Expensify, Inc. - EXFY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 4,675,746 | 7,060 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,994,506 | 3,474 | 0.0% | 0.0% | 2 | -76,884 | -1.89% | Q1 2026 | May 13, 2026 |
| Palogic Value Management, L.P. | History | Added to | 2,522,566 | 2,194 | 0.93% | 0.88% | 3 | +1,119,501 | 79.79% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | New | 2,350,000 | 2,044 | 0.01% | — | 4 | +2,350,000 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,305,690 | 2,005 | 0.0% | — | 5 | +2,305,690 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 2,210,606 | 1,918 | 0.0% | 0.01% | 6 | +40,112 | 1.85% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,971,586 | 1,715 | 0.0% | — | 7 | +1,971,586 | New | Q1 2026 | May 08, 2026 |
| CastleKnight Management LP | History | No change | 1,730,062 | 1,504 | 0.03% | 0.06% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,369,959 | 1,191 | 0.0% | 0.0% | 9 | -31,073 | -2.22% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,318,100 | 1,146 | 0.0% | 0.0% | 10 | -30,650 | -2.27% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 914,309 | 795 | 0.0% | 0.0% | 11 | -522,398 | -36.36% | Q1 2026 | May 14, 2026 |
| FORMULA GROWTH LTD | History | Reduced | 890,000 | 774 | 0.35% | 0.52% | 12 | -10,000 | -1.11% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 826,233 | 718 | 0.0% | 0.0% | 13 | +665,420 | 413.78% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 725,000 | 630 | 0.0% | 0.0% | 14 | +45,400 | 6.68% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 723,598 | 629 | 0.0% | 0.0% | 15 | +10,020 | 1.4% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 548,021 | 476 | 0.0% | 0.0% | 16 | +65,198 | 13.5% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 504,828 | 439 | 0.0% | 0.0% | 17 | -475,380 | -48.5% | Q1 2026 | May 11, 2026 |
| Pale Fire Capital SE | History | New | 481,051 | 418 | 0.04% | — | 18 | +481,051 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 264,400 | 399 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 418,271 | 363 | 0.0% | 0.0% | 20 | +176 | 0.04% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 390,011 | 339 | 0.0% | — | 21 | +390,011 | New | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 380,185 | 330 | 0.0% | 0.0% | 23 | +219,942 | 137.26% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 380,396 | 330 | 0.0% | 0.0% | 22 | -67,935 | -15.15% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 364,223 | 316 | 0.0% | 0.0% | 24 | -6,512 | -1.76% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 294,787 | 256 | 0.0% | 0.0% | 25 | +750 | 0.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 272,849 | 237 | 0.0% | 0.0% | 26 | -258,427 | -48.64% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 238,530 | 207 | 0.0% | 0.0% | 27 | +132,318 | 124.58% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 231,584 | 201 | 0.0% | 0.0% | 28 | -2,004 | -0.86% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 129,384 | 112 | 0.0% | 0.0% | 29 | +82,002 | 173.07% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 121,784 | 105 | 0.0% | 0.0% | 30 | -142,286 | -53.88% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 97,550 | 84 | 0.0% | 0.0% | 31 | -10,573 | -9.78% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 94,300 | 82 | 0.0% | 0.0% | 32 | -50,000 | -34.65% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 84,329 | 75 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 79,725 | 69 | 0.0% | 0.0% | 34 | -12,391 | -13.45% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 78,173 | 67 | 0.0% | 0.0% | 35 | -68,921 | -46.86% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | No change | 77,657 | 67 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Williams & Novak, LLC | History | Added to | 64,250 | 56 | 0.04% | 0.04% | 37 | +29,310 | 83.89% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | New | 63,059 | 54 | 0.0% | — | 39 | +63,059 | New | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 62,209 | 54 | 0.0% | 0.0% | 38 | +6,417 | 11.5% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 52,163 | 45 | 0.0% | 0.0% | 40 | -82,526 | -61.27% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 49,980 | 43 | 0.0% | 0.0% | 41 | +18,365 | 58.09% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 48,679 | 42 | 0.0% | 0.0% | 42 | -46,111 | -48.65% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 47,816 | 41 | 0.0% | 0.0% | 43 | +32,183 | 205.87% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 43,591 | 37 | 0.0% | 0.0% | 44 | +11,566 | 36.12% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 42,957 | 37 | 0.0% | 0.0% | 45 | +165 | 0.39% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 41,096 | 35 | 0.0% | 0.0% | 47 | +31,124 | 312.11% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 40,500 | 35 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 37,557 | 32 | 0.0% | — | 48 | +37,557 | New | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 33,487 | 29 | 0.0% | 0.0% | 49 | +17,990 | 116.09% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | New | 32,602 | 28 | 0.0% | — | 52 | +32,602 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 33,193 | 28 | 0.0% | 0.0% | 50 | +12,874 | 63.36% | Q1 2026 | May 15, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 32,485 | 28 | 0.02% | 0.03% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,121 | 27 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 29,136 | 25 | 0.0% | 0.0% | 54 | +6,526 | 28.86% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 29,193 | 25 | 0.0% | 0.0% | 55 | +680 | 2.38% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 25,497 | 21 | 0.0% | 0.0% | 56 | -33,865 | -57.05% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,482 | 20 | 0.0% | 0.0% | 57 | -46,554 | -66.47% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 22,133 | 19 | 0.0% | 0.0% | 58 | +8,895 | 67.19% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 20,510 | 17 | 0.0% | 0.0% | 60 | +4,931 | 31.65% | Q1 2026 | May 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 20,314 | 17 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 19,016 | 16 | 0.0% | — | 63 | +19,016 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 18,647 | 16 | 0.0% | — | 62 | +18,647 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 19,419 | 16 | 0.0% | 0.0% | 61 | +12,585 | 184.15% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 17,328 | 15 | 0.0% | — | 65 | +17,328 | New | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 10,200 | 15 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,742 | 14 | 0.0% | 0.0% | 67 | -1,837,315 | -99.1% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 17,042 | 14 | 0.0% | — | 68 | +17,042 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 16,871 | 14 | 0.0% | 0.0% | 66 | -430 | -2.49% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,833 | 13 | 0.0% | 0.0% | 69 | -11,212 | -41.46% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Added to | 15,974 | 13 | 0.0% | 0.0% | 70 | +798 | 5.26% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,883 | 12 | 0.0% | — | 71 | +14,883 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,883 | 11 | 0.0% | 0.0% | 72 | -6,860 | -34.75% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 12,180 | 10 | 0.0% | — | 74 | +12,180 | New | Q1 2026 | Apr 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,436 | 10 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sassicaia Capital Advisers LLC | History | New | 10,800 | 9 | 0.01% | — | 75 | +10,800 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 9,356 | 8 | 0.0% | — | 77 | +9,356 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | No change | 10,000 | 8 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,421 | 7 | 0.0% | 0.0% | 79 | -1,170 | -12.2% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 8,632 | 7 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 8,015 | 6 | 0.0% | 0.0% | 80 | -4,900 | -37.94% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,589 | 6 | 0.0% | 0.0% | 81 | +4,664 | 242.29% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,946 | 5 | 0.0% | 0.0% | 83 | -3,006 | -33.58% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,105 | 5 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 4,626 | 4 | 0.0% | 0.0% | 85 | +3,746 | 425.68% | Q1 2026 | May 21, 2026 |
| Legal & General Group Plc | History | Reduced | 5,425 | 4 | 0.0% | 0.0% | 84 | -656 | -10.79% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 2,970 | 2 | 0.0% | 0.0% | 86 | -54,874 | -94.87% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,921 | 1 | 0.0% | — | 90 | +1,921 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,900 | 1 | 0.0% | — | 89 | +1,387 | 270.37% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,344 | 1 | 0.0% | — | 87 | +1,143 | 568.66% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,391 | 1 | 0.0% | 0.0% | 88 | +391 | 19.55% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -191,397 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -173,693 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -121,441 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86,931 | -100.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,137 | -100.0% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,148 | -100.0% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -42,334 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,000 | -100.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,407 | -100.0% | Q1 2026 | May 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,477 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -22,131 | -100.0% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.0% | — | -21,801 | -100.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,821 | -100.0% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,765 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,243 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,539 | -100.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,923 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -3,676 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,879 | -100.0% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,567 | -100.0% | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,126 | 0 | — | 0.0% | — | -994 | -46.89% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 159 | 0 | — | — | — | -341 | -68.2% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 459 | 0 | — | — | — | +296 | 181.6% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 230 | 0 | — | — | — | +230 | New | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 34 | 0 | — | — | — | -219 | -86.56% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Added to | 282 | 0 | — | — | — | +210 | 291.67% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 253 | 0 | — | — | — | +194 | 328.81% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | New | 167 | 0 | — | — | — | +167 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 139 | 0 | — | — | — | +139 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 761 | 0 | — | 0.0% | — | +97 | 14.61% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 81 | 0 | — | — | — | +81 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 109 | 0 | — | — | — | +38 | 53.52% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 22 | 0 | — | — | — | +19 | 633.33% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Purpose Unlimited Inc. | History | No change | 650 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |