Institutional Ownership Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $66.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,569,948
shares
|
$8.18 Million
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,294,185
shares
|
$5.25 Million
0.0% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,083,118
shares
|
$4.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
1,668,757
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
1,418,512
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 64.76%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,406,476
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
Added 103.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,110,882
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 72.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
1,069,716
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Formula Growth LTD
Montreal, A8 |
May 14, 2025 Q1 2025 |
1,000,000
shares
|
$2.29 Million
1.34% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
938,100
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
937,956
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
929,412
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
926,669
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Added 53.4%
|
|
|
Castle Knight Management LP
New York, NY |
May 15, 2025 Q1 2025 |
767,937
shares
|
$1.76 Million
0.1% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
591,495
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
580,321
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
566,147
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
516,187
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 36.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
484,058
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.18%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
475,500
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
465,802
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2022
Reduced 20.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
442,143
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
439,330
shares
|
$1.01 Million
0.5% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
404,485
shares
|
$926,270
0.54% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
379,432
shares
|
$868,899
0.0% of portfolio
|
Q1 2025
Added 30.97%
|