Expensify, Inc. (EXFY) — Institutional Holders, Q2 2026

101 institutional investment managers reported a EXFY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $45.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← EXFY stock profile

EXFY in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

Parallel AdvisorsNew · +2,664,037 sh+$4.8M
AQR CAPITAL MANAGEMENTAdded · +1,259,624 sh+$2.3M
JANE STREET GROUPNew · +1,032,331 sh+$1.8M
MILLENNIUM MANAGEMENTNew · +507,991 sh+$909.3K
ACADIAN ASSET MANAGEMENTAdded · +245,816 sh+$440.0K

Biggest sellers

BlackRockTrimmed · -2,885,275 sh-$5.2M
Verition Fund ManagementSold out · -2,350,000 sh-$4.2M
D. E. ShawSold out · -1,318,100 sh-$2.4M
VANGUARD PORTFOLIO MANAGEMENTTrimmed · -801,146 sh-$1.4M
Palogic Value Management, L.P.Trimmed · -754,110 sh-$1.3M

EXFY 13F holders ranked 1–100 of 101

Institutional investors reporting a position in Expensify, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Parallel Advisors#1 · 2,664,037 sh	2,664,037	$4.8M	0.07%	New
2	ACADIAN ASSET MANAGEMENT#2 · 2,456,422 sh	2,456,422	$4.4M	<0.01%	+11.1%
3	VANGUARD CAPITAL MANAGEMENT#3 · 2,359,172 sh	2,359,172	$4.2M	<0.01%	+2.3%
4	AQR CAPITAL MANAGEMENT#4 · 2,085,857 sh	2,085,857	$3.7M	<0.01%	+152.5%
5	Palogic Value Management, L.P.#5 · 1,768,456 sh	1,768,456	$3.2M	1.04%	-29.9%
6	CastleKnight Management#6 · 1,730,062 sh	1,730,062	$3.1M	0.04%	0.0%
7	VANGUARD PORTFOLIO MANAGEMENT#7 · 1,170,440 sh	1,170,440	$2.1M	<0.01%	-40.6%
8	BlackRock#8 · 1,109,231 sh	1,109,231	$2.0M	0.00%	-72.2%
9	JANE STREET GROUP#9 · 1,032,331 sh	1,032,331	$1.8M	<0.01%	New
10	FORMULA GROWTH LTD#10 · 875,000 sh	875,000	$1.6M	0.55%	-1.7%
11	MARSHALL WACE, LLP#11 · 751,773 sh	751,773	$1.3M	<0.01%	-17.8%
12	RENAISSANCE TECHNOLOGIES#12 · 746,700 sh	746,700	$1.3M	<0.01%	+3.0%
13	GEODE CAPITAL MANAGEMENT#13 · 663,229 sh	663,229	$1.2M	<0.01%	-51.6%
14	MILLENNIUM MANAGEMENT#14 · 507,991 sh	507,991	$909.3K	<0.01%	New
15	TWO SIGMA INVESTMENTS#15 · 506,979 sh	506,979	$907.5K	<0.01%	+39.2%
16	VANGUARD FIDUCIARY#16 · 392,794 sh	392,794	$703.1K	<0.01%	+0.7%
17	MORGAN STANLEY#17 · 335,737 sh	335,737	$601.0K	0.00%	+23.0%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 260,794 sh	260,794	$466.8K	<0.01%	-31.4%
19	UBS Group AG#19 · 257,293 sh	257,293	$460.6K	<0.01%	+222.7%
20	IEQ CAPITAL#20 · 254,220 sh	254,220	$455.1K	<0.01%	-53.6%
21	STATE STREET#21 · 243,681 sh	243,681	$436.2K	0.00%	-66.3%
22	Wealthspire Advisors#22 · 238,530 sh	238,530	$427.0K	<0.01%	0.0%
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#23 · 204,313 sh	204,313	$365.7K	<0.01%	New
24	GSA CAPITAL PARTNERS LLP#24 · 184,143 sh	184,143	$330.0K	0.02%	+532.0%
25	CITADEL ADVISORS#25 · 173,558 sh	173,558	$310.7K	0.00%	New
26	HRT FINANCIAL#26 · 170,666 sh	170,666	$305.0K	<0.01%	New
27	GOLDMAN SACHS GROUP#27 · 157,928 sh	157,928	$282.7K	0.00%	-46.4%
28	NORTHERN#28 · 150,590 sh	150,590	$269.6K	0.00%	-64.0%
29	Pale Fire Capital SE#29 · 134,409 sh	134,409	$240.6K	0.02%	-72.1%
30	RBF Capital#30 · 120,000 sh	120,000	$214.8K	<0.01%	New
31	Aster Capital Management (DIFC) Ltd#31 · 117,990 sh	117,990	$211.2K	0.04%	New
32	Bank of New York Mellon#32 · 110,473 sh	110,473	$197.7K	0.00%	-52.3%
33	Mariner#33 · 101,888 sh	101,888	$182.4K	<0.01%	+204.3%
34	BRIDGEWAY CAPITAL MANAGEMENT#34 · 94,300 sh	94,300	$168.8K	<0.01%	0.0%
35	BARCLAYS PLC#35 · 88,926 sh	88,926	$159.2K	0.00%	+70.5%
36	BANK OF AMERICA#36 · 87,768 sh	87,768	$157.1K	0.00%	+80.3%
37	Creative Planning#37 · 86,538 sh	86,538	$154.9K	<0.01%	+37.2%
38	Cerity Partners#38 · 84,144 sh	84,144	$150.6K	<0.01%	+158.1%
39	HSBC PLC#39 · 82,774 sh	82,774	$146.9K	<0.01%	-1.8%
40	DIMENSIONAL FUND ADVISORS#40 · 78,173 sh	78,173	$139.7K	0.00%	0.0%
41	XTX Topco Ltd#41 · 64,764 sh	64,764	$115.9K	<0.01%	New
42	WEALTH ENHANCEMENT ADVISORY SERVICES#42 · 55,355 sh	55,355	$104.6K	—	+219.5%
43	FRANKLIN RESOURCES#43 · 55,614 sh	55,614	$99.5K	0.00%	+229.6%
44	Williams & Novak#44 · 53,630 sh	53,630	$96.0K	—	-16.5%
45	MERCER GLOBAL ADVISORS#45 · 52,643 sh	52,643	$94.2K	<0.01%	+253.7%
46	Connor, Clark & Lunn Investment Management Ltd.#46 · 52,570 sh	52,570	$94.1K	<0.01%	-89.6%
47	FMR#47 · 45,752 sh	45,752	$81.9K	0.00%	+37.8%
48	PRENTISS SMITH#48 · 42,485 sh	42,485	$76.0K	0.04%	+30.8%
49	Vanguard Personalized Indexing Management#49 · 39,426 sh	39,426	$70.6K	<0.01%	+92.2%
50	SUSQUEHANNA INTERNATIONAL GROUP, LLP#50 · 38,712 sh	38,712	$69.3K	0.00%	-60.3%
51	BALYASNY ASSET MANAGEMENT L.P.#51 · 37,387 sh	37,387	$66.9K	<0.01%	-25.2%
52	SRS Capital Advisors#52 · 36,514 sh	36,514	$65.4K	<0.01%	New
53	CAPTRUST FINANCIAL ADVISORS#53 · 33,529 sh	33,529	$60.0K	<0.01%	New
54	Russell Investments Group, Ltd.#54 · 28,991 sh	28,991	$51.9K	0.00%	+387.6%
55	Point72 Asset Management, L.P.#55 · 26,675 sh	26,675	$47.7K	<0.01%	New
56	Merit Financial Group#56 · 23,170 sh	23,170	$41.5K	<0.01%	+90.2%
57	GROUP ONE TRADING, L.P.#57 · 21,457 sh	21,457	$38.4K	<0.01%	+167.7%
58	Susquehanna Portfolio Strategies#58 · 21,400 sh	21,400	$38.3K	<0.01%	New
59	Focus Partners Wealth#59 · 20,361 sh	20,361	$36.4K	0.00%	New
60	Sand Hill Global Advisors#60 · 20,314 sh	20,314	$36.4K	<0.01%	0.0%
61	BRIGHTON JONES#61 · 20,064 sh	20,064	$35.9K	<0.01%	New
62	LAVELLE CAPITAL#62 · 20,000 sh	20,000	$35.8K	0.02%	0.0%
63	Pallas Capital Advisors#63 · 19,879 sh	19,879	$35.6K	<0.01%	New
64	R Squared Ltd#64 · 19,587 sh	19,587	$35.1K	0.02%	New
65	Vanguard Global Advisers#65 · 17,042 sh	17,042	$30.5K	0.00%	0.0%
66	StoneX Group#66 · 25,542 sh	25,542	$28.0K	<0.01%	New
67	TWO SIGMA SECURITIES#67 · 14,041 sh	14,041	$25.1K	<0.01%	-26.2%
68	Schonfeld Strategic Advisors#68 · 13,658 sh	13,658	$24.4K	<0.01%	New
69	JPMORGAN CHASE#69 · 12,527 sh	12,527	$22.0K	0.00%	-50.9%
70	BNP PARIBAS FINANCIAL MARKETS#70 · 10,870 sh	10,870	$19.5K	0.00%	-15.6%
71	Mutual Advisors#71 · 10,000 sh	10,000	$17.9K	<0.01%	0.0%
72	State of Alaska, Department of Revenue#72 · 8,632 sh	8,632	$15.0K	—	0.0%
73	OSAIC#73 · 7,816 sh	7,816	$14.0K	0.00%	-7.2%
74	Transamerica Financial Advisors#74 · 7,680 sh	7,680	$13.7K	<0.01%	-17.9%
75	Integrated Wealth Concepts#75 · 6,525 sh	6,525	$11.7K	<0.01%	New
76	SIMPLEX TRADING#76 · 4,823 sh	4,823	$8.6K	0.00%	-78.2%
77	ROYAL BANK OF CANADA#77 · 4,555 sh	4,555	$8.0K	0.00%	-30.9%
78	EverSource Wealth Advisors#78 · 4,251 sh	4,251	$7.6K	<0.01%	+1172.8%
79	Tower Research Capital (TRC)#79 · 3,956 sh	3,956	$7.1K	<0.01%	-79.6%
80	Allworth Financial#80 · 3,763 sh	3,763	$6.7K	0.00%	+719.8%
81	Essential Partners#81 · 2,723 sh	2,723	$4.9K	—	-41.1%
82	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#82 · 1,921 sh	1,921	$3.4K	0.00%	0.0%
83	PNC FINANCIAL SERVICES GROUP#83 · 1,432 sh	1,432	$2.6K	0.00%	+6.5%
84	ROTHSCHILD INVESTMENT#84 · 1,367 sh	1,367	$2.4K	<0.01%	+440.3%
85	SBI Securities , Ltd.#85 · 895 sh	895	$1.6K	—	+17.6%
86	True Wealth Design#86 · 752 sh	752	$1.3K	—	+2111.8%
87	Farther Finance Advisors#87 · 701 sh	701	$1.2K	—	New
88	Purpose Unlimited#88 · 650 sh	650	$1.2K	0.00%	0.0%
89	HANTZ FINANCIAL SERVICES#89 · 500 sh	500	$1.0K	0.00%	New
90	IFP Advisors#90 · 486 sh	486	$870.00	—	+72.3%
91	WELLS FARGO & COMPANY#91 · 202 sh	202	$362.00	0.00%	-99.1%
92	Fortitude Family Office#92 · 179 sh	179	$320.00	—	New
93	Caitong International Asset Management , Ltd#93 · 125 sh	125	$224.00	0.00%	New
94	RHUMBLINE ADVISERS#94 · 100 sh	100	$179.00	0.00%	-99.8%
95	SJS Investment Consulting#95 · 97 sh	97	$174.00	—	+340.9%
96	CITIGROUP#96 · 33 sh	33	$59.00	0.00%	-98.9%
97	Smartleaf Asset Management#97 · 25 sh	25	$44.00	0.00%	0.0%
98	BFSG#98 · 16 sh	16	$29.00	0.00%	New
99	Clearstead Advisors#99 · 6 sh	6	$11.00	0.00%	New
100	JPL Wealth Management#100 · 5 sh	5	$9.00	0.00%	New

Funds that sold out of EXFY in Q2 2026 (28)

Held EXFY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held EXFY in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Verition Fund Management2,350,000 sh	2,350,000	$2.0M
D. E. Shaw1,318,100 sh	1,318,100	$1.1M
MACKENZIE FINANCIAL380,185 sh	380,185	$330.7K
DEUTSCHE BANK AG\129,384 sh	129,384	$112.6K
Qube Research & Technologies Ltd121,784 sh	121,784	$105.9K
Nuveen77,657 sh	77,657	$67.6K
COLDSTREAM CAPITAL MANAGEMENT62,209 sh	62,209	$54.1K
JACOBS LEVY EQUITY MANAGEMENT47,816 sh	47,816	$41.6K
Invesco Ltd.43,591 sh	43,591	$37.9K
NEW YORK STATE COMMON RETIREMENT FUND40,500 sh	40,500	$35.2K
NINE MASTS CAPITAL Ltd37,557 sh	37,557	$32.7K
PRICE T ROWE ASSOCIATES30,121 sh	30,121	$27.0K
MIRAE ASSET GLOBAL ETFS Ltd.29,193 sh	29,193	$25.4K
SEI INVESTMENTS18,647 sh	18,647	$16.2K
ALLIANCEBERNSTEIN L.P.10,200 sh	10,200	$15.4K
AMERIPRISE FINANCIAL16,742 sh	16,742	$14.6K
Graham Capital Management, L.P.15,974 sh	15,974	$13.9K
INTECH INVESTMENT MANAGEMENT15,833 sh	15,833	$13.8K
Police & Firemen's Retirement System of New Jersey12,436 sh	12,436	$10.8K
Sassicaia Capital Advisers10,800 sh	10,800	$9.4K
Ameritas Investment Partners6,105 sh	6,105	$5.3K
Legal & General Group Plc5,425 sh	5,425	$4.7K
JONES FINANCIAL COMPANIES LLLP2,391 sh	2,391	$1.9K
Sterling Capital Management1,126 sh	1,126	$980.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT230 sh	230	$200.00
MAI Capital Management159 sh	159	$139.00
Wealth Preservation Advisors139 sh	139	$121.00
Advisory Services Network81 sh	81	$70.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.