Expensify Inc. Class AEXFY
13F holders, Q1 2025 (March 31)98holders +8
19new positions
11sold out
5famous investors
$3.04avg. 13F price*
At the end of Q1 2025, 98 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, up 8 from Q4 2024. 19 opened new positions and 11 sold out. The largest holders were Vanguard Group Inc. ($10.9M), Ameriprise Financial Inc. ($7.0M) and D. E. Shaw & Co. ($6.3M). 5 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $2.3M |
| Exits | 11 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 4,336,425 shares bought and 2,454,713 shares sold, net +1,881,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Vanguard Group Inc. | 0.00% | Add +1.9% | 3,569,948 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 2,294,185 | $7.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -13.9% | 2,083,118 | $6.3M |
| Marshall Wace, LLP | 0.01% | Add +15.9% | 1,668,757 | $5.1M |
| Acadian Asset Management LLC | 0.01% | Add +64.8% | 1,418,512 | $4.3M |
| Millennium Management | 0.00% | Add +103.2% | 1,406,476 | $4.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 1,180,349 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +23.7% | 1,069,716 | $3.3M |
| Formula Growth Ltd. | 1.23% | Add +5.3% | 1,000,000 | $3.0M |
| Topline Capital Management, LLC | 0.66% | Add +2.2% | 941,609 | $2.9M |
| Renaissance Technologies | 0.00% | Reduce -2.8% | 938,100 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +23.9% | 937,956 | $2.9M |
| Morgan Stanley | 0.00% | Add +4.7% | 929,412 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +53.4% | 926,669 | $2.8M |
| CastleKnight Management LP | 0.26% | Add +15.4% | 767,937 | $2.3M |
| Citadel Advisors | 0.00% | Add +30.0% | 591,495 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -25.5% | 580,321 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 566,147 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.2% | 484,058 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -21.6% | 475,500 | $1.4M |
| Ieq Capital, LLC | 0.01% | No change | 465,802 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -11.4% | 442,143 | $1.3M |
| Ceera Investments, LLC | 0.46% | No change | 439,330 | $1.3M |
| Palogic Value Management, L.P. | 0.55% | Reduce -26.6% | 404,485 | $1.2M |
| Tudor Investment Corporation | 0.01% | Add +31.0% | 379,432 | $1.2M |
| Gsa Capital Partners LLP | 0.10% | Reduce -3.1% | 378,217 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.6% | 308,738 | $939K |
| Exchange Traded Concepts, LLC | 0.02% | Add +47.3% | 303,837 | $924K |
| JPMorgan Chase & Co. | 0.00% | Add +39.9% | 302,178 | $919K |
| UBS Group AG | 0.00% | Add +15.6% | 301,359 | $916K |
| Jane Street Group, LLC | 0.00% | Add +27.6% | 250,280 | $761K |
| RBF Capital, LLC | 0.05% | Reduce -41.2% | 240,122 | $730K |
| State Street Corp. | 0.00% | Reduce -1.4% | 225,281 | $685K |
| Informed Momentum Co LLC | 0.12% | New | 222,460 | $676K |
| Bridgeway Capital Management, LLC | 0.01% | Add +2.6% | 194,300 | $591K |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.4% | 192,480 | $585K |
| Barclays PLC | 0.00% | Add +33.9% | 171,134 | $520K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.2% | 165,684 | $504K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +10.8% | 157,520 | $479K |
| Dimensional Fund Advisors LP | 0.00% | Add +176.4% | 153,756 | $468K |
| Morling Financial Advisors, LLC | 0.16% | No change | 149,024 | $453K |
| State of Wyoming | 0.05% | Add +142.7% | 127,093 | $386K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +4.8% | 125,800 | $382K |
| HRT Financial LP | 0.00% | New | 119,294 | $362K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +261.8% | 117,397 | $357K |
| Northern Trust Corp. | 0.00% | Add +9.2% | 117,157 | $356K |
| American Century Companies Inc. | 0.00% | Add +45.9% | 99,529 | $303K |
| Squarepoint Ops LLC | 0.00% | Add +101.6% | 93,653 | $285K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -2.6% | 85,097 | $259K |
| Jain Global LLC | 0.00% | New | 70,565 | $215K |
| Balyasny Asset Management L.P. | 0.00% | Add +25.7% | 68,339 | $208K |
| Wealthspire Advisors, LLC | 0.00% | No change | 66,212 | $201K |
| WINTON GROUP Ltd | 0.01% | Add +13.4% | 65,961 | $201K |
| Bank of America Corp. | 0.00% | Reduce -69.8% | 65,079 | $198K |
| HSBC Holdings PLC | 0.00% | Reduce -12.4% | 55,492 | $170K |
| ExodusPoint Capital Management, LP | 0.00% | Add +93.1% | 52,330 | $159K |
| Vontobel Holding Ltd. | 0.00% | New | 52,174 | $159K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 51,205 | $156K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -15.5% | 50,485 | $153K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 46,916 | $142K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | Reduce -33.9% | 45,131 | $137K |
| Integrated Quantitative Investments LLC | 0.07% | Add +0.5% | 44,810 | $136K |
| Bailard, Inc. | 0.00% | No change | 43,621 | $133K |
| LMR Partners LLP | 0.00% | New | 40,972 | $125K |
| Quantessence Capital LLC | 0.03% | New | 40,000 | $122K |
| Victory Capital Management Inc. | 0.00% | New | 29,580 | $90K |
| SG Americas Securities, LLC | 0.00% | Add +141.3% | 28,200 | $86K |
| HighTower Advisors, LLC | 0.00% | No change | 27,406 | $83K |
| Brevan Howard Capital Management LP | 0.00% | New | 25,896 | $79K |
| Sand Hill Global Advisors, LLC | 0.00% | Reduce -11.3% | 24,102 | $73K |
| Diametric Capital, LP | 0.08% | New | 22,552 | $69K |
| Occudo Quantitative Strategies LP | 0.01% | Reduce -56.0% | 20,023 | $62K |
| R Squared Ltd | 0.06% | Add +38.2% | 18,790 | $57K |
| Citigroup Inc. | 0.00% | Reduce -92.4% | 14,826 | $45K |
| Simplex Trading, LLC | 0.00% | Reduce -28.4% | 15,121 | $45K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 14,416 | $44K |
| Boothbay Fund Management, LLC | 0.00% | No change | 14,272 | $43K |
| Virtu Financial LLC | 0.00% | New | 13,413 | $41K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,197 | $37K |
| Capstone Investment Advisors, LLC | 0.00% | New | 11,632 | $35K |
| Quadrature Capital Ltd | 0.00% | New | 11,052 | $34K |
| Capula Management Ltd | 0.00% | New | 10,475 | $32K |
| Hudson Bay Capital Management LP | 0.00% | New | 10,050 | $31K |
| Mariner, LLC | 0.00% | Add +0.1% | 10,008 | $30K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -26.1% | 8,008 | $24K |
| Point72 (DIFC) Ltd | 0.00% | Add +55.8% | 5,324 | $16K |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 4,952 | $15K |
| FMR LLC | 0.00% | Add +92.2% | 3,284 | $10K |
| Group One Trading LLC | 0.00% | New | 2,367 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 2,189 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.7% | 515 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 431 | $1K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 200 | $608 |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $304 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 9 | $27 |
| Royal Bank of Canada | 0.00% | Reduce -80.7% | 30 | $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.