graham Capital Management, L.P. | 15,974 | $13.9K | 0.00% | +798+5.3% | Added |
| Ameriprise Financial Inc | 16,742 | $14.6K | 0.00% | −1,837,315−99.1% | Reduced |
| Franklin Resources Inc | 16,871 | $14.7K | 0.00% | −430−2.5% | Reduced |
| Vanguard Global Advisers, LLC | 17,042 | $14.8K | 0.00% | +17,042 | New |
| Alliancebernstein L.P. | 10,200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 17,328 | $15.6K | 0.00% | +17,328 | New |
| SEI Investments Co | 18,647 | $16.2K | 0.00% | +18,647 | New |
| Two Sigma Securities, LLC | 19,016 | $16.5K | 0.00% | +19,016 | New |
| Tower Research Capital LLC (TRC) | 19,419 | $16.9K | 0.00% | +12,585+184.2% | Added |
| Lavelle Capital LP | 20,000 | $17.4K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 20,314 | $17.7K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 20,510 | $17.8K | 0.00% | +4,931+31.7% | Added |
| Simplex Trading, LLC | 22,133 | $19.3K | 0.00% | +8,895+67.2% | Added |
| Wells Fargo & Company | 23,482 | $20.4K | 0.00% | −46,554−66.5% | Reduced |
| JPMorgan Chase & Co | 25,497 | $21.0K | 0.00% | −33,865−57.0% | Reduced |
| Gsa Capital Partners LLP | 29,136 | $25.0K | 0.00% | +6,526+28.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,193 | $25.4K | 0.00% | +680+2.4% | Added |
| Price T Rowe Associates Inc | 30,121 | $27.0K | 0.00% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 32,485 | $28.3K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 32,602 | $28.4K | 0.00% | +32,602 | New |
| FMR LLC | 33,193 | $28.9K | 0.00% | +12,874+63.4% | Added |
| Mariner, LLC | 33,487 | $29.1K | 0.00% | +17,990+116.1% | Added |
| Nine Masts Capital Ltd | 37,557 | $32.7K | 0.01% | +37,557 | New |
| New York State Common Retirement Fund | 40,500 | $35.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 41,096 | $35.8K | 0.00% | +31,124+312.1% | Added |
| Rhumbline Advisers | 42,957 | $37.4K | 0.00% | +165+0.4% | Added |
| Invesco Ltd. | 43,591 | $37.9K | 0.00% | +11,566+36.1% | Added |
| Jacobs Levy Equity Management, Inc | 47,816 | $41.6K | 0.00% | +32,183+205.9% | Added |
| Bank of America Corp | 48,679 | $42.3K | 0.00% | −46,111−48.6% | Reduced |
| Balyasny Asset Management LLC | 49,980 | $43.5K | 0.00% | +18,365+58.1% | Added |
| Barclays PLC | 52,163 | $45.4K | 0.00% | −82,526−61.3% | Reduced |
| Coldstream Capital Management Inc | 62,209 | $54.1K | 0.00% | +6,417+11.5% | Added |
| Creative Planning | 63,059 | $54.9K | 0.00% | +63,059 | New |
| Williams & Novak, LLC | 64,250 | $56.0K | 0.04% | +29,310+83.9% | Added |
| Nuveen, LLC | 77,657 | $67.6K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 78,173 | $67.7K | 0.00% | −68,921−46.9% | Reduced |
| UBS Group AG | 79,725 | $69.4K | 0.00% | −12,391−13.5% | Reduced |
| HSBC Holdings PLC | 84,329 | $75.2K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 94,300 | $82.0K | 0.00% | −50,000−34.7% | Reduced |
| Susquehanna International Group, LLP | 97,550 | $84.9K | 0.00% | −10,573−9.8% | Reduced |
| Qube Research & Technologies Ltd | 121,784 | $105.9K | 0.00% | −142,286−53.9% | Reduced |
| Deutsche Bank AG | 129,384 | $112.6K | 0.00% | +82,002+173.1% | Added |
| Bank of New York Mellon Corp | 231,584 | $201.5K | 0.00% | −2,004−0.9% | Reduced |
| Wealthspire Advisors, LLC | 238,530 | $207.5K | 0.00% | +132,318+124.6% | Added |
| Morgan Stanley | 272,849 | $237.4K | 0.00% | −258,427−48.6% | Reduced |
| Goldman Sachs Group Inc | 294,787 | $256.4K | 0.00% | +750+0.3% | Added |
| Two Sigma Investments, LP | 364,223 | $316.8K | 0.00% | −6,512−1.8% | Reduced |
| Mackenzie Financial Corp | 380,185 | $330.7K | 0.00% | +219,942+137.3% | Added |
| Charles Schwab Investment Management Inc | 380,396 | $330.9K | 0.00% | −67,935−15.2% | Reduced |
| Vanguard Fiduciary Trust Co | 390,011 | $339.3K | 0.00% | +390,011 | New |
| Northern Trust Corp | 418,271 | $363.9K | 0.00% | +1760.0% | Added |
| Pale Fire Capital SE | 481,051 | $418.5K | 0.04% | +481,051 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 504,828 | $439.1K | 0.00% | −475,380−48.5% | Reduced |
| Ieq Capital, LLC | 548,021 | $476.7K | 0.00% | +65,198+13.5% | Added |
| State Street Corp | 723,598 | $629.5K | 0.00% | +10,020+1.4% | Added |
| Renaissance Technologies LLC | 725,000 | $630.7K | 0.00% | +45,400+6.7% | Added |
| AQR Capital Management LLC | 826,233 | $718.7K | 0.00% | +665,420+413.8% | Added |
| Formula Growth Ltd | 890,000 | $774.2K | 0.35% | −10,000−1.1% | Reduced |
| Marshall Wace, LLP | 914,309 | $795.4K | 0.00% | −522,398−36.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,318,100 | $1.15M | 0.00% | −30,650−2.3% | Reduced |
| Geode Capital Management, LLC | 1,369,959 | $1.19M | 0.00% | −31,073−2.2% | Reduced |
| CastleKnight Management LP | 1,730,062 | $1.50M | 0.07% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 1,971,586 | $1.72M | 0.00% | +1,971,586 | New |
| Acadian Asset Management LLC | 2,210,606 | $1.92M | 0.00% | +40,112+1.8% | Added |