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 |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
44,880
shares
|
$157,977
0.01% of portfolio
|
Q3 2024
Added 100.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,800
shares
|
$157,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
40,687
shares
|
$143,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
37,906
shares
|
$133,429
0.01% of portfolio
|
Q3 2024
Reduced 34.02%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,070
shares
|
$112,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
29,850
shares
|
$105,072
0.0% of portfolio
|
Q3 2024
Reduced 70.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,406
shares
|
$96,469
0.0% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
27,189
shares
|
$95,705
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,433
shares
|
$71,924
0.0% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
19,200
shares
|
$67,584
0.0% of portfolio
|
Q3 2023
Reduced 9.0%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,400
shares
|
$43,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,221
shares
|
$43,017
0.0% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
10,260
shares
|
$36,115
0.0% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
10,129
shares
|
$35,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,000
shares
|
$35,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
7,000
shares
|
$24,640
0.01% of portfolio
|
Q3 2024
Reduced 44.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,225
shares
|
$14,872
0.0% of portfolio
|
Q3 2024
Added 17.36%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$13,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,229
shares
|
$7,846
0.0% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,180
shares
|
$7,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
837
shares
|
$2,946
0.0% of portfolio
|
Q3 2024
Reduced 97.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
723
shares
|
$2,544
0.0% of portfolio
|
Q3 2024
Added 272.68%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
255
shares
|
$897
0.0% of portfolio
|
Q3 2024
Reduced 98.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
138
shares
|
$485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
125
shares
|
$440
0.0% of portfolio
|
Q4 2021
New holding
|