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 June 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 |
|---|---|---|
| Palogic Value Management, L.P. | 3.5M | 12.9% |
| Parallel Advisors, LLC | 2.7M | 9.7% |
| ACADIAN ASSET MANAGEMENT LLC | 2.5M | 9.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 8.6% |
| AQR CAPITAL MANAGEMENT LLC | 2.1M | 7.6% |
| CastleKnight Management LP | 1.7M | 6.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | 4.3% |
| BlackRock, Inc. | 1.1M | 4.0% |
| JANE STREET GROUP, LLC | 1.0M | 3.8% |
| FORMULA GROWTH LTD | 875.0K | 3.2% |
| MARSHALL WACE, LLP | 751.8K | 2.7% |
| RENAISSANCE TECHNOLOGIES LLC | 746.7K | 2.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 663.2K | 2.4% |
| MILLENNIUM MANAGEMENT LLC | 508.0K | 1.9% |
| TWO SIGMA INVESTMENTS, LP | 507.0K | 1.8% |
| VANGUARD FIDUCIARY TRUST CO | 392.8K | 1.4% |
| MORGAN STANLEY | 335.7K | 1.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 260.8K | 1.0% |
| UBS Group AG | 257.3K | 0.9% |
| IEQ CAPITAL, LLC | 254.2K | 0.9% |
| STATE STREET CORP | 243.7K | 0.9% |
| Wealthspire Advisors, LLC | 238.5K | 0.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 204.3K | 0.7% |
| GSA CAPITAL PARTNERS LLP | 184.1K | 0.7% |
| CITADEL ADVISORS LLC | 173.6K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BlackRock, Inc. | Reduced | 4.0M | 1.1M | -2.9M |
| Parallel Advisors, LLC | New | 0 | 2.7M | +2.7M |
| Verition Fund Management LLC | Sold Out | 2.4M | 0 | -2.4M |
| D. E. Shaw & Co., Inc. | Sold Out | 1.3M | 0 | -1.3M |
| AQR CAPITAL MANAGEMENT LLC | Increased | 826.2K | 2.1M | +1.3M |
| JANE STREET GROUP, LLC | New | 0 | 1.0M | +1.0M |
| Palogic Value Management, L.P. | Increased | 2.5M | 3.5M | +1.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 2.0M | 1.2M | -801.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.4M | 663.2K | -706.7K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 508.0K | +508.0K |
| STATE STREET CORP | Reduced | 723.6K | 243.7K | -479.9K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 504.8K | 52.6K | -452.3K |
| MACKENZIE FINANCIAL CORP | Sold Out | 380.2K | 0 | -380.2K |
| Pale Fire Capital SE | Reduced | 481.1K | 134.4K | -346.6K |
| IEQ CAPITAL, LLC | Reduced | 548.0K | 254.2K | -293.8K |
| NORTHERN TRUST CORP | Reduced | 418.3K | 150.6K | -267.7K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 2.2M | 2.5M | +245.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 204.3K | +204.3K |
| UBS Group AG | Increased | 79.7K | 257.3K | +177.6K |
| CITADEL ADVISORS LLC | New | 0 | 173.6K | +173.6K |
| HRT FINANCIAL LP | New | 0 | 170.7K | +170.7K |
| MARSHALL WACE, LLP | Reduced | 914.3K | 751.8K | -162.5K |
| GSA CAPITAL PARTNERS LLP | Increased | 29.1K | 184.1K | +155.0K |
| TWO SIGMA INVESTMENTS, LP | Increased | 364.2K | 507.0K | +142.8K |
| GOLDMAN SACHS GROUP INC | Reduced | 294.8K | 157.9K | -136.9K |
| DEUTSCHE BANK AG\ | Sold Out | 129.4K | 0 | -129.4K |
| Qube Research & Technologies Ltd | Sold Out | 121.8K | 0 | -121.8K |
| Bank of New York Mellon Corp | Reduced | 231.6K | 110.5K | -121.1K |
| RBF Capital, LLC | New | 0 | 120.0K | +120.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 380.4K | 260.8K | -119.6K |
| Aster Capital Management (DIFC) Ltd | New | 0 | 118.0K | +118.0K |
| Nuveen, LLC | Sold Out | 77.7K | 0 | -77.7K |
| Mariner, LLC | Increased | 33.5K | 101.9K | +68.4K |
| XTX Topco Ltd | New | 0 | 64.8K | +64.8K |
| MORGAN STANLEY | Increased | 272.8K | 335.7K | +62.9K |
| COLDSTREAM CAPITAL MANAGEMENT INC | Sold Out | 62.2K | 0 | -62.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 97.6K | 38.7K | -58.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 2.3M | 2.4M | +53.5K |
| Cerity Partners LLC | Increased | 32.6K | 84.1K | +51.5K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold Out | 47.8K | 0 | -47.8K |
| Invesco Ltd. | Sold Out | 43.6K | 0 | -43.6K |
| RHUMBLINE ADVISERS | Reduced | 43.0K | 100 | -42.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | Sold Out | 40.5K | 0 | -40.5K |
| BANK OF AMERICA CORP /DE/ | Increased | 48.7K | 87.8K | +39.1K |
| FRANKLIN RESOURCES INC | Increased | 16.9K | 55.6K | +38.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 17.3K | 55.4K | +38.0K |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | 14.9K | 52.6K | +37.8K |
| NINE MASTS CAPITAL Ltd | Sold Out | 37.6K | 0 | -37.6K |
| BARCLAYS PLC | Increased | 52.2K | 88.9K | +36.8K |
| Arax Advisory Partners | Increased | 167 | 36.5K | +36.3K |
| CAPTRUST FINANCIAL ADVISORS | New | 0 | 33.5K | +33.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Sold Out | 30.1K | 0 | -30.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Sold Out | 29.2K | 0 | -29.2K |
| Point72 Asset Management, L.P. | New | 0 | 26.7K | +26.7K |
| StoneX Group Inc. | New | 0 | 25.5K | +25.5K |
| Creative Planning | Increased | 63.1K | 86.5K | +23.5K |
| WELLS FARGO & COMPANY/MN | Reduced | 23.5K | 202 | -23.3K |
| Russell Investments Group, Ltd. | Increased | 5.9K | 29.0K | +23.0K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 725.0K | 746.7K | +21.7K |
| Susquehanna Portfolio Strategies, LLC | New | 0 | 21.4K | +21.4K |
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.