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 |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
40,500
shares
|
$61,560
0.0% of portfolio
|
Q2 2024
Reduced 98.81%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
38,875
shares
|
$59,090
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,400
shares
|
$55,328
0.01% of portfolio
|
Q3 2025
Added 68.52%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
30,540
shares
|
$46,420
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
30,530
shares
|
$46,405
0.0% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
30,121
shares
|
$45,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
30,109
shares
|
$45,765
0.0% of portfolio
|
Q3 2025
Added 52.44%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
27,633
shares
|
$42,002
0.0% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
27,407
shares
|
$41,658
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
27,038
shares
|
$41,097
0.0% of portfolio
|
Q3 2025
Reduced 68.23%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
24,080
shares
|
$36,601
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
21,801
shares
|
$33,137
0.01% of portfolio
|
Q3 2025
Reduced 93.32%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
20,314
shares
|
$30,877
0.0% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
19,524
shares
|
$29,676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
18,428
shares
|
$28,010
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,423
shares
|
$24,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,163
shares
|
$23,047
0.0% of portfolio
|
Q3 2025
Added 51.51%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,499
shares
|
$22,038
0.0% of portfolio
|
Q3 2025
Reduced 50.54%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,981
shares
|
$21,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,907
shares
|
$19,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
12,539
shares
|
$19,059
0.0% of portfolio
|
Q3 2025
Reduced 29.8%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
12,436
shares
|
$18,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
10,225
shares
|
$15,542
0.0% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,200
shares
|
$15,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$15,200
0.0% of portfolio
|
Q3 2024
New holding
|
|