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Expensify (EXFY) Institutional Ownership

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-0.16 (-9.12%)
(As of 04:17 PM ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$16.29M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$13.84M
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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
2/15/2024Palogic Value Management L.P.800,000$1.98M0.9%+33.3%1.156%
2/14/2024Azora Capital LP24,583$61K0.0%N/A0.036%
2/14/2024CastleKnight Management LP131,200$324K0.0%+79.5%0.190%
2/13/2024Aristides Capital LLC54,104$134K0.0%N/A0.078%
2/9/2024Aigen Investment Management LP18,674$46K0.0%-54.8%0.027%
2/8/2024Ceera Investments LLC125,000$309K0.1%N/A0.181%
2/7/2024Wealthspire Advisors LLC47,055$116K0.0%N/A0.068%
2/2/2024Morling Financial Advisors LLC149,024$368K0.3%-11.1%0.215%
1/31/2024Federated Hermes Inc.161,146$398K0.0%+57,044.0%0.233%
1/30/2024SVB Wealth LLC3,359,037$8.30M0.2%+63.9%4.855%
1/30/2024Mackenzie Financial Corp30,461$75K0.0%N/A0.044%
1/12/2024FNY Investment Advisers LLC12,500$30K0.0%+212.5%0.018%
12/6/2023Citigroup Inc.49,589$161K0.0%+186.5%0.072%
11/21/2023Walleye Capital LLC714,537$2.32M0.0%+396.1%1.033%
11/14/2023Quadrature Capital Ltd10,742$35K0.0%N/A0.016%
11/14/2023Corton Capital Inc.11,257$37K0.0%N/A0.016%
11/13/2023Connor Clark & Lunn Investment Management Ltd.108,415$352K0.0%+287.1%0.157%
11/13/2023Algert Global LLC90,170$293K0.0%-59.0%0.130%
11/13/2023Dark Forest Capital Management LP48,044$156K0.0%N/A0.069%
11/13/2023Hsbc Holdings PLC55,876$184K0.0%+63.5%0.081%
11/13/2023Aigen Investment Management LP41,325$134K0.0%N/A0.060%
11/7/2023Quantbot Technologies LP47,396$154K0.0%+93.5%0.069%
11/7/2023Barclays PLC105,759$344K0.0%+433.4%0.155%
11/7/2023Jump Financial LLC54,700$178K0.0%N/A0.080%
10/24/2023Bank of New York Mellon Corp220,490$717K0.0%+15.2%0.322%
10/23/2023SVB Wealth LLC2,050,000$6.66M0.1%-18.0%2.996%
10/13/2023SG Americas Securities LLC15,673$51K0.0%N/A0.023%
9/21/2023Barclays PLC19,828$158K0.0%+112.9%0.029%
8/24/2023Alamar Capital Management LLC27,000$215K0.2%+28.6%0.039%
8/15/2023KADENSA CAPITAL Ltd549,664$4.39M0.8%+18.3%0.803%
8/14/2023Invenomic Capital Management LP1,363,964$10.88M0.6%-7.4%1.994%
8/14/2023Lombard Odier Asset Management USA Corp28,388$227K0.0%N/A0.041%
8/11/2023Formula Growth Ltd.200,000$1.60M0.5%+11.1%0.241%
8/10/2023Metropolitan Life Insurance Co NY3,096$25K0.0%N/A0.004%
8/7/2023Acadian Asset Management LLC100,245$799K0.0%+62.3%0.121%
8/7/2023Royce & Associates LP116,560$930K0.0%+23.2%0.141%
8/4/2023American International Group Inc.26,587$212K0.0%N/A0.032%
7/24/2023SVB Wealth LLC2,500,000$19.95M0.4%-25.6%3.019%
7/17/2023Harel Insurance Investments & Financial Services Ltd.6,476$51K0.0%N/A0.008%
7/11/2023Harbor Capital Advisors Inc.9,059$72K0.0%N/A0.011%
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6/1/2023Prelude Capital Management LLC22,470$183K0.0%N/A0.033%
5/31/2023Coastline Trust Co86,236$703K0.1%-42.8%0.126%
5/23/2023Royce & Associates LP94,600$771K0.0%N/A0.138%
5/16/2023Azora Capital LP19,356$158K0.0%N/A0.028%
5/15/2023KADENSA CAPITAL Ltd464,464$3.79M0.8%+77.9%0.678%
5/15/2023Optimus Prime Fund Management Co. Ltd.160,000$1.30M0.2%-31.9%0.234%
5/15/2023Formula Growth Ltd.180,000$1.47M0.5%N/A0.263%
5/12/2023Hall Kathryn A.1,977,136$16.11M4.7%-15.6%2.886%
5/11/2023Acadian Asset Management LLC61,760$503K0.0%N/A0.090%
5/10/2023Connor Clark & Lunn Investment Management Ltd.28,560$233K0.0%N/A0.042%
5/9/2023Y Intercept Hong Kong Ltd13,817$113K0.0%N/A0.020%
5/8/2023Federated Hermes Inc.40,000$326K0.0%+33.3%0.058%
5/4/2023Royce & Associates LP94,600$771K0.0%N/A0.139%
5/3/2023Jump Financial LLC32,200$262K0.0%-5.6%0.047%
4/21/2023Cornerstone Investment Partners LLC19,516$159K0.0%N/A0.029%
4/18/2023Stanley Laman Group Ltd.75,692$617K0.1%-25.2%0.111%
4/17/2023Parsons Capital Management Inc. RI10,958$89K0.0%-60.0%0.016%
2/10/2023HRT Financial LP41,545$366K0.0%N/A0.061%
2/10/2023SVB Wealth LLC3,360,230$29.67M0.4%N/A4.923%
2/9/2023Landscape Capital Management L.L.C.12,039$106K0.0%N/A0.018%
2/9/2023Coastline Trust Co150,678$1.33M0.2%+57.1%0.221%
2/3/2023Morling Financial Advisors LLC167,652$1.48M1.9%N/A0.246%
1/19/2023Stanley Laman Group Ltd.101,135$893K0.2%-13.6%0.148%
11/15/2022Pier Capital LLC444,170$6.61M1.1%+2.1%0.651%
11/15/2022Marshall Wace LLP754,584$11.23M0.0%+452.6%1.106%
11/14/2022Durable Capital Partners LP2,549,831$37.94M0.4%-3.9%3.736%
11/14/2022Light Street Capital Management LLC1,603,710$23.86M6.1%-17.9%2.350%
11/10/2022North Reef Capital Management LP336,591$5.01M1.2%N/A0.493%
11/10/2022ExodusPoint Capital Management LP18,281$272K0.0%N/A0.027%
11/9/2022Massachusetts Financial Services Co. MA1,155,490$17.19M0.0%+7.4%1.693%
11/8/2022Hamilton Lane Advisors LLC273,959$4.08M1.5%N/A0.401%
11/7/2022Sensible Financial Planning & Management LLC.13,698$204K0.1%N/A0.020%
11/7/2022Quantbot Technologies LP4,150$61K0.0%+137.6%0.006%
11/7/2022Jump Financial LLC49,600$738K0.0%N/A0.073%
11/4/2022Ieq Capital LLC465,802$6.93M0.2%-20.2%0.682%
11/3/2022Coastline Trust Co95,886$1.43M0.2%N/A0.140%
11/2/2022Victory Capital Management Inc.73,646$1.10M0.0%-1.2%0.108%
10/27/2022Baillie Gifford & Co.1,086,920$16.17M0.0%+0.1%1.593%
10/26/2022Allspring Global Investments Holdings LLC189,140$2.81M0.0%N/A0.277%
10/26/2022Parsons Capital Management Inc. RI27,396$408K0.0%N/A0.040%
10/24/2022Amica Retiree Medical Trust36,117$537K0.7%N/A0.053%
10/24/2022Amica Mutual Insurance Co.408,115$6.07M0.9%N/A0.598%
10/18/2022Stanley Laman Group Ltd.117,003$1.74M0.3%N/A0.171%
8/16/2022SVB Wealth LLC3,061,230$54.46M0.8%N/A4.499%
8/16/2022Woodline Partners LP133,802$2.38M0.0%+13.4%0.197%
8/15/2022Light Street Capital Management LLC1,952,461$34.73M2.8%-7.1%2.870%
8/15/2022Alpha Paradigm Partners LLC42,767$761K0.3%N/A0.063%
8/13/2022Massachusetts Financial Services Co. MA1,076,054$19.14M0.0%+12.2%1.582%
8/12/2022Security Benefit Life Insurance Co. KS355,853$6.33M0.4%N/A0.523%
8/9/2022Swiss National Bank32,100$571K0.0%N/A0.047%
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8/8/2022Baillie Gifford & Co.1,085,524$19.31M0.0%-0.1%1.595%
8/5/2022Roubaix Capital LLC121,294$2.16M1.9%N/A0.178%
7/29/2022Russell Investments Group Ltd.107,916$1.92M0.0%N/A0.159%
7/27/2022Ieq Capital LLC583,576$10.38M0.3%N/A0.858%
5/11/2022Massachusetts Financial Services Co. MA958,697$16.84M0.0%+107.1%1.409%
5/10/2022Pier Capital LLC434,230$7.63M1.0%N/A0.638%
5/5/2022Baillie Gifford & Co.1,086,875$19.09M0.0%+20.8%1.598%
5/4/2022Victory Capital Management Inc.74,546$1.12M0.0%+5.3%0.110%
2/19/2022Woodline Partners LP117,996$5.19M0.1%N/A0.175%
2/15/2022Light Street Capital Management LLC1,564,597$68.84M4.1%N/A2.317%
(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, 67 institutional investors and hedge funds held shares of Expensify. The most heavily invested institutionals were Durable Capital Partners LP ($37.94M), Light Street Capital Management LLC ($23.86M), Massachusetts Financial Services Co. MA ($17.19M), Baillie Gifford & Co. ($16.17M), Hall Kathryn A. ($16.11M), Marshall Wace LLP ($11.23M), and Invenomic Capital Management LP ($10.88M).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 61 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 ($7.73M), Massachusetts Financial Services Co. MA ($692.53K), Marshall Wace LLP ($618.02K), Ieq Capital LLC ($583.58K), Walleye Capital LLC ($570.50K), Pier Capital LLC ($443.49K), and Amica Mutual Insurance Co. ($408.12K).

How much institutional buying is happening at Expensify?

Institutional investors have bought a total of 15,517,189 shares in the last 24 months. This purchase volume represents approximately $181.06M in transactions.

Which Expensify major shareholders have been selling company stock?

Of the 16 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), Light Street Capital Management LLC ($499.05K), Hall Kathryn A. ($364.45K), Algert Global LLC ($129.62K), Ieq Capital LLC ($117.77K), Invenomic Capital Management LP ($108.44K), and Durable Capital Partners LP ($102.44K).

How much institutional selling is happening at Expensify?

Institutional investors have sold a total of 2,874,615 shares in the last 24 months. This volume of shares sold represents approximately $25.50M in transactions.


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This page (NASDAQ:EXFY) was last updated on 4/23/2024 by MarketBeat.com Staff

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