Expensify Inc. Class AEXFY
13F holders, Q4 2024 (December 31)90holders +13
21new positions
14sold out
6famous investors
$3.35avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, up 13 from Q3 2024. 21 opened new positions and 14 sold out. The largest holders were Vanguard Group Inc. ($11.7M), D. E. Shaw & Co. ($8.1M) and Ameriprise Financial Inc. ($7.4M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Expensify Inc. Class A
- CUSIP
- 30219Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.7M |
| Exits | 14 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 7,354,670 shares bought and 4,901,465 shares sold, net +2,453,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Vanguard Group Inc. | 0.00% | Add +4.0% | 3,504,095 | $11.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -11.2% | 2,419,558 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 2,218,204 | $7.4M |
| Marshall Wace, LLP | 0.01% | Add +72.0% | 1,439,877 | $4.8M |
| BlackRock, Inc. | 0.00% | Add +6.6% | 1,185,795 | $4.0M |
| Renaissance Technologies | 0.00% | Reduce -27.3% | 965,200 | $3.2M |
| Formula Growth Ltd. | 1.08% | Add +1.6% | 950,000 | $3.2M |
| Topline Capital Management, LLC | 0.58% | — | 920,947 | $3.1M |
| Morgan Stanley | 0.00% | Add +228.4% | 887,738 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +853.4% | 864,995 | $2.9M |
| Acadian Asset Management LLC | 0.01% | Add +381.3% | 860,979 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Add +4.8% | 779,341 | $2.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +33.6% | 757,001 | $2.5M |
| Millennium Management | 0.00% | Reduce -52.1% | 692,232 | $2.3M |
| CastleKnight Management LP | 0.26% | Add +32.0% | 665,337 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.3% | 646,987 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | Add +25.9% | 606,800 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +814.0% | 604,088 | $2.0M |
| Palogic Value Management, L.P. | 0.75% | Reduce -37.0% | 550,806 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.8% | 544,680 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +167.9% | 499,170 | $1.7M |
| Ieq Capital, LLC | 0.02% | No change | 465,802 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -61.8% | 454,867 | $1.5M |
| Ceera Investments, LLC | 0.51% | Add +1.0% | 439,330 | $1.5M |
| RBF Capital, LLC | 0.07% | Reduce -15.4% | 408,341 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | Add +317.7% | 390,348 | $1.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 316,976 | $1.1M |
| Tudor Investment Corporation | 0.01% | Add +2760.3% | 289,717 | $971K |
| UBS Group AG | 0.00% | Add +2033.8% | 260,777 | $874K |
| Walleye Capital LLC | 0.01% | Reduce -59.0% | 247,531 | $829K |
| State Street Corp. | 0.00% | Add +48.5% | 228,381 | $765K |
| 683 Capital Management, LLC | 0.08% | New | 220,758 | $740K |
| JPMorgan Chase & Co. | 0.00% | Add +35.0% | 215,933 | $723K |
| Bank of America Corp. | 0.00% | Add +42.4% | 215,251 | $721K |
| Exchange Traded Concepts, LLC | 0.01% | New | 206,307 | $691K |
| BNP Paribas Financial Markets | 0.00% | New | 199,170 | $667K |
| Jane Street Group, LLC | 0.00% | Add +215.6% | 196,069 | $657K |
| Citigroup Inc. | 0.00% | Reduce -23.3% | 194,129 | $650K |
| Bridgeway Capital Management, LLC | 0.01% | Add +19.8% | 189,300 | $634K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.3% | 167,762 | $562K |
| Morling Financial Advisors, LLC | 0.17% | No change | 149,024 | $499K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 142,236 | $476K |
| Barclays PLC | 0.00% | Add +113.6% | 127,834 | $428K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 120,100 | $402K |
| Northern Trust Corp. | 0.00% | Add +15.8% | 107,305 | $359K |
| Hillsdale Investment Management Inc. | 0.01% | New | 87,397 | $293K |
| Baillie Gifford & Co. | 0.00% | Reduce -92.0% | 74,307 | $249K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | Add +80.1% | 68,279 | $229K |
| American Century Companies Inc. | 0.00% | Add +67.7% | 68,228 | $229K |
| Wealthspire Advisors, LLC | 0.00% | No change | 66,212 | $222K |
| HSBC Holdings PLC | 0.00% | Reduce -0.1% | 63,317 | $214K |
| Jefferies Financial Group Inc. | 0.00% | Add +33.3% | 59,722 | $200K |
| WINTON GROUP Ltd | 0.01% | New | 58,177 | $195K |
| Dimensional Fund Advisors LP | 0.00% | New | 55,629 | $187K |
| Balyasny Asset Management L.P. | 0.00% | New | 54,367 | $182K |
| State of Wyoming | 0.02% | Add +13.3% | 52,364 | $175K |
| Bank of New York Mellon Corp | 0.00% | New | 51,988 | $174K |
| Man Group plc | 0.00% | Add +68.6% | 50,316 | $169K |
| Verition Fund Management LLC | 0.00% | New | 46,917 | $157K |
| Squarepoint Ops LLC | 0.00% | Reduce -28.2% | 46,452 | $156K |
| Occudo Quantitative Strategies LP | 0.03% | Reduce -6.0% | 45,497 | $152K |
| XTX Topco Ltd | 0.01% | Reduce -34.5% | 45,026 | $151K |
| Integrated Quantitative Investments LLC | 0.07% | — | 44,600 | $149K |
| Bailard, Inc. | 0.00% | New | 43,621 | $146K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -57.2% | 32,449 | $109K |
| HighTower Advisors, LLC | 0.00% | No change | 27,406 | $92K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 27,189 | $91K |
| ExodusPoint Capital Management, LP | 0.00% | New | 27,099 | $91K |
| AQR Capital Management | 0.00% | Reduce -88.4% | 21,950 | $74K |
| Simplex Trading, LLC | 0.00% | Add +8179.6% | 21,113 | $70K |
| Wolverine Trading, LLC | 0.00% | New | 19,552 | $68K |
| Quantbot Technologies LP | 0.00% | New | 20,300 | $68K |
| Susquehanna Fundamental Investments, LLC | 0.00% | — | 19,879 | $67K |
| Boothbay Fund Management, LLC | 0.00% | New | 14,272 | $48K |
| R Squared Ltd | 0.04% | — | 13,600 | $46K |
| Alpine Global Management, LLC | 0.01% | New | 11,820 | $40K |
| SG Americas Securities, LLC | 0.00% | New | 11,687 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1194.4% | 10,834 | $36K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $34K |
| Mariner, LLC | 0.00% | New | 10,000 | $34K |
| Osaic Holdings, Inc. | 0.00% | Add +16.0% | 4,900 | $16K |
| Point72 (DIFC) Ltd | 0.00% | New | 3,417 | $11K |
| Wells Fargo & Company | 0.00% | Add +0.3% | 2,235 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 2,000 | $7K |
| FMR LLC | 0.00% | No change | 1,709 | $6K |
| SBI Securities Co., Ltd. | 0.00% | — | 478 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | — | 200 | $670 |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $335 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 9 | $30 |
| Royal Bank of Canada | 0.00% | Reduce -78.6% | 155 | $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.