Expensify Inc. Class AEXFY
13F holders, Q2 2026 (June 30)100holders −4
26new positions
28sold out
5famous investors
$1.79avg. 13F price*
At the end of Q2 2026, 100 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, down 4 from Q1 2026. 26 opened new positions and 28 sold out. The largest holders were Parallel Advisors, LLC ($4.8M), Acadian Asset Management LLC ($4.4M) and Vanguard Capital Management LLC ($4.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Expensify Inc. Class A
- CUSIP
- 30219Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $9.4M |
| Exits | 28 | $4.2M |
All 13F filers, Q1 2026 → Q2 2026: 7,846,597 shares bought and 12,538,682 shares sold, net −4,692,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Parallel Advisors, LLC | 0.07% | New | 2,664,037 | $4.8M |
| Acadian Asset Management LLC | 0.01% | Add +11.1% | 2,456,422 | $4.4M |
| Vanguard Capital Management LLC | 0.00% | Add +2.3% | 2,359,172 | $4.2M |
| AQR Capital Management | 0.00% | Add +152.4% | 2,085,857 | $3.7M |
| Palogic Value Management, L.P. | 1.14% | Reduce -29.9% | 1,768,456 | $3.2M |
| CastleKnight Management LP | 0.11% | No change | 1,730,062 | $3.1M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -40.6% | 1,170,440 | $2.1M |
| BlackRock, Inc. | 0.00% | Reduce -72.2% | 1,109,231 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 1,032,331 | $1.8M |
| Formula Growth Ltd. | 0.55% | Reduce -1.7% | 875,000 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -17.8% | 751,773 | $1.3M |
| Renaissance Technologies | 0.00% | Add +3.0% | 746,700 | $1.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -51.6% | 663,229 | $1.2M |
| Millennium Management | 0.00% | New | 507,991 | $909K |
| Two Sigma Investments, LP | 0.00% | Add +39.2% | 506,979 | $907K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.7% | 392,794 | $703K |
| Morgan Stanley | 0.00% | Add +23.1% | 335,737 | $601K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -31.4% | 260,794 | $467K |
| UBS Group AG | 0.00% | Add +222.7% | 257,293 | $461K |
| Ieq Capital, LLC | 0.00% | Reduce -53.6% | 254,220 | $455K |
| State Street Corp. | 0.00% | Reduce -66.3% | 243,681 | $436K |
| Wealthspire Advisors, LLC | 0.00% | No change | 238,530 | $427K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 204,313 | $366K |
| Gsa Capital Partners LLP | 0.02% | Add +532.0% | 184,143 | $330K |
| Citadel Advisors | 0.00% | New | 173,558 | $311K |
| HRT Financial LP | 0.00% | New | 170,666 | $305K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.4% | 157,928 | $283K |
| Northern Trust Corp. | 0.00% | Reduce -64.0% | 150,590 | $270K |
| Pale Fire Capital SE | 0.02% | Reduce -72.1% | 134,409 | $241K |
| RBF Capital, LLC | 0.01% | New | 120,000 | $215K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 117,990 | $211K |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.3% | 110,473 | $198K |
| Mariner, LLC | 0.00% | Add +204.3% | 101,888 | $182K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 94,300 | $169K |
| Barclays PLC | 0.00% | Add +70.5% | 88,926 | $159K |
| Bank of America Corp. | 0.00% | Add +80.3% | 87,768 | $157K |
| Creative Planning | 0.00% | Add +37.2% | 86,538 | $155K |
| Cerity Partners LLC | 0.00% | Add +158.1% | 84,144 | $151K |
| HSBC Holdings PLC | 0.00% | Reduce -1.8% | 82,774 | $147K |
| Dimensional Fund Advisors LP | 0.00% | No change | 78,173 | $140K |
| XTX Topco Ltd | 0.00% | New | 64,764 | $116K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +219.4% | 55,355 | $105K |
| Franklin Resources Inc. | 0.00% | Add +229.6% | 55,614 | $100K |
| Williams & Novak, LLC | 0.06% | Reduce -16.5% | 53,630 | $96K |
| Mercer Global Advisors Inc. | 0.00% | Add +253.7% | 52,643 | $94K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -89.6% | 52,570 | $94K |
| FMR LLC | 0.00% | Add +37.8% | 45,752 | $82K |
| Prentiss Smith & Co. Inc. | 0.04% | Add +30.8% | 42,485 | $76K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +92.2% | 39,426 | $71K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.3% | 38,712 | $69K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -25.2% | 37,387 | $67K |
| Arax Advisory Partners | 0.00% | Add +21764.7% | 36,514 | $65K |
| Captrust Financial Advisors | 0.00% | New | 33,529 | $60K |
| Russell Investments Group, Ltd. | 0.00% | Add +387.6% | 28,991 | $52K |
| Point72 Asset Management | 0.00% | New | 26,675 | $48K |
| Merit Financial Group, LLC | 0.00% | Add +90.2% | 23,170 | $41K |
| Group One Trading LLC | 0.00% | Add +167.7% | 21,457 | $38K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 21,400 | $38K |
| Focus Partners Wealth | 0.00% | New | 20,361 | $36K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 20,314 | $36K |
| Brighton Jones LLC | 0.00% | New | 20,064 | $36K |
| Lavelle Capital LP | 0.02% | No change | 20,000 | $36K |
| Pallas Capital Advisors LLC | 0.00% | New | 19,879 | $36K |
| R Squared Ltd | 0.02% | New | 19,587 | $35K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 17,042 | $31K |
| StoneX Group Inc. | 0.00% | New | 25,542 | $28K |
| Two Sigma Securities, LLC | 0.00% | Reduce -26.2% | 14,041 | $25K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 13,658 | $24K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.9% | 12,527 | $22K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.6% | 10,870 | $19K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $18K |
| State of Alaska, Department of Revenue | 0.00% | No change | 8,632 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 7,816 | $14K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -17.9% | 7,680 | $14K |
| Simplex Trading, LLC | 0.00% | Reduce -78.2% | 4,823 | $9K |
| Royal Bank of Canada | 0.00% | Reduce -30.9% | 4,555 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +123.7% | 4,251 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.6% | 3,956 | $7K |
| Allworth Financial LP | 0.00% | Add +719.8% | 3,763 | $7K |
| Essential Partners LLC | 0.00% | Reduce -41.1% | 2,723 | $5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,921 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 1,432 | $3K |
| Rothschild Investment LLC | 0.00% | Add +440.3% | 1,367 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +17.6% | 895 | $2K |
| True Wealth Design, LLC | 0.00% | Add +2111.8% | 752 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 701 | $1K |
| Purpose Unlimited Inc. | 0.00% | No change | 650 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 500 | $1K |
| IFP Advisors, Inc | 0.00% | Add +72.3% | 486 | $870 |
| Wells Fargo & Company | 0.00% | Reduce -99.1% | 202 | $362 |
| Fortitude Family Office, LLC | 0.00% | New | 179 | $320 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 125 | $224 |
| Rhumbline Advisers | 0.00% | Reduce -99.8% | 100 | $179 |
| SJS Investment Consulting Inc. | 0.00% | Add +340.9% | 97 | $174 |
| Citigroup Inc. | 0.00% | Reduce -98.9% | 33 | $59 |
| Smartleaf Asset Management LLC | 0.00% | No change | 25 | $44 |
| Bfsg, LLC | 0.00% | New | 16 | $29 |
| Clearstead Advisors, LLC | 0.00% | New | 6 | $11 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $9 |
| Fiduciary Financial Advisors | 0.00% | New | 5 | $9 |
"% of holder's portfolio" is EXFY's weight in each manager's 13F, not the share of Expensify Inc. Class A the manager owns.