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 |
|---|---|---|---|---|---|
| Parallel Advisors | 2.7M | $4.8M | 100% | Jun 2026 |
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| Acadian Asset Management | 2.5M | $4.4M | 11% | Jun 2026 |
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| Vanguard Capital Management | 2.4M | $4.2M | 2% | Jun 2026 |
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| AQR Capital Management | 2.1M | $3.7M | 152% | Jun 2026 |
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| Palogic Value Management | 1.8M | $3.2M | -30% | Jun 2026 |
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| CastleKnight Management | 1.7M | $3.1M | 0% | Jun 2026 |
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| Vanguard Portfolio Management | 1.2M | $2.1M | -41% | Jun 2026 |
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| BlackRock | 1.1M | $2.0M | -72% | Jun 2026 |
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| Jane Street | 1.0M | $1.8M | 100% | Jun 2026 |
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| Formula Growth | 875k | $1.6M | -2% | Jun 2026 |
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| Marshall Wace | 752k | $1.3M | -18% | Jun 2026 |
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| Renaissance Technologies | 747k | $1.3M | 3% | Jun 2026 |
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| State Street Corporation | 724k | $630k | 1% | Mar 2026 |
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| Geode Capital Management | 663k | $1.2M | -52% | Jun 2026 |
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| Millennium Management | 508k | $909k | 100% | Jun 2026 |
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| Two Sigma Investments | 507k | $908k | 39% | Jun 2026 |
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| Vanguard Fiduciary Trust | 393k | $703k | 1% | Jun 2026 |
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| Morgan Stanley | 273k | $248k | -49% | Mar 2026 |
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| Charles Schwab Investment Management | 261k | $467k | -31% | Jun 2026 |
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| Sixth Street Partners Management Company | 261k | $467k | 100% | Jun 2026 |
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| UBS Group | 257k | $461k | 223% | Jun 2026 |
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| Ieq Capital | 254k | $455k | -54% | Jun 2026 |
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| Sontag Advisory | 239k | $427k | 0% | Jun 2026 |
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| Arrowstreet Capital, Limited Partnership | 204k | $366k | 100% | Jun 2026 |
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| GSA Capital Partners | 184k | $330k | 532% | Jun 2026 |
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| Citadel Advisors | 174k | $311k | 100% | Jun 2026 |
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| Hrt Financial | 171k | $305k | 100% | Jun 2026 |
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| Goldman Sachs Group | 158k | $283k | -46% | Jun 2026 |
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| Northern Trust | 151k | $270k | -64% | Jun 2026 |
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| Pale Fire Capital SE | 134k | $241k | -72% | Jun 2026 |
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| Rbf Capital | 120k | $215k | 100% | Jun 2026 |
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| Aster Capital Management | 118k | $211k | 100% | Jun 2026 |
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| Bank of New York Mellon | 111k | $198k | -52% | Jun 2026 |
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| Mariner Wealth Advisors | 102k | $182k | 204% | Jun 2026 |
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| Bridgeway Capital Management | 94k | $169k | 0% | Jun 2026 |
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| Barclays | 89k | $159k | 70% | Jun 2026 |
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| Bank of America Corporation | 88k | $157k | 80% | Jun 2026 |
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| Creative Planning | 87k | $155k | 37% | Jun 2026 |
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| HPM Partners | 84k | $151k | 158% | Jun 2026 |
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| Hsbc Holdings | 83k | $147k | -2% | Jun 2026 |
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| Dimensional Fund Advisors | 78k | $140k | 0% | Jun 2026 |
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| XTX Topco | 65k | $116k | 100% | Jun 2026 |
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| Franklin Resources | 56k | $100k | 230% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 55k | $105k | 100% | Jun 2026 |
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| Williams & Novak | 54k | $96k | -17% | Jun 2026 |
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| Mercer Global Advisors | 53k | $94k | 254% | Jun 2026 |
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| Connor, Clark & Lunn Investment Management | 53k | $94k | -90% | Jun 2026 |
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| FMR | 46k | $82k | 38% | Jun 2026 |
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| Prentiss Smith & Co | 43k | $76k | 31% | Jun 2026 |
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| CWM | 41k | $36k | 312% | Mar 2026 |
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| JustInvest | 39k | $71k | 92% | Jun 2026 |
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| Susquehanna International | 39k | $69k | -60% | Jun 2026 |
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| Balyasny Asset Management | 37k | $67k | -25% | Jun 2026 |
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| SRS Capital Advisors | 37k | $65k | 21765% | Jun 2026 |
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| Captrust Financial Advisors | 34k | $60k | 100% | Jun 2026 |
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| T. Rowe Price Associates | 30k | $27k | 0% | Mar 2026 |
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| Russell Investments | 29k | $52k | 388% | Jun 2026 |
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| Point72 Asset Management | 27k | $48k | 100% | Jun 2026 |
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| Intl Fcstone | 26k | $28k | 100% | Jun 2026 |
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| Merit Financial Group | 23k | $42k | 90% | Jun 2026 |
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| Group One Trading | 22k | $38k | 168% | Jun 2026 |
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| Susquehanna Portfolio Strategies | 21k | $38k | 100% | Jun 2026 |
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| Colony | 20k | $36k | 100% | Jun 2026 |
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| Sand Hill Advisors | 20k | $36k | 0% | Jun 2026 |
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| Brighton Jones | 20k | $36k | 100% | Jun 2026 |
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| Lavelle Capital | 20k | $36k | 0% | Jun 2026 |
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| Pallas Capital Advisors | 20k | $36k | 100% | Jun 2026 |
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| R Squared | 20k | $35k | 100% | Jun 2026 |
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| Vanguard Global Advisers | 17k | $31k | 0% | Jun 2026 |
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| Two Sigma Securities | 14k | $25k | -26% | Jun 2026 |
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| Schonfeld Strategic Advisors | 14k | $24k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 13k | $22k | 100% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 11k | $20k | -16% | Jun 2026 |
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| Mutual Advisors | 10k | $18k | 0% | Jun 2026 |
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| Alaska Retirement Management Board | 8.6k | $15k | 0% | Jun 2026 |
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| Advisor Group Holdings | 7.8k | $14k | -7% | Jun 2026 |
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| Transamerica Financial Advisors | 7.7k | $14k | -18% | Jun 2026 |
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| Simplex Trading | 4.8k | $8.6k | -78% | Jun 2026 |
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| Royal Bank of Canada | 4.6k | $0 | -31% | Jun 2026 |
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| EverSource Wealth Advisors | 4.3k | $7.6k | 124% | Jun 2026 |
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| Tower Research Capital | 4.0k | $7.1k | -80% | Jun 2026 |
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| Hanson McClain Advisors | 3.8k | $6.7k | 720% | Jun 2026 |
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| Citigroup | 3.0k | $2.6k | 100% | Mar 2026 |
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| Essential Partners | 2.7k | $4.9k | -41% | Jun 2026 |
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| Ubs Global Asset Management Americas | 1.9k | $3.4k | 0% | Jun 2026 |
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| Pnc Financial Services | 1.4k | $2.6k | 7% | Jun 2026 |
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| Rothschild Investment | 1.4k | $2.4k | 440% | Jun 2026 |
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| SBI Securities | 895.00 | $1.6k | 18% | Jun 2026 |
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| True Wealth Design | 752.00 | $1.3k | 2112% | Jun 2026 |
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| Farther Finance Advisors | 701.00 | $1.2k | 100% | Jun 2026 |
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| Purpose Un | 650.00 | $1.2k | 0% | Jun 2026 |
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| Hantz Financial Services | 500.00 | $1.0k | 100% | Jun 2026 |
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| IFP Advisors | 486.00 | $869.988600 | 72% | Jun 2026 |
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| Wells Fargo & Company | 202.00 | $362.004200 | -99% | Jun 2026 |
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| Fortitude Family Office | 179.00 | $319.998300 | 100% | Jun 2026 |
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| Caitong International Asset Management | 125.00 | $224.000000 | 100% | Jun 2026 |
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| Sunbelt Securities | 109.00 | $95.004400 | 54% | Mar 2026 |
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| Rhumbline Advisers | 100.00 | $179.000000 | -100% | Jun 2026 |
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| SJS Investment Consulting | 97.00 | $173.998600 | 341% | Jun 2026 |
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| Smartleaf Asset Management | 25.00 | $44.000000 | 0% | Jun 2026 |
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| BFSG | 16.00 | $29.000000 | 100% | Jun 2026 |
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| Hartland & Co | 6.00 | $10.999800 | 100% | Jun 2026 |
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| JPL Wealth Management | 5.00 | $9.000000 | 100% | Jun 2026 |
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| Action Point Financial Planning | 5.00 | $9.000000 | 100% | Jun 2026 |
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