EXFY
Expensify, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $2.10 | $1.18 | -44% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $2.28 | $1.18 | -48% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $2.28 | $1.18 | -48% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $2.28 | $1.18 | -48% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q2 2026 | → $1.14 | -50% |
| Millennium Management | Q3 2024 | Q3 2025 | → $1.80 | -21% |
| Tiger Global | Q1 2022 | Q2 2022 | → $20 | -24% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Expensify, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001892682-26-000014Jun 2, 2026
- Form 40002104456-26-000012May 28, 2026
- Form 40001892682-26-000012May 11, 2026
- Form 40001891182-26-000004May 11, 2026
- Form 40002104456-26-000010Apr 30, 2026
- Form 40000929638-26-001055Mar 18, 2026
- Form 40001892682-26-000007Mar 3, 2026
- Form 40001891182-26-000002Feb 18, 2026
- Form 40001892682-26-000005Feb 4, 2026
- Form 40002104456-26-000007Jan 12, 2026
- Form 40001891862-26-000002Jan 5, 2026
- Form 40001892682-26-000002Jan 5, 2026
- Form 40001891077-26-000002Jan 5, 2026
- Form 40001891197-26-000002Jan 5, 2026
- Form 40001891061-26-000002Jan 5, 2026
Fundamentals
XBRL · Expensify, Inc.Annual figures sourced directly from Expensify, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Expensify, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 29, 2026
- 8-KMaterial eventMay 27, 2026
- 8-KMaterial eventMay 13, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 8-KMaterial eventApr 21, 2026
- DEF 14AProxy statementApr 10, 2026
- 10-KAnnual reportFeb 26, 2026
- 8-KMaterial eventFeb 26, 2026
- 8-KMaterial eventDec 30, 2025
- 8-KMaterial eventNov 6, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventOct 15, 2025
- 10-QQuarterly reportAug 7, 2025
- 8-KMaterial eventAug 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q4 2025 | open | $1.52 | $1.15 | -24% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $2.28 | $1.14 | -50% |
| Two Sigma Investments | Q3 2024 | open | $2.28 | $1.15 | -50% |
| D.E. Shaw | Q3 2024 | open | $2.28 | $1.15 | -50% |
| AQR Capital Management | Q3 2024 | Q2 2025 | $2.28 | $2.39 | +5% |
| Millennium Management | Q3 2024 | Q3 2025 | $2.28 | $1.80 | -21% |
| Renaissance Technologies | Q3 2024 | open | $2.10 | $1.15 | -45% |
| Tiger Global | Q1 2022 | Q2 2022 | $26 | $20 | -24% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.