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, Q2 2026
Institutional positions in Expensify, Inc. as of Jun 30, 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
- 100
- −2 vs. Q1 2026
- Shares held
- 25.7M
- −4.69M (−15.5%) vs. Q1 2026
- Total value
- $45.9M
- +$19.5M (+73.9%) vs. Q1 2026
- New holders
- 26
- 32 more added
- Sold out
- 28
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 5 | $9 | 0.00% | +5 | New |
| Action Point Financial Planning, LLC | 5 | $9 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 6 | $11 | 0.00% | +6 | New |
| BFSG, LLC | 16 | $29 | 0.00% | +16 | New |
| Smartleaf Asset Management LLC | 25 | $44 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 33 | $59 | 0.00% | −2,937−98.9% | Reduced |
| SJS Investment Consulting Inc. | 97 | $174 | 0.00% | +75+340.9% | Added |
| Rhumbline Advisers | 100 | $179 | 0.00% | −42,857−99.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 125 | $224 | 0.00% | +125 | New |
| Fortitude Family Office, LLC | 179 | $320 | 0.00% | +179 | New |
| Wells Fargo & Company | 202 | $362 | 0.00% | −23,280−99.1% | Reduced |
| IFP Advisors, Inc | 486 | $870 | 0.00% | +204+72.3% | Added |
| Hantz Financial Services, Inc. | 500 | $1.00K | 0.00% | +500 | New |
| Purpose Unlimited Inc. | 650 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 701 | $1.25K | 0.00% | +701 | New |
| True Wealth Design, LLC | 752 | $1.35K | 0.00% | +718+2,111.8% | Added |
| SBI Securities Co., Ltd. | 895 | $1.60K | 0.00% | +134+17.6% | Added |
| Rothschild Investment LLC | 1,367 | $2.45K | 0.00% | +1,114+440.3% | Added |
| The PNC Financial Services Group, Inc. | 1,432 | $2.56K | 0.00% | +88+6.5% | Added |
| UBS Asset Management Americas Inc | 1,921 | $3.44K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,723 | $4.87K | 0.00% | −1,903−41.1% | Reduced |
| Allworth Financial LP | 3,763 | $6.74K | 0.00% | +3,304+719.8% | Added |
| Tower Research Capital LLC (TRC) | 3,956 | $7.08K | 0.00% | −15,463−79.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,251 | $7.61K | 0.00% | +2,351+123.7% | Added |
| Royal Bank of Canada | 4,555 | $8.00K | 0.00% | −2,034−30.9% | Reduced |
| Simplex Trading, LLC | 4,823 | $8.63K | 0.00% | −17,310−78.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,680 | $13.7K | 0.00% | −1,676−17.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,816 | $14.0K | 0.00% | −605−7.2% | Reduced |
| State of Alaska, Department of Revenue | 8,632 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,870 | $19.5K | 0.00% | −2,013−15.6% | Reduced |
| JPMorgan Chase & Co | 12,527 | $22.0K | 0.00% | −12,970−50.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,658 | $24.4K | 0.00% | +13,658 | New |
| Two Sigma Securities, LLC | 14,041 | $25.1K | 0.00% | −4,975−26.2% | Reduced |
| StoneX Group Inc. | 25,542 | $28.0K | 0.00% | +25,542 | New |
| Vanguard Global Advisers, LLC | 17,042 | $30.5K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 19,587 | $35.1K | 0.02% | +19,587 | New |
| Pallas Capital Advisors LLC | 19,879 | $35.6K | 0.00% | +19,879 | New |
| Lavelle Capital LP | 20,000 | $35.8K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 20,064 | $35.9K | 0.00% | +20,064 | New |
| Sand Hill Global Advisors, LLC | 20,314 | $36.4K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 20,361 | $36.4K | 0.00% | +20,361 | New |
| Susquehanna Portfolio Strategies, LLC | 21,400 | $38.3K | 0.00% | +21,400 | New |
| Group One Trading, L.P. | 21,457 | $38.4K | 0.00% | +13,442+167.7% | Added |
| Merit Financial Group, LLC | 23,170 | $41.5K | 0.00% | +10,990+90.2% | Added |
| Point72 Asset Management, L.P. | 26,675 | $47.7K | 0.00% | +26,675 | New |
| Russell Investments Group, Ltd. | 28,991 | $51.9K | 0.00% | +23,045+387.6% | Added |
| Captrust Financial Advisors | 33,529 | $60.0K | 0.00% | +33,529 | New |
| SRS Capital Advisors, Inc. | 36,514 | $65.4K | 0.00% | +36,347+21,764.7% | Added |
| Balyasny Asset Management LLC | 37,387 | $66.9K | 0.00% | −12,593−25.2% | Reduced |
| Susquehanna International Group, LLP | 38,712 | $69.3K | 0.00% | −58,838−60.3% | Reduced |
| JustInvest LLC | 39,426 | $70.6K | 0.00% | +18,916+92.2% | Added |
| Prentiss Smith & Co Inc | 42,485 | $76.0K | 0.04% | +10,000+30.8% | Added |
| FMR LLC | 45,752 | $81.9K | 0.00% | +12,559+37.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 52,570 | $94.1K | 0.00% | −452,258−89.6% | Reduced |
| Mercer Global Advisors Inc | 52,643 | $94.2K | 0.00% | +37,760+253.7% | Added |
| Williams & Novak, LLC | 53,630 | $96.0K | 0.06% | −10,620−16.5% | Reduced |
| Franklin Resources Inc | 55,614 | $99.5K | 0.00% | +38,743+229.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,355 | $104.6K | 0.00% | +38,027+219.5% | Added |
| XTX Topco Ltd | 64,764 | $115.9K | 0.00% | +64,764 | New |
| Dimensional Fund Advisors LP | 78,173 | $139.7K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 82,774 | $146.9K | 0.00% | −1,555−1.8% | Reduced |
| Cerity Partners LLC | 84,144 | $150.6K | 0.00% | +51,542+158.1% | Added |
| Creative Planning | 86,538 | $154.9K | 0.00% | +23,479+37.2% | Added |
| Bank of America Corp | 87,768 | $157.1K | 0.00% | +39,089+80.3% | Added |
| Barclays PLC | 88,926 | $159.2K | 0.00% | +36,763+70.5% | Added |
| Bridgeway Capital Management, LLC | 94,300 | $168.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 101,888 | $182.4K | 0.00% | +68,401+204.3% | Added |
| Bank of New York Mellon Corp | 110,473 | $197.7K | 0.00% | −121,111−52.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 117,990 | $211.2K | 0.04% | +117,990 | New |
| RBF Capital, LLC | 120,000 | $214.8K | 0.01% | +120,000 | New |
| Pale Fire Capital SE | 134,409 | $240.6K | 0.02% | −346,642−72.1% | Reduced |
| Northern Trust Corp | 150,590 | $269.6K | 0.00% | −267,681−64.0% | Reduced |
| Goldman Sachs Group Inc | 157,928 | $282.7K | 0.00% | −136,859−46.4% | Reduced |
| HRT Financial LP | 170,666 | $305.0K | 0.00% | +170,666 | New |
| Citadel Advisors LLC | 173,558 | $310.7K | 0.00% | +173,558 | New |
| Gsa Capital Partners LLP | 184,143 | $330.0K | 0.02% | +155,007+532.0% | Added |
| Arrowstreet Capital, Limited Partnership | 204,313 | $365.7K | 0.00% | +204,313 | New |
| Wealthspire Advisors, LLC | 238,530 | $427.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 243,681 | $436.2K | 0.00% | −479,917−66.3% | Reduced |
| Ieq Capital, LLC | 254,220 | $455.1K | 0.00% | −293,801−53.6% | Reduced |
| UBS Group AG | 257,293 | $460.6K | 0.00% | +177,568+222.7% | Added |
| Charles Schwab Investment Management Inc | 260,794 | $466.8K | 0.00% | −119,602−31.4% | Reduced |
| Morgan Stanley | 335,737 | $601.0K | 0.00% | +62,888+23.0% | Added |
| Vanguard Fiduciary Trust Co | 392,794 | $703.1K | 0.00% | +2,783+0.7% | Added |
| Two Sigma Investments, LP | 506,979 | $907.5K | 0.00% | +142,756+39.2% | Added |
| Millennium Management LLC | 507,991 | $909.3K | 0.00% | +507,991 | New |
| Geode Capital Management, LLC | 663,229 | $1.19M | 0.00% | −706,730−51.6% | Reduced |
| Renaissance Technologies LLC | 746,700 | $1.34M | 0.00% | +21,700+3.0% | Added |
| Marshall Wace, LLP | 751,773 | $1.35M | 0.00% | −162,536−17.8% | Reduced |
| Formula Growth Ltd | 875,000 | $1.57M | 0.55% | −15,000−1.7% | Reduced |
| Jane Street Group, LLC | 1,032,331 | $1.85M | 0.00% | +1,032,331 | New |
| BlackRock, Inc. | 1,109,231 | $1.99M | 0.00% | −2,885,275−72.2% | Reduced |
| Vanguard Portfolio Management LLC | 1,170,440 | $2.10M | 0.00% | −801,146−40.6% | Reduced |
| CastleKnight Management LP | 1,730,062 | $3.10M | 0.11% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,768,456 | $3.17M | 1.12% | −754,110−29.9% | Reduced |
| AQR Capital Management LLC | 2,085,857 | $3.73M | 0.00% | +1,259,624+152.5% | Added |
| Vanguard Capital Management LLC | 2,359,172 | $4.22M | 0.00% | +53,482+2.3% | Added |
| Acadian Asset Management LLC | 2,456,422 | $4.39M | 0.01% | +245,816+11.1% | Added |
| Parallel Advisors, LLC | 2,664,037 | $4.77M | 0.07% | +2,664,037 | New |