EXPENSIFY INC (EXFY)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
97
Reporting holders
$41.5M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | $4.8M | 2,664,037 | 0.07% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.2M | 2,359,172 | 0.00% | 2q | +2.3%+$95.7K |
| AQR CAPITAL MANAGEMENT LLC | $3.7M | 2,085,857 | 0.00% | 4q | +152.5%+$2.3M |
| Palogic Value Management, L.P. | $3.2M | 1,768,456 | 1.04% | 12q | -29.9%-$1.3M |
| CastleKnight Management LP | $3.1M | 1,730,062 | 0.04% | 14q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1M | 1,170,440 | 0.00% | 2q | -40.6%-$1.4M |
| BlackRock, Inc. | $2.0M | 1,109,231 | 0.00% | 8q | -72.2%-$5.2M |
| JANE STREET GROUP, LLC | $1.8M | 1,032,331 | 0.00% | new | NEW |
| FORMULA GROWTH LTD | $1.6M | 875,000 | 0.55% | 14q | -1.7%-$26.9K |
| MARSHALL WACE, LLP | $1.3M | 751,773 | 0.00% | 9q | -17.8%-$290.9K |
| RENAISSANCE TECHNOLOGIES LLC | $1.3M | 746,700 | 0.00% | 18q | +3.0%+$38.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 663,229 | 0.00% | 19q | -51.6%-$1.3M |
| MILLENNIUM MANAGEMENT LLC | $909.3K | 507,991 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $907.5K | 506,979 | 0.00% | 13q | +39.2%+$255.5K |
| VANGUARD FIDUCIARY TRUST CO | $703.1K | 392,794 | 0.00% | 2q | +0.7%+$5.0K |
| MORGAN STANLEY | $601.0K | 335,737 | 0.00% | 19q | +23.0%+$112.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $466.8K | 260,794 | 0.00% | 19q | -31.4%-$214.1K |
| Sixth Street Partners Management Company, L.P. | $466.8K | 260,794 | 0.00% | new | NEW |
| UBS Group AG | $460.6K | 257,293 | 0.00% | 16q | +222.7%+$317.8K |
| IEQ CAPITAL, LLC | $455.1K | 254,220 | 0.00% | 17q | -53.6%-$525.9K |
| STATE STREET CORP | $436.2K | 243,681 | 0.00% | 19q | -66.3%-$859.1K |
| Wealthspire Advisors, LLC | $427.0K | 238,530 | 0.00% | 11q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $365.7K | 204,313 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $310.7K | 173,558 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $282.7K | 157,928 | 0.00% | 19q | -46.4%-$245.0K |
| NORTHERN TRUST CORP | $269.6K | 150,590 | 0.00% | 19q | -64.0%-$479.1K |
| Pale Fire Capital SE | $240.6K | 134,409 | 0.02% | 2q | -72.1%-$620.5K |
| RBF Capital, LLC | $214.8K | 120,000 | 0.01% | new | NEW |
| Aster Capital Management (DIFC) Ltd | $211.2K | 117,990 | 0.02% | new | NEW |
| Bank of New York Mellon Corp | $197.7K | 110,473 | 0.00% | 7q | -52.3%-$216.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $188.5K | 105,286 | 0.00% | 2q | +607.4%+$161.8K |
| Mariner, LLC | $182.4K | 101,888 | 0.00% | 7q | +204.3%+$122.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $168.8K | 94,300 | 0.00% | 11q | HELD |
| BARCLAYS PLC | $159.2K | 88,926 | 0.00% | 14q | +70.5%+$65.8K |
| BANK OF AMERICA CORP /DE/ | $157.1K | 87,768 | 0.00% | 19q | +80.3%+$70.0K |
| Creative Planning | $154.9K | 86,538 | 0.00% | 2q | +37.2%+$42.0K |
| Cerity Partners LLC | $150.6K | 84,144 | 0.00% | 2q | +158.1%+$92.3K |
| HSBC HOLDINGS PLC | $146.9K | 82,774 | 0.00% | 14q | -1.8%-$2.8K |
| DIMENSIONAL FUND ADVISORS LP | $139.7K | 78,173 | 0.00% | 7q | HELD |
| XTX Topco Ltd | $115.9K | 64,764 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $104.6K | 55,355 | 0.00% | 2q | +219.5%+$71.9K |
| FRANKLIN RESOURCES INC | $99.5K | 55,614 | 0.00% | 4q | +229.6%+$69.3K |
| Williams & Novak, LLC | $96.0K | 53,630 | 0.06% | 4q | -16.5%-$19.0K |
| Connor, Clark & Lunn Investment Management Ltd. | $94.1K | 52,570 | 0.00% | 9q | -89.6%-$809.5K |
| Merit Financial Group, LLC | $82.9K | 46,340 | 0.00% | 2q | +280.5%+$61.1K |
| FMR LLC | $81.9K | 45,752 | 0.00% | 13q | +37.8%+$22.5K |
| PRENTISS SMITH & CO INC | $76.0K | 42,485 | 0.04% | 3q | +30.8%+$17.9K |
| Vanguard Personalized Indexing Management, LLC | $70.6K | 39,426 | 0.00% | 3q | +92.2%+$33.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69.3K | 38,712 | 0.00% | 17q | -60.3%-$105.3K |
| Balyasny Asset Management L.P. | $66.9K | 37,387 | 0.00% | 4q | -25.2%-$22.5K |
| Arax Advisory Partners | $65.4K | 36,514 | 0.00% | 2q | +21764.7%+$65.1K |
| CAPTRUST FINANCIAL ADVISORS | $60.0K | 33,529 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $51.9K | 28,991 | 0.00% | 4q | +387.6%+$41.2K |
| Point72 Asset Management, L.P. | $47.7K | 26,675 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $38.4K | 21,457 | 0.00% | 6q | +167.7%+$24.1K |
| Susquehanna Portfolio Strategies, LLC | $38.3K | 21,400 | 0.00% | new | NEW |
| Focus Partners Wealth | $36.4K | 20,361 | 0.00% | new | NEW |
| Sand Hill Global Advisors, LLC | $36.4K | 20,314 | 0.00% | 17q | HELD |
| BRIGHTON JONES LLC | $35.9K | 20,064 | 0.00% | new | NEW |
| LAVELLE CAPITAL LP | $35.8K | 20,000 | 0.02% | 3q | HELD |
| Pallas Capital Advisors LLC | $35.6K | 19,879 | 0.00% | new | NEW |
| R Squared Ltd | $35.1K | 19,587 | 0.02% | new | NEW |
| Vanguard Global Advisers, LLC | $30.5K | 17,042 | 0.00% | 2q | HELD |
| StoneX Group Inc. | $28.0K | 25,542 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $25.1K | 14,041 | 0.00% | 2q | -26.2%-$8.9K |
| Schonfeld Strategic Advisors LLC | $24.4K | 13,658 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $24.4K | 4,823 | 0.00% | 4q | -78.2%-$87.5K |
| JPMORGAN CHASE & CO | $22.0K | 12,527 | 0.00% | 17q | -50.9%-$22.8K |
| BNP PARIBAS FINANCIAL MARKETS | $19.5K | 10,870 | 0.00% | 7q | -15.6%-$3.6K |
| Mutual Advisors, LLC | $17.9K | 10,000 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $14.0K | 7,816 | 0.00% | 19q | -7.2%-$1.1K |
| Transamerica Financial Advisors, LLC | $13.7K | 7,680 | 0.00% | 2q | -17.9%-$3.0K |
| Integrated Wealth Concepts LLC | $11.7K | 6,525 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $8.0K | 4,555 | 0.00% | 5q | -29.7%-$3.4K |
| EverSource Wealth Advisors, LLC | $7.6K | 4,251 | 0.00% | 4q | +123.7%+$4.2K |
| Tower Research Capital LLC (TRC) | $7.1K | 3,956 | 0.00% | 18q | -79.6%-$27.7K |
| Allworth Financial LP | $6.7K | 3,763 | 0.00% | 4q | +719.8%+$5.9K |
| Essential Partners LLC | $4.9K | 2,723 | 0.00% | 4q | -41.1%-$3.4K |
| ACADIAN ASSET MANAGEMENT LLC | $4.4K | 2,456,422 | 0.01% | 8q | +11.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.4K | 1,921 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $2.6K | 1,432 | 0.00% | 4q | +6.5% |
| ROTHSCHILD INVESTMENT LLC | $2.4K | 1,367 | 0.00% | 3q | +440.3%+$2.0K |
| SBI Securities Co., Ltd. | $1.6K | 895 | 0.00% | 7q | +17.6% |
| True Wealth Design, LLC | $1.3K | 752 | 0.00% | 4q | +2111.8%+$1.3K |
| Farther Finance Advisors, LLC | $1.2K | 701 | 0.00% | new | NEW |
| Purpose Unlimited Inc. | $1.2K | 650 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $870 | 486 | 0.00% | 4q | +72.3% |
| WELLS FARGO & COMPANY/MN | $362 | 202 | 0.00% | 19q | -99.6%-$83.8K |
| GSA CAPITAL PARTNERS LLP | $330 | 184,143 | 0.02% | 8q | +532.0% |
| Fortitude Family Office, LLC | $320 | 179 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $305 | 170,666 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $224 | 125 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $179 | 100 | 0.00% | 5q | -99.8%-$76.7K |
| SJS Investment Consulting Inc. | $174 | 97 | 0.00% | 3q | +340.9% |
| CITIGROUP INC | $59 | 33 | 0.00% | 8q | -98.9%-$5.3K |
| Smartleaf Asset Management LLC | $44 | 25 | 0.00% | 2q | HELD |
| BFSG, LLC | $29 | 16 | 0.00% | new | NEW |
| State of Alaska, Department of Revenue | $15 | 8,632 | 0.00% | 3q | HELD |
| Clearstead Advisors, LLC | $11 | 6 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $9 | 5 | 0.00% | new | NEW |
Showing the largest 100 of 102 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 97 | $41.5M | 23,173,734 | 26 | 30 | 30 | 0.0% |
| Q1 2026 | 100 | $24.5M | 28,145,877 | 18 | 32 | 32 | 0.0% |
| Q4 2025 | 100 | $41.8M | 27,582,347 | 11 | 35 | 32 | 0.3% |
| Q3 2025 | 100 | $54.7M | 29,434,319 | 24 | 27 | 30 | 0.4% |
| Q2 2025 | 91 | $81.9M | 31,362,126 | 26 | 30 | 24 | 0.9% |
| Q1 2025 | 91 | $90.9M | 29,758,245 | 16 | 35 | 24 | 0.5% |
| Q4 2024 | 86 | $96.4M | 28,614,286 | 19 | 32 | 15 | 0.6% |
| Q3 2024 | 75 | $51.7M | 26,341,196 | 16 | 25 | 22 | 0.3% |
| Q2 2024 | 77 | $39.6M | 26,602,952 | 17 | 13 | 33 | 0.0% |
| Q1 2024 | 82 | $55.5M | 30,117,440 | 10 | 27 | 28 | 0.1% |
| Q4 2023 | 93 | $82.0M | 33,154,489 | 14 | 39 | 22 | 0.2% |
| Q3 2023 | 99 | $99.5M | 30,626,251 | 21 | 38 | 19 | 0.2% |
| Q2 2023 | 92 | $286.0M | 36,301,074 | 27 | 31 | 18 | 0.1% |
| Q1 2023 | 88 | $265.6M | 32,938,406 | 25 | 24 | 22 | 0.2% |
| Q4 2022 | 66 | $279.6M | 31,603,400 | 16 | 20 | 17 | 0.2% |
| Q3 2022 | 81 | $489.5M | 32,859,187 | 26 | 25 | 12 | 0.1% |
| Q2 2022 | 66 | $585.7M | 32,905,779 | 28 | 13 | 11 | 0.0% |
| Q1 2022 | 48 | $453.8M | 25,836,696 | 14 | 16 | 11 | 0.0% |
| Q4 2021 | 55 | $1.1B | 24,251,035 | 53 | 0 | 0 | 0.0% |