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 |
|---|---|---|---|---|---|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
11,496
shares
|
$22,302
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
10,344
shares
|
$20,067
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,200
shares
|
$19,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,008
shares
|
$19,415
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
10,000
shares
|
$19,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,976
shares
|
$13,533
0.0% of portfolio
|
Q2 2025
Added 41.62%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,448
shares
|
$12,509
0.0% of portfolio
|
Q2 2025
Added 172.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,105
shares
|
$11,843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
6,081
shares
|
$11,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
5,624
shares
|
$10,910
0.0% of portfolio
|
Q2 2025
Added 62388.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,731
shares
|
$9,178
0.0% of portfolio
|
Q2 2025
Added 15670.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,839
shares
|
$7,447
0.0% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
3,731
shares
|
$7,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
2,042
shares
|
$3,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$3,880
0.0% of portfolio
|
Q1 2025
Added 321.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
826
shares
|
$1,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
566
shares
|
$1,098
0.0% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
125
shares
|
$242
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$194
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26
shares
|
$50
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|