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Expensify (EXFY) Institutional Ownership

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$1.88 +0.08 (+4.17%)
As of 10:14 AM 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)
63
Total
Institutional Inflows
(last 12 months)
$30.10M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$15.42M
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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
8/12/2025XTX Topco Ltd60,472$157K0.0%N/A0.075%
8/12/2025American Century Companies Inc.121,441$315K0.0%+22.0%0.151%
8/12/2025Heron Bay Capital Management14,143$37K0.0%N/A0.018%
8/12/2025JPMorgan Chase & Co.274,085$710K0.0%-9.3%0.341%
8/12/2025Dynamic Technology Lab Private Ltd60,304$156K0.0%+28.5%0.075%
8/11/2025 Integrated Quantitative Investments LLC141,182$366K0.1%+215.1%0.176%
8/8/2025 Intech Investment Management LLC28,729$74K0.0%N/A0.036%
8/8/2025 Police & Firemen s Retirement System of New Jersey12,436$32K0.0%N/A0.015%
8/8/2025 Geode Capital Management LLC1,326,129$3.44M0.0%+134.2%1.650%
8/7/2025 ProShare Advisors LLC12,263$32K0.0%N/A0.015%
8/7/2025 Acadian Asset Management LLC2,071,772$5.36M0.0%+46.1%2.577%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.1,120,990$2.90M0.0%+21.0%1.395%
8/5/2025 Palogic Value Management L.P.501,420$1.30M0.5%+24.0%0.624%
7/14/2025 Kapitalo Investimentos Ltda11,496$30K0.0%N/A0.014%
6/27/2025Goldman Sachs Group Inc.484,058$1.47M0.0%-25.2%0.602%
5/21/2025 Acadian 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%
5/16/2025Goldman Sachs Group Inc.484,058$1.47M0.0%-25.2%0.602%
5/16/2025Dynamic Technology Lab Private Ltd46,916$142K0.0%N/A0.058%
5/16/2025Millennium Management LLC1,406,476$4.28M0.0%+103.2%1.750%
5/15/2025Cubist 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%
5/15/2025State of Wyoming127,093$386K0.1%+142.7%0.158%
5/15/2025Topline Capital Management LLC941,609$2.86M0.6%+2.2%1.172%
5/15/2025OMERS ADMINISTRATION Corp125,800$382K0.0%+4.7%0.157%
5/14/2025Hsbc Holdings PLC55,492$170K0.0%-12.4%0.069%
5/13/2025American Century Companies Inc.99,529$303K0.0%+45.9%0.124%
5/13/2025Informed Momentum Co LLC222,460$676K0.1%N/A0.277%
5/12/2025Virtu 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%
5/9/2025Charles 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%
5/2/2025Victory 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%
2/18/2025Alpine Global Management LLC11,820$40K0.0%N/A0.015%
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2/17/2025Squarepoint Ops LLC46,452$156K0.0%-28.2%0.060%
2/17/2025Two Sigma Advisers LP606,800$2.03M0.0%+25.9%0.786%
2/17/2025Two Sigma Investments LP779,341$2.61M0.0%+4.8%1.010%
2/17/2025State of Wyoming52,364$175K0.0%+13.3%0.068%
2/17/2025Point72 Asia Singapore Pte. Ltd.68,279$229K0.1%+80.1%0.088%
2/17/2025Man Group plc50,316$169K0.0%+68.6%0.065%
2/17/2025Occudo Quantitative Strategies LP45,497$152K0.0%-5.9%0.059%
2/17/2025OMERS ADMINISTRATION Corp120,100$402K0.0%N/A0.156%
2/17/2025Millennium Management LLC692,232$2.32M0.0%-52.1%0.897%
2/17/2025Jefferies Financial Group Inc.59,722$200K0.0%+33.3%0.077%
2/17/2025D. E. Shaw & Co. Inc.2,419,558$8.11M0.0%-11.2%3.136%
2/17/2025Cubist Systematic Strategies LLC32,449$109K0.0%-57.2%0.042%
2/17/2025CastleKnight Management LP665,337$2.23M0.1%+32.0%0.862%
2/17/2025Bridgeway Capital Management LLC189,300$634K0.0%+19.8%0.245%
2/17/2025Balyasny Asset Management L.P.54,367$182K0.0%N/A0.070%
2/17/2025Bank of America Corp DE215,251$721K0.0%+42.4%0.279%
2/17/2025BNP Paribas Financial Markets199,170$667K0.0%N/A0.258%
2/17/2025Ameriprise Financial Inc.2,218,204$7.43M0.0%+0.9%2.875%
2/17/2025683 Capital Management LLC220,758$740K0.0%N/A0.286%
2/14/2025Jane Street Group LLC196,069$657K0.0%+215.6%0.254%
2/14/2025Schonfeld Strategic Advisors LLC142,236$476K0.0%N/A0.184%
2/14/2025Northern Trust Corp107,305$359K0.0%+15.8%0.139%
2/14/2025Tudor Investment Corp ET AL289,717$971K0.0%+2,760.3%0.375%
2/14/2025Boothbay Fund Management LLC14,272$48K0.0%N/A0.018%
2/14/2025Susquehanna Fundamental Investments LLC19,879$67K0.0%N/A0.026%
2/14/2025Topline Capital Management LLC920,947$3.09M0.6%N/A1.194%
2/14/2025RBF Capital LLC408,341$1.37M0.1%-15.4%0.529%
2/14/2025Alpine Global Management LLC11,820$40K0.0%N/A0.015%
2/14/2025Tower Research Capital LLC TRC10,834$36K0.0%+1,194.4%0.014%
2/14/2025Dimensional Fund Advisors LP55,629$187K0.0%N/A0.072%
2/14/2025Formula Growth Ltd.950,000$3.18M1.1%+1.6%1.231%
2/13/2025Marshall Wace LLP1,439,877$4.82M0.0%+72.0%1.866%
2/13/2025Walleye Capital LLC247,531$829K0.0%-59.0%0.321%
2/13/2025XTX Topco Ltd45,026$151K0.0%-34.5%0.058%
2/13/2025Mariner LLC10,000$34K0.0%N/A0.013%
2/13/2025Barclays PLC127,834$428K0.0%+113.6%0.166%
2/13/2025Renaissance Technologies LLC965,200$3.23M0.0%-27.3%1.251%
2/13/2025 Integrated Quantitative Investments LLC44,600$149K0.1%N/A0.058%
2/12/2025ExodusPoint Capital Management LP27,099$91K0.0%N/A0.035%
2/12/2025 Geode Capital Management LLC544,680$1.83M0.0%+5.8%0.706%
2/12/2025Arrowstreet Capital Limited Partnership757,001$2.54M0.0%+33.6%0.981%
2/12/2025JPMorgan Chase & Co.215,933$723K0.0%+35.0%0.280%
2/12/2025WINTON GROUP Ltd58,177$195K0.0%N/A0.075%
2/11/2025Hillsdale Investment Management Inc.87,397$293K0.0%N/A0.113%
2/11/2025American Century Companies Inc.68,228$229K0.0%+67.7%0.088%
2/11/2025Quantbot 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%
2/6/2025Charles Schwab Investment Management Inc.316,976$1.06M0.0%+2.9%0.411%
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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%
12/26/2024JPMorgan 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%
11/15/2024XTX Topco Ltd68,789$135K0.0%+29.6%0.089%
11/15/2024Jane Street Group LLC62,126$122K0.0%-64.3%0.081%
(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, 93 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), Acadian Asset Management LLC ($5.36M), and Marshall Wace LLP ($4.82M).Learn more on Expensify's institutional investors.

What percentage of Expensify's stock is owned by institutional investors?

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

Which institutional investors have been buying Expensify's stock?

Of the 81 institutional investors that purchased Expensify's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Acadian Asset Management LLC ($1.34M), SVB Wealth LLC ($1.31M), Connor Clark & Lunn Investment Management Ltd. ($1.16M), Topline Capital Management LLC ($941.61K), Geode Capital Management LLC ($842.10K), Walleye Capital LLC ($749.41K), and Millennium Management LLC ($714.24K).

How much institutional buying is happening at Expensify?

Institutional investors have bought a total of 9,970,159 shares in the last 24 months. This purchase volume represents approximately $30.10M in transactions.

Which of Expensify's major shareholders have been selling company stock?

Of the 22 institutional investors that sold Expensify's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($1.01M), Palogic Value Management L.P. ($794.71K), Jacobs Levy Equity Management Inc. ($771.73K), Millennium Management LLC ($752.63K), Renaissance Technologies LLC ($363.04K), Walleye Capital LLC ($355.98K), and Goldman Sachs Group Inc. ($325.86K).

How much institutional selling is happening at Expensify?

Institutional investors have sold a total of 5,147,140 shares in the last 24 months. This volume of shares sold represents approximately $15.42M in transactions.


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This page (NASDAQ:EXFY) was last updated on 8/13/2025 by MarketBeat.com Staff
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