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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,632
shares
|
$26,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
11,496
shares
|
$26,325
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
11,052
shares
|
$25,309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
10,475
shares
|
$23,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
10,050
shares
|
$23,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,008
shares
|
$22,918
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$22,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
8,008
shares
|
$18,338
0.0% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
5,324
shares
|
$12,191
0.0% of portfolio
|
Q1 2025
Added 55.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,952
shares
|
$11,340
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,367
shares
|
$5,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,189
shares
|
$5,012
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,000
shares
|
$4,580
0.0% of portfolio
|
Q1 2025
Added 321.94%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
515
shares
|
$1,179
0.0% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
431
shares
|
$986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
125
shares
|
$286
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$229
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
30
shares
|
$68
0.0% of portfolio
|
Q1 2025
Reduced 80.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26
shares
|
$59
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9
shares
|
$20
0.0% of portfolio
|
Q3 2024
Reduced 95.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|