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EXFY

Expensify, Inc.
$1.70 -0.06 (-3.41%) At close · Jul 2
Market Cap
$187.60M
Shares
96,438,119

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 103
Total Value: $24,718,953
Total Shares: 28,412,669
Showing 1–100 of 103 holdings by value · page 1 of 2

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 103 13F filers · Δ vs Dec 31, 2025
Top Holder
14.1%
Jun 2023 → Mar 2026 · range 11.3% – 27.7%
−1.6 pts
Top 5
47.1%
Jun 2023 → Mar 2026 · range 35.0% – 61.6%
−1.5 pts
Top 10
69.0%
Jun 2023 → Mar 2026 · range 51.3% – 75.9%
−1.6 pts
HHI
619
Jun 2023 → Mar 2026 · range 414 – 1,138
Broadly held−75

Quarterly Activity

vs Dec 31, 2025
New
21
Increased
37
Decreased
31
Sold Out
27
Unchanged
14
Holder count: -6
Institutional value: -45.1%
Shares held: -4.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Palogic Value Management, L.P. +1,119,501 2,522,566
Mega AQR CAPITAL MANAGEMENT LLC +665,420 826,233
Large MACKENZIE FINANCIAL CORP +219,942 380,185
Mid Wealthspire Advisors, LLC +132,318 238,530
Mega DEUTSCHE BANK AG\ +82,002 129,384

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega AMERIPRISE FINANCIAL INC −1,837,315 16,742
Large MARSHALL WACE, LLP −522,398 914,309
Large Connor, Clark & Lunn Investment Management Ltd. −475,380 504,828
Mega MORGAN STANLEY −258,427 272,849
Large Qube Research & Technologies Ltd −142,286 121,784

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large Verition Fund Management LLC 2,350,000 $2,044,500
Mega VANGUARD CAPITAL MANAGEMENT LLC 2,305,690 $2,005,950
Mid Pale Fire Capital SE 481,051 $418,514
Mega VANGUARD FIDUCIARY TRUST CO 390,011 $339,309
Large Creative Planning 63,059 $54,861

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 4,675,746 $7,060,375
Large TWO SIGMA ADVISERS, LP 264,400 $399,244
Mid XTX Topco Ltd 191,397 $289,009
Mid EXCHANGE TRADED CONCEPTS, LLC 173,693 $262,276
Mega AMERICAN CENTURY COMPANIES INC 121,441 $183,375
Filter: New 21 Increased 37 Reduced 31 Sold out 27 Unchanged 14
Showing 100 of 103
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $3,475,218 14.06% 3,994,506
Small Palogic Value Management, L.P. $2,194,632 8.88% 2,522,566
Large Verition Fund Management LLC $2,044,500 8.27% 2,350,000
Mega VANGUARD CAPITAL MANAGEMENT LLC $2,005,950 8.12% 2,305,690
Large ACADIAN ASSET MANAGEMENT LLC $1,923,227 7.78% 2,210,606
Mid CastleKnight Management LP $1,505,153 6.09% 1,730,062
Mega GEODE CAPITAL MANAGEMENT, LLC $1,191,863 4.82% 1,369,959
Mega D. E. Shaw & Co., Inc. $1,146,747 4.64% 1,318,100
Large MARSHALL WACE, LLP $795,448 3.22% 914,309
Small FORMULA GROWTH LTD $774,300 3.13% 890,000
Mega AQR CAPITAL MANAGEMENT LLC $718,819 2.91% 826,233
Large RENAISSANCE TECHNOLOGIES LLC $630,750 2.55% 725,000
Mega STATE STREET CORP $629,530 2.55% 723,598
Large IEQ CAPITAL, LLC $476,777 1.93% 548,021
Large Connor, Clark & Lunn Investment Management Ltd. $439,200 1.78% 504,828
Mid Pale Fire Capital SE $418,514 1.69% 481,051
Mega NORTHERN TRUST CORP Bank $363,895 1.47% 418,271
Mega VANGUARD FIDUCIARY TRUST CO Bank $339,309 1.37% 390,011
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $330,944 1.34% 380,396
Large MACKENZIE FINANCIAL CORP $330,760 1.34% 380,185
Mega TWO SIGMA INVESTMENTS, LP $316,874 1.28% 364,223
Mega GOLDMAN SACHS GROUP INC $256,463 1.04% 294,787
Mega MORGAN STANLEY $237,376 0.96% 272,849
Mid Wealthspire Advisors, LLC $207,521 0.84% 238,530
Mega Bank of New York Mellon Corp Bank $201,476 0.82% 231,584
Mega DEUTSCHE BANK AG\ Bank $112,564 0.46% 129,384
Large Qube Research & Technologies Ltd $105,952 0.43% 121,784
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $84,868 0.34% 97,550
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $82,041 0.33% 94,300
Mega HSBC HOLDINGS PLC $73,366 0.30% 84,329
Mega UBS Group AG $69,359 0.28% 79,725
Mega DIMENSIONAL FUND ADVISORS LP $68,008 0.28% 78,173
Mega Nuveen, LLC $67,561 0.27% 77,657
Micro Williams & Novak, LLC $55,897 0.23% 64,250
Large Creative Planning $54,861 0.22% 63,059
Mid COLDSTREAM CAPITAL MANAGEMENT INC $54,121 0.22% 62,209
Mega BARCLAYS PLC $45,381 0.18% 52,163
Large Balyasny Asset Management L.P. $43,482 0.18% 49,980
Mega BANK OF AMERICA CORP /DE/ Bank $42,350 0.17% 48,679
Large JACOBS LEVY EQUITY MANAGEMENT, INC $41,599 0.17% 47,816
Mega Invesco Ltd. $37,923 0.15% 43,591
Mega RHUMBLINE ADVISERS $37,372 0.15% 42,957
Large CWM, LLC $35,753 0.14% 41,096
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $35,235 0.14% 40,500
Mid NINE MASTS CAPITAL Ltd $32,674 0.13% 37,557
Large Mariner, LLC $29,133 0.12% 33,487
Mega FMR LLC $28,877 0.12% 33,193
Large Cerity Partners LLC $28,362 0.11% 32,602
Small PRENTISS SMITH & CO INC $28,261 0.11% 32,485
Mega PRICE T ROWE ASSOCIATES INC /MD/ $26,205 0.11% 30,121
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $25,397 0.10% 29,193
Mid GSA CAPITAL PARTNERS LLP $25,348 0.10% 29,136
Mega JPMORGAN CHASE & CO $22,181 0.09% 25,497
Mega WELLS FARGO & COMPANY/MN $20,428 0.08% 23,482
Mid SIMPLEX TRADING, LLC $19,255 0.08% 22,133
Mid Vanguard Personalized Indexing Management, LLC $17,843 0.07% 20,510
Small Sand Hill Global Advisors, LLC $17,673 0.07% 20,314
Small LAVELLE CAPITAL LP $17,400 0.07% 20,000
Mid Tower Research Capital LLC (TRC) $16,894 0.07% 19,419
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $16,543 0.07% 19,016
Large SEI INVESTMENTS CO $16,222 0.07% 18,647
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $15,075 0.06% 17,328
Mega Vanguard Global Advisers, LLC $14,826 0.06% 17,042
Mega FRANKLIN RESOURCES INC $14,677 0.06% 16,871
Mega AMERIPRISE FINANCIAL INC $14,565 0.06% 16,742
Mid Graham Capital Management, L.P. $13,897 0.06% 15,974
Mid INTECH INVESTMENT MANAGEMENT LLC $13,774 0.06% 15,833
Large MERCER GLOBAL ADVISORS INC /ADV $12,948 0.05% 14,883
Mega BNP PARIBAS ARBITRAGE, SA $11,208 0.05% 12,883
Large Police & Firemen's Retirement System of New Jersey Pension $10,819 0.04% 12,436
Mid Merit Financial Group, LLC $10,596 0.04% 12,180
Micro Sassicaia Capital Advisers LLC $9,396 0.04% 10,800
Mega ALLIANCEBERNSTEIN L.P. $8,874 0.04% 10,200
Mid Mutual Advisors, LLC $8,700 0.04% 10,000
Small Transamerica Financial Advisors, LLC $8,139 0.03% 9,356
Mid State of Alaska, Department of Revenue $7,509 0.03% 8,632
Large OSAIC HOLDINGS, INC. $7,325 0.03% 8,421
Mid GROUP ONE TRADING LLC $6,973 0.03% 8,015
Mega ROYAL BANK OF CANADA Bank $5,731 0.02% 6,589
Mid Ameritas Investment Partners, Inc. $5,311 0.02% 6,105
Large Russell Investments Group, Ltd. $5,172 0.02% 5,946
Mega Legal & General Group Plc $4,719 0.02% 5,425
Small Essential Partners LLC $4,024 0.02% 4,626
Mega CITIGROUP INC $2,583 0.01% 2,970
Large JONES FINANCIAL COMPANIES LLLP $2,080 0.01% 2,391
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,671 0.01% 1,921
Mid EverSource Wealth Advisors, LLC $1,651 0.01% 1,900
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,169 0.00% 1,344
Mid Sterling Capital Management LLC $979 0.00% 1,126
Mid SBI Securities Co., Ltd. Broker-Dealer $662 0.00% 761
Mid Purpose Unlimited Inc. $565 0.00% 650
Mid Allworth Financial LP $399 0.00% 459
Mid IFP Advisors, Inc $245 0.00% 282
Mid ROTHSCHILD INVESTMENT LLC $220 0.00% 253
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $200 0.00% 230
Mid Arax Advisory Partners $145 0.00% 167
Mid MAI Capital Management $138 0.00% 159
Micro Wealth Preservation Advisors, LLC $120 0.00% 139
Small Sunbelt Securities, Inc. Broker-Dealer $94 0.00% 109
Mid Advisory Services Network, LLC $70 0.00% 81
Key facts CIK 1476840 CUSIP 30219Q106 Visit website Investor relations

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