Institutional Ownership Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $58.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
4,345,937
shares
|
$8.43 Million
0.0% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
2,071,772
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Added 46.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,849,320
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,844,052
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,547,751
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,326,129
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Added 134.24%
|
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,292,146
shares
|
$2.51 Million
0.1% of portfolio
|
Q2 2025
Added 68.26%
|
|
|
Formula Growth LTD
Montreal, A8 |
Aug 13, 2025 Q2 2025 |
1,150,000
shares
|
$2.23 Million
1.23% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
1,120,990
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
1,118,200
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,110,882
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 72.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
940,245
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
730,888
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
663,000
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
582,217
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 158.44%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
516,187
shares
|
$1 Million
0.09% of portfolio
|
Q2 2025
Added 36.48%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
501,420
shares
|
$972,754
0.53% of portfolio
|
Q2 2025
Added 23.97%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
465,802
shares
|
$903,655
0.01% of portfolio
|
Q3 2022
Reduced 20.18%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
459,813
shares
|
$892,037
0.0% of portfolio
|
Q2 2025
Added 48.93%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
446,657
shares
|
$866,514
0.0% of portfolio
|
Q2 2025
Added 281.25%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
443,640
shares
|
$860,661
0.39% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
406,804
shares
|
$789,199
0.0% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
380,946
shares
|
$739,035
0.0% of portfolio
|
Q2 2025
Added 147.76%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
338,000
shares
|
$655,720
0.0% of portfolio
|
Q2 2025
Reduced 28.92%
|
|
|
Globeflex Capital L P
San Diego, CA |
Aug 14, 2025 Q2 2025 |
326,444
shares
|
$633,301
0.07% of portfolio
|
Q2 2025
New holding
|