Institutional Ownership Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $89.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
316,976
shares
|
$985,795
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
289,717
shares
|
$901,019
0.0% of portfolio
|
Q4 2024
Added 2760.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
260,777
shares
|
$811,016
0.0% of portfolio
|
Q4 2024
Added 2033.84%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
247,531
shares
|
$769,821
0.0% of portfolio
|
Q4 2024
Reduced 58.98%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
228,381
shares
|
$710,264
0.0% of portfolio
|
Q4 2024
Added 48.46%
|
|
|
683 Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
220,758
shares
|
$686,557
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
215,933
shares
|
$671,551
0.0% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
215,251
shares
|
$669,430
0.0% of portfolio
|
Q4 2024
Added 42.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
206,307
shares
|
$641,614
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
196,069
shares
|
$609,774
0.0% of portfolio
|
Q4 2024
Added 215.6%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
194,129
shares
|
$603,741
0.0% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
189,300
shares
|
$588,723
0.01% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
167,762
shares
|
$521,739
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
149,024
shares
|
$463,464
0.18% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
142,236
shares
|
$442,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
127,834
shares
|
$397,563
0.0% of portfolio
|
Q4 2024
Added 113.6%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
120,100
shares
|
$373,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
107,305
shares
|
$333,718
0.0% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
87,397
shares
|
$271,804
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
74,307
shares
|
$231,094
0.0% of portfolio
|
Q4 2024
Reduced 92.01%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
68,279
shares
|
$212,347
0.06% of portfolio
|
Q4 2024
Added 80.13%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
68,228
shares
|
$212,189
0.0% of portfolio
|
Q4 2024
Added 67.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
66,212
shares
|
$205,919
0.0% of portfolio
|
Q2 2024
Added 40.71%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
63,317
shares
|
$196,915
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
59,722
shares
|
$185,735
0.0% of portfolio
|
Q4 2024
Added 33.31%
|