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.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| Parallel Advisors, LLC | 2.7M | 10.4% |
| ACADIAN ASSET MANAGEMENT LLC | 2.5M | 9.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 9.2% |
| AQR CAPITAL MANAGEMENT LLC | 2.1M | 8.1% |
| Palogic Value Management, L.P. | 1.8M | 6.9% |
| CastleKnight Management LP | 1.7M | 6.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | 4.6% |
| BlackRock, Inc. | 1.1M | 4.3% |
| JANE STREET GROUP, LLC | 1.0M | 4.0% |
| FORMULA GROWTH LTD | 875.0K | 3.4% |
| MARSHALL WACE, LLP | 751.8K | 2.9% |
| RENAISSANCE TECHNOLOGIES LLC | 746.7K | 2.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 663.2K | 2.6% |
| MILLENNIUM MANAGEMENT LLC | 508.0K | 2.0% |
| TWO SIGMA INVESTMENTS, LP | 507.0K | 2.0% |
| VANGUARD FIDUCIARY TRUST CO | 392.8K | 1.5% |
| MORGAN STANLEY | 335.7K | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 260.8K | 1.0% |
| UBS Group AG | 257.3K | 1.0% |
| IEQ CAPITAL, LLC | 254.2K | 1.0% |
| STATE STREET CORP | 243.7K | 0.9% |
| Wealthspire Advisors, LLC | 238.5K | 0.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 204.3K | 0.8% |
| GSA CAPITAL PARTNERS LLP | 184.1K | 0.7% |
| CITADEL ADVISORS LLC | 173.6K | 0.7% |
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 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 2.0M | 1.2M | -801.1K |
| Palogic Value Management, L.P. | Reduced | 2.5M | 1.8M | -754.1K |
| 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 |
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.