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Expensify (EXFY) Institutional Ownership

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$2.18 -0.04 (-1.85%)
As of 09:47 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)
32
Total
Institutional Inflows
(last 12 months)
$2.82M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$5.53M
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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
8/6/2026 Bank of New York Mellon Corp110,473$198K0.0%N/A0.131%
7/8/2026 Williams & 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%
5/7/2026 Dimensional 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%
2/17/2026 Abel 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%
2/13/2026 State Street Corp713,578$1.08M0.0%+6.0%0.883%
2/13/2026 Ieq 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%
2/13/2026 Wealthspire 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%
2/12/2026 Dimensional Fund Advisors LP147,094$222K0.0%-50.6%0.182%
2/11/2026 Deutsche Bank AG47,382$72K0.0%-52.9%0.059%
2/10/2026Goldman Sachs Group Inc.294,037$444K0.0%-9.4%0.364%
1/29/2026 Prentiss Smith & Co. Inc.32,485$49K0.0%N/A0.040%
1/14/2026 Exchange Traded Concepts LLC173,693$262K0.0%-37.4%0.215%
1/9/2026 SG Americas Securities LLC17,765$27K0.0%N/A0.022%
1/1/2026 JPMorgan 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%
11/13/2025Franklin Resources Inc.18,428$34K0.0%N/A0.023%
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11/13/2025Dynamic Technology Lab Private Ltd111,449$206K0.0%+84.8%0.138%
11/12/2025 Dimensional Fund Advisors LP297,856$552K0.0%-21.8%0.368%
11/12/2025 Victory Capital Management Inc.191,764$355K0.0%+154.4%0.237%
11/12/2025Royce & Associates LP30,109$56K0.0%+52.4%0.037%
11/10/2025 Hillsdale Investment Management Inc.27,038$50K0.0%-68.2%0.034%
11/7/2025 GSA 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%
11/7/2025 JPMorgan Chase & Co.100,479$186K0.0%-63.3%0.125%
11/5/2025 Savant Capital LLC16,423$30K0.0%N/A0.020%
10/30/2025 Williams & Novak LLC30,540$56K0.0%N/A0.038%
10/29/2025 Sugar Maple Asset Management LLC51,000$94K0.1%N/A0.063%
10/15/2025CWM LLC19,524$36K0.0%N/A0.024%
10/14/2025 Exchange Traded Concepts LLC277,340$513K0.0%-6.9%0.344%
8/19/2025 State 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%
8/14/2025 Globeflex 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%
8/14/2025 WINTON 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%
8/13/2025 Millington Financial Advisors LLC40,000$104K0.1%N/A0.050%
8/13/2025 New York State Common Retirement Fund40,500$105K0.0%N/A0.050%
8/12/2025XTX Topco Ltd60,472$157K0.0%N/A0.075%
8/12/2025 American Century Companies Inc.121,441$315K0.0%+22.0%0.151%
8/12/2025 Heron Bay Capital Management14,143$37K0.0%N/A0.018%
8/12/2025 JPMorgan 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%
8/8/2025 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%
8/7/2025Acadian 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%
5/15/2025Cubist Systematic Strategies LLC117,397$357K0.0%+261.8%0.146%
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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%
5/9/2025Charles Schwab Investment Management Inc.308,738$939K0.0%-2.6%0.384%


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), Marshall Wace LLP ($715.30K), Millennium Management LLC ($714.24K), and Pale Fire Capital SE ($481.05K).

Institutional investors have bought a total of 1,882,105 shares in the last 24 months. This purchase volume represents approximately $2.82M in transactions.

Of the 23 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: Ameriprise Financial Inc. ($457.87K), CastleKnight Management LP ($431.24K), JPMorgan Chase & Co. ($347.21K), Dimensional Fund Advisors LP ($302.77K), Formula Growth Ltd. ($250K), GSA Capital Partners LLP ($205.51K), and Topline Capital Management LLC ($164.81K).

Institutional investors have sold a total of 3,018,372 shares in the last 24 months. This volume of shares sold represents approximately $5.53M in transactions.


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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 8/6/2026. New 13F filings are added each quarter as they're published.
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