Expensify Inc. Class AEXFY
13F holders, Q1 2024 (March 31)88holders
5famous investors
$1.84avg. 13F price*
At the end of Q1 2024, 88 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings. The largest holders were BlackRock Inc. ($7.4M), Vanguard Group Inc. ($6.2M) and D. E. Shaw & Co. ($5.2M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $663K |
| Exits | 24 | $10.0M |
Ownership 88 holders
| BlackRock Inc. | 0.00% | Reduce -5.1% | 4,009,298 | $7.4M |
| Vanguard Group Inc. | 0.00% | Add +16.6% | 3,346,715 | $6.2M |
| D. E. Shaw & Co. | 0.01% | Add +33.9% | 2,807,393 | $5.2M |
| Citadel Advisors | 0.00% | Reduce -47.1% | 1,478,823 | $2.7M |
| Palogic Value Management, L.P. | 1.01% | Add +58.5% | 1,267,614 | $2.3M |
| Renaissance Technologies | 0.00% | Add +40.9% | 1,240,800 | $2.3M |
| Millennium Management | 0.00% | Reduce -24.0% | 1,176,652 | $2.2M |
| Baillie Gifford & Co. | 0.00% | Reduce -0.9% | 1,087,013 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 1,086,335 | $2.0M |
| AQR Capital Management | 0.00% | Add +153.8% | 1,076,166 | $2.0M |
| State Street Corp. | 0.00% | Add +0.8% | 1,045,149 | $1.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -8.5% | 952,487 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +7.1% | 738,912 | $1.4M |
| Formula Growth Ltd. | 0.38% | Add +23.8% | 650,000 | $1.2M |
| Walleye Capital LLC | 0.01% | Reduce -26.4% | 632,574 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +8.5% | 472,634 | $870K |
| Two Sigma Advisers, LP | 0.00% | Add +62.3% | 467,600 | $860K |
| Ieq Capital, LLC | 0.01% | No change | 465,802 | $857K |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 447,484 | $823K |
| Optimus Prime Fund Management Co., Ltd. | 0.08% | No change | 445,000 | $819K |
| Ceera Investments, LLC | 0.35% | Add +248.0% | 435,000 | $800K |
| Morgan Stanley | 0.00% | Reduce -24.9% | 399,641 | $735K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.9% | 369,249 | $679K |
| Security Benefit Life Insurance Co. | 0.21% | No change | 355,853 | $655K |
| Goldman Sachs Group Inc. | 0.00% | Add +21.7% | 323,390 | $595K |
| Bank of America Corp. | 0.00% | Add +49.1% | 321,105 | $591K |
| Acadian Asset Management LLC | 0.00% | Add +74.5% | 303,892 | $557K |
| Hamilton Lane Advisors LLC | 0.34% | No change | 273,959 | $504K |
| Bridgeway Capital Management, LLC | 0.01% | Add +289.0% | 208,000 | $383K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.9% | 201,261 | $370K |
| Federated Hermes, Inc. | 0.00% | Add +4.3% | 168,073 | $309K |
| Nuveen Asset Management, LLC | 0.00% | No change | 156,447 | $288K |
| Morling Financial Advisors, LLC | 0.16% | No change | 149,024 | $274K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 140,785 | $259K |
| Man Group plc | 0.00% | New | 139,028 | $256K |
| CastleKnight Management LP | 0.04% | No change | 131,200 | $241K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.9% | 124,542 | $229K |
| XTX Topco Ltd | 0.03% | New | 112,187 | $206K |
| UBS Group AG | 0.00% | Add +76.4% | 107,904 | $199K |
| Barclays PLC | 0.00% | Reduce -31.3% | 80,446 | $148K |
| HSBC Holdings PLC | 0.00% | Reduce -29.4% | 69,657 | $128K |
| Rhumbline Advisers | 0.00% | Add +3.8% | 68,433 | $126K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -26.2% | 63,514 | $117K |
| Jane Street Group, LLC | 0.00% | Reduce -69.6% | 59,074 | $109K |
| Cresset Asset Management, LLC | 0.00% | Add +12.3% | 58,098 | $107K |
| Invesco Ltd. | 0.00% | Add +129.4% | 56,071 | $103K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -77.3% | 55,592 | $102K |
| Verition Fund Management LLC | 0.00% | Add +45.0% | 51,253 | $94K |
| Wealthspire Advisors, LLC | 0.00% | No change | 47,055 | $87K |
| Prelude Capital Management, LLC | 0.01% | Reduce -9.8% | 46,300 | $85K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.7% | 42,857 | $79K |
| Mackenzie Financial Corp. | 0.00% | Add +34.2% | 40,873 | $75K |
| Savant Capital, LLC | 0.00% | New | 36,455 | $67K |
| Quadrature Capital Ltd | 0.00% | New | 35,242 | $65K |
| Alliancebernstein L.P. | 0.00% | No change | 28,770 | $53K |
| American International Group, Inc. | 0.00% | Add +0.1% | 27,495 | $51K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 27,189 | $50K |
| Deutsche Bank AG | 0.00% | Reduce -4.9% | 26,370 | $49K |
| Wolverine Trading, LLC | 0.00% | Add +8.6% | 24,758 | $46K |
| Azora Capital LP | 0.00% | No change | 24,583 | $45K |
| Simplex Trading, LLC | 0.00% | New | 22,935 | $42K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.5% | 22,637 | $42K |
| US Bancorp \de | 0.00% | Reduce -8.2% | 20,941 | $39K |
| Voya Investment Management LLC | 0.00% | Reduce -7.7% | 20,277 | $37K |
| Wells Fargo & Company | 0.00% | Add +19.8% | 18,567 | $34K |
| T. Rowe Price Associates Inc. | 0.00% | Add +32.9% | 17,284 | $32K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +50.9% | 16,206 | $30K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.8% | 15,048 | $28K |
| FNY Investment Advisers, LLC | 0.01% | No change | 12,500 | $23K |
| Quantbot Technologies LP | 0.00% | Reduce -70.2% | 10,896 | $20K |
| ProShare Advisors LLC | 0.00% | New | 10,024 | $18K |
| Citigroup Inc. | 0.00% | Reduce -33.0% | 9,276 | $17K |
| Legal & General Group Plc | 0.00% | Reduce -10.2% | 6,123 | $11K |
| California State Teachers Retirement System | 0.00% | Reduce -38.3% | 5,609 | $10K |
| FMR LLC | 0.00% | Add +574.0% | 4,893 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,561 | $8K |
| Royal Bank of Canada | 0.00% | Reduce -78.6% | 3,899 | $7K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 3,225 | $6K |
| Comerica Bank | 0.00% | New | 3,013 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.9% | 1,802 | $3K |
| Amalgamated Bank | 0.00% | Reduce -76.2% | 1,863 | $3K |
| Point72 (DIFC) Ltd | 0.00% | — | 1,160 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,059 | $2K |
| Avion Wealth | 0.00% | New | 273 | $1K |
| Cwm, LLC | 0.00% | Add +3392.9% | 489 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | New | 183 | $337 |
| Farther Finance Advisors, LLC | 0.00% | New | 13 | $22 |
| Avior Wealth Management, LLC | 0.00% | New | 11 | $20 |
"% of holder's portfolio" is EXFY's weight in each manager's 13F, not the share of Expensify Inc. Class A the manager owns.