Institutional Ownership Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $93.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
198,052
shares
|
$697,143
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
188,697
shares
|
$664,213
0.0% of portfolio
|
Q3 2024
Reduced 81.95%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
186,336
shares
|
$655,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
178,892
shares
|
$629,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
168,311
shares
|
$592,454
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
160,002
shares
|
$563,207
0.0% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
158,000
shares
|
$556,160
0.01% of portfolio
|
Q2 2024
Reduced 24.04%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
153,831
shares
|
$541,485
0.0% of portfolio
|
Q2 2024
Reduced 85.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
151,163
shares
|
$532,093
0.0% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
149,024
shares
|
$524,564
0.11% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
93,442
shares
|
$328,915
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
92,629
shares
|
$326,054
0.0% of portfolio
|
Q3 2024
Reduced 77.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
90,724
shares
|
$319,348
0.0% of portfolio
|
Q3 2024
Added 110.27%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
76,945
shares
|
$270,846
0.0% of portfolio
|
Q3 2024
Reduced 90.93%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
75,876
shares
|
$267,083
0.0% of portfolio
|
Q3 2024
Added 73.76%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
68,789
shares
|
$242,137
0.01% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
66,212
shares
|
$233,066
0.0% of portfolio
|
Q2 2024
Added 40.71%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
66,095
shares
|
$232,654
0.0% of portfolio
|
Q3 2024
Added 76.89%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
64,727
shares
|
$227,839
0.0% of portfolio
|
Q3 2024
Added 76.62%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
63,357
shares
|
$223,016
0.0% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,126
shares
|
$218,683
0.0% of portfolio
|
Q3 2024
Reduced 64.25%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
59,847
shares
|
$210,661
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
53,236
shares
|
$187,390
0.0% of portfolio
|
Q3 2024
Reduced 48.64%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
48,373
shares
|
$170,272
0.02% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
46,226
shares
|
$162,715
0.01% of portfolio
|
Q3 2024
New holding
|