Expensify EXFY Institutional Ownership

NASDAQ EXFY

$2.38 -0.05 (-2.06%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

100 Institutions

Increased 58 58.0%

Unchanged 12 12.0%

Reduced 30 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

27.01%

▼-5.41 pp QoQ

Shares Held by Institutions

25.78Mn

of 95.44Mn outstanding

▲+0.91% QoQ

Shares Outstanding

95.44Mn

69.66Mn held outside 13F filers

Institutional Investors

100

filed 13F for Jun 2026

▼-4 vs prior quarter

Net Shares Added (QoQ)

+232.21K

accumulated since last quarter

Value of Holdings

$61.35Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Expensify, Inc. (NASDAQ:EXFY) has 100 institutional investors with active 13F positions as of June 2026.

These investors collectively held 27.0% of Expensify's outstanding shares in June 2026, down from 32.4% in March 2026.
They increased total shares held in Expensify by 0.91% from the prior quarter, while the number of investors in EXFY increased 5.26% year over year.
Activity in EXFY broke down as 58 buyers, 30 sellers, and 12 unchanged among 100 total holders.
In total, institutional investors held 25.78Mn shares in Expensify as of June 2026, up by 232.2K shares quarter on quarter, and down 7.05Mn shares year over year.
Parallel Advisors, LLC is the top holder of Expensify as of June 30, 2026, with 2.66Mn shares representing 2.79% of outstanding stock.
Top purchasers of EXFY stock for the quarter ending June 2026 included Parallel Advisors, LLC (2.66Mn), AQR CAPITAL MANAGEMENT LLC (1.26Mn), JANE STREET GROUP, LLC (1.03Mn), MILLENNIUM MANAGEMENT LLC (507.99K), Sixth Street Partners Management Company, L.P. (260.79K).
The biggest sellers of Expensify for the quarter ending June 2026 included BlackRock, Inc. (2.89Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (801.15K), Palogic Value Management, L.P. (754.11K), GEODE CAPITAL MANAGEMENT, LLC (706.73K), State Street Corp (479.92K).
Business Quant data shows the 10 biggest positions in Expensify as of June 2026 are held by Parallel Advisors, LLC (2.66Mn), ACADIAN ASSET MANAGEMENT LLC (2.46Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.36Mn), AQR CAPITAL MANAGEMENT LLC (2.09Mn), Palogic Value Management, L.P. (1.77Mn), CastleKnight Management LP (1.73Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.17Mn), BlackRock, Inc. (1.11Mn), JANE STREET GROUP, LLC (1.03Mn), FORMULA GROWTH LTD (875.0K).

Form 13F Holdings

100 Institutional Holders

Report period 30 Jun, 2026

Total shares held 25.78Mn

Of outstanding 27.01%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Parallel Advisors, LLC	0001690010	2,664,037	2.79%	▲2,664,037	0.00%	$4.77Mn
2	ACADIAN ASSET MANAGEMENT LLC	0000916542	2,456,422	2.57%	▲245,816	+11.12%	$4.39K
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,359,172	2.47%	▲53,482	+2.32%	$4.22Mn
4	AQR CAPITAL MANAGEMENT LLC	0001167557	2,085,857	2.19%	▲1,259,624	+152.45%	$3.73Mn
5	Palogic Value Management, L.P.	0001532943	1,768,456	1.85%	▼754,110	-29.89%	$3.17Mn
6	CastleKnight Management LP	0001835751	1,730,062	1.81%	0	0.00%	$3.10Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,170,440	1.23%	▼801,146	-40.63%	$2.10Mn
8	BlackRock, Inc.	0002012383	1,109,231	1.16%	▼2,885,275	-72.23%	$1.99Mn
9	JANE STREET GROUP, LLC	0001595888	1,032,331	1.08%	▲1,032,331	0.00%	$1.85Mn
10	FORMULA GROWTH LTD	0001093219	875,000	0.92%	▼15,000	-1.69%	$1.57Mn
11	MARSHALL WACE, LLP	0001318757	751,773	0.79%	▼162,536	-17.78%	$1.35Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	746,700	0.78%	▲21,700	+2.99%	$1.34Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	663,229	0.69%	▼706,730	-51.59%	$1.19Mn
14	MILLENNIUM MANAGEMENT LLC	0001273087	507,991	0.53%	▲507,991	0.00%	$909.30K
15	TWO SIGMA INVESTMENTS, LP	0001179392	506,979	0.53%	▲142,756	+39.19%	$907.49K
16	VANGUARD FIDUCIARY TRUST CO	0000933478	392,794	0.41%	▲2,783	+0.71%	$703.10K
17	Morgan Stanley	0000895421	335,737	0.35%	▲62,888	+23.05%	$600.97K
18	Sixth Street Partners Management Company, L.P.	0001812095	260,794	0.27%	▲260,794	0.00%	$466.82K
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	260,794	0.27%	▼119,602	-31.44%	$466.82K
19	UBS Group AG	0001610520	257,293	0.27%	▲177,568	+222.73%	$460.55K

Showing 1 to 20 of 100 holders