Expensify Inc. Class AEXFY
13F holders, Q3 2025 (September 30)105holders +8
25new positions
17sold out
4famous investors
$1.85avg. 13F price*
At the end of Q3 2025, 105 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, up 8 from Q2 2025. 25 opened new positions and 17 sold out. The largest holders were Vanguard Group Inc. ($8.4M), BlackRock, Inc. ($7.7M) and Acadian Asset Management LLC ($4.2M). 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $1.2M |
| Exits | 17 | $5.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,279,561 shares bought and 5,371,016 shares sold, net −2,091,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Vanguard Group Inc. | 0.00% | Add +4.5% | 4,543,639 | $8.4M |
| BlackRock, Inc. | 0.00% | Add +3.8% | 4,157,597 | $7.7M |
| Acadian Asset Management LLC | 0.01% | Add +9.7% | 2,272,041 | $4.2M |
| CastleKnight Management LP | 0.22% | Add +67.3% | 2,161,305 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 1,836,320 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -17.3% | 1,525,993 | $2.8M |
| Geode Capital Management, LLC | 0.00% | Add +6.1% | 1,407,595 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -12.1% | 1,359,874 | $2.5M |
| Formula Growth Ltd. | 0.76% | No change | 1,150,000 | $2.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -3.6% | 1,080,994 | $2.0M |
| Palogic Value Management, L.P. | 0.74% | Add +86.1% | 932,987 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -37.1% | 703,850 | $1.3M |
| State Street Corp. | 0.00% | Add +15.6% | 673,133 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -29.7% | 661,312 | $1.2M |
| Ieq Capital, LLC | 0.00% | Add +9.8% | 511,608 | $946K |
| Northern Trust Corp. | 0.00% | Add +1.0% | 450,951 | $834K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.4% | 448,677 | $830K |
| Ceera Investments, LLC | 0.26% | No change | 443,640 | $821K |
| Qube Research & Technologies Ltd | 0.00% | Add +45.4% | 348,521 | $645K |
| Goldman Sachs Group Inc. | 0.00% | Add +55.3% | 324,613 | $601K |
| Gsa Capital Partners LLP | 0.05% | Reduce -39.8% | 310,681 | $575K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -21.8% | 297,856 | $552K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -6.9% | 277,340 | $513K |
| Two Sigma Investments, LP | 0.00% | Reduce -32.9% | 273,152 | $505K |
| AQR Capital Management | 0.00% | New | 255,917 | $473K |
| Two Sigma Advisers, LP | 0.00% | Reduce -27.7% | 244,300 | $452K |
| Citadel Advisors | 0.00% | Reduce -70.3% | 196,662 | $364K |
| Victory Capital Management Inc. | 0.00% | Add +154.4% | 191,764 | $355K |
| XTX Topco Ltd | 0.02% | Add +199.7% | 181,247 | $335K |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 170,203 | $315K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.1% | 161,146 | $298K |
| Morling Financial Advisors, LLC | 0.09% | No change | 149,024 | $276K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -25.7% | 144,300 | $267K |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.9% | 143,175 | $265K |
| Barclays PLC | 0.00% | Reduce -14.0% | 125,609 | $232K |
| American Century Companies Inc. | 0.00% | No change | 121,441 | $225K |
| Dynamic Technology Lab Private Ltd | 0.03% | Add +84.8% | 111,449 | $206K |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 105,899 | $196K |
| Deutsche Bank AG | 0.00% | New | 100,647 | $186K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.3% | 100,479 | $186K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.6% | 84,262 | $156K |
| Nuveen, LLC | 0.00% | No change | 77,657 | $144K |
| UBS Group AG | 0.00% | Add +8.5% | 66,218 | $123K |
| Wealthspire Advisors, LLC | 0.00% | No change | 66,212 | $122K |
| HSBC Holdings PLC | 0.00% | Add +4.4% | 63,864 | $119K |
| Verition Fund Management LLC | 0.00% | Add +0.4% | 55,912 | $103K |
| Rhumbline Advisers | 0.00% | Reduce -0.5% | 55,679 | $103K |
| Vontobel Holding Ltd. | 0.00% | Add +4.6% | 54,945 | $102K |
| Sugar Maple Asset Management, LLC | 0.07% | New | 51,000 | $94K |
| Coldstream Capital Management Inc. | 0.00% | New | 50,347 | $93K |
| Wells Fargo & Company | 0.00% | Add +18.1% | 43,798 | $81K |
| Jane Street Group, LLC | 0.00% | New | 40,856 | $76K |
| New York State Common Retirement Fund | 0.00% | No change | 40,500 | $75K |
| Invesco Ltd. | 0.00% | Add +2.5% | 38,875 | $72K |
| Prelude Capital Management, LLC | 0.01% | Add +68.5% | 36,400 | $67K |
| Williams & Novak, LLC | 0.04% | New | 30,540 | $56K |
| Intech Investment Management LLC | 0.00% | Add +6.3% | 30,530 | $56K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,121 | $56K |
| Royce & Associates LP | 0.00% | Add +52.4% | 30,109 | $56K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.5% | 27,633 | $51K |
| HighTower Advisors, LLC | 0.00% | No change | 27,407 | $51K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -68.2% | 27,038 | $50K |
| Quadrature Capital Ltd | 0.00% | New | 24,080 | $45K |
| Globeflex Capital L P | 0.01% | Reduce -93.3% | 21,801 | $40K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 20,314 | $38K |
| Cwm, LLC | 0.00% | New | 19,524 | $36K |
| Franklin Resources Inc. | 0.00% | New | 18,428 | $34K |
| Mariner, LLC | 0.00% | Add +51.5% | 15,163 | $28K |
| Squarepoint Ops LLC | 0.00% | Reduce -50.5% | 14,499 | $27K |
| Balyasny Asset Management L.P. | 0.00% | New | 13,981 | $26K |
| Voya Investment Management LLC | 0.00% | Reduce -29.8% | 12,539 | $23K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 12,436 | $23K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,907 | $22K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 10,225 | $19K |
| Alliancebernstein L.P. | 0.00% | No change | 10,200 | $19K |
| Osaic Holdings, Inc. | 0.00% | Add +37.5% | 9,591 | $19K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $17K |
| Arax Advisory Partners | 0.00% | New | 8,017 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +75.9% | 6,753 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,105 | $11K |
| Legal & General Group Plc | 0.00% | No change | 6,081 | $11K |
| Group One Trading LLC | 0.00% | Reduce -6.2% | 6,048 | $11K |
| Russell Investments Group, Ltd. | 0.00% | New | 4,953 | $9K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 3,734 | $7K |
| FMR LLC | 0.00% | Add +25.6% | 2,838 | $5K |
| Amalgamated Bank | 0.00% | No change | 2,042 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +140.8% | 1,989 | $4K |
| Citigroup Inc. | 0.00% | Reduce -91.9% | 1,685 | $3K |
| Covestor Ltd | 0.00% | New | 1,561 | $3K |
| Essential Partners LLC | 0.00% | New | 706 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 688 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.5% | 597 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -87.4% | 595 | $1K |
| IFP Advisors, Inc | 0.00% | New | 371 | $686 |
| Clearstead Advisors, LLC | 0.00% | New | 200 | $370 |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $185 |
| Allworth Financial LP | 0.00% | New | 92 | $171 |
| Golden State Wealth Management, LLC | 0.00% | New | 55 | $102 |
| True Wealth Design, LLC | 0.00% | New | 35 | $65 |
"% of holder's portfolio" is EXFY's weight in each manager's 13F, not the share of Expensify Inc. Class A the manager owns.