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Expensify (EXFY) Institutional Ownership

+0.05 (+3.01%)
(As of 05/24/2024 04:00 PM ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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EXFY Institutional Buying and Selling by Quarter

Expensify Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jacobs Levy Equity Management Inc.952,487$1.75M0.0%-8.5%1.327%
5/15/2024 Quadrature Capital Ltd35,242$65K0.0%N/A0.049%
5/10/2024 Acadian Asset Management LLC303,892$557K0.0%+74.4%0.431%
5/10/2024 Vanguard Group Inc.3,346,715$6.16M0.0%+16.6%4.742%
5/1/2024 Baillie Gifford & Co.1,087,013$2M0.0%-1.0%1.540%
2/15/2024 Palogic Value Management L.P.800,000$1.98M0.9%+33.3%1.156%
2/14/2024 Azora Capital LP24,583$61K0.0%N/A0.036%
2/14/2024 CastleKnight Management LP131,200$324K0.0%+79.5%0.190%
2/13/2024 Aristides Capital LLC54,104$134K0.0%N/A0.078%
2/9/2024 Aigen Investment Management LP18,674$46K0.0%-54.8%0.027%
2/8/2024 Ceera Investments LLC125,000$309K0.1%N/A0.181%
2/7/2024 Wealthspire Advisors LLC47,055$116K0.0%N/A0.068%
2/2/2024 Morling Financial Advisors LLC149,024$368K0.3%-11.1%0.215%
1/31/2024 Federated Hermes Inc.161,146$398K0.0%+57,044.0%0.233%
1/30/2024 SVB Wealth LLC3,359,037$8.30M0.2%+63.9%4.855%
1/30/2024 Mackenzie Financial Corp30,461$75K0.0%N/A0.044%
1/12/2024 FNY Investment Advisers LLC12,500$30K0.0%+212.5%0.018%
12/6/2023 Citigroup Inc.49,589$161K0.0%+186.5%0.072%
11/21/2023 Walleye Capital LLC714,537$2.32M0.0%+396.1%1.033%
11/14/2023 Quadrature Capital Ltd10,742$35K0.0%N/A0.016%
11/14/2023 Corton Capital Inc.11,257$37K0.0%N/A0.016%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.108,415$352K0.0%+287.1%0.157%
11/13/2023 Algert Global LLC90,170$293K0.0%-59.0%0.130%
11/13/2023 Dark Forest Capital Management LP48,044$156K0.0%N/A0.069%
11/13/2023 Hsbc Holdings PLC55,876$184K0.0%+63.5%0.081%
11/13/2023 Aigen Investment Management LP41,325$134K0.0%N/A0.060%
11/7/2023 Quantbot Technologies LP47,396$154K0.0%+93.5%0.069%
11/7/2023 Barclays PLC105,759$344K0.0%+433.4%0.155%
11/7/2023 Jump Financial LLC54,700$178K0.0%N/A0.080%
10/24/2023 Bank of New York Mellon Corp220,490$717K0.0%+15.2%0.322%
10/23/2023 SVB Wealth LLC2,050,000$6.66M0.1%-18.0%2.996%
10/13/2023 SG Americas Securities LLC15,673$51K0.0%N/A0.023%
9/21/2023 Barclays PLC19,828$158K0.0%+112.9%0.029%
8/24/2023Alamar Capital Management LLC27,000$215K0.2%+28.6%0.039%
8/15/2023 KADENSA CAPITAL Ltd549,664$4.39M0.8%+18.3%0.803%
8/14/2023 Invenomic Capital Management LP1,363,964$10.88M0.6%-7.4%1.994%
8/14/2023 Lombard Odier Asset Management USA Corp28,388$227K0.0%N/A0.041%
8/11/2023 Formula Growth Ltd.200,000$1.60M0.5%+11.1%0.241%
8/10/2023 Metropolitan Life Insurance Co NY3,096$25K0.0%N/A0.004%
8/7/2023 Acadian Asset Management LLC100,245$799K0.0%+62.3%0.121%
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8/7/2023 Royce & Associates LP116,560$930K0.0%+23.2%0.141%
8/4/2023 American International Group Inc.26,587$212K0.0%N/A0.032%
7/24/2023 SVB Wealth LLC2,500,000$19.95M0.4%-25.6%3.019%
7/17/2023 Harel Insurance Investments & Financial Services Ltd.6,476$51K0.0%N/A0.008%
7/11/2023 Harbor Capital Advisors Inc.9,059$72K0.0%N/A0.011%
6/1/2023 Prelude Capital Management LLC22,470$183K0.0%N/A0.033%
5/31/2023 Coastline Trust Co86,236$703K0.1%-42.8%0.126%
5/23/2023 Royce & Associates LP94,600$771K0.0%N/A0.138%
5/16/2023 Azora Capital LP19,356$158K0.0%N/A0.028%
5/15/2023 KADENSA CAPITAL Ltd464,464$3.79M0.8%+77.9%0.678%
5/15/2023 Optimus Prime Fund Management Co. Ltd.160,000$1.30M0.2%-31.9%0.234%
5/15/2023 Formula Growth Ltd.180,000$1.47M0.5%N/A0.263%
5/12/2023 Hall Kathryn A.1,977,136$16.11M4.7%-15.6%2.886%
5/11/2023 Acadian Asset Management LLC61,760$503K0.0%N/A0.090%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.28,560$233K0.0%N/A0.042%
5/9/2023 Y Intercept Hong Kong Ltd13,817$113K0.0%N/A0.020%
5/8/2023 Federated Hermes Inc.40,000$326K0.0%+33.3%0.058%
5/4/2023 Royce & Associates LP94,600$771K0.0%N/A0.139%
5/3/2023 Jump Financial LLC32,200$262K0.0%-5.6%0.047%
4/21/2023 Cornerstone Investment Partners LLC19,516$159K0.0%N/A0.029%
4/18/2023 Stanley Laman Group Ltd.75,692$617K0.1%-25.2%0.111%
4/17/2023 Parsons Capital Management Inc. RI10,958$89K0.0%-60.0%0.016%
2/10/2023 HRT Financial LP41,545$366K0.0%N/A0.061%
2/10/2023 SVB Wealth LLC3,360,230$29.67M0.4%N/A4.923%
2/9/2023 Landscape Capital Management L.L.C.12,039$106K0.0%N/A0.018%
2/9/2023 Coastline Trust Co150,678$1.33M0.2%+57.1%0.221%
2/3/2023 Morling Financial Advisors LLC167,652$1.48M1.9%N/A0.246%
1/19/2023 Stanley Laman Group Ltd.101,135$893K0.2%-13.6%0.148%
11/15/2022 Pier Capital LLC444,170$6.61M1.1%+2.1%0.651%
11/15/2022 Marshall Wace LLP754,584$11.23M0.0%+452.6%1.106%
11/14/2022 Durable Capital Partners LP2,549,831$37.94M0.4%-3.9%3.736%
11/14/2022 Light Street Capital Management LLC1,603,710$23.86M6.1%-17.9%2.350%
11/10/2022 North Reef Capital Management LP336,591$5.01M1.2%N/A0.493%
11/10/2022 ExodusPoint Capital Management LP18,281$272K0.0%N/A0.027%
11/9/2022 Massachusetts Financial Services Co. MA1,155,490$17.19M0.0%+7.4%1.693%
11/8/2022 Hamilton Lane Advisors LLC273,959$4.08M1.5%N/A0.401%
11/7/2022 Sensible Financial Planning & Management LLC.13,698$204K0.1%N/A0.020%
11/7/2022 Quantbot Technologies LP4,150$61K0.0%+137.6%0.006%
11/7/2022 Jump Financial LLC49,600$738K0.0%N/A0.073%
11/4/2022 Ieq Capital LLC465,802$6.93M0.2%-20.2%0.682%
11/3/2022 Coastline Trust Co95,886$1.43M0.2%N/A0.140%
11/2/2022 Victory Capital Management Inc.73,646$1.10M0.0%-1.2%0.108%
10/27/2022 Baillie Gifford & Co.1,086,920$16.17M0.0%+0.1%1.593%
10/26/2022 Allspring Global Investments Holdings LLC189,140$2.81M0.0%N/A0.277%
10/26/2022 Parsons Capital Management Inc. RI27,396$408K0.0%N/A0.040%
10/24/2022Amica Retiree Medical Trust36,117$537K0.7%N/A0.053%
10/24/2022 Amica Mutual Insurance Co.408,115$6.07M0.9%N/A0.598%
10/18/2022 Stanley Laman Group Ltd.117,003$1.74M0.3%N/A0.171%
8/16/2022 SVB Wealth LLC3,061,230$54.46M0.8%N/A4.499%
8/16/2022 Woodline Partners LP133,802$2.38M0.0%+13.4%0.197%
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8/15/2022 Light 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%
8/13/2022 Massachusetts Financial Services Co. MA1,076,054$19.14M0.0%+12.2%1.582%
8/12/2022 Security Benefit Life Insurance Co. KS355,853$6.33M0.4%N/A0.523%
8/9/2022 Swiss National Bank32,100$571K0.0%N/A0.047%
8/8/2022 Baillie Gifford & Co.1,085,524$19.31M0.0%-0.1%1.595%
8/5/2022 Roubaix Capital LLC121,294$2.16M1.9%N/A0.178%
7/29/2022 Russell Investments Group Ltd.107,916$1.92M0.0%N/A0.159%
7/27/2022 Ieq Capital LLC583,576$10.38M0.3%N/A0.858%
5/11/2022 Massachusetts Financial Services Co. MA958,697$16.84M0.0%+107.1%1.409%
(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, 69 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), Hall Kathryn A. ($16.11M), Marshall Wace LLP ($11.23M), Invenomic Capital Management LP ($10.88M), and SVB Wealth LLC ($8.30M).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), Marshall Wace LLP ($618.02K), Ieq Capital LLC ($583.58K), Walleye Capital LLC ($570.50K), Vanguard Group Inc. ($476.69K), Amica Mutual Insurance Co. ($408.12K), and Security Benefit Life Insurance Co. KS ($355.85K).

How much institutional buying is happening at Expensify?

Institutional investors have bought a total of 15,038,213 shares in the last 24 months. This purchase volume represents approximately $162.56M in transactions.

Which Expensify major shareholders have been selling company stock?

Of the 17 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 2,973,442 shares in the last 24 months. This volume of shares sold represents approximately $25.68M in transactions.

This page (NASDAQ:EXFY) was last updated on 5/27/2024 by Staff

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