Expensify, Inc. (EXFY) Institutional Ownership

Institutions by Trading Activity

86,577,778Shares Outstanding

0Shares held by institutions

$0Value of institutional holdings

0.02%Institutional ownership %

51,380.00%Shares Changed QoQ

2No. of institutional investors

The institutional landscape for Expensify, Inc. (NASDAQ:EXFY) includes 2 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Expensify moved to 0.0% in December 2025, a shift down from the 36.8% reported for September 2025.
The company experienced a 51380.00% quarterly change in institutional shares held, alongside a decrease of 97.80% in total owners annually.
Among the 2 institutional holders of Expensify, 2 added to their stakes while 0 trimmed their positions and 0 held steady.
The aggregate institutional position in Expensify now stands at 18.02K shares as of December 2025, after investors increased their holdings (up by 17.98K shares quarter on quarter which is down 29.90Mn shares year over year).
With 17.77K shares, SG Americas Securities, LLC commands the largest institutional position in Expensify as of December 31, 2025, equating to 0.02% of the company.
Among the most significant buyers of Expensify during December 2025 were SG Americas Securities, LLC (17.77K), True Wealth Design, LLC (218).
The top 2 institutional holders of Expensify for the quarter ending December 2025 included SG Americas Securities, LLC (17.77K), True Wealth Design, LLC (253).

0 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	30 Sep, 2025	4,543,639	197,702	4.55%	$8,405,733.00
BlackRock, Inc.	30 Sep, 2025	4,157,597	152,660	3.81%	$7,691,556.00
ACADIAN ASSET MANAGEMENT LLC	30 Sep, 2025	2,272,041	200,269	9.67%	$4,199.00
CastleKnight Management LP	30 Sep, 2025	2,161,305	869,159	67.26%	$3,998,414.00
AMERIPRISE FINANCIAL INC	30 Sep, 2025	1,836,320	-13,000	-0.70%	$3,397,192.00
D. E. Shaw & Co., Inc.	30 Sep, 2025	1,525,993	-318,059	-17.25%	$2,823,087.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	1,407,595	81,466	6.14%	$2,604,492.00
MARSHALL WACE, LLP	30 Sep, 2025	1,359,874	-187,877	-12.14%	$2,515,767.00
FORMULA GROWTH LTD	30 Sep, 2025	1,150,000	0	0.00%	$2,127,500.00
Connor, Clark & Lunn Investment Management Ltd.	30 Sep, 2025	1,080,994	-39,996	-3.57%	$1,999,839.00
Palogic Value Management, L.P.	30 Sep, 2025	932,987	431,567	86.07%	$1,726,026.00
RENAISSANCE TECHNOLOGIES LLC	30 Sep, 2025	703,850	-414,350	-37.06%	$1,302,123.00
STATE STREET CORP	30 Sep, 2025	673,133	90,916	15.62%	$1,245,296.00
MORGAN STANLEY	30 Sep, 2025	661,312	-278,933	-29.67%	$1,223,427.00
IEQ CAPITAL, LLC	30 Sep, 2025	511,608	45,806	9.83%	$946,475.00
NORTHERN TRUST CORP	30 Sep, 2025	450,951	4,294	0.96%	$834,259.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Sep, 2025	448,677	-11,136	-2.42%	$830,052.00
CEERA INVESTMENTS, LLC	30 Sep, 2025	443,640	0	0.00%	$820,734.00
Qube Research & Technologies Ltd	30 Sep, 2025	348,521	108,801	45.39%	$644,764.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	324,613	115,589	55.30%	$600,534.00

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