13F

Stock

Expensify, Inc.

EXFY · held by 109 managers

Reported value

$41.5M

Holders

109

+0 new · −0 exited

Holders’ est. mark

−$255.9K

Price effect on 6 books still in the name

Largest holder

$7.06M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard4.68M$7.06MHeld
BlackRock, Inc.4.07M$6.15MHeld
AMERIPRISE FINANCIAL INC1.85M$2.8MHeld
CastleKnight Management LP1.73M$2.61MHeld
MARSHALL WACE, LLP1.44M$2.17MHeld
Palogic Value Management, L.P.1.4M$2.12MHeld
GEODE CAPITAL MANAGEMENT, LLC1.4M$2.12MHeld
D. E. Shaw & Co., Inc.1.35M$2.04MHeld
Connor, Clark & Lunn Investment Management Ltd.980.2K$1.48MHeld
FORMULA GROWTH LTD900K$1.36MHeld
State Street713.6K$1.08MHeld
Renaissance Technologies679.6K$1.03MHeld
MORGAN STANLEY531.3K$802.2K−$180.6KCut−$421.2K
IEQ CAPITAL, LLC482.8K$729.1KHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC448.3K$677KHeld
NORTHERN TRUST CORP418.1K$631.3KHeld
TWO SIGMA INVESTMENTS, LP370.7K$559.8KHeld
GOLDMAN SACHS GROUP INC294K$444KHeld
TWO SIGMA ADVISERS, LP264.4K$399.2KHeld
Qube Research & Technologies Ltd264.1K$398.7KHeld
Bank of New York Mellon Corp233.6K$352.7KHeld
XTX Topco Ltd191.4K$289KHeld
EXCHANGE TRADED CONCEPTS, LLC173.7K$262.3KHeld
Icahn Capital160.8K$242.8KHeld
MACKENZIE FINANCIAL CORP160.2K$239.9KHeld
DIMENSIONAL FUND ADVISORS LP147.1K$222KHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC144.3K$217.9KHeld
BARCLAYS PLC134.7K$203.4K−$42.7KCut−$29K
AMERICAN CENTURY COMPANIES INC121.4K$183.4KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP108.1K$163.3KHeld
Wealthspire Advisors, LLC106.2K$160.4KHeld
BANK OF AMERICA CORP /DE/94.8K$143.1K−$32.2KCut−$52.8K
UBS Group AG92.1K$139.1KHeld
HSBC HOLDINGS PLC84.3K$126.9KHeld
Nuveen, LLC77.7K$117.3KHeld
WELLS FARGO & COMPANY/MN70K$105.8KHeld
JPMORGAN CHASE & CO59.4K$89.6KHeld
CITIGROUP INC57.8K$87.3KHeld
COLDSTREAM CAPITAL MANAGEMENT INC55.8K$84.2KHeld
Vontobel Holding Ltd.54.1K$81.7KHeld
Citadel48.2K$72.8KHeld
DEUTSCHE BANK AG\47.4K$71.5KHeld
RHUMBLINE ADVISERS42.8K$64.6KHeld
Dynamic Technology Lab Private Ltd42.3K$64KHeld
NEW YORK STATE COMMON RETIREMENT FUND40.5K$61.2KHeld
PRELUDE CAPITAL MANAGEMENT, LLC36.4K$55KHeld
Williams & Novak, LLC34.9K$52.8KHeld
Pitcairn Wealth Advisors LLC33K$49.8KHeld
PRENTISS SMITH & CO INC32.5K$49.1KHeld
Invesco Ltd.32K$48.4KHeld
Balyasny Asset Management L.P.31.6K$47.7KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28.5K$43.1KHeld
HighTower Advisors, LLC27.4K$41.4KHeld
INTECH INVESTMENT MANAGEMENT LLC27K$40.8KHeld
ROYCE & ASSOCIATES LP25.5K$38.5KHeld
Quadrature Capital Ltd22.1K$33.4KHeld
GLOBEFLEX CAPITAL L P21.8K$32.9KHeld
Fidelity20.3K$30.7KHeld
Sand Hill Global Advisors, LLC20.3K$30.7KHeld
LAVELLE CAPITAL LP20K$30.2KHeld
BNP PARIBAS FINANCIAL MARKETS19.7K$29.8KHeld
JANE STREET GROUP, LLC18.8K$28.4KHeld
FRANKLIN RESOURCES INC17.3K$26.1KHeld
Abel Hall, LLC16.2K$24.5KHeld
JACOBS LEVY EQUITY MANAGEMENT, INC15.6K$23.6KHeld
Vanguard Personalized Indexing Management, LLC15.6K$23.5KHeld
Mariner, LLC15.5K$23.4KHeld
Graham Capital Management, L.P.15.2K$22.9KHeld
SIMPLEX TRADING, LLC13.2K$20KHeld
GROUP ONE TRADING LLC12.9K$19.5KHeld
VOYA INVESTMENT MANAGEMENT LLC12.5K$18.9KHeld
Police & Firemen's Retirement System of New Jersey12.4K$18.8KHeld
ProShare Advisors LLC10.9K$16.5KHeld
ALLIANCEBERNSTEIN L.P.10.2K$15.4KHeld
Mutual Advisors, LLC10K$15.1KHeld
OSAIC HOLDINGS, INC.9.59K$14.5KHeld
Russell Investments Group, Ltd.8.95K$13.5KHeld
Tower Research Capital LLC (TRC)6.83K$10.3KHeld
Ameritas Investment Partners, Inc.6.11K$9.22KHeld
Legal & General Group Plc6.08K$9.18KHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3.68K$5.55KHeld
ACADIAN ASSET MANAGEMENT LLC2.17M$3.27KHeld
Sterling Capital Management LLC2.12K$3.2KHeld
JONES FINANCIAL COMPANIES LLLP2K$3.02KHeld
ROYAL BANK OF CANADA1.93K$3KHeld
Essential Partners LLC880$1.33K−$240Added$23
SBI Securities Co., Ltd.664$1KHeld
Purpose Unlimited Inc.650$975Held
EverSource Wealth Advisors, LLC513$775Held
MAI Capital Management500$755Held
True Wealth Design, LLC253$383Held
PNC Financial Services Group, Inc.201$304Held
Allworth Financial LP163$247−$32Added$76
Parallel Advisors, LLC100$151Held
IFP Advisors, Inc72$109−$24Cut−$577
Sunbelt Securities, Inc.71$107Held
ROTHSCHILD INVESTMENT LLC59$89Held
NISA INVESTMENT ADVISORS, LLC50$76Held
HRT FINANCIAL LP45.1K$68Held
PRICE T ROWE ASSOCIATES INC /MD/30.1K$46Held
GSA CAPITAL PARTNERS LLP22.6K$34Held
SG Americas Securities, LLC17.8K$27Held
Rockefeller Capital Management L.P.10$15Held
CWM, LLC9.97K$15Held
State of Alaska, Department of Revenue8.63K$13Held
SJS Investment Consulting Inc.3$5Held
Clearstead Advisors, LLC2$4Held
AMALGAMATED BANK1.88K$3Held
Covestor Ltd1.57K$2Held

Positions as of Q4 2025. 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.