Who Owns Expensify, Inc. (EXFY)?Hedge Fund & Institutional Holders

$0.81-0.01 (-0.79%)TechnologyNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.6120002118000202e+166T

% of Float Held

2.984269343346017e+252%

QoQ Change in Holders

+11 / -1

Price History

$0.81$1.62$2.42$3.22$4.02Aug 24Jun 25Mar 26

EXFY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Palogic Value Management, L.P.Increased+470K+$392.0M
Williams & Novak, LLCNew Position+35K+$52.0M
PRENTISS SMITH & CO INCNew Position+32K+$49.0M
UBS Group AGIncreased+26K+$16.5M
Mutual Advisors, LLCNew Position+10K+$15.0M
GROUP ONE TRADING LLCIncreased+7K+$7.8M
HSBC HOLDINGS PLCIncreased+20K+$6.6M
SBI Securities Co., Ltd.New Position+664+$1.0M
Pitcairn Wealth Advisors LLCNew Position+33K+$49K
SG Americas Securities, LLCNew Position+18K+$27K
CWM, LLCNew Position+10K+$15K
State of Alaska, Department of RevenueNew Position+9K+$13K
Covestor LtdNew Position+2K+$2K
MAI Capital ManagementNew Position+500+$0
Graham Capital Management, L.P.New Position+15K+$0

EXFY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CastleKnight Management LPDecreased-431K-$1.4B
Connor, Clark & Lunn Investment Management Ltd.Decreased-101K-$999.8M
IEQ CAPITAL, LLCDecreased-29K-$946.5M
NORTHERN TRUST CORPDecreased-33K-$834.3M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-346-$830.1M
D. E. Shaw & Co., Inc.Decreased-177K-$823.1M
FORMULA GROWTH LTDDecreased-250K-$768.5M
Qube Research & Technologies LtdDecreased-84K-$644.8M
GOLDMAN SACHS GROUP INCDecreased-31K-$600.5M
DIMENSIONAL FUND ADVISORS LPDecreased-151K-$551.6M
AQR CAPITAL MANAGEMENT LLCDecreased-95K-$473.4M
CITADEL ADVISORS LLCDecreased-148K-$363.8M
VICTORY CAPITAL MANAGEMENT INCClosed Position-192K-$354.8M
RENAISSANCE TECHNOLOGIES LLCDecreased-24K-$302.1M
EXCHANGE TRADED CONCEPTS, LLCDecreased-104K-$251.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CastleKnight Management LP1,730,062$2.6B0.06%Share
2Palogic Value Management, L.P.1,403,065$2.1B0.88%Share
3AMERIPRISE FINANCIAL INC1,854,020$2.0B0.00%Share
4D. E. Shaw & Co., Inc.1,330,664$2.0B0.00%Share
5FORMULA GROWTH LTD900,000$1.4B0.52%Share
6Connor, Clark & Lunn Investment Management Ltd.980,208$1.0B0.00%Share
7RENAISSANCE TECHNOLOGIES LLC679,600$1.0B0.00%Share
8EXCHANGE TRADED CONCEPTS, LLC173,693$262.0M0.00%Share
9UBS Group AG84,165$127.0M0.00%Share
10HSBC HOLDINGS PLC84,329$126.0M0.00%Share
11GROUP ONE TRADING LLC42,300$63.0M0.00%Call
12Williams & Novak, LLC34,940$52.0M0.04%Share
13PRENTISS SMITH & CO INC32,485$49.0M0.03%Share
14ROYCE & ASSOCIATES LP25,477$38.0M0.00%Share
15Invesco Ltd.22,670$34.0M0.00%Share
16GLOBEFLEX CAPITAL L P21,801$32.0M0.00%Share
17GROUP ONE TRADING LLC12,915$19.0M0.00%Share
18Mutual Advisors, LLC10,000$15.0M0.00%Share
19Invesco Ltd.9,355$14.0M0.00%Share
20UBS Group AG7,951$12.0M0.00%Share
21GROUP ONE TRADING LLC5,000$7.0M0.00%Put
22VANGUARD GROUP INC4,267,733$6.0M0.00%Share
23ACADIAN ASSET MANAGEMENT LLC2,170,494$3.0M0.00%Share
24BlackRock, Inc.2,178,583$3.0M0.00%Share
25BlackRock, Inc.1,406,597$2.0M0.00%Share
26SBI Securities Co., Ltd.664$1.0M0.00%Share
27STATE STREET CORP713,578$1.0M0.00%Share
28MARSHALL WACE, LLP1,210,686$1.0M0.00%Share
29Dynamic Technology Lab Private Ltd42,334$64K0.01%Share
30Pitcairn Wealth Advisors LLC33,000$49K0.00%Share
31SG Americas Securities, LLC17,765$27K0.00%Share
32CWM, LLC9,972$15K0.00%Share
33State of Alaska, Department of Revenue8,632$13K0.00%Share
34Covestor Ltd1,567$2K0.00%Share
35GEODE CAPITAL MANAGEMENT, LLC1,221,889$1K0.00%Share
36Bank of New York Mellon Corp147,286$00.00%Share
37Bank of New York Mellon Corp86,301$00.00%Share
38Bank of New York Mellon Corp1$00.00%Share
39GSA CAPITAL PARTNERS LLP22,610$00.00%Share
40MORGAN STANLEY11$00.00%Share
41MORGAN STANLEY15,159$00.00%Share
42MORGAN STANLEY256,218$00.00%Share
43MORGAN STANLEY259,775$00.00%Share
44MORGAN STANLEY113$00.00%Share
45BlackRock, Inc.122,725$00.00%Share
46BlackRock, Inc.153,478$00.00%Share
47BlackRock, Inc.192,017$00.00%Share
48BlackRock, Inc.17,990$00.00%Share
49Allworth Financial LP163$00.00%Share
50NISA INVESTMENT ADVISORS, LLC50$00.00%Share

EXFY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025106$12.9B+19
Q3 202587$30.4B+6
Q2 202581$38.5B-16
Q1 202597$78.2B+7
Q4 202490$72.8B+19
Q3 202471$155.0B-2
Q2 202473$287.7B-5
Q1 202478$28.1T—

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As of Q4 2025, 50 institutional investors hold EXFY (Expensify, Inc.). The largest holder is CastleKnight Management LP with $2.6B in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own EXFY?

As of Q4 2025, 50 institutional investors report holding EXFY (Expensify, Inc.) in their 13F filings.

Who is the largest institutional holder of EXFY?

The largest institutional holder of EXFY is CastleKnight Management LP with $2.6B in shares.

Is institutional ownership of EXFY increasing or decreasing?

This quarter, 11 institutions opened new positions in EXFY and 1 closed their positions.