Institutional Ownership Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,591
shares
|
$14,578
0.0% of portfolio
|
Q3 2025
Added 37.49%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,017
shares
|
$12,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
6,753
shares
|
$10,264
0.0% of portfolio
|
Q3 2025
Added 75.91%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,105
shares
|
$9,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
6,081
shares
|
$9,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,048
shares
|
$9,192
0.0% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
4,953
shares
|
$7,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
3,734
shares
|
$5,675
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
2,042
shares
|
$3,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$3,040
0.0% of portfolio
|
Q1 2025
Added 321.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,989
shares
|
$3,023
0.0% of portfolio
|
Q3 2025
Added 140.8%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,685
shares
|
$2,561
0.0% of portfolio
|
Q3 2025
Reduced 91.86%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,561
shares
|
$2,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
688
shares
|
$1,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
597
shares
|
$907
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
595
shares
|
$904
0.0% of portfolio
|
Q2 2025
Added 15670.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
371
shares
|
$563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
200
shares
|
$304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
125
shares
|
$190
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
92
shares
|
$139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
55
shares
|
$83
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
35
shares
|
$53
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
29
shares
|
$44
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26
shares
|
$39
0.0% of portfolio
|
Q3 2022
New holding
|
|