Go Pro
→ MILLIONAIRE MASTERCLASS INVITE: Altucher (From Paradigm Press) (Ad)tc pixel Free EXFY Stock Alerts

Expensify (EXFY) Institutional Ownership

Expensify logo
$2.24 +0.09 (+4.19%)
Closing price 09/29/2026 04:00 PM Eastern
Extended Trading
$2.26 +0.01 (+0.67%)
As of 07:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Expensify (NASDAQ:EXFY)

Current
Institutional Ownership
Percentage
68.42%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$2.70M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$4.41M
Get EXFY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Expensify stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EXFY Institutional Buying and Selling by Quarter

Expensify Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026Pale Fire Capital SE134,409$241K0.0%-72.1%0.170%
8/6/2026Bank of New York Mellon Corp110,473$198K0.0%N/A0.131%
7/8/2026Williams & Novak LLC53,630$96K0.1%-16.5%0.064%
5/19/2026Bank of America Corp DE48,679$42K0.0%-48.6%0.058%
5/14/2026Renaissance Technologies LLC725,000$631K0.0%+6.7%0.860%
5/14/2026Pale Fire Capital SE481,051$418K0.0%N/A0.571%
5/7/2026Dimensional Fund Advisors LP78,173$68K0.0%-46.9%0.088%
3/20/2026Hsbc Holdings PLC84,329$127K0.0%+32.0%0.104%
2/18/2026Mackenzie Financial Corp160,243$240K0.0%N/A0.198%
2/18/2026XTX Topco Ltd191,397$289K0.0%+5.6%0.237%
2/18/2026CastleKnight Management LP1,730,062$2.61M0.1%-20.0%2.140%
2/18/2026Balyasny Asset Management L.P.31,615$48K0.0%+126.1%0.039%
2/17/2026AQR Capital Management LLC160,813$243K0.0%-37.2%0.199%
2/17/2026Abel Hall LLC16,243$25K0.0%N/A0.020%
2/16/2026Barclays PLC134,689$203K0.0%+7.2%0.167%
2/13/2026Marshall Wace LLP1,436,707$2.17M0.0%+5.7%1.777%
2/13/2026Formula Growth Ltd.900,000$1.36M0.5%-21.7%1.113%
2/13/2026State Street Corp713,578$1.08M0.0%+6.0%0.883%
2/13/2026Ieq Capital LLC482,823$729K0.0%-5.6%0.597%
2/13/2026Dynamic Technology Lab Private Ltd42,334$64K0.0%-62.0%0.052%
2/13/2026Wells Fargo & Company MN70,036$106K0.0%+59.9%0.087%
2/13/2026Wealthspire Advisors LLC106,212$160K0.0%+60.4%0.131%
2/12/2026Jane Street Group LLC18,821$28K0.0%-66.2%0.023%
2/12/2026HRT Financial LP45,148$68K0.0%N/A0.056%
2/12/2026Renaissance Technologies LLC679,600$1.03M0.0%-3.4%0.841%
2/12/2026Dimensional Fund Advisors LP147,094$222K0.0%-50.6%0.182%
2/11/2026Deutsche Bank AG47,382$72K0.0%-52.9%0.059%
2/10/2026Goldman Sachs Group Inc.294,037$444K0.0%-9.4%0.364%
1/29/2026Prentiss Smith & Co. Inc.32,485$49K0.0%N/A0.040%
1/14/2026Exchange Traded Concepts LLC173,693$262K0.0%-37.4%0.215%
1/9/2026SG Americas Securities LLC17,765$27K0.0%N/A0.022%
1/1/2026JPMorgan Chase & Co.100,479$186K0.0%-63.3%0.124%
11/19/2025Coldstream Capital Management Inc.50,347$93K0.0%N/A0.062%
11/17/2025Qube Research & Technologies Ltd348,521$645K0.0%+45.4%0.431%
11/17/2025Prelude Capital Management LLC36,400$67K0.0%+68.5%0.045%
11/17/2025Ameriprise Financial Inc.1,836,320$3.40M0.0%-0.7%2.272%
11/14/2025Two Sigma Investments LP273,152$505K0.0%-32.9%0.338%
11/14/2025Bridgeway Capital Management LLC144,300$267K0.0%-25.7%0.179%
11/14/2025Squarepoint Ops LLC14,499$27K0.0%-50.5%0.018%
11/13/2025BNP Paribas Financial Markets143,175$265K0.0%-12.9%0.177%
The investigation Porter spent tens of thousands to document (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
11/13/2025Franklin Resources Inc.18,428$34K0.0%N/A0.023%
11/13/2025Dynamic Technology Lab Private Ltd111,449$206K0.0%+84.8%0.138%
11/12/2025Dimensional Fund Advisors LP297,856$552K0.0%-21.8%0.368%
11/12/2025Victory Capital Management Inc.191,764$355K0.0%+154.4%0.237%
11/12/2025Royce & Associates LP30,109$56K0.0%+52.4%0.037%
11/10/2025Hillsdale Investment Management Inc.27,038$50K0.0%-68.2%0.034%
11/7/2025GSA Capital Partners LLP310,681$575K0.0%-39.8%0.386%
11/7/2025Vanguard Group Inc.4,543,639$8.41M0.0%+4.5%5.641%
11/7/2025JPMorgan Chase & Co.100,479$186K0.0%-63.3%0.125%
11/5/2025Savant Capital LLC16,423$30K0.0%N/A0.020%
10/30/2025Williams & Novak LLC30,540$56K0.0%N/A0.038%
10/29/2025Sugar Maple Asset Management LLC51,000$94K0.1%N/A0.063%
10/15/2025CWM LLC19,524$36K0.0%N/A0.024%
10/14/2025Exchange Traded Concepts LLC277,340$513K0.0%-6.9%0.344%
8/19/2025State of Wyoming92,708$240K0.0%-27.1%0.115%
8/15/2025Topline Capital Management LLC776,796$2.01M0.3%-17.5%0.964%
8/15/2025BNP Paribas Financial Markets164,363$426K0.0%-14.6%0.204%
8/15/2025Bank of America Corp DE112,078$290K0.0%+72.2%0.139%
8/15/2025Ameriprise Financial Inc.1,849,320$4.79M0.0%-19.4%2.296%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,693$85K0.0%N/A0.041%
8/14/2025Globeflex Capital L P326,444$845K0.1%N/A0.405%
8/14/2025RBF Capital LLC210,722$546K0.0%-12.2%0.262%
8/14/2025Qube Research & Technologies Ltd239,720$621K0.0%-45.8%0.298%
8/14/2025WINTON GROUP Ltd23,965$62K0.0%-63.7%0.030%
8/14/2025Formula Growth Ltd.1,150,000$2.98M1.1%+15.0%1.428%
8/13/2025Marshall Wace LLP1,547,751$4.01M0.0%-7.3%1.921%
8/13/2025Invesco Ltd.37,928$98K0.0%N/A0.047%
8/13/2025Arrowstreet Capital Limited Partnership730,888$1.89M0.0%-22.1%0.907%
8/13/2025Millington Financial Advisors LLC40,000$104K0.1%N/A0.050%
8/13/2025New York State Common Retirement Fund40,500$105K0.0%N/A0.050%
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%
8/11/2025Integrated Quantitative Investments LLC141,182$366K0.1%+215.1%0.176%
8/8/2025Intech Investment Management LLC28,729$74K0.0%N/A0.036%
8/8/2025Police & Firemen s Retirement System of New Jersey12,436$32K0.0%N/A0.015%
8/8/2025Geode Capital Management LLC1,326,129$3.44M0.0%+134.2%1.650%
8/7/2025ProShare Advisors LLC12,263$32K0.0%N/A0.015%
8/7/2025Acadian Asset Management LLC2,071,772$5.36M0.0%+46.1%2.577%
8/7/2025Connor Clark & Lunn Investment Management Ltd.1,120,990$2.90M0.0%+21.0%1.395%
8/5/2025Palogic Value Management L.P.501,420$1.30M0.5%+24.0%0.624%
7/14/2025Kapitalo Investimentos Ltda11,496$30K0.0%N/A0.014%
6/27/2025Goldman Sachs Group Inc.484,058$1.47M0.0%-25.2%0.602%
5/21/2025Acadian Asset Management LLC1,418,512$4.31M0.0%+64.8%1.765%
5/19/2025Palogic 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%
The case for $20,000 gold before year end (Ad)

President Trump reposted a warning from precious metals expert Jim Rickards, tying the November midterms and America's $40 trillion national debt to a potential surge in gold prices, with some forecasts pointing to $10,000 or even $20,000 gold. Dr. David Eifrig, a 40-year market veteran and former Goldman Sachs Vice President, says an unusual plan involving Trump and two other top officials could fuel the biggest gold bull run in decades. Eifrig has shared his top gold pick tied to this developing story.tc pixel

Read the full gold report and see Eifrig's top pick now
5/15/2025Cubist Systematic Strategies LLC117,397$357K0.0%+261.8%0.146%
5/15/2025Palogic 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%
5/12/2025Connor Clark & Lunn Investment Management Ltd.926,669$2.82M0.0%+53.4%1.153%


EXFY Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 institutional investors and hedge funds held shares of Expensify. The most heavily invested institutionals were Vanguard Group Inc. ($8.41M), D. E. Shaw & Co. Inc. ($8.11M), Acadian Asset Management LLC ($5.36M), Millennium Management LLC ($4.28M), Geode Capital Management LLC ($3.44M), Ameriprise Financial Inc. ($3.40M), and Connor Clark & Lunn Investment Management Ltd. ($2.90M).Learn more on Expensify's institutional investors.

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

Of the 88 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 ($1.21M), Connor Clark & Lunn Investment Management Ltd. ($1.08M), Topline Capital Management LLC ($941.61K), Geode Capital Management LLC ($842.10K), Millennium Management LLC ($714.24K), Marshall Wace LLP ($679.40K), and Pale Fire Capital SE ($481.05K).

Institutional investors have bought a total of 1,835,106 shares in the last 24 months. This purchase volume represents approximately $2.70M in transactions.

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: CastleKnight Management LP ($431.24K), JPMorgan Chase & Co. ($347.21K), Pale Fire Capital SE ($346.64K), Dimensional Fund Advisors LP ($302.77K), Formula Growth Ltd. ($250K), GSA Capital Partners LLP ($205.51K), and Two Sigma Investments LP ($133.65K).

Institutional investors have sold a total of 2,692,834 shares in the last 24 months. This volume of shares sold represents approximately $4.41M in transactions.


Related Companies

Institutional ownership data for NASDAQ:EXFY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
From Our Partners
This Nasdaq Name Spent 25 Years Preparing for America's Next Big Move
A Nasdaq listed company has spent more than 25 years developing professional drone technology now central to W...
i2i Marketing Group, LLC | Sponsoredtc pixel
Dr. Ron Paul Issues New Warning: “The Next Financial Crisis Is Here”
Dr. Ron Paul warns a dangerous experiment is already underway in Washington, involving at least 27 billion dol...
Altimetry | Sponsoredtc pixel
A Little Known Explorer Sits Near Major Gold Deposits
Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourm...
Wall Street Logic | Sponsoredtc pixel
This AI Stock Reminds One Analyst of Early Nvidia
Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company ...
Brownstone Research | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Trump Wants to Reprice America's Gold at Market Value
The US government still values its gold reserves at 42 dollars an ounce, a price Congress set in 1973. Gold tr...
Concord Gold Capital | Sponsoredtc pixel
I've seen this movie before (last time: 17,556%)
My track record speaks for itself... KDA: 17,556%. PRE: 3,900%. OCEAN: 2,650%. Every single one was called ...
Crypto 101 Media | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel