Expensify Inc. Class AEXFY
13F holders, Q3 2024 (September 30)77holders −3
15new positions
18sold out
6famous investors
$1.96avg. 13F price*
At the end of Q3 2024, 77 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, down 3 from Q2 2024. 15 opened new positions and 18 sold out. The largest holders were Vanguard Group Inc. ($6.6M), D. E. Shaw & Co. ($5.3M) and Ameriprise Financial Inc. ($4.3M). 6 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 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.9M |
| Exits | 18 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 4,581,715 shares bought and 4,664,114 shares sold, net −82,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Vanguard Group Inc. | 0.00% | Add +7.2% | 3,370,592 | $6.6M |
| D. E. Shaw & Co. | 0.01% | Add +0.9% | 2,725,098 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 2,197,980 | $4.3M |
| Millennium Management | 0.00% | Add +25.4% | 1,444,857 | $2.8M |
| Renaissance Technologies | 0.00% | Add +23.3% | 1,328,241 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -7.0% | 1,191,942 | $2.3M |
| BlackRock, Inc. | 0.00% | — | 1,112,433 | $2.2M |
| Formula Growth Ltd. | 0.63% | Add +33.6% | 935,000 | $1.8M |
| Baillie Gifford & Co. | 0.00% | Reduce -14.4% | 930,285 | $1.8M |
| Palogic Value Management, L.P. | 0.70% | Reduce -41.7% | 875,000 | $1.7M |
| Marshall Wace, LLP | 0.00% | Add +2232.4% | 837,312 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Add +119.9% | 743,292 | $1.5M |
| Walleye Capital LLC | 0.01% | Add +42.1% | 603,506 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 566,656 | $1.1M |
| Geode Capital Management, LLC | 0.00% | Add +11.3% | 514,948 | $1.0M |
| CastleKnight Management LP | 0.12% | Add +30.6% | 504,200 | $988K |
| RBF Capital, LLC | 0.05% | Add +10.9% | 482,754 | $946K |
| Two Sigma Advisers, LP | 0.00% | Add +31.6% | 482,000 | $945K |
| Ieq Capital, LLC | 0.01% | No change | 465,802 | $913K |
| Ceera Investments, LLC | 0.32% | No change | 435,000 | $853K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.0% | 422,156 | $827K |
| Security Benefit Life Insurance Co. | 0.36% | No change | 355,853 | $697K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +25.7% | 308,065 | $604K |
| Morgan Stanley | 0.00% | Reduce -6.8% | 270,357 | $530K |
| Citigroup Inc. | 0.00% | New | 253,174 | $496K |
| AQR Capital Management | 0.00% | Reduce -82.0% | 188,697 | $370K |
| Qube Research & Technologies Ltd | 0.00% | New | 186,336 | $365K |
| Acadian Asset Management LLC | 0.00% | New | 178,892 | $349K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.8% | 168,311 | $330K |
| JPMorgan Chase & Co. | 0.00% | Add +33.5% | 160,002 | $314K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 158,000 | $310K |
| State Street Corp. | 0.00% | No change | 153,831 | $302K |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 151,163 | $296K |
| Advisory Services Network, LLC | 0.01% | No change | 198,052 | $295K |
| Morling Financial Advisors, LLC | 0.11% | No change | 149,024 | $292K |
| Gsa Capital Partners LLP | 0.01% | New | 93,442 | $183K |
| Northern Trust Corp. | 0.00% | Reduce -77.4% | 92,629 | $182K |
| Susquehanna International Group, LLP | 0.00% | Add +110.3% | 90,724 | $178K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -90.9% | 76,945 | $151K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +73.8% | 75,876 | $149K |
| XTX Topco Ltd | 0.01% | Add +29.6% | 68,789 | $135K |
| Wealthspire Advisors, LLC | 0.00% | No change | 66,212 | $130K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +76.9% | 66,095 | $130K |
| Squarepoint Ops LLC | 0.00% | Add +76.6% | 64,727 | $127K |
| HSBC Holdings PLC | 0.00% | Reduce -9.0% | 63,357 | $125K |
| Jane Street Group, LLC | 0.00% | Reduce -64.3% | 62,126 | $122K |
| Barclays PLC | 0.00% | Add +4.9% | 59,847 | $117K |
| Quadrature Capital Ltd | 0.00% | Reduce -48.6% | 53,236 | $105K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -17.7% | 48,373 | $95K |
| State of Wyoming | 0.01% | New | 46,226 | $91K |
| Dynamic Technology Lab Private Ltd | 0.01% | Add +100.6% | 44,880 | $88K |
| Jefferies Financial Group Inc. | 0.00% | New | 44,800 | $88K |
| American Century Companies Inc. | 0.00% | New | 40,687 | $80K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -34.0% | 37,906 | $74K |
| Cantor Fitzgerald, L. P. | 0.01% | New | 32,070 | $63K |
| Man Group plc | 0.00% | Reduce -70.0% | 29,850 | $59K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.8% | 27,406 | $54K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 27,189 | $53K |
| Engineers Gate Manager LP | 0.00% | Add +14.0% | 20,433 | $40K |
| Prudential Financial Inc. | 0.00% | New | 12,400 | $24K |
| UBS Group AG | 0.00% | Reduce -82.0% | 12,221 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -76.1% | 10,260 | $20K |
| Tudor Investment Corporation | 0.00% | New | 10,129 | $20K |
| Mutual Advisors, LLC | 0.00% | New | 10,000 | $17K |
| FNY Investment Advisers, LLC | 0.01% | Reduce -44.0% | 7,000 | $13K |
| Osaic Holdings, Inc. | 0.00% | Add +17.4% | 4,225 | $8K |
| Group One Trading LLC | 0.00% | New | 3,862 | $8K |
| Wells Fargo & Company | 0.00% | Add +8.8% | 2,229 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 2,180 | $4K |
| FMR LLC | 0.00% | Reduce -7.9% | 1,709 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.1% | 837 | $2K |
| Royal Bank of Canada | 0.00% | Add +272.7% | 723 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 138 | $270 |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $196 |
| Earned Wealth Advisors, LLC | 0.00% | New | 25 | $49 |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -95.4% | 9 | $18 |
| Simplex Trading, LLC | 0.00% | Reduce -98.9% | 255 | $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.