Expensify Inc. Class AEXFY
13F holders, Q1 2026 (March 31)104holders −5
18new positions
25sold out
3famous investors
$0.87avg. 13F price*
At the end of Q1 2026, 104 institutions reported holding Expensify Inc. Class A (EXFY) in their 13F filings, down 5 from Q4 2025. 18 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($3.5M), Palogic Value Management, L.P. ($2.2M) and Verition Fund Management LLC ($2.0M). 3 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $2.7M |
| Exits | 25 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 5,656,475 shares bought and 4,822,639 shares sold, net +833,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 3,994,506 | $3.5M |
| Palogic Value Management, L.P. | 0.98% | Add +79.8% | 2,522,566 | $2.2M |
| Verition Fund Management LLC | 0.02% | New | 2,350,000 | $2.0M |
| Vanguard Capital Management LLC | 0.00% | — | 2,305,690 | $2.0M |
| Acadian Asset Management LLC | 0.00% | Add +1.9% | 2,210,606 | $1.9M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,971,586 | $1.7M |
| CastleKnight Management LP | 0.07% | No change | 1,730,062 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.2% | 1,369,959 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -2.3% | 1,318,100 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -36.4% | 914,309 | $795K |
| Formula Growth Ltd. | 0.35% | Reduce -1.1% | 890,000 | $774K |
| AQR Capital Management | 0.00% | Add +413.8% | 826,233 | $719K |
| Renaissance Technologies | 0.00% | Add +6.7% | 725,000 | $631K |
| State Street Corp. | 0.00% | Add +1.4% | 723,598 | $629K |
| Ieq Capital, LLC | 0.00% | Add +13.5% | 548,021 | $477K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -48.5% | 504,828 | $439K |
| Pale Fire Capital SE | 0.04% | New | 481,051 | $418K |
| Northern Trust Corp. | 0.00% | Add +0.0% | 418,271 | $364K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 390,011 | $339K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -15.2% | 380,396 | $331K |
| Mackenzie Financial Corp. | 0.00% | Add +137.3% | 380,185 | $331K |
| Two Sigma Investments, LP | 0.00% | Reduce -1.8% | 364,223 | $317K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 294,787 | $256K |
| Morgan Stanley | 0.00% | Reduce -48.6% | 272,849 | $237K |
| Wealthspire Advisors, LLC | 0.00% | Add +124.6% | 238,530 | $207K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 231,584 | $201K |
| Deutsche Bank AG | 0.00% | Add +173.1% | 129,384 | $113K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -53.9% | 121,784 | $106K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.8% | 97,550 | $85K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -34.6% | 94,300 | $82K |
| HSBC Holdings PLC | 0.00% | No change | 84,329 | $75K |
| UBS Group AG | 0.00% | Reduce -13.4% | 79,725 | $69K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -46.9% | 78,173 | $68K |
| Nuveen, LLC | 0.00% | No change | 77,657 | $68K |
| Williams & Novak, LLC | 0.04% | Add +83.9% | 64,250 | $56K |
| Creative Planning | 0.00% | New | 63,059 | $55K |
| Coldstream Capital Management Inc. | 0.00% | Add +11.5% | 62,209 | $54K |
| Barclays PLC | 0.00% | Reduce -61.3% | 52,163 | $45K |
| Balyasny Asset Management L.P. | 0.00% | Add +58.1% | 49,980 | $43K |
| Bank of America Corp. | 0.00% | Reduce -48.6% | 48,679 | $42K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +205.9% | 47,816 | $42K |
| Invesco Ltd. | 0.00% | Add +36.1% | 43,591 | $38K |
| Rhumbline Advisers | 0.00% | Add +0.4% | 42,957 | $37K |
| Cwm, LLC | 0.00% | Add +312.1% | 41,096 | $36K |
| New York State Common Retirement Fund | 0.00% | No change | 40,500 | $35K |
| NINE MASTS CAPITAL Ltd | 0.01% | New | 37,557 | $33K |
| Mariner, LLC | 0.00% | Add +116.1% | 33,487 | $29K |
| FMR LLC | 0.00% | Add +63.4% | 33,193 | $29K |
| Cerity Partners LLC | 0.00% | New | 32,602 | $28K |
| Prentiss Smith & Co. Inc. | 0.02% | No change | 32,485 | $28K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,121 | $27K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.4% | 29,193 | $25K |
| Gsa Capital Partners LLP | 0.00% | Add +28.9% | 29,136 | $25K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.0% | 25,497 | $21K |
| Wells Fargo & Company | 0.00% | Reduce -66.5% | 23,482 | $20K |
| Simplex Trading, LLC | 0.00% | Add +67.2% | 22,133 | $19K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +31.6% | 20,510 | $18K |
| Sand Hill Global Advisors, LLC | 0.00% | No change | 20,314 | $18K |
| Lavelle Capital LP | 0.01% | No change | 20,000 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +184.2% | 19,419 | $17K |
| Two Sigma Securities, LLC | 0.00% | New | 19,016 | $17K |
| Sei Investments Co. | 0.00% | New | 18,647 | $16K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,328 | $16K |
| Alliancebernstein L.P. | 0.00% | No change | 10,200 | $15K |
| Vanguard Global Advisers, LLC | 0.00% | — | 17,042 | $15K |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 16,871 | $15K |
| Ameriprise Financial Inc. | 0.00% | Reduce -99.1% | 16,742 | $15K |
| Graham Capital Management, L.P. | 0.00% | Add +5.3% | 15,974 | $14K |
| Intech Investment Management LLC | 0.00% | Reduce -41.5% | 15,833 | $14K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,883 | $13K |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.8% | 12,883 | $11K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 12,436 | $11K |
| Merit Financial Group, LLC | 0.00% | New | 12,180 | $11K |
| Sassicaia Capital Advisers LLC | 0.01% | New | 10,800 | $9K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 9,356 | $8K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.2% | 8,421 | $7K |
| State of Alaska, Department of Revenue | 0.00% | No change | 8,632 | $7K |
| Group One Trading LLC | 0.00% | Reduce -37.9% | 8,015 | $7K |
| Royal Bank of Canada | 0.00% | Add +242.3% | 6,589 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,105 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -33.6% | 5,946 | $5K |
| Legal & General Group Plc | 0.00% | Reduce -10.8% | 5,425 | $5K |
| Essential Partners LLC | 0.00% | Add +425.7% | 4,626 | $4K |
| Citigroup Inc. | 0.00% | Reduce -94.9% | 2,970 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +19.6% | 2,391 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,921 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +270.4% | 1,900 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Add +568.7% | 1,344 | $1K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.9% | 1,126 | $980 |
| SBI Securities Co., Ltd. | 0.00% | Add +14.6% | 761 | $662 |
| Purpose Unlimited Inc. | 0.00% | No change | 650 | $567 |
| Allworth Financial LP | 0.00% | Add +181.6% | 459 | $400 |
| IFP Advisors, Inc | 0.00% | Add +291.7% | 282 | $245 |
| Rothschild Investment LLC | 0.00% | Add +328.8% | 253 | $220 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 230 | $200 |
| Arax Advisory Partners | 0.00% | New | 167 | $145 |
| MAI Capital Management | 0.00% | Reduce -68.2% | 159 | $139 |
| Wealth Preservation Advisors, LLC | 0.00% | New | 139 | $121 |
| Sunbelt Securities, Inc. | 0.00% | Add +53.5% | 109 | $95 |
"% of holder's portfolio" is EXFY's weight in each manager's 13F, not the share of Expensify Inc. Class A the manager owns.