Expensify Inc. Class AEXFY
13F holders, Q4 2025 (December 31)109holders +4
13new positions
12sold out
4famous investors
$1.51avg. 13F price*
At the end of Q4 2025, 109 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, up 4 from Q3 2025. 13 opened new positions and 12 sold out. The largest holders were Vanguard Group Inc. ($7.1M), BlackRock, Inc. ($6.1M) and Acadian Asset Management LLC ($3.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $512K |
| Exits | 12 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,530,922 shares bought and 3,748,176 shares sold, net −2,217,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Vanguard Group Inc. | 0.00% | Add +2.9% | 4,675,746 | $7.1M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 4,071,390 | $6.1M |
| Acadian Asset Management LLC | 0.01% | Reduce -4.5% | 2,170,494 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 1,854,057 | $2.8M |
| CastleKnight Management LP | 0.15% | Reduce -19.9% | 1,730,062 | $2.6M |
| Marshall Wace, LLP | 0.00% | Add +5.7% | 1,436,707 | $2.2M |
| Palogic Value Management, L.P. | 0.91% | Add +50.4% | 1,403,065 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 1,401,032 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -11.6% | 1,348,750 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -9.3% | 980,208 | $1.5M |
| Formula Growth Ltd. | 0.52% | Reduce -21.7% | 900,000 | $1.4M |
| State Street Corp. | 0.00% | Add +6.0% | 713,578 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -3.5% | 679,600 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -19.7% | 531,276 | $802K |
| Ieq Capital, LLC | 0.00% | Reduce -5.6% | 482,823 | $729K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 448,331 | $677K |
| Northern Trust Corp. | 0.00% | Reduce -7.3% | 418,095 | $631K |
| Two Sigma Investments, LP | 0.00% | Add +35.7% | 370,735 | $560K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.4% | 294,037 | $444K |
| Two Sigma Advisers, LP | 0.00% | Add +8.2% | 264,400 | $399K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.2% | 264,070 | $399K |
| Bank of New York Mellon Corp | 0.00% | Add +37.2% | 233,588 | $353K |
| XTX Topco Ltd | 0.01% | Add +5.6% | 191,397 | $289K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -37.4% | 173,693 | $262K |
| AQR Capital Management | 0.00% | Reduce -37.2% | 160,813 | $243K |
| Mackenzie Financial Corp. | 0.00% | New | 160,243 | $240K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -50.6% | 147,094 | $222K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 144,300 | $218K |
| Barclays PLC | 0.00% | Add +7.2% | 134,689 | $203K |
| American Century Companies Inc. | 0.00% | No change | 121,441 | $183K |
| Susquehanna International Group, LLP | 0.00% | Add +28.3% | 108,123 | $163K |
| Wealthspire Advisors, LLC | 0.00% | Add +60.4% | 106,212 | $160K |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 94,790 | $143K |
| UBS Group AG | 0.00% | Add +39.1% | 92,116 | $139K |
| HSBC Holdings PLC | 0.00% | Add +32.0% | 84,329 | $127K |
| Nuveen, LLC | 0.00% | No change | 77,657 | $117K |
| Wells Fargo & Company | 0.00% | Add +59.9% | 70,036 | $106K |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.9% | 59,362 | $90K |
| Citigroup Inc. | 0.00% | Add +3332.9% | 57,844 | $87K |
| Coldstream Capital Management Inc. | 0.00% | Add +10.8% | 55,792 | $84K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.5% | 54,137 | $82K |
| Citadel Advisors | 0.00% | Reduce -75.5% | 48,231 | $73K |
| Deutsche Bank AG | 0.00% | Reduce -52.9% | 47,382 | $72K |
| HRT Financial LP | 0.00% | New | 45,148 | $68K |
| Rhumbline Advisers | 0.00% | Reduce -23.1% | 42,792 | $65K |
| Dynamic Technology Lab Private Ltd | 0.01% | Reduce -62.0% | 42,334 | $64K |
| New York State Common Retirement Fund | 0.00% | No change | 40,500 | $61K |
| Prelude Capital Management, LLC | 0.00% | No change | 36,400 | $55K |
| Williams & Novak, LLC | 0.04% | Add +14.4% | 34,940 | $53K |
| Pitcairn Wealth Advisors LLC | 0.00% | — | 33,000 | $50K |
| Prentiss Smith & Co. Inc. | 0.03% | New | 32,485 | $49K |
| Invesco Ltd. | 0.00% | Reduce -17.6% | 32,025 | $48K |
| Balyasny Asset Management L.P. | 0.00% | Add +126.1% | 31,615 | $48K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,121 | $46K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.2% | 28,513 | $43K |
| HighTower Advisors, LLC | 0.00% | No change | 27,407 | $41K |
| Intech Investment Management LLC | 0.00% | Reduce -11.4% | 27,045 | $41K |
| Royce & Associates LP | 0.00% | Reduce -15.4% | 25,477 | $38K |
| Gsa Capital Partners LLP | 0.00% | Reduce -92.7% | 22,610 | $34K |
| Quadrature Capital Ltd | 0.00% | Reduce -8.1% | 22,131 | $33K |
| Globeflex Capital L P | 0.01% | No change | 21,801 | $33K |
| FMR LLC | 0.00% | Add +616.0% | 20,319 | $31K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 20,314 | $31K |
| Lavelle Capital LP | 0.02% | — | 20,000 | $30K |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.2% | 19,743 | $30K |
| Jane Street Group, LLC | 0.00% | Reduce -53.9% | 18,821 | $28K |
| SG Americas Securities, LLC | 0.00% | New | 17,765 | $27K |
| Franklin Resources Inc. | 0.00% | Reduce -6.1% | 17,301 | $26K |
| Abel Hall, LLC | 0.01% | New | 16,243 | $25K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 15,633 | $24K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 15,579 | $24K |
| Mariner, LLC | 0.00% | Add +2.2% | 15,497 | $23K |
| Graham Capital Management, L.P. | 0.00% | New | 15,176 | $23K |
| Simplex Trading, LLC | 0.00% | New | 13,238 | $20K |
| Group One Trading LLC | 0.00% | Add +113.5% | 12,915 | $20K |
| Voya Investment Management LLC | 0.00% | No change | 12,539 | $19K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 12,436 | $19K |
| ProShare Advisors LLC | 0.00% | Add +6.8% | 10,923 | $16K |
| Alliancebernstein L.P. | 0.00% | No change | 10,200 | $15K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $15K |
| Cwm, LLC | 0.00% | Reduce -48.9% | 9,972 | $15K |
| Osaic Holdings, Inc. | 0.00% | No change | 9,591 | $14K |
| Russell Investments Group, Ltd. | 0.00% | Add +80.7% | 8,952 | $14K |
| State of Alaska, Department of Revenue | 0.00% | New | 8,632 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1.2% | 6,834 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,105 | $9K |
| Legal & General Group Plc | 0.00% | No change | 6,081 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 3,676 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +6.6% | 2,120 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $3K |
| Amalgamated Bank | 0.00% | Reduce -8.0% | 1,879 | $3K |
| Royal Bank of Canada | 0.00% | Add +223.5% | 1,925 | $3K |
| Covestor Ltd | 0.00% | Add +0.4% | 1,567 | $2K |
| Essential Partners LLC | 0.00% | Add +24.6% | 880 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.2% | 664 | $1K |
| Purpose Unlimited Inc. | 0.00% | — | 650 | $975 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.4% | 513 | $775 |
| MAI Capital Management | 0.00% | New | 500 | $755 |
| True Wealth Design, LLC | 0.00% | Add +622.9% | 253 | $383 |
| PNC Financial Services Group, Inc. | 0.00% | Add +20000.0% | 201 | $304 |
"% of holder's portfolio" is EXFY's weight in each manager's 13F, not the share of Expensify Inc. Class A the manager owns.