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 $70.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
308,738
shares
|
$707,010
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
302,178
shares
|
$691,987
0.0% of portfolio
|
Q1 2025
Added 39.94%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
301,359
shares
|
$690,112
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
297,776
shares
|
$681,907
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
250,280
shares
|
$573,141
0.0% of portfolio
|
Q1 2025
Added 27.65%
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
240,122
shares
|
$549,879
0.05% of portfolio
|
Q1 2025
Reduced 41.2%
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
225,281
shares
|
$515,893
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
Eam Investors, LLC
Solana Beach, CA |
May 12, 2025 Q1 2025 |
222,460
shares
|
$509,433
0.13% of portfolio
|
Q1 2025
New holding
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
194,300
shares
|
$444,947
0.02% of portfolio
|
Q1 2025
Added 2.64%
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
171,134
shares
|
$391,896
0.0% of portfolio
|
Q1 2025
Added 33.87%
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
165,684
shares
|
$379,416
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
157,520
shares
|
$360,720
0.0% of portfolio
|
Q1 2025
Added 10.75%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
153,756
shares
|
$352,101
0.0% of portfolio
|
Q1 2025
Added 176.4%
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
149,024
shares
|
$341,264
0.17% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
127,093
shares
|
$291,042
0.05% of portfolio
|
Q1 2025
Added 142.71%
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
125,800
shares
|
$288,082
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
119,294
shares
|
$273,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
117,397
shares
|
$268,839
0.0% of portfolio
|
Q1 2025
Added 261.79%
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
117,157
shares
|
$268,289
0.0% of portfolio
|
Q1 2025
Added 9.18%
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
99,529
shares
|
$227,921
0.0% of portfolio
|
Q1 2025
Added 45.88%
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
93,653
shares
|
$214,465
0.0% of portfolio
|
Q1 2025
Added 101.61%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
85,097
shares
|
$194,872
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
70,565
shares
|
$161,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
68,339
shares
|
$156,496
0.0% of portfolio
|
Q1 2025
Added 25.7%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
66,212
shares
|
$151,625
0.0% of portfolio
|
Q2 2024
Added 40.71%
|