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 | 4.0M | $3.5M | -2% | Mar 2026 |
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| Vanguard Capital Management | 2.3M | $2.0M | 100% | Mar 2026 |
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| Acadian Asset Management | 2.2M | $1.9M | 2% | Mar 2026 |
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| Vanguard Portfolio Management | 2.0M | $1.7M | 100% | Mar 2026 |
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| CastleKnight Management | 1.7M | $1.5M | 0% | Mar 2026 |
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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 | $1.2M | -2% | Mar 2026 |
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| D. E. Shaw & Co | 1.3M | $1.1M | -2% | Mar 2026 |
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| Formula Growth | 900k | $1.4M | -22% | Dec 2025 |
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| AQR Capital Management | 826k | $720k | 414% | Mar 2026 |
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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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| Connor, Clark & Lunn Investment Management | 505k | $439k | -48% | Mar 2026 |
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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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| Vanguard Fiduciary Trust | 390k | $339k | 100% | Mar 2026 |
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| Mackenzie Financial | 380k | $331k | 137% | Mar 2026 |
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| Two Sigma Investments | 364k | $317k | -2% | Mar 2026 |
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| Goldman Sachs Group | 295k | $256k | 0% | Mar 2026 |
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| Morgan Stanley | 273k | $248k | -49% | Mar 2026 |
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| Qube Research & Technologies | 264k | $399k | -24% | Dec 2025 |
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| Sontag Advisory | 239k | $208k | 125% | Mar 2026 |
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| Bank of New York Mellon | 232k | $202k | -1% | Mar 2026 |
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| XTX Topco | 191k | $289k | 6% | Dec 2025 |
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| Bridgeway Capital Management | 144k | $218k | 0% | Dec 2025 |
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| Barclays | 135k | $203k | 7% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 129k | $113k | 173% | Mar 2026 |
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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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| Hsbc Holdings | 84k | $75k | 0% | Mar 2026 |
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| UBS Group | 80k | $69k | -13% | Mar 2026 |
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| Dimensional Fund Advisors | 78k | $68k | -47% | Mar 2026 |
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| Nuveen | 78k | $68k | 0% | Mar 2026 |
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| Williams & Novak | 64k | $56k | 84% | Mar 2026 |
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| Creative Planning | 63k | $55k | 100% | Mar 2026 |
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| Coldstream Capital Management | 62k | $54k | 12% | Mar 2026 |
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| Balyasny Asset Management | 50k | $44k | 58% | Mar 2026 |
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| Bank of America Corporation | 49k | $42k | 100% | Mar 2026 |
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| Jacobs Levy Equity Management | 48k | $42k | 206% | Mar 2026 |
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| Invesco | 44k | $38k | 36% | Mar 2026 |
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| Rhumbline Advisers | 43k | $37k | 0% | Mar 2026 |
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| New York State Common Retirement Fund | 41k | $35k | 0% | Mar 2026 |
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| Nine Masts Capital | 38k | $33k | 100% | Mar 2026 |
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| Springbok Capital Management | 36k | $55k | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 34k | $29k | 116% | Mar 2026 |
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| HPM Partners | 33k | $28k | 100% | Mar 2026 |
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| Prentiss Smith & Co | 33k | $28k | 0% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 29k | $25k | 2% | Mar 2026 |
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| GSA Capital Partners | 29k | $25k | 29% | Mar 2026 |
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| Wells Fargo & Company | 24k | $20k | -66% | Mar 2026 |
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| Quadrature Capital | 22k | $33k | 100% | Dec 2025 |
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| JustInvest | 21k | $18k | 32% | Mar 2026 |
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| FMR | 20k | $31k | 616% | Dec 2025 |
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| Sand Hill Advisors | 20k | $31k | 0% | Dec 2025 |
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| Lavelle Capital | 20k | $17k | 0% | Mar 2026 |
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| Two Sigma Securities | 19k | $17k | 100% | Mar 2026 |
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| Sei Investments | 19k | $16k | 100% | Mar 2026 |
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| Vanguard Global Advisers | 17k | $15k | 100% | Mar 2026 |
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| Franklin Resources | 17k | $15k | -2% | Mar 2026 |
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| Ameriprise Financial | 17k | $15k | -99% | Mar 2026 |
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| Graham Capital Management | 16k | $14k | 5% | Mar 2026 |
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| Intech Investment Management | 16k | $14k | -41% | Mar 2026 |
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| Mercer Global Advisors | 15k | $13k | 100% | Mar 2026 |
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| Simplex Trading | 13k | $20k | 100% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 13k | $11k | -35% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 12k | $11k | 0% | Mar 2026 |
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| Merit Financial Group | 12k | $11k | 100% | Mar 2026 |
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| Sassicaia Capital Advisers | 11k | $9.4k | 100% | Mar 2026 |
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| Alliancebernstein | 10k | $15k | 0% | Mar 2026 |
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| Mutual Advisors | 10k | $8.7k | 0% | Mar 2026 |
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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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| Transamerica Financial Advisors | 9.4k | $8.1k | 100% | Mar 2026 |
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| Alaska Retirement Management Board | 8.6k | $7.0k | 0% | Mar 2026 |
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| Group One Trading | 8.0k | $7.0k | -38% | Mar 2026 |
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| Tower Research Capital | 6.8k | $10k | 1% | Dec 2025 |
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| Royal Bank of Canada | 6.6k | $0 | 1007% | Mar 2026 |
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| Summit Investment Advisors | 6.1k | $5.3k | 0% | Mar 2026 |
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| Russell Investments | 5.9k | $5.2k | -34% | Mar 2026 |
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| Legal & General Group | 5.4k | $4.7k | -11% | Mar 2026 |
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| Essential Partners | 4.6k | $4.0k | 426% | Mar 2026 |
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| Citigroup | 3.0k | $2.6k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.0k | $3.0k | 0% | Dec 2025 |
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| Ubs Global Asset Management Americas | 1.9k | $1.7k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 1.9k | $1.4k | 270% | Mar 2026 |
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| Pnc Financial Services | 1.3k | $1.2k | 569% | Mar 2026 |
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| Sterling Capital Management | 1.1k | $979.957800 | -47% | Mar 2026 |
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| SBI Securities | 761.00 | $661.993900 | 15% | Mar 2026 |
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| Purpose Un | 650.00 | $566.995000 | 0% | Mar 2026 |
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| IFP Advisors | 282.00 | $245.001600 | 292% | Mar 2026 |
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| Rothschild Investment | 253.00 | $220.008800 | 329% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 230.00 | $200.008000 | 100% | Mar 2026 |
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| SRS Capital Advisors | 167.00 | $145.006100 | 100% | Mar 2026 |
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| Hanson McClain Advisors | 163.00 | $246.993900 | 77% | Dec 2025 |
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| MAI Wealth Advisors | 159.00 | $138.997800 | -68% | Mar 2026 |
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| Wealth Preservation Advisors | 139.00 | $120.999500 | 100% | Mar 2026 |
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| Sunbelt Securities | 109.00 | $95.004400 | 54% | Mar 2026 |
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| True Wealth Design | 34.00 | $30.001600 | -87% | Mar 2026 |
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| Smartleaf Asset Management | 25.00 | $21.000000 | 100% | Mar 2026 |
|
| SJS Investment Consulting | 22.00 | $20.000200 | 633% | Mar 2026 |
|
Who sold out of Expensify?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Advisers | Dec 2025 | 264k | $399k |
| Victory Capital Management | Sep 2025 | 192k | $355k |
| Exchange Traded Concepts | Dec 2025 | 174k | $262k |
| Jpmorgan Chase & Co | Sep 2025 | 101k | $186k |
| Citadel Advisors | Dec 2025 | 87k | $131k |
| Verition Fund Management | Sep 2025 | 56k | $103k |
| Vontobel Holding | Dec 2025 | 54k | $82k |
| Hrt Financial | Dec 2025 | 45k | $68k |
| Dynamic Technology Lab Private | Dec 2025 | 42k | $64k |
| HighTower Advisors | Dec 2025 | 27k | $41k |
| Royce & Associates | Dec 2025 | 26k | $39k |
| Globeflex Capital | Dec 2025 | 22k | $33k |
| Jane Street | Dec 2025 | 19k | $28k |
| SG Americas Securities | Dec 2025 | 18k | $27k |
| Abel Hall | Dec 2025 | 16k | $25k |
| Ing Investment Management | Dec 2025 | 13k | $19k |
| ProShare Advisors | Dec 2025 | 11k | $17k |
| California State Teachers Retirement System | Dec 2025 | 3.7k | $5.6k |
| Amalgamated Bank | Dec 2025 | 1.9k | $3.0k |
| Covestor | Dec 2025 | 1.6k | $2.0k |
| Parallel Advisors | Dec 2025 | 100.00 | $151.000000 |
| NISA Investment Advisors | Dec 2025 | 50.00 | $76.000000 |