Who owns EXPENSIFY INC?
- Ticker: EXFY
- CUSIP Number: 30219q106
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Analyze quarterly positions in Expensify with up to 7 years of data, all consolidated into one spreadsheet
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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 | 4.7M | $7.1M | 3% | Dec 2025 |
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| BlackRock | 4.1M | $6.1M | -2% | Dec 2025 |
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| Acadian Asset Management | 2.2M | $3.3M | -4% | Dec 2025 |
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| Ameriprise Financial | 1.9M | $2.8M | 1% | Dec 2025 |
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| CastleKnight Management | 1.7M | $2.6M | -20% | Dec 2025 |
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| D. E. Shaw & Co | 1.5M | $2.8M | -17% | Sep 2025 |
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| Marshall Wace | 1.4M | $2.2M | 6% | Dec 2025 |
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| Palogic Value Management | 1.4M | $2.1M | 50% | Dec 2025 |
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| Geode Capital Management | 1.4M | $2.1M | 0% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 980k | $1.5M | -9% | Dec 2025 |
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| Formula Growth | 900k | $1.4M | -22% | Dec 2025 |
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| State Street Corporation | 714k | $1.1M | 6% | Dec 2025 |
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| Renaissance Technologies | 680k | $1.0M | -3% | Dec 2025 |
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| Ieq Capital | 483k | $729k | -6% | Dec 2025 |
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| Charles Schwab Investment Management | 448k | $677k | 0% | Dec 2025 |
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| Northern Trust | 418k | $631k | -7% | Dec 2025 |
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| Goldman Sachs Group | 294k | $444k | -9% | Dec 2025 |
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| Two Sigma Investments | 273k | $505k | -33% | Sep 2025 |
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| Qube Research & Technologies | 264k | $399k | -24% | Dec 2025 |
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| AQR Capital Management | 256k | $473k | 100% | Sep 2025 |
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| Citadel Advisors | 245k | $454k | -63% | Sep 2025 |
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| Two Sigma Advisers | 244k | $452k | -28% | Sep 2025 |
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| Bank of New York Mellon | 234k | $353k | 37% | Dec 2025 |
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| XTX Topco | 191k | $289k | 6% | Dec 2025 |
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| Exchange Traded Concepts | 174k | $262k | -37% | Dec 2025 |
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| Mackenzie Financial | 160k | $240k | 100% | Dec 2025 |
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| Dimensional Fund Advisors | 147k | $222k | -51% | Dec 2025 |
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| Bridgeway Capital Management | 144k | $267k | -26% | Sep 2025 |
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| Barclays | 135k | $203k | 7% | Dec 2025 |
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| American Century Companies | 121k | $183k | 0% | Dec 2025 |
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| Susquehanna International | 108k | $163k | 13% | Dec 2025 |
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| Sontag Advisory | 106k | $160k | 60% | Dec 2025 |
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| Jpmorgan Chase & Co | 101k | $186k | 100% | Sep 2025 |
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| UBS Group | 92k | $139k | 39% | Dec 2025 |
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| Hsbc Holdings | 84k | $127k | 32% | Dec 2025 |
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| Nuveen | 78k | $117k | 0% | Dec 2025 |
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| Wells Fargo & Company | 70k | $106k | 60% | Dec 2025 |
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| Coldstream Capital Management | 56k | $84k | 11% | Dec 2025 |
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| Vontobel Holding | 54k | $82k | -1% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 47k | $72k | -53% | Dec 2025 |
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| Hrt Financial | 45k | $68k | 100% | Dec 2025 |
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| Rhumbline Advisers | 43k | $65k | -23% | Dec 2025 |
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| Dynamic Technology Lab Private | 42k | $64k | -62% | Dec 2025 |
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| New York State Common Retirement Fund | 41k | $61k | 0% | Dec 2025 |
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| Springbok Capital Management | 36k | $67k | 69% | Sep 2025 |
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| Williams & Novak | 35k | $53k | 14% | Dec 2025 |
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| Prentiss Smith & Co | 33k | $49k | 100% | Dec 2025 |
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| Invesco | 32k | $48k | -18% | Dec 2025 |
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| Mirae Asset Global Etfs Holdings | 29k | $43k | 3% | Dec 2025 |
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| HighTower Advisors | 27k | $41k | 0% | Dec 2025 |
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| Intech Investment Management | 27k | $41k | -11% | Dec 2025 |
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| Royce & Associates | 26k | $39k | -15% | Dec 2025 |
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| GSA Capital Partners | 23k | $34k | -93% | Dec 2025 |
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| Quadrature Capital | 22k | $33k | 100% | Dec 2025 |
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| Globeflex Capital | 22k | $33k | 0% | Dec 2025 |
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| Sand Hill Advisors | 20k | $31k | 0% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 20k | $30k | -86% | Dec 2025 |
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| Jane Street | 19k | $28k | -66% | Dec 2025 |
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| SG Americas Securities | 18k | $27k | 100% | Dec 2025 |
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| Franklin Resources | 17k | $26k | -6% | Dec 2025 |
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| Abel Hall | 16k | $25k | 100% | Dec 2025 |
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| Jacobs Levy Equity Management | 16k | $24k | 100% | Dec 2025 |
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| JustInvest | 16k | $24k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 16k | $23k | 2% | Dec 2025 |
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| Graham Capital Management | 15k | $23k | 100% | Dec 2025 |
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| Balyasny Asset Management | 14k | $26k | 100% | Sep 2025 |
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| Simplex Trading | 13k | $20k | 100% | Dec 2025 |
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| Group One Trading | 13k | $20k | 114% | Dec 2025 |
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| Ing Investment Management | 13k | $19k | 0% | Dec 2025 |
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| Police & Firemen's Retirement System of New Jersey | 12k | $19k | 0% | Dec 2025 |
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| ProShare Advisors | 11k | $17k | 7% | Dec 2025 |
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| Alliancebernstein | 10k | $19k | 0% | Sep 2025 |
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| Mutual Advisors | 10k | $15k | 0% | Dec 2025 |
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| CWM | 10k | $15k | -49% | Dec 2025 |
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| Advisor Group Holdings | 9.6k | $14k | 0% | Dec 2025 |
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| Russell Investments | 9.0k | $14k | 81% | Dec 2025 |
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| Alaska Retirement Management Board | 8.6k | $13k | 100% | Dec 2025 |
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| Tower Research Capital | 6.8k | $10k | 1% | Dec 2025 |
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| Summit Investment Advisors | 6.1k | $9.2k | 0% | Dec 2025 |
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| Legal & General Group | 6.1k | $9.2k | 0% | Dec 2025 |
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| California State Teachers Retirement System | 3.7k | $5.6k | -2% | Dec 2025 |
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| FMR | 2.8k | $5.3k | 26% | Sep 2025 |
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| Sterling Capital Management | 2.1k | $3.2k | 7% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.0k | $3.0k | 0% | Dec 2025 |
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| Amalgamated Bank | 1.9k | $3.0k | -8% | Dec 2025 |
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| Covestor | 1.6k | $2.0k | 0% | Dec 2025 |
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| SBI Securities | 664.00 | $1.0k | 11% | Dec 2025 |
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| Royal Bank of Canada | 595.00 | $1.1k | -87% | Sep 2025 |
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| EverSource Wealth Advisors | 513.00 | $820.800000 | -25% | Dec 2025 |
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| MAI Wealth Advisors | 500.00 | $755.000000 | 100% | Dec 2025 |
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| True Wealth Design | 253.00 | $382.991400 | 623% | Dec 2025 |
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| Pnc Financial Services | 201.00 | $303.992400 | 20000% | Dec 2025 |
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| Hanson McClain Advisors | 163.00 | $246.993900 | 77% | Dec 2025 |
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| Parallel Advisors | 100.00 | $151.000000 | 0% | Dec 2025 |
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| IFP Advisors | 72.00 | $109.000800 | -81% | Dec 2025 |
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| Sunbelt Securities | 71.00 | $106.997000 | 145% | Dec 2025 |
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| Rothschild Investment | 59.00 | $89.001500 | 100% | Dec 2025 |
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| NISA Investment Advisors | 50.00 | $76.000000 | 456% | Dec 2025 |
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| Rockefeller Capital Management | 10.00 | $15.000000 | 0% | Dec 2025 |
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| SJS Investment Consulting | 3.00 | $5.000100 | 100% | Dec 2025 |
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| Hartland & Co | 2.00 | $4.000000 | -99% | Dec 2025 |
|
Who sold out of Expensify?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ceera Investments | Sep 2025 | 444k | $821k |
| Rbf Capital | Jun 2025 | 211k | $546k |
| Victory Capital Management | Sep 2025 | 192k | $355k |
| Federated Investors | Sep 2025 | 161k | $298k |
| Morling Financial Advisors | Sep 2025 | 149k | $276k |
| Verition Fund Management | Sep 2025 | 56k | $103k |
| Sugar Maple Asset Management | Sep 2025 | 51k | $94k |
| Tudor Investment Corporation | Jun 2025 | 31k | $81k |
| Hillsdale Investment Management | Sep 2025 | 27k | $50k |
| Squarepoint Ops | Sep 2025 | 15k | $27k |
| Wealth Enhancement Advisory Services | Sep 2025 | 13k | $22k |
| SRS Capital Advisors | Sep 2025 | 8.0k | $15k |
| Golden State Wealth Management | Sep 2025 | 55.00 | $101.997500 |
| Wealth Watch Advisors | Sep 2025 | 14.00 | $25.999400 |