EXPENSIFY, INC.

PublicCIK: 1476840
EXFYNASDAQ
Location

SAN FRANCISCO, CA

13F Filings

Institutional Holders

EXPENSIFY, INC.EXFY— Latest position per institution from SEC 13F filings

15

Institutional holders

44.69M

Total shares held

127.51M

Estimated value

2.23M

Avg. position size

1

OPENVIEW MANAGEMENT, LLC

CIK 1658115

Shares

10.04M

Value

80.15M

Filed

Jun 30, 2023

2

VANGUARD GROUP INC

CIK 102909

Shares

4.68M

Value

7.06M

Filed

Dec 31, 2025

3

BLACKROCK, INC.

CIK 2012383

Shares

3.99M

Value

3.47M

Filed

Mar 31, 2026

4

PALOGIC VALUE MANAGEMENT, L.P.

CIK 1532943

Shares

2.52M

Value

2.19M

Filed

Mar 31, 2026

5

VERITION FUND MANAGEMENT LLC

CIK 1454027

Shares

2.35M

Value

2.04M

Filed

Mar 31, 2026

6

VANGUARD CAPITAL MANAGEMENT LLC

CIK 2100119

Shares

2.31M

Value

2.01M

Filed

Mar 31, 2026

7

ACADIAN ASSET MANAGEMENT LLC

CIK 916542

Shares

2.21M

Value

1.92K

Filed

Mar 31, 2026

8

VANGUARD PORTFOLIO MANAGEMENT LLC

CIK 2100121

Shares

1.97M

Value

1.72M

Filed

Mar 31, 2026

9

CASTLEKNIGHT MANAGEMENT LP

CIK 1835751

Shares

1.73M

Value

1.50M

Filed

Mar 31, 2026

10

HALL KATHRYN A.

CIK 1512944

Shares

1.68M

Value

5.45M

Filed

Sep 30, 2023

11

MILLENNIUM MANAGEMENT LLC

CIK 1273087

Shares

1.41M

Value

4.28M

Filed

Mar 31, 2025

12

INVENOMIC CAPITAL MANAGEMENT LP

CIK 1769456

Shares

1.37M

Value

4.46M

Filed

Sep 30, 2023

13

GEODE CAPITAL MANAGEMENT, LLC

CIK 1214717

Shares

1.37M

Value

1.19M

Filed

Mar 31, 2026

14

D. E. SHAW & CO., INC.

CIK 1009207

Shares

1.32M

Value

1.15M

Filed

Mar 31, 2026

15

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 912938

Shares

1.16M

Value

17.19K

Filed

Sep 30, 2022

16

BLACKROCK FINANCE, INC.

CIK 1364742

Shares

1.11M

Value

1.66M

Filed

Jun 30, 2024

17

MARSHALL WACE, LLP

CIK 1318757

Shares

914.31K

Value

795.45K

Filed

Mar 31, 2026

18

FORMULA GROWTH LTD

CIK 1093219

Shares

890K

Value

774.21K

Filed

Mar 31, 2026

19

LIGHT STREET CAPITAL MANAGEMENT, LLC

CIK 1569049

Shares

842.68K

Value

6.87M

Filed

Mar 31, 2023

20

AQR CAPITAL MANAGEMENT LLC

CIK 1167557

Shares

826.23K

Value

718.74K

Filed

Mar 31, 2026

Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.