Expensify, Inc. (EXFY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

92,559,381Shares Outstanding

30,133,552Shares held by institutions

$27,159,370Value of institutional holdings

32.56%Institutional ownership %

-2.90%Shares Changed QoQ

105No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Expensify, Inc. (NASDAQ:EXFY) has 104 institutional investors with active 13F positions as of December 2025.

Collectively, these holders controlled 32.1% of Expensify's outstanding shares in December 2025, down from 34.6% in September 2025.
They decreased total shares held in Expensify by -3.55% from last quarter, and the number of investors in EXFY increased 14.29% annually.
Among the 104 funds, 48 bought more Expensify shares, 38 sold down, and 18 held their ground.
Combined, these investors held 29.75Mn shares in EXFY for December 2025, down by 1.09Mn shares quarter on quarter, and down 2.22Mn shares year over year.
VANGUARD GROUP INC is the top holder of Expensify as of December 31, 2025, with 4.68Mn shares representing 5.05% of outstanding stock.
The largest buyers of Expensify for the quarter ending December 2025 were Palogic Value Management, L.P. (470.08K), Goldman Sachs Group Inc (263.46K), XTX Topco Ltd (191.4K), MACKENZIE FINANCIAL CORP (160.24K), VANGUARD GROUP INC (132.11K).
The largest sellers of Expensify for the quarter ending December 2025 were CastleKnight Management LP (431.24K), GSA CAPITAL PARTNERS LLP (288.07K), FORMULA GROWTH LTD (250.0K), D. E. Shaw & Co., Inc. (177.24K), Barclays Plc (176.38K).
Per Business Quant, the top 10 investors in EXFY for the quarter ending December 2025 include VANGUARD GROUP INC (4.68Mn), BlackRock, Inc. (4.07Mn), ACADIAN ASSET MANAGEMENT LLC (2.17Mn), Ameriprise Financial Inc (1.85Mn), CastleKnight Management LP (1.73Mn), MARSHALL WACE, LLP (1.44Mn), Palogic Value Management, L.P. (1.4Mn), GEODE CAPITAL MANAGEMENT, LLC (1.4Mn), D. E. Shaw & Co., Inc. (1.35Mn), Connor, Clark & Lunn Investment Management Ltd. (980.21K).

105 Institutional Holders

30,133,552 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	4,675,746	132,107	2.91%	$7,060,376.00
BlackRock, Inc.	31 Dec, 2025	4,071,390	-86,207	-2.07%	$6,147,799.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	2,170,494	-101,547	-4.47%	$3,274.00
Ameriprise Financial Inc	31 Dec, 2025	1,854,057	17,737	0.97%	$2,799,626.00
CastleKnight Management LP	31 Dec, 2025	1,730,062	-431,243	-19.95%	$2,612,394.00
MARSHALL WACE, LLP	31 Dec, 2025	1,436,707	76,833	5.65%	$2,169,425.00
Palogic Value Management, L.P.	31 Dec, 2025	1,403,065	470,078	50.38%	$2,118,628.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,401,032	-6,563	-0.47%	$2,115,900.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	1,348,750	-177,243	-11.61%	$2,036,613.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	980,208	-100,786	-9.32%	$1,480,114.00
FORMULA GROWTH LTD	31 Dec, 2025	900,000	-250,000	-21.74%	$1,359,000.00
State Street Corp	31 Dec, 2025	713,578	40,445	6.01%	$1,077,503.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	679,600	-24,250	-3.45%	$1,026,196.00
Goldman Sachs Group Inc	31 Dec, 2025	588,074	263,461	81.16%	$887,992.00
Morgan Stanley	31 Dec, 2025	531,276	-130,036	-19.66%	$802,227.00
IEQ CAPITAL, LLC	31 Dec, 2025	482,823	-28,785	-5.63%	$729,063.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	448,331	-346	-0.08%	$676,980.00
Northern Trust Corp	31 Dec, 2025	418,095	-32,856	-7.29%	$631,324.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	370,735	97,583	35.72%	$559,810.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	264,400	20,100	8.23%	$399,244.00

1 - 20 of 105

Research Tools