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.

Q2 2026 vs. Q1 2026

How the institutions holding Expensify, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of EXFY: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	104	2	100	−2
Shares	30.4M	41.2K	25.7M	−4.69M (−15.5%)
Value	$26.4M	$35.8K	$45.9M	+$19.5M (+73.9%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Expensify, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to EXFY in Q2 2026
Institution	Shares	Value	% of portfolio
Parallel Advisors, LLC	2,664,037	$4.77M	0.07%
Jane Street Group, LLC	1,032,331	$1.85M	0.00%
Millennium Management LLC	507,991	$909.3K	0.00%
Arrowstreet Capital, Limited Partnership	204,313	$365.7K	0.00%
Citadel Advisors LLC	173,558	$310.7K	0.00%
HRT Financial LP	170,666	$305.0K	0.00%
RBF Capital, LLC	120,000	$214.8K	0.01%
Aster Capital Management (DIFC) Ltd	117,990	$211.2K	0.04%
XTX Topco Ltd	64,764	$115.9K	0.00%
Captrust Financial Advisors	33,529	$60.0K	0.00%
Point72 Asset Management, L.P.	26,675	$47.7K	0.00%
Susquehanna Portfolio Strategies, LLC	21,400	$38.3K	0.00%
Colony Group, LLC	20,361	$36.4K	0.00%
Brighton Jones LLC	20,064	$35.9K	0.00%
Pallas Capital Advisors LLC	19,879	$35.6K	0.00%
R Squared Ltd	19,587	$35.1K	0.02%
StoneX Group Inc.	25,542	$28.0K	0.00%
Schonfeld Strategic Advisors LLC	13,658	$24.4K	0.00%
Farther Finance Advisors, LLC	701	$1.25K	0.00%
Hantz Financial Services, Inc.	500	$1.00K	0.00%
Fortitude Family Office, LLC	179	$320	0.00%
Caitong International Asset Management Co., Ltd	125	$224	0.00%
BFSG, LLC	16	$29	0.00%
Clearstead Advisors, LLC	6	$11	0.00%
JPL Wealth Management, LLC	5	$9	0.00%
Action Point Financial Planning, LLC	5	$9	0.00%

Sold out (28)

Institutions that held Expensify, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of EXFY in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Verition Fund Management LLC	2,350,000	$2.04M
D. E. Shaw & Co., Inc.	1,318,100	$1.15M
Mackenzie Financial Corp	380,185	$330.7K
Deutsche Bank AG	129,384	$112.6K
Qube Research & Technologies Ltd	121,784	$105.9K
Nuveen, LLC	77,657	$67.6K
Coldstream Capital Management Inc	62,209	$54.1K
Jacobs Levy Equity Management, Inc	47,816	$41.6K
Invesco Ltd.	43,591	$37.9K
New York State Common Retirement Fund	40,500	$35.2K
Nine Masts Capital Ltd	37,557	$32.7K
Price T Rowe Associates Inc	30,121	$27.0K
Mirae Asset Global ETFs Holdings Ltd.	29,193	$25.4K
SEI Investments Co	18,647	$16.2K
Alliancebernstein L.P.	10,200	$15.4K
Ameriprise Financial Inc	16,742	$14.6K
Graham Capital Management, L.P.	15,974	$13.9K
Intech Investment Management LLC	15,833	$13.8K
Police & Firemen's Retirement System of New Jersey	12,436	$10.8K
Sassicaia Capital Advisers LLC	10,800	$9.39K
Ameritas Investment Partners, Inc.	6,105	$5.31K
Legal & General Group Plc	5,425	$4.72K
Jones Financial Companies LLLP	2,391	$1.94K
Sterling Capital Management LLC	1,126	$980
Northwestern Mutual Wealth Management Co	230	$200
MAI Capital Management	159	$139
Wealth Preservation Advisors, LLC	139	$121
Advisory Services Network, LLC	81	$70

Not filed for Q2 2026 yet (2)

Institutions that held Expensify, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXFY in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	41,096	$35.8K
Sunbelt Securities, Inc.	109	$95