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Expensify (EXFY) Institutional Ownership

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$2.32 -0.14 (-5.69%)
Closing price 05/21/2025 04:00 PM Eastern
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$2.33 +0.01 (+0.22%)
As of 05/21/2025 07:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Expensify (NASDAQ:EXFY)

Current
Institutional Ownership
Percentage
68.42%
Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$25.02M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$15.25M
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EXFY Institutional Buying and Selling by Quarter

Expensify Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Acadian Asset Management LLC1,418,512$4.31M0.0%+64.8%1.765%
5/19/2025 Palogic Value Management L.P.404,485$1.23M0.5%-26.6%0.503%
5/16/2025 Goldman Sachs Group Inc.484,058$1.47M0.0%-25.2%0.602%
5/16/2025 Dynamic Technology Lab Private Ltd46,916$142K0.0%N/A0.058%
5/16/2025 Millennium Management LLC1,406,476$4.28M0.0%+103.2%1.750%
5/15/2025 Cubist Systematic Strategies LLC117,397$357K0.0%+261.8%0.146%
5/15/2025 Palogic Value Management L.P.724,485$2.20M0.9%+31.5%0.901%
5/15/2025 State of Wyoming127,093$386K0.1%+142.7%0.158%
5/15/2025 Topline Capital Management LLC941,609$2.86M0.6%+2.2%1.172%
5/15/2025 OMERS ADMINISTRATION Corp125,800$382K0.0%+4.7%0.157%
5/14/2025 Hsbc Holdings PLC55,492$170K0.0%-12.4%0.069%
5/13/2025 American Century Companies Inc.99,529$303K0.0%+45.9%0.124%
5/13/2025 Informed Momentum Co LLC222,460$676K0.1%N/A0.277%
5/12/2025 Virtu Financial LLC13,413$41K0.0%N/A0.017%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.926,669$2.82M0.0%+53.4%1.153%
5/9/2025 Charles Schwab Investment Management Inc.308,738$939K0.0%-2.6%0.384%
5/9/2025 R Squared Ltd18,790$57K0.1%+38.2%0.023%
5/8/2025Jefferies Financial Group Inc.50,485$153K0.0%-15.5%0.063%
5/8/2025 GSA Capital Partners LLP378,217$1.15M0.1%-3.1%0.471%
5/2/2025 Victory Capital Management Inc.29,580$90K0.0%N/A0.037%
4/28/2025 Vontobel Holding Ltd.52,174$159K0.0%N/A0.066%
4/17/2025 Exchange Traded Concepts LLC303,837$924K0.0%+47.3%0.382%
3/12/2025 Palogic Value Management L.P.550,806$1.85M0.0%-37.1%0.693%
2/27/2025Jefferies Financial Group Inc.59,722$200K0.0%+33.3%0.077%
2/18/2025 Alpine Global Management LLC11,820$40K0.0%N/A0.015%
2/17/2025 Squarepoint Ops LLC46,452$156K0.0%-28.2%0.060%
2/17/2025 Two Sigma Advisers LP606,800$2.03M0.0%+25.9%0.786%
2/17/2025 Two Sigma Investments LP779,341$2.61M0.0%+4.8%1.010%
2/17/2025 State of Wyoming52,364$175K0.0%+13.3%0.068%
2/17/2025 Point72 Asia Singapore Pte. Ltd.68,279$229K0.1%+80.1%0.088%
2/17/2025 Man Group plc50,316$169K0.0%+68.6%0.065%
2/17/2025 Occudo Quantitative Strategies LP45,497$152K0.0%-5.9%0.059%
2/17/2025 OMERS ADMINISTRATION Corp120,100$402K0.0%N/A0.156%
2/17/2025 Millennium Management LLC692,232$2.32M0.0%-52.1%0.897%
2/17/2025Jefferies Financial Group Inc.59,722$200K0.0%+33.3%0.077%
2/17/2025 D. E. Shaw & Co. Inc.2,419,558$8.11M0.0%-11.2%3.136%
2/17/2025 Cubist Systematic Strategies LLC32,449$109K0.0%-57.2%0.042%
2/17/2025 CastleKnight Management LP665,337$2.23M0.1%+32.0%0.862%
2/17/2025 Bridgeway Capital Management LLC189,300$634K0.0%+19.8%0.245%
2/17/2025 Balyasny Asset Management L.P.54,367$182K0.0%N/A0.070%
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2/17/2025 Bank of America Corp DE215,251$721K0.0%+42.4%0.279%
2/17/2025 BNP Paribas Financial Markets199,170$667K0.0%N/A0.258%
2/17/2025 Ameriprise Financial Inc.2,218,204$7.43M0.0%+0.9%2.875%
2/17/2025 683 Capital Management LLC220,758$740K0.0%N/A0.286%
2/14/2025 Jane Street Group LLC196,069$657K0.0%+215.6%0.254%
2/14/2025 Schonfeld Strategic Advisors LLC142,236$476K0.0%N/A0.184%
2/14/2025 Northern Trust Corp107,305$359K0.0%+15.8%0.139%
2/14/2025 Tudor Investment Corp ET AL289,717$971K0.0%+2,760.3%0.375%
2/14/2025 Boothbay Fund Management LLC14,272$48K0.0%N/A0.018%
2/14/2025 Susquehanna Fundamental Investments LLC19,879$67K0.0%N/A0.026%
2/14/2025 Topline Capital Management LLC920,947$3.09M0.6%N/A1.194%
2/14/2025 RBF Capital LLC408,341$1.37M0.1%-15.4%0.529%
2/14/2025 Alpine Global Management LLC11,820$40K0.0%N/A0.015%
2/14/2025 Tower Research Capital LLC TRC10,834$36K0.0%+1,194.4%0.014%
2/14/2025 Dimensional Fund Advisors LP55,629$187K0.0%N/A0.072%
2/14/2025 Formula Growth Ltd.950,000$3.18M1.1%+1.6%1.231%
2/13/2025 Marshall Wace LLP1,439,877$4.82M0.0%+72.0%1.866%
2/13/2025 Walleye Capital LLC247,531$829K0.0%-59.0%0.321%
2/13/2025 XTX Topco Ltd45,026$151K0.0%-34.5%0.058%
2/13/2025 Mariner LLC10,000$34K0.0%N/A0.013%
2/13/2025 Barclays PLC127,834$428K0.0%+113.6%0.166%
2/13/2025 Renaissance Technologies LLC965,200$3.23M0.0%-27.3%1.251%
2/13/2025 Integrated Quantitative Investments LLC44,600$149K0.1%N/A0.058%
2/12/2025 ExodusPoint Capital Management LP27,099$91K0.0%N/A0.035%
2/12/2025 Geode Capital Management LLC544,680$1.83M0.0%+5.8%0.706%
2/12/2025 Arrowstreet Capital Limited Partnership757,001$2.54M0.0%+33.6%0.981%
2/12/2025 JPMorgan Chase & Co.215,933$723K0.0%+35.0%0.280%
2/12/2025 WINTON GROUP Ltd58,177$195K0.0%N/A0.075%
2/11/2025 Hillsdale Investment Management Inc.87,397$293K0.0%N/A0.113%
2/11/2025 American Century Companies Inc.68,228$229K0.0%+67.7%0.088%
2/11/2025 Quantbot Technologies LP20,300$68K0.0%N/A0.026%
2/11/2025 Palogic Value Management L.P.550,806$1.85M0.7%-37.1%0.714%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.604,088$2.02M0.0%+814.0%0.783%
2/7/2025 Ceera Investments LLC439,330$1.47M0.5%+1.0%0.569%
2/6/2025 Charles Schwab Investment Management Inc.316,976$1.06M0.0%+2.9%0.411%
2/5/2025 Bailard Inc.43,621$146K0.0%N/A0.057%
2/4/2025 Bank of New York Mellon Corp51,988$174K0.0%N/A0.067%
1/31/2025 Baillie Gifford & Co.74,307$249K0.0%-92.0%0.096%
1/23/2025 R Squared Ltd13,600$46K0.0%N/A0.018%
1/21/2025 Exchange Traded Concepts LLC206,307$691K0.0%N/A0.267%
1/17/2025 SG Americas Securities LLC11,687$39K0.0%N/A0.015%
12/26/2024 JPMorgan Chase & Co.160,002$314K0.0%+33.5%0.207%
11/16/2024 Geode Capital Management LLC514,948$1.01M0.0%+11.3%0.667%
11/15/2024 XTX Topco Ltd68,789$135K0.0%+29.6%0.089%
11/15/2024 Jane Street Group LLC62,126$122K0.0%-64.3%0.081%
11/15/2024 Quadrature Capital Ltd53,236$105K0.0%-48.6%0.069%
11/15/2024 RBF Capital LLC482,754$946K0.0%+10.9%0.626%
11/15/2024 Jacobs Levy Equity Management Inc.76,945$151K0.0%-90.9%0.100%
11/15/2024 Point72 Asia Singapore Pte. Ltd.37,906$74K0.0%-34.0%0.049%
11/14/2024 Walleye Capital LLC603,506$1.18M0.0%+42.1%0.782%
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11/13/2024 Dynamic Technology Lab Private Ltd44,880$88K0.0%+100.6%0.058%
11/12/2024 Charles Schwab Investment Management Inc.308,065$604K0.0%+25.7%0.401%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.66,095$130K0.0%+76.9%0.086%
11/5/2024 Baillie Gifford & Co.930,285$1.82M0.0%-14.4%1.211%
11/5/2024 GSA Capital Partners LLP93,442$183K0.0%N/A0.122%
9/16/2024 Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050%
9/16/2024 Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066%
8/15/2024 AQR Capital Management LLC1,045,351$1.56M0.0%-2.9%1.209%
8/15/2024 Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066%
8/14/2024 Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050%
(Data available from 1/1/2016 forward)

EXFY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXFY shares?

During the previous two years, 95 institutional investors and hedge funds held shares of Expensify. The most heavily invested institutionals were Invenomic Capital Management LP ($10.88M), SVB Wealth LLC ($8.30M), D. E. Shaw & Co. Inc. ($8.11M), Ameriprise Financial Inc. ($7.43M), Vanguard Group Inc. ($6.16M), Marshall Wace LLP ($4.82M), and KADENSA CAPITAL Ltd ($4.39M).Learn more on EXFY's institutional investors.

What percentage of Expensify stock is owned by institutional investors?

68.42% of Expensify stock is owned by institutional investors. Learn more on EXFY's institutional investor holdings.

Which institutional investors have been buying Expensify stock?

Of the 82 institutional investors that purchased Expensify stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SVB Wealth LLC ($1.31M), Connor Clark & Lunn Investment Management Ltd. ($969.72K), Topline Capital Management LLC ($941.61K), Walleye Capital LLC ($749.41K), Acadian Asset Management LLC ($725.71K), Millennium Management LLC ($714.24K), and Marshall Wace LLP ($638.46K).

How much institutional buying is happening at Expensify?

Institutional investors have bought a total of 12,070,348 shares in the last 24 months. This purchase volume represents approximately $37.50M in transactions.

Which Expensify major shareholders have been selling company stock?

Of the 28 institutional investors that sold Expensify stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SVB Wealth LLC ($1.31M), Baillie Gifford & Co. ($1.02M), Jacobs Levy Equity Management Inc. ($860.12K), Palogic Value Management L.P. ($794.71K), Millennium Management LLC ($752.63K), Renaissance Technologies LLC ($526.84K), and Walleye Capital LLC ($355.98K).

How much institutional selling is happening at Expensify?

Institutional investors have sold a total of 6,977,510 shares in the last 24 months. This volume of shares sold represents approximately $25.67M in transactions.


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This page (NASDAQ:EXFY) was last updated on 5/22/2025 by MarketBeat.com Staff
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