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

42.58M

Total shares held

137.36M

Estimated value

2.13M

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

PARALLEL ADVISORS, LLC

CIK 1690010

Shares

2.66M

Value

4.77M

Filed

Jun 30, 2026

4

ACADIAN ASSET MANAGEMENT LLC

CIK 916542

Shares

2.46M

Value

4.39K

Filed

Jun 30, 2026

5

VANGUARD CAPITAL MANAGEMENT LLC

CIK 2100119

Shares

2.36M

Value

4.22M

Filed

Jun 30, 2026

6

VERITION FUND MANAGEMENT LLC

CIK 1454027

Shares

2.35M

Value

2.04M

Filed

Mar 31, 2026

7

AQR CAPITAL MANAGEMENT LLC

CIK 1167557

Shares

2.09M

Value

3.73M

Filed

Jun 30, 2026

8

PALOGIC VALUE MANAGEMENT, L.P.

CIK 1532943

Shares

1.77M

Value

3.17M

Filed

Jun 30, 2026

9

CASTLEKNIGHT MANAGEMENT LP

CIK 1835751

Shares

1.73M

Value

3.10M

Filed

Jun 30, 2026

10

HALL KATHRYN A.

CIK 1512944

Shares

1.68M

Value

5.45M

Filed

Sep 30, 2023

11

INVENOMIC CAPITAL MANAGEMENT LP

CIK 1769456

Shares

1.37M

Value

4.46M

Filed

Sep 30, 2023

12

D. E. SHAW & CO., INC.

CIK 1009207

Shares

1.32M

Value

1.15M

Filed

Mar 31, 2026

13

VANGUARD PORTFOLIO MANAGEMENT LLC

CIK 2100121

Shares

1.17M

Value

2.10M

Filed

Jun 30, 2026

14

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 912938

Shares

1.16M

Value

17.19K

Filed

Sep 30, 2022

15

BLACKROCK FINANCE, INC.

CIK 1364742

Shares

1.11M

Value

1.66M

Filed

Jun 30, 2024

16

BLACKROCK, INC.

CIK 2012383

Shares

1.11M

Value

1.99M

Filed

Jun 30, 2026

17

JANE STREET GROUP, LLC

CIK 1595888

Shares

1.03M

Value

1.85M

Filed

Jun 30, 2026

18

FORMULA GROWTH LTD

CIK 1093219

Shares

875K

Value

1.57M

Filed

Jun 30, 2026

19

LIGHT STREET CAPITAL MANAGEMENT, LLC

CIK 1569049

Shares

842.68K

Value

6.87M

Filed

Mar 31, 2023

20

TOPLINE CAPITAL MANAGEMENT, LLC

CIK 1792549

Shares

776.80K

Value

2.01M

Filed

Jun 30, 2025

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