EXFY institutional holders

EXPENSIFY INC · 13F, 2026Q2

Managers holding101
Shares held25,657,490
Reported value$45.9m
Quarter flows27 new, 32 added, 30 trimmed, 30 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Parallel Advisors, LLC2,664,037$4.8m0.1%
ACADIAN ASSET MANAGEMENT LLC2,456,422$4.4m0.0%
VANGUARD CAPITAL MANAGEMENT LLC2,359,172$4.2m0.0%
AQR CAPITAL MANAGEMENT LLC2,085,857$3.7m0.0%
Palogic Value Management, L.P.1,768,456$3.2m1.0%
CastleKnight Management LP1,730,062$3.1m0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC1,170,440$2.1m0.0%
BlackRock, Inc.1,109,231$2.0m0.0%
JANE STREET GROUP, LLC1,032,331$1.8m0.0%
FORMULA GROWTH LTD875,000$1.6m0.6%
MARSHALL WACE, LLP751,773$1.3m0.0%
RENAISSANCE TECHNOLOGIES LLC746,700$1.3m0.0%
GEODE CAPITAL MANAGEMENT, LLC663,229$1.2m0.0%
MILLENNIUM MANAGEMENT LLC507,991$909,3040.0%
TWO SIGMA INVESTMENTS, LP506,979$907,4920.0%
VANGUARD FIDUCIARY TRUST CO392,794$703,1010.0%
MORGAN STANLEY335,737$600,9690.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC260,794$466,8210.0%
UBS Group AG257,293$460,5540.0%
IEQ CAPITAL, LLC254,220$455,0540.0%
STATE STREET CORP243,681$436,1890.0%
Wealthspire Advisors, LLC238,530$426,9690.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP204,313$365,7200.0%
GSA CAPITAL PARTNERS LLP184,143$330,0000.0%
CITADEL ADVISORS LLC173,558$310,6690.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EXFY"). EXFY price history · All 13F data

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