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Expensify (EXFY) Institutional Ownership

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$2.53 -0.22 (-8.00%)
Closing price 04:00 PM Eastern
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$2.57 +0.04 (+1.46%)
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Institutional Ownership Changes (13F Filings) for Expensify (NASDAQ:EXFY)

Current
Institutional Ownership
Percentage
68.42%
Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$18.74M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$14.38M
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EXFY Institutional Buying and Selling by Quarter

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Expensify Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/12/2025Palogic Value Management L.P.550,806$1.85M0.0%-37.1%0.693%
2/27/2025Jefferies Financial Group Inc.59,722$200K0.0%+33.3%0.077%
2/18/2025Alpine Global Management LLC11,820$40K0.0%N/A0.015%
2/17/2025Squarepoint Ops LLC46,452$156K0.0%-28.2%0.060%
2/17/2025Two Sigma Advisers LP606,800$2.03M0.0%+25.9%0.786%
2/17/2025Two Sigma Investments LP779,341$2.61M0.0%+4.8%1.010%
2/17/2025State of Wyoming52,364$175K0.0%+13.3%0.068%
2/17/2025Point72 Asia Singapore Pte. Ltd.68,279$229K0.1%+80.1%0.088%
2/17/2025Man Group plc50,316$169K0.0%+68.6%0.065%
2/17/2025Occudo Quantitative Strategies LP45,497$152K0.0%-5.9%0.059%
2/17/2025OMERS ADMINISTRATION Corp120,100$402K0.0%N/A0.156%
2/17/2025Millennium Management LLC692,232$2.32M0.0%-52.1%0.897%
2/17/2025Jefferies Financial Group Inc.59,722$200K0.0%+33.3%0.077%
2/17/2025D. E. Shaw & Co. Inc.2,419,558$8.11M0.0%-11.2%3.136%
2/17/2025Cubist Systematic Strategies LLC32,449$109K0.0%-57.2%0.042%
2/17/2025CastleKnight Management LP665,337$2.23M0.1%+32.0%0.862%
2/17/2025Bridgeway Capital Management LLC189,300$634K0.0%+19.8%0.245%
2/17/2025Balyasny Asset Management L.P.54,367$182K0.0%N/A0.070%
2/17/2025Bank of America Corp DE215,251$721K0.0%+42.4%0.279%
2/17/2025BNP Paribas Financial Markets199,170$667K0.0%N/A0.258%
2/17/2025Ameriprise Financial Inc.2,218,204$7.43M0.0%+0.9%2.875%
2/17/2025683 Capital Management LLC220,758$740K0.0%N/A0.286%
2/14/2025Jane Street Group LLC196,069$657K0.0%+215.6%0.254%
2/14/2025Schonfeld Strategic Advisors LLC142,236$476K0.0%N/A0.184%
2/14/2025Northern Trust Corp107,305$359K0.0%+15.8%0.139%
2/14/2025Tudor Investment Corp ET AL289,717$971K0.0%+2,760.3%0.375%
2/14/2025Boothbay Fund Management LLC14,272$48K0.0%N/A0.018%
2/14/2025Susquehanna Fundamental Investments LLC19,879$67K0.0%N/A0.026%
2/14/2025Topline Capital Management LLC920,947$3.09M0.6%N/A1.194%
2/14/2025RBF Capital LLC408,341$1.37M0.1%-15.4%0.529%
2/14/2025Alpine Global Management LLC11,820$40K0.0%N/A0.015%
2/14/2025Tower Research Capital LLC TRC 10,834$36K0.0%+1,194.4%0.014%
2/14/2025Dimensional Fund Advisors LP55,629$187K0.0%N/A0.072%
2/14/2025Formula Growth Ltd.950,000$3.18M1.1%+1.6%1.231%
2/13/2025Marshall Wace LLP1,439,877$4.82M0.0%+72.0%1.866%
2/13/2025Walleye Capital LLC247,531$829K0.0%-59.0%0.321%
2/13/2025XTX Topco Ltd45,026$151K0.0%-34.5%0.058%
2/13/2025Mariner LLC10,000$34K0.0%N/A0.013%
2/13/2025Barclays PLC127,834$428K0.0%+113.6%0.166%
2/13/2025Renaissance Technologies LLC965,200$3.23M0.0%-27.3%1.251%
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2/13/2025Integrated Quantitative Investments LLC44,600$149K0.1%N/A0.058%
2/12/2025ExodusPoint Capital Management LP27,099$91K0.0%N/A0.035%
2/12/2025Geode Capital Management LLC544,680$1.83M0.0%+5.8%0.706%
2/12/2025Arrowstreet Capital Limited Partnership757,001$2.54M0.0%+33.6%0.981%
2/12/2025JPMorgan Chase & Co.215,933$723K0.0%+35.0%0.280%
2/12/2025WINTON GROUP Ltd58,177$195K0.0%N/A0.075%
2/11/2025Hillsdale Investment Management Inc.87,397$293K0.0%N/A0.113%
2/11/2025American Century Companies Inc.68,228$229K0.0%+67.7%0.088%
2/11/2025Quantbot Technologies LP20,300$68K0.0%N/A0.026%
2/11/2025Palogic Value Management L.P.550,806$1.85M0.7%-37.1%0.714%
2/10/2025Connor Clark & Lunn Investment Management Ltd.604,088$2.02M0.0%+814.0%0.783%
2/7/2025Ceera Investments LLC439,330$1.47M0.5%+1.0%0.569%
2/6/2025Charles Schwab Investment Management Inc.316,976$1.06M0.0%+2.9%0.411%
2/5/2025Bailard Inc.43,621$146K0.0%N/A0.057%
2/4/2025Bank of New York Mellon Corp51,988$174K0.0%N/A0.067%
1/31/2025Baillie Gifford & Co.74,307$249K0.0%-92.0%0.096%
1/23/2025R Squared Ltd13,600$46K0.0%N/A0.018%
1/21/2025Exchange Traded Concepts LLC206,307$691K0.0%N/A0.267%
1/17/2025SG Americas Securities LLC11,687$39K0.0%N/A0.015%
12/26/2024JPMorgan Chase & Co.160,002$314K0.0%+33.5%0.207%
11/16/2024Geode Capital Management LLC514,948$1.01M0.0%+11.3%0.667%
11/15/2024XTX Topco Ltd68,789$135K0.0%+29.6%0.089%
11/15/2024Jane Street Group LLC62,126$122K0.0%-64.3%0.081%
11/15/2024Quadrature Capital Ltd53,236$105K0.0%-48.6%0.069%
11/15/2024RBF Capital LLC482,754$946K0.0%+10.9%0.626%
11/15/2024Jacobs Levy Equity Management Inc.76,945$151K0.0%-90.9%0.100%
11/15/2024Point72 Asia Singapore Pte. Ltd.37,906$74K0.0%-34.0%0.049%
11/14/2024Walleye Capital LLC603,506$1.18M0.0%+42.1%0.782%
11/13/2024Dynamic Technology Lab Private Ltd44,880$88K0.0%+100.6%0.058%
11/12/2024Charles Schwab Investment Management Inc.308,065$604K0.0%+25.7%0.401%
11/8/2024Connor Clark & Lunn Investment Management Ltd.66,095$130K0.0%+76.9%0.086%
11/5/2024Baillie Gifford & Co.930,285$1.82M0.0%-14.4%1.211%
11/5/2024GSA Capital Partners LLP93,442$183K0.0%N/A0.122%
9/16/2024Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050%
9/16/2024Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066%
8/15/2024AQR Capital Management LLC1,045,351$1.56M0.0%-2.9%1.209%
8/15/2024Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066%
8/14/2024Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050%
8/14/2024Marshall Wace LLP35,899$53K0.0%N/A0.042%
8/12/2024XTX Topco Ltd53,059$79K0.0%-52.7%0.061%
8/9/2024Renaissance Technologies LLC1,077,000$1.61M0.0%-13.2%1.245%
8/8/2024Wealthspire Advisors LLC66,212$99K0.0%+40.7%0.077%
8/1/2024Rhumbline Advisers22,799$34K0.0%-66.7%0.026%
5/16/2024Jacobs Levy Equity Management Inc.952,487$1.75M0.0%-8.5%1.327%
5/15/2024Quadrature Capital Ltd35,242$65K0.0%N/A0.049%
5/10/2024Acadian Asset Management LLC303,892$557K0.0%+74.4%0.431%
5/10/2024Vanguard Group Inc.3,346,715$6.16M0.0%+16.6%4.742%
5/1/2024Baillie Gifford & Co.1,087,013$2M0.0%-1.0%1.540%
2/15/2024Palogic Value Management L.P.800,000$1.98M0.9%+33.3%1.156%
2/14/2024Azora Capital LP24,583$61K0.0%N/A0.036%
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2/14/2024CastleKnight Management LP131,200$324K0.0%+79.5%0.190%
2/13/2024Aristides Capital LLC54,104$134K0.0%N/A0.078%
2/9/2024Aigen Investment Management LP18,674$46K0.0%-54.8%0.027%
2/8/2024Ceera Investments LLC125,000$309K0.1%N/A0.181%
2/7/2024Wealthspire Advisors LLC47,055$116K0.0%N/A0.068%
2/2/2024Morling Financial Advisors LLC149,024$368K0.3%-11.1%0.215%
1/31/2024Federated Hermes Inc.161,146$398K0.0%+57,044.0%0.233%
1/30/2024SVB Wealth LLC3,359,037$8.30M0.2%+63.9%4.855%
1/30/2024Mackenzie Financial Corp30,461$75K0.0%N/A0.044%
1/12/2024FNY Investment Advisers LLC12,500$30K0.0%+212.5%0.018%
(Data available from 1/1/2016 forward)

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EXFY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXFY shares?

During the previous two years, 96 institutional investors and hedge funds held shares of Expensify. The most heavily invested institutionals were Hall Kathryn A. ($16.11M), Invenomic Capital Management LP ($10.88M), SVB Wealth LLC ($8.30M), D. E. Shaw & Co. Inc. ($8.11M), Ameriprise Financial Inc. ($7.43M), Vanguard Group Inc. ($6.16M), and Marshall Wace LLP ($4.82M).Learn more on EXFY's institutional investors.

What percentage of Expensify stock is owned by institutional investors?

68.42% of Expensify stock is owned by institutional investors. Learn more on EXFY's institutional investor holdings.

Which institutional investors have been buying Expensify stock?

Of the 78 institutional investors that purchased Expensify stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SVB Wealth LLC ($1.31M), Topline Capital Management LLC ($920.95K), Walleye Capital LLC ($749.41K), Connor Clark & Lunn Investment Management Ltd. ($675.69K), Marshall Wace LLP ($638.46K), Vanguard Group Inc. ($476.69K), and KADENSA CAPITAL Ltd ($288.60K).

How much institutional buying is happening at Expensify?

Institutional investors have bought a total of 10,248,717 shares in the last 24 months. This purchase volume represents approximately $35.19M in transactions.

Which Expensify major shareholders have been selling company stock?

Of the 28 institutional investors that sold Expensify stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SVB Wealth LLC ($1.31M), Baillie Gifford & Co. ($1.02M), Jacobs Levy Equity Management Inc. ($860.12K), Millennium Management LLC ($752.63K), Palogic Value Management L.P. ($648.39K), Renaissance Technologies LLC ($526.84K), and Hall Kathryn A. ($364.45K).

How much institutional selling is happening at Expensify?

Institutional investors have sold a total of 7,114,064 shares in the last 24 months. This volume of shares sold represents approximately $28.56M in transactions.


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This page (NASDAQ:EXFY) was last updated on 4/4/2025 by MarketBeat.com Staff
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