Expensify EXFY Institutional Ownership

NASDAQ EXFY

$2.58 -0.03 (-1.15%)

As of: Oct 22, 2026 · 2:20 PM EDT

As of the 13F quarter ended Jun 30, 2026, 99 institutions held 32.04% of Expensify (EXFY) shares outstanding. Versus the prior quarter, institutional ownership was down 4.02 percentage points, the holder count fell by 5 and shares held were down 16.02%. The largest holder is Parallel Advisors, LLC with 2.66Mn shares (3.34% of outstanding).

Updated Oct 11, 2026 Expensify (EXFY) stock price and overview

Institutions by Trading Activity

99 Institutions

Increased 57 57.6%

Unchanged 12 12.1%

Reduced 30 30.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.04%

▼-4.02 pp QoQ

Shares Held by Institutions

25.52Mn

of 79.65Mn outstanding

▼-16.02% QoQ

Shares Outstanding

79.65Mn

54.13Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

-4.87Mn

distributed since last quarter

Value of Holdings

$66.60Mn

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

Updated Oct 11, 2026

Expensify, Inc. (NASDAQ:EXFY) was held by 99 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 32.04% of Expensify's outstanding shares in Q2 2026, down from 36.05% in Q1 2026.
Total shares held in Expensify fell 16.02% versus Q1 2026, while the number of holders rose 5.32% versus Q2 2025.
Looking at the 99 holders of EXFY individually, 57 added to their positions, 30 reduced their stakes and 12 left their positions unchanged.
Institutional investors held 25.52Mn shares of Expensify in total at the end of Q2 2026, down 4.87Mn from the prior quarter and down 6.94Mn from a year earlier.
Parallel Advisors, LLC held the largest position in EXFY at 2.66Mn shares as of June 30, 2026, or 3.34% of shares outstanding.
The largest position increases in EXFY for Q2 2026 were by AQR Capital Management LLC (+1.26Mn shares), Acadian Asset Management LLC (+245.82K shares), UBS Group AG (+177.57K shares), GSA Capital Partners LLP (+155.01K shares) and Two Sigma Investments, LP (+142.76K shares).
Holders that trimmed the most shares of Expensify in Q2 2026 while keeping a position were BlackRock, Inc. (-2.89Mn shares), Vanguard Portfolio Management LLC (-801.15K shares), Palogic Value Management, L.P. (-754.11K shares), Geode Capital Management, LLC (-706.73K shares) and State Street Corp (-479.92K shares).
Per Business Quant, the top 10 investors in EXFY for the quarter ended June 30, 2026 were Parallel Advisors, LLC (2.66Mn shares), Acadian Asset Management LLC (2.46Mn shares), Vanguard Capital Management LLC (2.36Mn shares), AQR Capital Management LLC (2.09Mn shares), Palogic Value Management, L.P. (1.77Mn shares), CastleKnight Management LP (1.73Mn shares), Vanguard Portfolio Management LLC (1.17Mn shares), BlackRock, Inc. (1.11Mn shares), Jane Street Group, LLC (1.03Mn shares) and Formula Growth LTD (875K shares).

Form 13F Holdings

99 Institutional Holders

Report period 30 Jun, 2026

Total shares held 25.52Mn

Of outstanding 32.04%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Parallel Advisors, LLC	0001690010	2,664,037	3.34%	▲2,664,037	0.00%	$4.77Mn
2	ACADIAN ASSET MANAGEMENT LLC	0000916542	2,456,422	3.08%	▲245,816	+11.12%	$4.39K
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,359,172	2.96%	▲53,482	+2.32%	$4.22Mn
4	AQR CAPITAL MANAGEMENT LLC	0001167557	2,085,857	2.62%	▲1,259,624	+152.45%	$3.73Mn
5	Palogic Value Management, L.P.	0001532943	1,768,456	2.22%	▼754,110	-29.89%	$3.17Mn
6	CastleKnight Management LP	0001835751	1,730,062	2.17%	0	0.00%	$3.10Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,170,440	1.47%	▼801,146	-40.63%	$2.10Mn
8	BlackRock, Inc.	0002012383	1,109,231	1.39%	▼2,885,275	-72.23%	$1.99Mn
9	JANE STREET GROUP, LLC	0001595888	1,032,331	1.30%	▲1,032,331	0.00%	$1.85Mn
10	FORMULA GROWTH LTD	0001093219	875,000	1.10%	▼15,000	-1.69%	$1.57Mn
11	MARSHALL WACE, LLP	0001318757	751,773	0.94%	▼162,536	-17.78%	$1.35Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	746,700	0.94%	▲21,700	+2.99%	$1.34Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	663,229	0.83%	▼706,730	-51.59%	$1.19Mn
14	MILLENNIUM MANAGEMENT LLC	0001273087	507,991	0.64%	▲507,991	0.00%	$909.30K
15	TWO SIGMA INVESTMENTS, LP	0001179392	506,979	0.64%	▲142,756	+39.19%	$907.49K
16	VANGUARD FIDUCIARY TRUST CO	0000933478	392,794	0.49%	▲2,783	+0.71%	$703.10K
17	Morgan Stanley	0000895421	335,737	0.42%	▲62,888	+23.05%	$600.97K
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	260,794	0.33%	▼119,602	-31.44%	$466.82K
19	UBS Group AG	0001610520	257,293	0.32%	▲177,568	+222.73%	$460.55K
20	IEQ CAPITAL, LLC	0001779789	254,220	0.32%	▼293,801	-53.61%	$455.05K

Showing 1 to 20 of 99 holders