EXPENSIFY INC - A EXFY
$1.70
-3.4% 52w: $0.75 – $2.61
Latest 13F among current holders filed 38 days ago (May 28, 2026)
Price — last 12 months
research preview data0.751.682.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
104
-5 QoQ
13F value
$26.4M
-41.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
4.0×
$348 calls / $87 puts
Institutional value by quarter
Number of holders
Who owns EXFY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 4.0M | $3.5M | 0.0% | -1.9% |
| Palogic Value Management, L.P. | Other | 2.5M | $2.2M | 1.0% | +79.8% |
| Verition Fund Management LLC | Multistrat pod | 2.4M | $2.0M | 0.0% | New |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.3M | $2.0M | 0.0% | — |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 2.2M | $1.9M | 0.0% | +1.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 2.0M | $1.7M | 0.0% | — |
| CastleKnight Management LP | Other | 1.7M | $1.5M | 0.1% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.4M | $1.2M | 0.0% | -2.2% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.3M | $1.1M | 0.0% | -2.3% |
| MARSHALL WACE, LLP | Quant stat arb | 914.3K | $795K | 0.0% | -36.4% |
| FORMULA GROWTH LTD | Other | 890.0K | $774K | 0.3% | -1.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 826.2K | $719K | 0.0% | +413.8% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 725.0K | $631K | 0.0% | +6.7% |
| STATE STREET CORP | Index provider | 723.6K | $629K | 0.0% | +1.4% |
| IEQ CAPITAL, LLC | Diversified mechanical | 548.0K | $477K | 0.0% | +13.5% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 504.8K | $439K | 0.0% | -48.5% |
| Pale Fire Capital SE ★2 | Fundamental concentrated | 481.1K | $418K | 0.0% | New |
| NORTHERN TRUST CORP | Index provider | 418.3K | $364K | 0.0% | 0.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 390.0K | $339K | 0.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 380.4K | $331K | 0.0% | -15.2% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 380.2K | $331K | 0.0% | +137.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 364.2K | $317K | 0.0% | -1.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 294.8K | $256K | 0.0% | +0.3% |
| MORGAN STANLEY | Bank broker | 272.8K | $237K | 0.0% | -48.6% |
| Wealthspire Advisors, LLC | Wealth advisor | 238.5K | $207K | 0.0% | +124.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 231.6K | $201K | 0.0% | -0.9% |
| DEUTSCHE BANK AG\ | Bank broker | 129.4K | $113K | 0.0% | +173.1% |
| Qube Research & Technologies Ltd | Quant stat arb | 121.8K | $106K | 0.0% | -53.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 97.5K | $85K | 0.0% | -9.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 94.3K | $82K | 0.0% | -34.7% |
| HSBC HOLDINGS PLC | Bank broker | 84.3K | $75K | 0.0% | -50.0% |
| UBS Group AG | Bank broker | 79.7K | $69K | 0.0% | -13.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 78.2K | $68K | 0.0% | -46.9% |
| Nuveen, LLC | Diversified mechanical | 77.7K | $68K | 0.0% | Held |
| Williams & Novak, LLC | Wealth advisor | 64.3K | $56K | 0.0% | +83.9% |
| Creative Planning | Wealth advisor | 63.1K | $55K | 0.0% | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 62.2K | $54K | 0.0% | +11.5% |
| BARCLAYS PLC | Bank broker | 52.2K | $45K | 0.0% | -61.3% |
| Balyasny Asset Management L.P. | Multistrat pod | 50.0K | $43K | 0.0% | +58.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 48.7K | $42K | 0.0% | -48.6% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 47.8K | $42K | 0.0% | +205.9% |
| Invesco Ltd. | Index provider | 43.6K | $38K | 0.0% | +36.1% |
| RHUMBLINE ADVISERS | Diversified mechanical | 43.0K | $37K | 0.0% | +0.4% |
| CWM, LLC | Wealth advisor | 41.1K | $36K | 0.0% | +312.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 40.5K | $35K | 0.0% | Held |
| NINE MASTS CAPITAL Ltd ★2 | Fundamental diversified | 37.6K | $33K | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 33.5K | $29K | 0.0% | +116.1% |
| FMR LLC | Long only active | 33.2K | $29K | 0.0% | +63.4% |
| Cerity Partners LLC | Diversified mechanical | 32.6K | $28K | 0.0% | New |
| PRENTISS SMITH & CO INC ★2 | Fundamental diversified | 32.5K | $28K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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