🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Expensify, Inc.

EXFY Technology
$1.86 +$0.08 (4.49%)
Market Cap: $171.85 M
Gurus Holding
4
Popularity Rank
#2176
% of Shares Held
3.14%
Net Activity (Q2 2026)
+$2.34 M

Guru Ownership Trend

Guru Analysis for Expensify, Inc. (EXFY)

Expensify, Inc. (EXFY), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.4 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $2.34 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 152.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.34 M
Total Buy Value
New Buys 1
Additions 2
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
0
Net Buyers
3

FAQs for Expensify, Inc. (EXFY)

Major holders include Cliff Asness ($3.73 M), Renaissance Technologies (RenTech) ($1.72 M), Jefferies Group ($63,450). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.9 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.34 M, with 3 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in EXFY during the most recent reporting period.

Yes, 1 managers opened new positions in EXFY, and 2 increased their existing holdings. The total reported buy value was $2.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 152.5% 2,085,857 $3.73 M Q2 2026
0.00% Add 2.3% 763,900 $1.72 M Q3 2026
0.00% New Buy 28,200 $63,450 Q3 2026
0.00% New Buy 26,675 $47,748 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form