Expensify Inc. Class AEXFY
13F holders, Q2 2025 (June 30)97holders −1
27new positions
28sold out
4famous investors
$2.59avg. 13F price*
At the end of Q2 2025, 97 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, down 1 from Q1 2025. 27 opened new positions and 28 sold out. The largest holders were Vanguard Group Inc. ($11.3M), BlackRock, Inc. ($10.4M) and Acadian Asset Management LLC ($5.4M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Expensify Inc. Class A
- CUSIP
- 30219Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $2.5M |
| Exits | 28 | $9.0M |
All 13F filers, Q1 2025 → Q2 2025: 8,876,397 shares bought and 6,610,661 shares sold, net +2,265,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Vanguard Group Inc. | 0.00% | Add +21.7% | 4,345,937 | $11.3M |
| BlackRock, Inc. | 0.00% | Add +239.3% | 4,004,937 | $10.4M |
| Acadian Asset Management LLC | 0.01% | Add +46.0% | 2,071,772 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.4% | 1,849,320 | $4.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -11.5% | 1,844,052 | $4.8M |
| Marshall Wace, LLP | 0.00% | Reduce -7.3% | 1,547,751 | $4.0M |
| Geode Capital Management, LLC | 0.00% | Add +134.2% | 1,326,129 | $3.4M |
| CastleKnight Management LP | 0.23% | Add +68.3% | 1,292,146 | $3.3M |
| Formula Growth Ltd. | 1.13% | Add +15.0% | 1,150,000 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +21.0% | 1,120,990 | $2.9M |
| Renaissance Technologies | 0.00% | Add +19.2% | 1,118,200 | $2.9M |
| Morgan Stanley | 0.00% | Add +1.2% | 940,245 | $2.4M |
| Topline Capital Management, LLC | 0.34% | Reduce -17.5% | 776,796 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -22.1% | 730,888 | $1.9M |
| Citadel Advisors | 0.00% | Add +12.1% | 663,000 | $1.7M |
| State Street Corp. | 0.00% | Add +158.4% | 582,217 | $1.5M |
| Gsa Capital Partners LLP | 0.09% | Add +36.5% | 516,187 | $1.3M |
| Palogic Value Management, L.P. | 0.56% | Add +24.0% | 501,420 | $1.3M |
| Ieq Capital, LLC | 0.01% | No change | 465,802 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +48.9% | 459,813 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +281.3% | 446,657 | $1.2M |
| Ceera Investments, LLC | 0.35% | Add +1.0% | 443,640 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -29.9% | 406,804 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +147.8% | 380,946 | $986K |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.9% | 338,000 | $875K |
| Globeflex Capital L P | 0.07% | New | 326,444 | $845K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -2.0% | 297,776 | $771K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 274,085 | $710K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.9% | 268,241 | $695K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -45.8% | 239,720 | $621K |
| RBF Capital, LLC | 0.03% | Reduce -12.2% | 210,722 | $546K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.8% | 209,024 | $541K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 194,300 | $503K |
| Bank of New York Mellon Corp | 0.00% | Add +231.4% | 169,699 | $440K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.6% | 164,363 | $426K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.6% | 162,984 | $422K |
| Morling Financial Advisors, LLC | 0.13% | No change | 149,024 | $386K |
| Barclays PLC | 0.00% | Reduce -14.7% | 146,015 | $378K |
| Integrated Quantitative Investments LLC | 0.11% | Add +215.1% | 141,182 | $366K |
| American Century Companies Inc. | 0.00% | Add +22.0% | 121,441 | $315K |
| Bank of America Corp. | 0.00% | Add +72.2% | 112,078 | $290K |
| State of Wyoming | 0.03% | Reduce -27.1% | 92,708 | $240K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 85,097 | $220K |
| Nuveen, LLC | 0.00% | New | 77,657 | $201K |
| Victory Capital Management Inc. | 0.00% | Add +154.8% | 75,379 | $195K |
| Wealthspire Advisors, LLC | 0.00% | No change | 66,212 | $171K |
| UBS Group AG | 0.00% | Reduce -79.7% | 61,041 | $158K |
| XTX Topco Ltd | 0.01% | New | 60,472 | $157K |
| HSBC Holdings PLC | 0.00% | Add +10.3% | 61,180 | $156K |
| Dynamic Technology Lab Private Ltd | 0.02% | Add +28.5% | 60,304 | $156K |
| Simplex Trading, LLC | 0.00% | Add +289.9% | 58,962 | $152K |
| Rhumbline Advisers | 0.00% | New | 55,982 | $145K |
| Verition Fund Management LLC | 0.00% | New | 55,711 | $144K |
| Vontobel Holding Ltd. | 0.00% | Add +0.7% | 52,516 | $136K |
| New York State Common Retirement Fund | 0.00% | New | 40,500 | $105K |
| MetLife Investment Management, LLC | 0.00% | New | 39,714 | $103K |
| Invesco Ltd. | 0.00% | New | 37,928 | $98K |
| Wells Fargo & Company | 0.00% | Add +1594.4% | 37,091 | $96K |
| Millington Financial Advisors, LLC | 0.05% | New | 40,000 | $93K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 32,693 | $85K |
| Tudor Investment Corporation | 0.00% | Reduce -91.8% | 31,095 | $81K |
| T. Rowe Price Associates Inc. | 0.00% | New | 30,121 | $79K |
| Squarepoint Ops LLC | 0.00% | Reduce -68.7% | 29,314 | $76K |
| Intech Investment Management LLC | 0.00% | New | 28,729 | $74K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 27,407 | $71K |
| WINTON GROUP Ltd | 0.00% | Reduce -63.7% | 23,965 | $62K |
| Prelude Capital Management, LLC | 0.01% | New | 21,600 | $56K |
| R Squared Ltd | 0.03% | Add +13.8% | 21,378 | $55K |
| Citigroup Inc. | 0.00% | Add +39.6% | 20,691 | $54K |
| Sand Hill Global Advisors, LLC | 0.00% | Reduce -15.7% | 20,314 | $53K |
| Royce & Associates LP | 0.00% | New | 19,751 | $51K |
| Voya Investment Management LLC | 0.00% | New | 17,862 | $46K |
| Heron Bay Capital Management | 0.01% | New | 14,143 | $37K |
| SG Americas Securities, LLC | 0.00% | Reduce -55.5% | 12,559 | $33K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 12,436 | $32K |
| Thrivent Financial for Lutherans | 0.00% | No change | 12,197 | $32K |
| ProShare Advisors LLC | 0.00% | New | 12,263 | $32K |
| Kapitalo Investimentos Ltda | 0.01% | New | 11,496 | $30K |
| Belvedere Trading LLC | 0.00% | New | 10,344 | $27K |
| Alliancebernstein L.P. | 0.00% | New | 10,200 | $26K |
| Mariner, LLC | 0.00% | No change | 10,008 | $26K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $22K |
| Osaic Holdings, Inc. | 0.00% | Add +40.9% | 6,976 | $18K |
| Group One Trading LLC | 0.00% | Add +172.4% | 6,448 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 6,105 | $16K |
| Legal & General Group Plc | 0.00% | New | 6,081 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | Add +62388.9% | 5,624 | $15K |
| Royal Bank of Canada | 0.00% | Add +15670.0% | 4,731 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.1% | 3,839 | $10K |
| California State Teachers Retirement System | 0.00% | New | 3,731 | $10K |
| FMR LLC | 0.00% | Reduce -31.2% | 2,259 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $5K |
| Amalgamated Bank | 0.00% | New | 2,042 | $5K |
| Sterling Capital Management LLC | 0.00% | New | 826 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +9.9% | 566 | $1K |
| Spire Wealth Management | 0.00% | New | 200 | $518 |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $259 |
"% of holder's portfolio" is EXFY's weight in each manager's 13F, not the share of Expensify Inc. Class A the manager owns.