Expensify Inc. Class AEXFY
13F holders, Q2 2024 (June 30)80holders −8
18new positions
27sold out
5famous investors
$1.49avg. 13F price*
At the end of Q2 2024, 80 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, down 8 from Q1 2024. 18 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($4.7M), D. E. Shaw & Co. ($4.0M) and Ameriprise Financial Inc. ($3.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $1.4M |
| Exits | 27 | $1.9M |
All 13F filers, Q1 2024 → Q2 2024: 3,508,289 shares bought and 7,514,005 shares sold, net −4,005,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Vanguard Group Inc. | 0.00% | Reduce -6.0% | 3,145,818 | $4.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -3.8% | 2,700,360 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +188.1% | 2,128,840 | $3.2M |
| Palogic Value Management, L.P. | 0.95% | Add +18.3% | 1,500,000 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -13.3% | 1,281,546 | $1.9M |
| Millennium Management | 0.00% | Reduce -2.0% | 1,152,697 | $1.7M |
| BlackRock Inc. | 0.00% | Reduce -72.3% | 1,110,882 | $1.7M |
| Baillie Gifford & Co. | 0.00% | Add +0.0% | 1,087,405 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -13.2% | 1,077,000 | $1.6M |
| AQR Capital Management | 0.00% | Reduce -2.9% | 1,045,351 | $1.6M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -10.9% | 848,672 | $1.3M |
| Formula Growth Ltd. | 0.38% | Add +7.7% | 700,000 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +113.9% | 691,658 | $1.0M |
| Ieq Capital, LLC | 0.01% | No change | 465,802 | $694K |
| Geode Capital Management, LLC | 0.00% | Reduce -57.4% | 462,563 | $689K |
| Optimus Prime Fund Management Co., Ltd. | 0.08% | No change | 445,000 | $663K |
| RBF Capital, LLC | 0.04% | New | 435,365 | $649K |
| Ceera Investments, LLC | 0.27% | No change | 435,000 | $648K |
| Walleye Capital LLC | 0.01% | Reduce -32.9% | 424,595 | $633K |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 410,314 | $611K |
| CastleKnight Management LP | 0.08% | Add +194.4% | 386,200 | $575K |
| Two Sigma Advisers, LP | 0.00% | Reduce -21.7% | 366,300 | $546K |
| Security Benefit Life Insurance Co. | 0.18% | No change | 355,853 | $530K |
| Two Sigma Investments, LP | 0.00% | Reduce -28.5% | 337,976 | $504K |
| Morgan Stanley | 0.00% | Reduce -27.4% | 290,252 | $432K |
| Hamilton Lane Advisors LLC | 0.33% | No change | 273,959 | $408K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -33.6% | 245,013 | $365K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.6% | 198,052 | $295K |
| Jane Street Group, LLC | 0.00% | Add +194.2% | 173,789 | $259K |
| Federated Hermes, Inc. | 0.00% | Add +3.0% | 173,150 | $258K |
| Bank of America Corp. | 0.00% | Reduce -50.6% | 158,763 | $237K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -24.0% | 158,000 | $235K |
| State Street Corp. | 0.00% | Reduce -85.3% | 153,831 | $229K |
| Morling Financial Advisors, LLC | 0.10% | No change | 149,024 | $222K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 119,861 | $179K |
| Quadrature Capital Ltd | 0.00% | Add +194.1% | 103,658 | $157K |
| Man Group plc | 0.00% | Reduce -28.3% | 99,624 | $148K |
| Centiva Capital, LP | 0.01% | New | 81,566 | $122K |
| HSBC Holdings PLC | 0.00% | No change | 69,657 | $102K |
| UBS Group AG | 0.00% | Reduce -37.1% | 67,896 | $101K |
| Wealthspire Advisors, LLC | 0.00% | Add +40.7% | 66,212 | $99K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -7.5% | 58,763 | $88K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 57,447 | $86K |
| Barclays PLC | 0.00% | Reduce -29.1% | 57,049 | $85K |
| XTX Topco Ltd | 0.01% | Reduce -52.7% | 53,059 | $79K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 46,033 | $69K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -21.4% | 43,668 | $65K |
| Susquehanna International Group, LLP | 0.00% | Add +186.7% | 43,147 | $64K |
| Russell Investments Group, Ltd. | 0.00% | No change | 42,857 | $64K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 40,903 | $61K |
| Paloma Partners Management Co | 0.01% | New | 40,300 | $60K |
| SVB Wealth LLC | 0.00% | New | 40,000 | $60K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 37,364 | $56K |
| Squarepoint Ops LLC | 0.00% | New | 36,647 | $55K |
| Marshall Wace, LLP | 0.00% | New | 35,899 | $53K |
| HighTower Advisors, LLC | 0.00% | New | 29,406 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1524.7% | 29,277 | $44K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 27,659 | $41K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 27,189 | $41K |
| Prelude Capital Management, LLC | 0.00% | Reduce -42.1% | 26,800 | $40K |
| Azora Capital LP | 0.00% | No change | 24,583 | $37K |
| Simplex Trading, LLC | 0.00% | Add +2.1% | 23,410 | $34K |
| Rhumbline Advisers | 0.00% | Reduce -66.7% | 22,799 | $34K |
| Dynamic Technology Lab Private Ltd | 0.00% | New | 22,376 | $33K |
| US Bancorp \de | 0.00% | No change | 20,941 | $31K |
| Engineers Gate Manager LP | 0.00% | New | 17,919 | $27K |
| Two Sigma Securities, LLC | 0.00% | New | 12,948 | $19K |
| FNY Investment Advisers, LLC | 0.01% | No change | 12,500 | $18K |
| Balyasny Asset Management L.P. | 0.00% | New | 11,325 | $17K |
| Verition Fund Management LLC | 0.00% | Reduce -79.7% | 10,408 | $16K |
| Osaic Holdings, Inc. | 0.00% | Add +11.6% | 3,600 | $5K |
| Macquarie Group Ltd. | 0.00% | New | 2,776 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -89.0% | 2,049 | $3K |
| FMR LLC | 0.00% | Reduce -62.1% | 1,855 | $3K |
| New York State Common Retirement Fund | 0.00% | Reduce -97.9% | 482 | $718 |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.7% | 197 | $294 |
| PNC Financial Services Group, Inc. | 0.00% | New | 138 | $206 |
| Parallel Advisors, LLC | 0.00% | New | 100 | $149 |
| Royal Bank of Canada | 0.00% | Reduce -95.0% | 194 | $0 |
| Cwm, LLC | 0.00% | Reduce -56.0% | 215 | $0 |
"% of holder's portfolio" is EXFY's weight in each manager's 13F, not the share of Expensify Inc. Class A the manager owns.