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 |
|---|---|---|---|---|---|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
65,961
shares
|
$151,050
0.01% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
65,079
shares
|
$149,030
0.0% of portfolio
|
Q1 2025
Reduced 69.77%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
55,492
shares
|
$127,076
0.0% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
52,516
shares
|
$120,261
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
52,330
shares
|
$119,835
0.0% of portfolio
|
Q1 2025
Added 93.11%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
50,485
shares
|
$115,610
0.0% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
46,916
shares
|
$107,437
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
45,131
shares
|
$103,349
0.04% of portfolio
|
Q1 2025
Reduced 33.9%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
44,810
shares
|
$102,614
0.07% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
43,621
shares
|
$99,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
40,972
shares
|
$93,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,000
shares
|
$91,600
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
29,580
shares
|
$67,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
28,200
shares
|
$64,578
0.0% of portfolio
|
Q1 2025
Added 141.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
27,406
shares
|
$62,759
0.0% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
25,896
shares
|
$59,301
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
24,102
shares
|
$55,193
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
22,552
shares
|
$51,644
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
20,023
shares
|
$45,852
0.01% of portfolio
|
Q1 2025
Reduced 55.99%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
18,790
shares
|
$43,029
0.06% of portfolio
|
Q1 2025
Added 38.16%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
15,121
shares
|
$34,627
0.0% of portfolio
|
Q1 2025
Reduced 28.38%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
14,826
shares
|
$33,951
0.0% of portfolio
|
Q1 2025
Reduced 92.36%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
14,416
shares
|
$33,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,272
shares
|
$32,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
13,413
shares
|
$30,715
0.0% of portfolio
|
Q1 2025
New holding
|