Who owns EXPENSIFY INC?
- Ticker: EXFY
- CUSIP Number: 30219q106
Tip: Access positions for across all investors
Analyze quarterly positions in Expensify with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Expensify stock
Who bought or sold EXPENSIFY INC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 4.5M | $8.4M | 5% | Sep 2025 |
|
| BlackRock | 4.2M | $7.7M | 4% | Sep 2025 |
|
| Acadian Asset Management | 2.3M | $4.2M | 10% | Sep 2025 |
|
| CastleKnight Management | 2.2M | $4.0M | 45% | Sep 2025 |
|
| Ameriprise Financial | 1.8M | $3.4M | -1% | Sep 2025 |
|
| D. E. Shaw & Co | 1.5M | $2.8M | -17% | Sep 2025 |
|
| Geode Capital Management | 1.4M | $2.6M | 6% | Sep 2025 |
|
| Marshall Wace | 1.4M | $2.5M | -12% | Sep 2025 |
|
| Formula Growth | 1.2M | $2.1M | 0% | Sep 2025 |
|
| Connor, Clark & Lunn Investment Management | 1.1M | $2.0M | -4% | Sep 2025 |
|
| Morgan Stanley | 940k | $2.4M | 100% | Jun 2025 |
|
| Palogic Value Management | 933k | $1.7M | 86% | Sep 2025 |
|
| Renaissance Technologies | 704k | $1.3M | -37% | Sep 2025 |
|
| State Street Corporation | 673k | $1.2M | 16% | Sep 2025 |
|
| Ieq Capital | 512k | $947k | 10% | Sep 2025 |
|
| Northern Trust | 451k | $834k | 1% | Sep 2025 |
|
| Charles Schwab Investment Management | 449k | $830k | -2% | Sep 2025 |
|
| Ceera Investments | 444k | $821k | 0% | Sep 2025 |
|
| Qube Research & Technologies | 349k | $645k | 45% | Sep 2025 |
|
| Goldman Sachs Group | 325k | $601k | -33% | Sep 2025 |
|
| GSA Capital Partners | 311k | $575k | -40% | Sep 2025 |
|
| Dimensional Fund Advisors | 298k | $551k | -22% | Sep 2025 |
|
| Exchange Traded Concepts | 277k | $513k | -7% | Sep 2025 |
|
| Two Sigma Investments | 273k | $505k | -33% | Sep 2025 |
|
| AQR Capital Management | 256k | $473k | 100% | Sep 2025 |
|
| Citadel Advisors | 245k | $454k | -63% | Sep 2025 |
|
| Two Sigma Advisers | 244k | $452k | -28% | Sep 2025 |
|
| Victory Capital Management | 192k | $355k | 154% | Sep 2025 |
|
| XTX Topco | 181k | $335k | 200% | Sep 2025 |
|
| Bank of New York Mellon | 170k | $315k | 0% | Sep 2025 |
|
| Federated Investors | 161k | $298k | -1% | Sep 2025 |
|
| Morling Financial Advisors | 149k | $276k | 0% | Sep 2025 |
|
| Bridgeway Capital Management | 144k | $267k | -26% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 143k | $265k | -13% | Sep 2025 |
|
| Barclays | 126k | $232k | -14% | Sep 2025 |
|
| American Century Companies | 121k | $225k | 0% | Sep 2025 |
|
| Dynamic Technology Lab Private | 111k | $206k | 85% | Sep 2025 |
|
| Deutsche Bank Aktiengesellschaft | 101k | $186k | 100% | Sep 2025 |
|
| Jpmorgan Chase & Co | 101k | $186k | -67% | Sep 2025 |
|
| Susquehanna International | 96k | $177k | -71% | Sep 2025 |
|
| Nuveen | 78k | $144k | 0% | Sep 2025 |
|
| UBS Group | 66k | $123k | 8% | Sep 2025 |
|
| Sontag Advisory | 66k | $123k | 0% | Sep 2025 |
|
| Hsbc Holdings | 64k | $119k | 4% | Sep 2025 |
|
| Verition Fund Management | 56k | $103k | 0% | Sep 2025 |
|
| Rhumbline Advisers | 56k | $103k | -1% | Sep 2025 |
|
| Jane Street | 56k | $103k | 100% | Sep 2025 |
|
| Vontobel Holding | 55k | $102k | 5% | Sep 2025 |
|
| Sugar Maple Asset Management | 51k | $94k | 100% | Sep 2025 |
|
| Coldstream Capital Management | 50k | $93k | 100% | Sep 2025 |
|
| Wells Fargo & Company | 44k | $81k | 18% | Sep 2025 |
|
| New York State Common Retirement Fund | 41k | $75k | 0% | Sep 2025 |
|
| Invesco | 39k | $72k | 2% | Sep 2025 |
|
| Springbok Capital Management | 36k | $67k | 69% | Sep 2025 |
|
| Williams & Novak | 31k | $57k | 100% | Sep 2025 |
|
| Intech Investment Management | 31k | $57k | 6% | Sep 2025 |
|
| Royce & Associates | 30k | $56k | 52% | Sep 2025 |
|
| Mirae Asset Global Etfs Holdings | 28k | $51k | -15% | Sep 2025 |
|
| HighTower Advisors | 27k | $51k | 0% | Sep 2025 |
|
| Hillsdale Investment Management | 27k | $50k | -68% | Sep 2025 |
|
| Globeflex Capital | 22k | $40k | -93% | Sep 2025 |
|
| Sand Hill Advisors | 20k | $38k | 0% | Sep 2025 |
|
| CWM | 20k | $36k | 100% | Sep 2025 |
|
| Franklin Resources | 18k | $34k | 100% | Sep 2025 |
|
| Savant Capital Management | 16k | $30k | 100% | Sep 2025 |
|
| Mariner Wealth Advisors | 15k | $28k | 52% | Sep 2025 |
|
| Squarepoint Ops | 15k | $27k | -51% | Sep 2025 |
|
| Balyasny Asset Management | 14k | $26k | 100% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 13k | $22k | 100% | Sep 2025 |
|
| Ing Investment Management | 13k | $23k | -30% | Sep 2025 |
|
| Police & Firemen's Retirement System of New Jersey | 12k | $23k | 100% | Sep 2025 |
|
| ProShare Advisors | 10k | $19k | -17% | Sep 2025 |
|
| Alliancebernstein | 10k | $19k | 0% | Sep 2025 |
|
| Mutual Advisors | 10k | $17k | 0% | Sep 2025 |
|
| Advisor Group Holdings | 9.6k | $18k | 37% | Sep 2025 |
|
| SRS Capital Advisors | 8.0k | $15k | 100% | Sep 2025 |
|
| Tower Research Capital | 6.8k | $13k | 76% | Sep 2025 |
|
| Summit Investment Advisors | 6.1k | $11k | 0% | Sep 2025 |
|
| Legal & General Group | 6.1k | $11k | 0% | Sep 2025 |
|
| Group One Trading | 6.0k | $11k | -6% | Sep 2025 |
|
| Russell Investments | 5.0k | $9.2k | 100% | Sep 2025 |
|
| California State Teachers Retirement System | 3.7k | $6.9k | 0% | Sep 2025 |
|
| FMR | 2.8k | $5.3k | 26% | Sep 2025 |
|
| Amalgamated Bank | 2.0k | $4.0k | 0% | Sep 2025 |
|
| Jones Financial Companies, L.L | 2.0k | $3.9k | 0% | Sep 2025 |
|
| Sterling Capital Management | 2.0k | $3.7k | 141% | Sep 2025 |
|
| Covestor | 1.6k | $3.0k | 100% | Sep 2025 |
|
| EverSource Wealth Advisors | 688.00 | $1.3k | 100% | Sep 2025 |
|
| SBI Securities | 597.00 | $1.1k | 5% | Sep 2025 |
|
| Royal Bank of Canada | 595.00 | $1.1k | -87% | Sep 2025 |
|
| IFP Advisors | 371.00 | $686.016100 | 100% | Sep 2025 |
|
| Hartland & Co | 200.00 | $370.000000 | 100% | Sep 2025 |
|
| Parallel Advisors | 100.00 | $185.000000 | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 92.00 | $171.000400 | 100% | Sep 2025 |
|
| Golden State Wealth Management | 55.00 | $101.997500 | 100% | Sep 2025 |
|
| True Wealth Design | 35.00 | $64.998500 | 100% | Sep 2025 |
|
| Sunbelt Securities | 29.00 | $54.000900 | 100% | Sep 2025 |
|
| Wealth Watch Advisors | 14.00 | $25.999400 | 100% | Sep 2025 |
|
| Rockefeller Capital Management | 10.00 | $19.000000 | 100% | Sep 2025 |
|
| NISA Investment Advisors | 9.00 | $17.000100 | -100% | Sep 2025 |
|
| Pnc Financial Services | 1.00 | $2.000000 | 100% | Sep 2025 |
|
Who sold out of Expensify?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | Jun 2025 | 731k | $1.9M |
| Rbf Capital | Jun 2025 | 211k | $546k |
| State of Wyoming | Jun 2025 | 93k | $240k |
| Simplex Trading | Jun 2025 | 59k | $152k |
| Millington Financial Advisors | Jun 2025 | 40k | $93k |
| MetLife Investment Advisors | Jun 2025 | 40k | $103k |
| Tudor Investment Corporation | Jun 2025 | 31k | $81k |
| Winton Capital | Jun 2025 | 24k | $62k |
| R Squared | Jun 2025 | 21k | $55k |
| Heron Bay Capital Management | Jun 2025 | 14k | $37k |
| Belvedere Trading | Jun 2025 | 13k | $35k |
| SG Americas Securities | Jun 2025 | 13k | $33k |
| Thrivent Financial for Lutherans | Jun 2025 | 12k | $32k |
| Kapitalo Investimentos | Jun 2025 | 12k | $30k |
| Spire Wealth Management | Jun 2025 | 200.00 | $518.000000 |