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 |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
46,916
shares
|
$91,017
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
40,500
shares
|
$78,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
40,000
shares
|
$77,600
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
39,714
shares
|
$77,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
37,928
shares
|
$73,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,091
shares
|
$71,956
0.0% of portfolio
|
Q2 2025
Added 1594.43%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
32,693
shares
|
$63,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
31,095
shares
|
$60,324
0.0% of portfolio
|
Q2 2025
Reduced 91.8%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
30,121
shares
|
$58,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
29,314
shares
|
$56,869
0.0% of portfolio
|
Q2 2025
Reduced 68.7%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
28,729
shares
|
$55,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
27,407
shares
|
$53,169
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
23,965
shares
|
$46,492
0.0% of portfolio
|
Q2 2025
Reduced 63.67%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,600
shares
|
$41,904
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
21,378
shares
|
$41,473
0.03% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
20,691
shares
|
$40,140
0.0% of portfolio
|
Q2 2025
Added 39.56%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
20,314
shares
|
$39,409
0.0% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
19,751
shares
|
$38,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
17,862
shares
|
$34,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
14,416
shares
|
$27,967
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
14,143
shares
|
$27,437
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
12,559
shares
|
$24,364
0.0% of portfolio
|
Q2 2025
Reduced 55.46%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
12,436
shares
|
$24,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12,263
shares
|
$23,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
12,197
shares
|
$23,662
0.0% of portfolio
|
Q1 2025
New holding
|