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 |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 2,305,690 | $2.01M | 0.00% | +2,305,690 | New |
| Verition Fund Management LLC | 2,350,000 | $2.04M | 0.02% | +2,350,000 | New |
| Palogic Value Management, L.P. | 2,522,566 | $2.19M | 0.96% | +1,119,501+79.8% | Added |
| BlackRock, Inc. | 3,994,506 | $3.47M | 0.00% | −76,884−1.9% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −264,400−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −191,397−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −173,693−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −121,441−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −54,137−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −48,231−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,148−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,334−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| Pitcairn Wealth Advisors LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −27,407−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −25,477−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,131−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −21,801−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,821−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −17,765−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −16,243−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,539−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,923−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,879−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |