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 |
|---|---|---|---|---|---|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
14
shares
|
$21
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10
shares
|
$15
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9
shares
|
$13
0.0% of portfolio
|
Q3 2025
Reduced 99.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1
shares
|
$1
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|