Who Owns EXFY?

Expensify, Inc. — Institutional Ownership & 13F Holdings

$0.99

-0.02 (-2.22%)

Market Cap

$85.2M

Shares Outstanding

88,637,254

Institutional Holders

97

Total Inst. Value

$79.4M

% of Float Held

55.4%

QoQ Holder Change

+19

Institutional data as of Q1 2025

New Positions

20

Closed Positions

12

Increased

39

Decreased

27

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1VANGUARD GROUP INC$10.9M3,569,948
2AMERIPRISE FINANCIAL INC$7.0M2,294,185
3D. E. Shaw & Co., Inc.$6.3M2,083,118
4ACADIAN ASSET MANAGEMENT LLC$4.3M1,418,512
5BlackRock, Inc.$3.6M1,180,349
6SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3M1,069,716
7FORMULA GROWTH LTD$3.0M1,000,000
8Palogic Value Management, L.P.$2.9M724,485
9Topline Capital Management, LLC$2.9M941,609
10RENAISSANCE TECHNOLOGIES LLC$2.9M938,100

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
D. E. Shaw & Co., Inc.-336K$6.3M
TWO SIGMA INVESTMENTS, LP-199K$2K
CITIGROUP INC-179K$45K
RBF Capital, LLC-168K$730K
GOLDMAN SACHS GROUP INC-163K$1.5M

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold EXFY?

As of Q1 2025, 97 institutional investors report holding EXFY (Expensify, Inc.) in their 13F filings.

What percentage of Expensify, Inc. is owned by institutions?

Institutional investors hold approximately 55.4% of Expensify, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most EXFY?

The largest institutional holder of EXFY is VANGUARD GROUP INC with $10.9M in shares.

Are institutions buying or selling EXFY?

This quarter, 20 institutions opened new positions in EXFY and 12 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.