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 |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
244,300
shares
|
$371,336
0.0% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
196,662
shares
|
$298,926
0.0% of portfolio
|
Q3 2025
Reduced 70.34%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
191,764
shares
|
$291,481
0.0% of portfolio
|
Q3 2025
Added 154.4%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
181,247
shares
|
$275,495
0.02% of portfolio
|
Q3 2025
Added 199.72%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
161,146
shares
|
$244,941
0.0% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
149,024
shares
|
$226,516
0.11% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
144,300
shares
|
$219,336
0.01% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
125,609
shares
|
$190,925
0.0% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
121,441
shares
|
$184,590
0.0% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
111,449
shares
|
$169,402
0.04% of portfolio
|
Q3 2025
Added 137.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
105,899
shares
|
$160,966
0.0% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
100,647
shares
|
$152,983
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
100,479
shares
|
$152,728
0.0% of portfolio
|
Q3 2025
Reduced 66.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
84,262
shares
|
$128,078
0.0% of portfolio
|
Q3 2025
Reduced 68.59%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
77,657
shares
|
$118,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
66,218
shares
|
$100,651
0.0% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
66,212
shares
|
$100,642
0.0% of portfolio
|
Q2 2024
Added 40.71%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
63,864
shares
|
$97,073
0.0% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
55,912
shares
|
$84,986
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
55,679
shares
|
$84,632
0.0% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
54,945
shares
|
$83,516
0.0% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
51,000
shares
|
$77,520
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
50,347
shares
|
$76,527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
43,798
shares
|
$66,572
0.0% of portfolio
|
Q3 2025
Added 18.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
40,856
shares
|
$62,101
0.0% of portfolio
|
Q3 2025
New holding
|
|