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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,350,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,318,100−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −380,185−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −129,384−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −121,784−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −77,657−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −62,209−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −47,816−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −43,591−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −40,500−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −37,557−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −30,121−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −29,193−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −18,647−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −16,742−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,974−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −15,833−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −12,436−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −5,425−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |