Institutional Ownership Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
4,543,639
shares
|
$6.91 Million
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,272,041
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,161,305
shares
|
$3.29 Million
0.09% of portfolio
|
Q3 2025
Added 67.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,836,320
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,525,993
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,407,595
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,359,874
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Formula Growth LTD
Montreal, A8 |
Nov 13, 2025 Q3 2025 |
1,150,000
shares
|
$1.75 Million
0.88% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,110,882
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 72.29%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
1,080,994
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
932,987
shares
|
$1.42 Million
0.69% of portfolio
|
Q3 2025
Added 86.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
703,850
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.06%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
673,133
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 15.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
661,312
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
511,608
shares
|
$777,644
0.0% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
450,951
shares
|
$685,445
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
448,677
shares
|
$681,989
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
443,640
shares
|
$674,332
0.28% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
348,521
shares
|
$529,751
0.0% of portfolio
|
Q3 2025
Added 45.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
324,613
shares
|
$493,411
0.0% of portfolio
|
Q3 2025
Added 55.3%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
310,681
shares
|
$472,235
0.05% of portfolio
|
Q3 2025
Reduced 39.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
297,856
shares
|
$452,741
0.0% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
277,340
shares
|
$421,556
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
273,152
shares
|
$415,191
0.0% of portfolio
|
Q3 2025
Reduced 32.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
255,917
shares
|
$388,993
0.0% of portfolio
|
Q3 2025
New holding
|
|