EXFY Expensify, Inc.
Expensify, Inc. (EXFY) Institutional Ownership
What the institutions did with EXFY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Parallel Advisors, LLC | 2.8M | 75.8% |
| BARCLAYS PLC | 283.7K | 7.8% |
| DIMENSIONAL FUND ADVISORS LP | 171.2K | 4.7% |
| Bank of New York Mellon Corp | 109.0K | 3.0% |
| Creative Planning | 58.5K | 1.6% |
| PRENTISS SMITH & CO INC | 42.5K | 1.2% |
| Williams & Novak Wealth Management, LLC | 36.1K | 1.0% |
| SIMPLEX TRADING, LLC | 31.2K | 0.9% |
| LAVELLE CAPITAL LP | 28.6K | 0.8% |
| Jefferies Financial Group Inc. | 28.2K | 0.8% |
| CITIGROUP INC | 17.3K | 0.5% |
| R Squared Ltd | 14.4K | 0.4% |
| Y-Intercept (Hong Kong) Ltd | 12.6K | 0.3% |
| HOWARD FINANCIAL SERVICES, LTD. | 12.0K | 0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.1K | 0.3% |
| Savant Capital, LLC | 10.3K | 0.3% |
| State of Alaska, Department of Revenue | 8.6K | 0.2% |
| PNC Financial Services Group, Inc. | 1.4K | 0.0% |
| EverSource Wealth Advisors, LLC | 1.3K | 0.0% |
| Essential Partners LLC | 978 | 0.0% |
| SBI Securities Co., Ltd. | 937 | 0.0% |
| Provenance Wealth Advisors, LLC | 128 | 0.0% |
| True Wealth Design, LLC | 66 | 0.0% |
| Farther Finance Advisors, LLC | 57 | 0.0% |
| Caitong International Asset Management Co., Ltd | 40 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BARCLAYS PLC | Increased | 88.9K | 283.7K | +194.8K |
| Parallel Advisors, LLC | Increased | 2.7M | 2.8M | +95.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 78.2K | 171.2K | +93.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 55.4K | 11.1K | -44.2K |
| Jefferies Financial Group Inc. | New | 0 | 28.2K | +28.2K |
| Creative Planning | Reduced | 86.5K | 58.5K | -28.1K |
| SIMPLEX TRADING, LLC | Increased | 4.8K | 31.2K | +26.4K |
| StoneX Group Inc. | Sold Out | 25.5K | 0 | -25.5K |
| Merit Financial Group, LLC | Sold Out | 23.2K | 0 | -23.2K |
| BRIGHTON JONES LLC | Sold Out | 20.1K | 0 | -20.1K |
| Williams & Novak Wealth Management, LLC | Reduced | 53.6K | 36.1K | -17.5K |
| CITIGROUP INC | Increased | 33 | 17.3K | +17.2K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 12.6K | +12.6K |
| HOWARD FINANCIAL SERVICES, LTD. | New | 0 | 12.0K | +12.0K |
| Savant Capital, LLC | New | 0 | 10.3K | +10.3K |
| LAVELLE CAPITAL LP | Increased | 20.0K | 28.6K | +8.6K |
| R Squared Ltd | Reduced | 19.6K | 14.4K | -5.2K |
| EverSource Wealth Advisors, LLC | Reduced | 4.3K | 1.3K | -3.0K |
| Essential Partners LLC | Reduced | 2.7K | 978 | -1.7K |
| Bank of New York Mellon Corp | Reduced | 110.5K | 109.0K | -1.5K |
| True Wealth Design, LLC | Reduced | 752 | 66 | -686 |
| Farther Finance Advisors, LLC | Reduced | 701 | 57 | -644 |
| IFP Advisors, Inc | Reduced | 486 | 31 | -455 |
| Fortitude Family Office, LLC | Sold Out | 179 | 0 | -179 |
| Provenance Wealth Advisors, LLC | New | 0 | 128 | +128 |
| SJS Investment Consulting Inc. | Sold Out | 97 | 0 | -97 |
| Caitong International Asset Management Co., Ltd | Reduced | 125 | 40 | -85 |
| PNC Financial Services Group, Inc. | Reduced | 1.4K | 1.4K | -50 |
| SBI Securities Co., Ltd. | Increased | 895 | 937 | +42 |
| BFSG, LLC | Sold Out | 16 | 0 | -16 |
| Clearstead Advisors, LLC | Sold Out | 6 | 0 | -6 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.