Expensify (EXFY) Institutional Ownership $3.60 +0.04 (+1.12%) (As of 12/20/2024 05:40 PM ET) Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Expensify (NASDAQ:EXFY)CurrentInstitutional OwnershipPercentage68.42%Number ofInstitutional Buyers(last 12 months)23TotalInstitutional Inflows(last 12 months)$7.40MNumber ofInstitutional Sellers(last 12 months)12TotalInstitutional Outflows(last 12 months)$2.94M Get EXFY Insider Trade Alerts Want to know when executives and insiders are buying or selling Expensify stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data EXFY Institutional Buying and Selling by Quarter Ad Brownstone ResearchMost People Are Dead Wrong.Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines about artificial intelligence. Everyone's talking about AI right now. But see, I've been talking about it for years.I call it my AI Retirement Playbook. I recommend you check it out now. Expensify Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/16/2024 Geode Capital Management LLC514,948$1.01M0.0%+11.3%0.667% 11/15/2024 XTX Topco Ltd68,789$135K0.0%+29.6%0.089% 11/15/2024 Jane Street Group LLC62,126$122K0.0%-64.3%0.081% 11/15/2024 Quadrature Capital Ltd53,236$105K0.0%-48.6%0.069% 11/15/2024 RBF Capital LLC482,754$946K0.0%+10.9%0.626% 11/15/2024 Jacobs Levy Equity Management Inc.76,945$151K0.0%-90.9%0.100% Get the Latest News and Ratings for EXFY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Expensify and its competitors with MarketBeat's FREE daily newsletter. 11/15/2024 Point72 Asia Singapore Pte. Ltd.37,906$74K0.0%-34.0%0.049% 11/14/2024 Walleye Capital LLC603,506$1.18M0.0%+42.1%0.782% 11/13/2024 Dynamic Technology Lab Private Ltd44,880$88K0.0%+100.6%0.058% 11/12/2024 Charles Schwab Investment Management Inc.308,065$604K0.0%+25.7%0.401% 11/8/2024 Connor Clark & Lunn Investment Management Ltd.66,095$130K0.0%+76.9%0.086% 11/5/2024 Baillie Gifford & Co.930,285$1.82M0.0%-14.4%1.211% 11/5/2024 GSA Capital Partners LLP93,442$183K0.0%N/A0.122% 9/16/2024 Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050% 9/16/2024 Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066% 8/15/2024 AQR Capital Management LLC1,045,351$1.56M0.0%-2.9%1.209% 8/15/2024 Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066% 8/14/2024 Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050% 8/14/2024 Marshall Wace LLP35,899$53K0.0%N/A0.042% 8/12/2024 XTX Topco Ltd53,059$79K0.0%-52.7%0.061% 8/9/2024 Renaissance Technologies LLC1,077,000$1.61M0.0%-13.2%1.245% 8/8/2024 Wealthspire Advisors LLC66,212$99K0.0%+40.7%0.077% 8/1/2024 Rhumbline Advisers22,799$34K0.0%-66.7%0.026% 5/16/2024 Jacobs Levy Equity Management Inc.952,487$1.75M0.0%-8.5%1.327% 5/15/2024 Quadrature Capital Ltd35,242$65K0.0%N/A0.049% 5/10/2024 Acadian Asset Management LLC303,892$557K0.0%+74.4%0.431% 5/10/2024 Vanguard Group Inc.3,346,715$6.16M0.0%+16.6%4.742% 5/1/2024 Baillie Gifford & Co.1,087,013$2M0.0%-1.0%1.540% 2/15/2024 Palogic Value Management L.P.800,000$1.98M0.9%+33.3%1.156% 2/14/2024 Azora Capital LP24,583$61K0.0%N/A0.036% 2/14/2024 CastleKnight Management LP131,200$324K0.0%+79.5%0.190% 2/13/2024 Aristides Capital LLC54,104$134K0.0%N/A0.078% 2/9/2024 Aigen Investment Management LP18,674$46K0.0%-54.8%0.027% 2/8/2024 Ceera Investments LLC125,000$309K0.1%N/A0.181% 2/7/2024 Wealthspire Advisors LLC47,055$116K0.0%N/A0.068% 2/2/2024Morling Financial Advisors LLC149,024$368K0.3%-11.1%0.215% 1/31/2024 Federated 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% 1/30/2024 Mackenzie Financial Corp30,461$75K0.0%N/A0.044% 1/12/2024FNY Investment Advisers LLC12,500$30K0.0%+212.5%0.018% First JFK… next Elon? (Ad)Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.I share with you in this special investigative documentary.12/6/2023 Citigroup Inc.49,589$161K0.0%+186.5%0.072% 11/21/2023 Walleye Capital LLC714,537$2.32M0.0%+396.1%1.033% 11/14/2023 Quadrature Capital Ltd10,742$35K0.0%N/A0.016% 11/14/2023 Corton Capital Inc.11,257$37K0.0%N/A0.016% 11/13/2023 Connor Clark & Lunn Investment Management Ltd.108,415$352K0.0%+287.1%0.157% 11/13/2023 Algert Global LLC90,170$293K0.0%-59.0%0.130% 11/13/2023 Dark Forest Capital Management LP48,044$156K0.0%N/A0.069% 11/13/2023 Hsbc Holdings PLC55,876$184K0.0%+63.5%0.081% 11/13/2023 Aigen Investment Management LP41,325$134K0.0%N/A0.060% 11/7/2023 Quantbot Technologies LP47,396$154K0.0%+93.5%0.069% 11/7/2023 Barclays PLC105,759$344K0.0%+433.4%0.155% 11/7/2023 Jump Financial LLC54,700$178K0.0%N/A0.080% 10/24/2023 Bank of New York Mellon Corp220,490$717K0.0%+15.2%0.322% 10/23/2023SVB Wealth LLC2,050,000$6.66M0.1%-18.0%2.996% 10/13/2023 SG Americas Securities LLC15,673$51K0.0%N/A0.023% 9/21/2023 Barclays PLC19,828$158K0.0%+112.9%0.029% 8/24/2023 Alamar Capital Management LLC27,000$215K0.2%+28.6%0.039% 8/15/2023 KADENSA CAPITAL Ltd549,664$4.39M0.8%+18.3%0.803% 8/14/2023 Invenomic Capital Management LP1,363,964$10.88M0.6%-7.4%1.994% 8/14/2023 Lombard Odier Asset Management USA Corp28,388$227K0.0%N/A0.041% 8/11/2023 Formula Growth Ltd.200,000$1.60M0.5%+11.1%0.241% 8/10/2023 Metropolitan Life Insurance Co NY3,096$25K0.0%N/A0.004% 8/7/2023 Acadian Asset Management LLC100,245$799K0.0%+62.3%0.121% 8/7/2023 Royce & Associates LP116,560$930K0.0%+23.2%0.141% 8/4/2023 American International Group Inc.26,587$212K0.0%N/A0.032% 7/24/2023SVB Wealth LLC2,500,000$19.95M0.4%-25.6%3.019% 7/17/2023 Harel Insurance Investments & Financial Services Ltd.6,476$51K0.0%N/A0.008% 7/11/2023 Harbor Capital Advisors Inc.9,059$72K0.0%N/A0.011% 6/1/2023 Prelude Capital Management LLC22,470$183K0.0%N/A0.033% 5/31/2023 Coastline Trust Co86,236$703K0.1%-42.8%0.126% 5/23/2023 Royce & Associates LP94,600$771K0.0%N/A0.138% 5/16/2023 Azora Capital LP19,356$158K0.0%N/A0.028% 5/15/2023 KADENSA CAPITAL Ltd464,464$3.79M0.8%+77.9%0.678% 5/15/2023 Optimus Prime Fund Management Co. Ltd.160,000$1.30M0.2%-31.9%0.234% 5/15/2023 Formula Growth Ltd.180,000$1.47M0.5%N/A0.263% 5/12/2023 Hall Kathryn A.1,977,136$16.11M4.7%-15.6%2.886% 5/11/2023 Acadian Asset Management LLC61,760$503K0.0%N/A0.090% 5/10/2023 Connor Clark & Lunn Investment Management Ltd.28,560$233K0.0%N/A0.042% 5/9/2023 Y Intercept Hong Kong Ltd13,817$113K0.0%N/A0.020% 5/8/2023 Federated Hermes Inc.40,000$326K0.0%+33.3%0.058% 5/4/2023 Royce & Associates LP94,600$771K0.0%N/A0.139% 5/3/2023 Jump Financial LLC32,200$262K0.0%-5.6%0.047% 4/21/2023 Cornerstone Investment Partners LLC19,516$159K0.0%N/A0.029% 4/18/2023 Stanley Laman Group Ltd.75,692$617K0.1%-25.2%0.111% 4/17/2023 Parsons Capital Management Inc. RI10,958$89K0.0%-60.0%0.016% 2/10/2023 HRT Financial LP41,545$366K0.0%N/A0.061% 2/10/2023SVB Wealth LLC3,360,230$29.67M0.4%N/A4.923% 2/9/2023 Landscape Capital Management L.L.C.12,039$106K0.0%N/A0.018% 2/9/2023 Coastline Trust Co150,678$1.33M0.2%+57.1%0.221% 2/3/2023Morling Financial Advisors LLC167,652$1.48M1.9%N/A0.246% First JFK… next Elon? (Ad)Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.I share with you in this special investigative documentary.1/19/2023 Stanley Laman Group Ltd.101,135$893K0.2%-13.6%0.148% 11/15/2022 Pier Capital LLC444,170$6.61M1.1%+2.1%0.651% 11/15/2022 Marshall Wace LLP754,584$11.23M0.0%+452.6%1.106% 11/14/2022 Durable Capital Partners LP2,549,831$37.94M0.4%-3.9%3.736% 11/14/2022 Light Street Capital Management LLC1,603,710$23.86M6.1%-17.9%2.350% 11/10/2022 North Reef Capital Management LP336,591$5.01M1.2%N/A0.493% 11/10/2022 ExodusPoint Capital Management LP18,281$272K0.0%N/A0.027% 11/9/2022 Massachusetts Financial Services Co. MA1,155,490$17.19M0.0%+7.4%1.693% 11/8/2022 Hamilton Lane Advisors LLC273,959$4.08M1.5%N/A0.401% 11/7/2022 Sensible Financial Planning & Management LLC.13,698$204K0.1%N/A0.020% (Data available from 1/1/2016 forward) EXFY Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of EXFY shares? During the previous two years, 62 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), Vanguard Group Inc. ($6.16M), KADENSA CAPITAL Ltd ($4.39M), Palogic Value Management L.P. ($1.98M), and Baillie Gifford & Co. ($1.82M).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 49 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 ($4.67M), Walleye Capital LLC ($749.41K), Vanguard Group Inc. ($476.69K), KADENSA CAPITAL Ltd ($288.60K), Acadian Asset Management LLC ($229.93K), Royce & Associates LP ($211.16K), and Formula Growth Ltd. ($200K). How much institutional buying is happening at Expensify? Institutional investors have bought a total of 8,996,102 shares in the last 24 months. This purchase volume represents approximately $50.98M in transactions. Which Expensify major shareholders have been selling company stock? Of the 21 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), Jacobs Levy Equity Management Inc. ($860.12K), Hall Kathryn A. ($364.45K), Baillie Gifford & Co. ($167.56K), Renaissance Technologies LLC ($163.80K), Algert Global LLC ($129.62K), and Jane Street Group LLC ($111.66K). How much institutional selling is happening at Expensify? Institutional investors have sold a total of 3,685,631 shares in the last 24 months. This volume of shares sold represents approximately $17.16M in transactions. Related Companies Taboola.com Institutional Ownership Weave Communications Institutional Ownership VTEX Institutional Ownership Vimeo Institutional Ownership Quantum Computing Institutional Ownership Amplitude Institutional Ownership Hello Group Institutional Ownership Similarweb Institutional Ownership Nextdoor Institutional Ownership VNET Group Institutional Ownership This page (NASDAQ:EXFY) was last updated on 12/21/2024 by MarketBeat.com Staff From Our PartnersAmazon coin set to soar 25X – starting December 16th?This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. 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