13F

Stock

Expensify, Inc.

EXFY · held by 104 managers

Reported value

$24.5M

Holders

104

+18 new · −26 exited

Holders’ est. mark

−$11.4M

Price effect on 82 books still in the name

Largest holder

$3.47M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.3.99M$3.47M−$2.56MCut−$2.67M
Palogic Value Management, L.P.2.52M$2.19M−$898.1KAdded$75.8K
Verition Fund Management LLC2.35M$2.04MNew
VANGUARD CAPITAL MANAGEMENT LLC2.31M$2.01MHeld
VANGUARD PORTFOLIO MANAGEMENT LLC1.97M$1.72MHeld
CastleKnight Management LP1.73M$1.5M−$1.11MCut−$1.11M
GEODE CAPITAL MANAGEMENT, LLC1.37M$1.19M−$877KCut−$924K
D. E. Shaw & Co., Inc.1.32M$1.15M−$843.7KCut−$890K
MARSHALL WACE, LLP914.3K$795.4K−$585.2KCut−$1.37M
FORMULA GROWTH LTD890K$774.2K−$569.7KCut−$584.8K
Icahn Capital826.2K$718.7K−$102.9KAdded$475.9K
Renaissance Technologies725K$630.7K−$435KCut−$395.5K
State Street723.6K$629.5K−$456.8KCut−$448K
IEQ CAPITAL, LLC548K$476.7K−$309.1KCut−$252.3K
Connor, Clark & Lunn Investment Management Ltd.504.8K$439.1K−$323.1KCut−$1.04M
Pale Fire Capital SE481.1K$418.5KNew
NORTHERN TRUST CORP418.3K$363.9K−$267.6KCut−$267.5K
VANGUARD FIDUCIARY TRUST CO390K$339.3KHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC380.4K$330.9K−$243.5KCut−$346.1K
MACKENZIE FINANCIAL CORP380.2K$330.7K−$100.5KAdded$90.8K
TWO SIGMA INVESTMENTS, LP364.2K$316.8K−$233.1KCut−$243K
GOLDMAN SACHS GROUP INC294.8K$256.4K−$188.2KCut−$187.6K
MORGAN STANLEY272.8K$237.4K−$174.7KCut−$564.9K
Wealthspire Advisors, LLC238.5K$207.5K−$68KAdded$47.1K
Bank of New York Mellon Corp231.6K$201.5K−$148.2KCut−$151.3K
DEUTSCHE BANK AG\129.4K$112.6K−$30.3KAdded$41K
Qube Research & Technologies Ltd121.8K$105.9K−$78KCut−$292.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP97.5K$84.9K−$62.4KCut−$78.4K
BRIDGEWAY CAPITAL MANAGEMENT, LLC94.3K$82K−$60.4KCut−$135.9K
HSBC HOLDINGS PLC84.3K$75.2K−$51.7KCut−$51.7K
UBS Group AG79.7K$69.4K−$51KCut−$69.7K
DIMENSIONAL FUND ADVISORS LP78.2K$67.7K−$50.3KCut−$154.4K
Nuveen, LLC77.7K$67.6K−$49.7KCut−$49.7K
Williams & Novak, LLC64.3K$56K−$22.3KAdded$3.24K
Creative Planning63.1K$54.9KNew
COLDSTREAM CAPITAL MANAGEMENT INC62.2K$54.1K−$35.7KCut−$30.1K
BARCLAYS PLC52.2K$45.4K−$33.4KCut−$158K
Balyasny Asset Management L.P.50K$43.5K−$20.2KCut−$4.26K
BANK OF AMERICA CORP /DE/48.7K$42.3K−$31.2KCut−$100.8K
JACOBS LEVY EQUITY MANAGEMENT, INC47.8K$41.6K−$10KAdded$18K
Invesco Ltd.43.6K$37.9K−$20.5KCut−$10.4K
RHUMBLINE ADVISERS43K$37.4K−$27.4KCut−$27.2K
CWM, LLC41.1K$35.8K$8.66KAdded$35.7K
NEW YORK STATE COMMON RETIREMENT FUND40.5K$35.2K−$25.9KCut−$25.9K
NINE MASTS CAPITAL Ltd37.6K$32.7KNew
Mariner, LLC33.5K$29.1K−$9.92KAdded$5.73K
Fidelity33.2K$28.9K−$13KCut−$1.81K
Cerity Partners LLC32.6K$28.4KNew
PRENTISS SMITH & CO INC32.5K$28.3K−$20.8KCut−$20.8K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29.2K$25.4K−$18.3KCut−$17.7K
JPMORGAN CHASE & CO25.5K$21K−$17.5KCut−$68.6K
WELLS FARGO & COMPANY/MN23.5K$20.4K−$15KCut−$85.3K
SIMPLEX TRADING, LLC22.1K$19.3K−$8.47KCut−$734
Vanguard Personalized Indexing Management, LLC20.5K$17.8K−$9.97KCut−$5.68K
Sand Hill Global Advisors, LLC20.3K$17.7K−$13KCut−$13K
LAVELLE CAPITAL LP20K$17.4K−$12.8KCut−$12.8K
Tower Research Capital LLC (TRC)19.4K$16.9K−$4.37KAdded$6.57K
TWO SIGMA SECURITIES, LLC19K$16.5KNew
SEI INVESTMENTS CO18.6K$16.2KNew
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC17.3K$15.6KNew
ALLIANCEBERNSTEIN L.P.10.2K$15.4K$0Held
Vanguard Global Advisers, LLC17K$14.8KHeld
FRANKLIN RESOURCES INC16.9K$14.7K−$10.8KCut−$11.4K
AMERIPRISE FINANCIAL INC16.7K$14.6K−$10.7KCut−$2.79M
Graham Capital Management, L.P.16K$13.9K−$9.71KCut−$9.02K
INTECH INVESTMENT MANAGEMENT LLC15.8K$13.8K−$10.1KCut−$27.1K
MERCER GLOBAL ADVISORS INC /ADV14.9K$12.9KNew
BNP PARIBAS FINANCIAL MARKETS12.9K$11.2K−$8.25KCut−$18.6K
Police & Firemen's Retirement System of New Jersey12.4K$10.8K−$7.96KCut−$7.96K
Merit Financial Group, LLC12.2K$10.6KNew
Sassicaia Capital Advisers LLC10.8K$9.39KNew
Mutual Advisors, LLC10K$8.7K−$6.4KCut−$6.4K
Transamerica Financial Advisors, LLC9.36K$8.14KNew
OSAIC HOLDINGS, INC.8.42K$7.32K−$5.39KCut−$7.16K
GROUP ONE TRADING LLC8.02K$6.97K−$5.13KCut−$12.5K
ROYAL BANK OF CANADA6.59K$6K−$1.25KAdded$3K
Ameritas Investment Partners, Inc.6.11K$5.31K−$3.91KCut−$3.91K
Russell Investments Group, Ltd.5.95K$5.17K−$3.81KCut−$8.35K
Legal & General Group Plc5.42K$4.72K−$3.47KCut−$4.46K
Essential Partners LLC4.63K$4.02K−$564Added$2.69K
CITIGROUP INC2.97K$2.58K−$1.9KCut−$84.8K
JONES FINANCIAL COMPANIES LLLP2.39K$1.94K−$1.4KCut−$1.08K
ACADIAN ASSET MANAGEMENT LLC2.21M$1.92K−$1.39KCut−$1.36K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.92K$1.67KNew
EverSource Wealth Advisors, LLC1.9K$1.65K−$329Added$878
PNC Financial Services Group, Inc.1.34K$1.17K−$129Added$865
Sterling Capital Management LLC1.13K$980−$720Cut−$2.22K
SBI Securities Co., Ltd.761$662−$425Cut−$341
Purpose Unlimited Inc.650$567−$408Cut−$408
Allworth Financial LP459$400−$105Added$153
IFP Advisors, Inc282$245−$46Added$136
ROTHSCHILD INVESTMENT LLC253$220−$38Added$131
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO230$200New
Arax Advisory Partners167$145New
MAI Capital Management159$139−$101Cut−$616
Wealth Preservation Advisors, LLC139$121New
Sunbelt Securities, Inc.109$95−$45Cut−$12
Advisory Services Network, LLC81$70New
True Wealth Design, LLC34$30−$21Cut−$353
PRICE T ROWE ASSOCIATES INC /MD/30.1K$27−$19Cut−$19
GSA CAPITAL PARTNERS LLP29.1K$25−$15Cut−$9
Smartleaf Asset Management LLC25$21New
SJS Investment Consulting Inc.22$20−$2Added$15
State of Alaska, Department of Revenue8.63K$7−$6Cut−$6

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.