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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
302,178
shares
|
$586,225
0.0% of portfolio
|
Q1 2025
Added 39.94%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
297,776
shares
|
$577,685
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
268,241
shares
|
$520,387
0.0% of portfolio
|
Q2 2025
Reduced 74.92%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
239,720
shares
|
$465,056
0.0% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
210,722
shares
|
$408,800
0.03% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
209,024
shares
|
$405,506
0.0% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
194,300
shares
|
$376,942
0.01% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
162,984
shares
|
$316,188
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
149,024
shares
|
$289,106
0.15% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
146,015
shares
|
$283,269
0.0% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
141,182
shares
|
$273,893
0.11% of portfolio
|
Q2 2025
Added 215.07%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
121,441
shares
|
$235,595
0.0% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
112,078
shares
|
$217,431
0.0% of portfolio
|
Q2 2025
Added 72.22%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
92,708
shares
|
$179,853
0.03% of portfolio
|
Q2 2025
Reduced 27.05%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
85,097
shares
|
$165,088
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
77,657
shares
|
$150,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
75,379
shares
|
$146,235
0.0% of portfolio
|
Q2 2025
Added 154.83%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
66,212
shares
|
$128,451
0.0% of portfolio
|
Q2 2024
Added 40.71%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
61,180
shares
|
$118,689
0.0% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
61,041
shares
|
$118,419
0.0% of portfolio
|
Q2 2025
Reduced 79.74%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
60,472
shares
|
$117,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
58,962
shares
|
$114,386
0.0% of portfolio
|
Q2 2025
Added 289.93%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
55,982
shares
|
$108,605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
55,711
shares
|
$108,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
52,516
shares
|
$101,881
0.0% of portfolio
|
Q2 2025
Added 0.66%
|