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 | Added to | 4,675,746 | 7,060 | 0.0% | 0.0% | 1 | +132,107 | 2.91% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 4,071,390 | 6,147 | 0.0% | 0.0% | 2 | -86,207 | -2.07% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,170,494 | 3,274 | 0.01% | 0.01% | 3 | -101,547 | -4.47% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,854,057 | 2,799 | 0.0% | 0.0% | 4 | +17,737 | 0.97% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | Reduced | 1,730,062 | 2,612 | 0.06% | 0.08% | 5 | -431,243 | -19.95% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,436,707 | 2,169 | 0.0% | 0.0% | 6 | +76,833 | 5.65% | Q4 2025 | Feb 13, 2026 |
| Palogic Value Management, L.P. | History | Added to | 1,403,065 | 2,118 | 0.88% | 0.69% | 7 | +470,078 | 50.38% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,401,032 | 2,115 | 0.0% | 0.0% | 8 | -6,563 | -0.47% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,348,750 | 2,036 | 0.0% | 0.0% | 9 | -177,243 | -11.61% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 980,208 | 1,480 | 0.0% | 0.01% | 10 | -100,786 | -9.32% | Q4 2025 | Feb 10, 2026 |
| FORMULA GROWTH LTD | History | Reduced | 900,000 | 1,359 | 0.52% | 0.76% | 11 | -250,000 | -21.74% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 713,578 | 1,077 | 0.0% | 0.0% | 12 | +40,445 | 6.01% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 679,600 | 1,026 | 0.0% | 0.0% | 13 | -24,250 | -3.45% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 531,276 | 802 | 0.0% | 0.0% | 14 | -130,036 | -19.66% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 482,823 | 729 | 0.0% | 0.0% | 15 | -28,785 | -5.63% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 448,331 | 676 | 0.0% | 0.0% | 16 | -346 | -0.08% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 418,095 | 631 | 0.0% | 0.0% | 17 | -32,856 | -7.29% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 370,735 | 559 | 0.0% | 0.0% | 18 | +97,583 | 35.72% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 294,037 | 443 | 0.0% | 0.0% | 19 | -30,576 | -9.42% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 264,400 | 399 | 0.0% | 0.0% | 20 | +20,100 | 8.23% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 264,070 | 398 | 0.0% | 0.0% | 21 | -84,451 | -24.23% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 233,588 | 352 | 0.0% | 0.0% | 22 | +63,385 | 37.24% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Added to | 191,397 | 289 | 0.01% | 0.02% | 23 | +10,150 | 5.6% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 173,693 | 262 | 0.0% | 0.0% | 24 | -103,647 | -37.37% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 160,813 | 242 | 0.0% | 0.0% | 25 | -95,104 | -37.16% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 160,243 | 239 | 0.0% | — | 26 | +160,243 | New | Q4 2025 | Feb 18, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 147,094 | 222 | 0.0% | 0.0% | 27 | -150,762 | -50.62% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 144,300 | 217 | 0.0% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 134,689 | 203 | 0.0% | 0.0% | 29 | +9,080 | 7.23% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 121,441 | 183 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 108,123 | 163 | 0.0% | 0.0% | 31 | +12,261 | 12.79% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 106,212 | 160 | 0.0% | 0.0% | 32 | +40,000 | 60.41% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 94,790 | 143 | 0.0% | 0.0% | 33 | -11,109 | -10.49% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 92,116 | 139 | 0.0% | 0.0% | 34 | +25,898 | 39.11% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 86,931 | 131 | 0.0% | 0.0% | 35 | -158,231 | -64.54% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 84,329 | 126 | 0.0% | 0.0% | 36 | +20,465 | 32.04% | Q4 2025 | Mar 20, 2026 |
| Nuveen, LLC | History | No change | 77,657 | 117 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 70,036 | 105 | 0.0% | 0.0% | 38 | +26,238 | 59.91% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 59,362 | 89 | 0.0% | 0.0% | 39 | -41,117 | -40.92% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 57,844 | 87 | 0.0% | 0.0% | 40 | +56,159 | 3332.88% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 55,792 | 84 | 0.0% | 0.0% | 41 | +5,445 | 10.81% | Q4 2025 | Feb 09, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 54,137 | 81 | 0.0% | 0.0% | 42 | -808 | -1.47% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 47,382 | 71 | 0.0% | 0.0% | 43 | -53,265 | -52.92% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 45,148 | 68 | 0.0% | — | 44 | +45,148 | New | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 42,334 | 64 | 0.01% | 0.03% | 46 | -69,115 | -62.01% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 42,792 | 64 | 0.0% | 0.0% | 45 | -12,887 | -23.15% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 40,500 | 61 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 36,400 | 54 | 0.0% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Williams & Novak, LLC | History | Added to | 34,940 | 52 | 0.04% | 0.04% | 49 | +4,400 | 14.41% | Q4 2025 | Feb 05, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 33,000 | 49 | 0.0% | — | 51 | +33,000 | New | Q4 2025 | Feb 13, 2026 |
| PRENTISS SMITH & CO INC | History | New | 32,485 | 49 | 0.03% | — | 50 | +32,485 | New | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 32,025 | 48 | 0.0% | 0.0% | 52 | -6,850 | -17.62% | Q4 2025 | Feb 19, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 31,615 | 47 | 0.0% | 0.0% | 53 | +17,634 | 126.13% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,121 | 46 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 28,513 | 43 | 0.0% | 0.0% | 55 | +880 | 3.18% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 27,407 | 41 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 27,045 | 40 | 0.0% | 0.0% | 57 | -3,485 | -11.42% | Q4 2025 | Feb 10, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 25,477 | 38 | 0.0% | 0.0% | 58 | -4,632 | -15.38% | Q4 2025 | Feb 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 22,610 | 34 | 0.0% | 0.05% | 59 | -288,071 | -92.72% | Q4 2025 | Feb 06, 2026 |
| Quadrature Capital Ltd | History | Reduced | 22,131 | 33 | 0.0% | 0.0% | 60 | -1,949 | -8.09% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 21,801 | 32 | 0.0% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 20,319 | 30 | 0.0% | 0.0% | 62 | +17,481 | 615.96% | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 20,314 | 30 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 19,743 | 29 | 0.0% | 0.0% | 64 | -123,432 | -86.21% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,821 | 28 | 0.0% | 0.0% | 65 | -36,835 | -66.18% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | New | 17,765 | 27 | 0.0% | — | 66 | +17,765 | New | Q4 2025 | Jan 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 17,301 | 26 | 0.0% | 0.0% | 67 | -1,127 | -6.12% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | New | 16,243 | 24 | 0.01% | — | 68 | +16,243 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 15,633 | 23 | 0.0% | — | 69 | +15,633 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 15,579 | 23 | 0.0% | — | 71 | +15,579 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 15,497 | 23 | 0.0% | 0.0% | 70 | +334 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 15,176 | 22 | 0.0% | — | 72 | +15,176 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 13,238 | 19 | 0.0% | — | 74 | +13,238 | New | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 12,915 | 19 | 0.0% | 0.0% | 73 | +6,867 | 113.54% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,539 | 18 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,436 | 18 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 10,923 | 16 | 0.0% | 0.0% | 77 | +698 | 6.83% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 9,972 | 15 | 0.0% | 0.0% | 79 | -9,552 | -48.92% | Q4 2025 | Jan 26, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 10,200 | 15 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 10,000 | 15 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,591 | 14 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | New | 8,632 | 13 | 0.0% | — | 82 | +8,632 | New | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,952 | 13 | 0.0% | 0.0% | 83 | +3,999 | 80.74% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,834 | 10 | 0.0% | 0.0% | 84 | +81 | 1.2% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 6,081 | 9 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,105 | 9 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,676 | 5 | 0.0% | 0.0% | 87 | -58 | -1.55% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,925 | 3 | 0.0% | — | 90 | +1,925 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,879 | 3 | 0.0% | 0.0% | 89 | -163 | -7.98% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,120 | 3 | 0.0% | 0.0% | 91 | +131 | 6.59% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,000 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 1,567 | 2 | 0.0% | 0.0% | 92 | +6 | 0.38% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 664 | 1 | 0.0% | 0.0% | 93 | +67 | 11.22% | Q4 2025 | Feb 03, 2026 |
| CEERA INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -443,640 | -100.0% | Q3 2025 | Nov 05, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -191,764 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -161,146 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -149,024 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,912 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sugar Maple Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -51,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,038 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,499 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,907 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -8,017 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Purpose Unlimited Inc. | History | New | 650 | 0 | — | — | — | +650 | New | Q4 2025 | Mar 20, 2026 |
| MAI Capital Management | History | New | 500 | 0 | — | — | — | +500 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 72 | 0 | — | — | — | -299 | -80.59% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 253 | 0 | — | — | — | +218 | 622.86% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 201 | 0 | — | — | — | +200 | 20000.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -198 | -99.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 513 | 0 | — | 0.0% | — | -175 | -25.44% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 163 | 0 | — | — | — | +163 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 71 | 0 | — | — | — | +42 | 144.83% | Q4 2025 | Feb 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 50 | 0 | — | — | — | +41 | 455.56% | Q4 2025 | Jan 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |