Institutional Ownership Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $93.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,370,592
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,725,098
shares
|
$9.59 Million
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,197,980
shares
|
$7.74 Million
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,444,857
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,328,241
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
1,191,942
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,110,882
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 72.29%
|
|
|
Formula Growth LTD
Montreal, A8 |
Nov 13, 2024 Q3 2024 |
935,000
shares
|
$3.29 Million
0.67% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Baillie Gifford & CO
|
Nov 05, 2024 Q3 2024 |
930,285
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
875,000
shares
|
$3.08 Million
0.68% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
837,312
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 2232.41%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
743,292
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 119.92%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
603,506
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 42.14%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
566,656
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
514,948
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
504,200
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
482,754
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
482,000
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 31.59%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
465,802
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2022
Reduced 20.18%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
435,000
shares
|
$1.53 Million
0.34% of portfolio
|
Q1 2024
Added 248.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
422,156
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.96%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
355,853
shares
|
$1.25 Million
0.36% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
308,065
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
270,357
shares
|
$951,656
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
253,174
shares
|
$891,172
0.0% of portfolio
|
Q3 2024
New holding
|