Who Owns EXPENSIFY INC (EXFY)? -- Institutional Holders (2026-06-30)
127 institutions reported holding $46.4M of EXPENSIFY INC (EXFY) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($7.1M), Parallel Advisors, LLC ($4.8M), ACADIAN ASSET MANAGEMENT LLC ($4.4M), AQR CAPITAL MANAGEMENT LLC ($3.7M), Palogic Value Management, L.P. ($3.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANGUARD GROUP INC | $7.1M | 3.9M | Trimmed |
| 2 | Parallel Advisors, LLC | $4.8M | 2.7M | New |
| 3 | ACADIAN ASSET MANAGEMENT LLC | $4.4M | 2.5M | Added |
| 4 | AQR CAPITAL MANAGEMENT LLC | $3.7M | 2.1M | Added |
| 5 | Palogic Value Management, L.P. | $3.2M | 1.8M | Trimmed |
| 6 | CastleKnight Management LP | $3.1M | 1.7M | Hold |
| 7 | BlackRock, Inc. | $2.0M | 1.1M | Trimmed |
| 8 | JANE STREET GROUP, LLC | $1.8M | 1.0M | New |
| 9 | FORMULA GROWTH LTD | $1.6M | 875,000 | Trimmed |
| 10 | MARSHALL WACE, LLP | $1.3M | 751,773 | Trimmed |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $1.3M | 746,700 | Added |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 663,229 | Trimmed |
| 13 | MILLENNIUM MANAGEMENT LLC | $909,304 | 507,991 | New |
| 14 | TWO SIGMA INVESTMENTS, LP | $907,492 | 506,979 | Added |
| 15 | MORGAN STANLEY | $600,969 | 335,737 | Added |
| 16 | Sixth Street Partners Management Company, L.P. | $466,821 | 260,794 | New |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $466,821 | 260,794 | Trimmed |
| 18 | UBS Group AG | $460,554 | 257,293 | Added |
| 19 | IEQ CAPITAL, LLC | $455,054 | 254,220 | Trimmed |
| 20 | STATE STREET CORP | $436,189 | 243,681 | Trimmed |
| 21 | Wealthspire Advisors, LLC | $426,969 | 238,530 | Hold |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $365,720 | 204,313 | New |
| 23 | GSA CAPITAL PARTNERS LLP | $330,000 | 184,143 | Added |
| 24 | CITADEL ADVISORS LLC | $310,669 | 173,558 | New |
| 25 | HRT FINANCIAL LP | $305,000 | 170,666 | New |
Source: SEC Form 13F filings · as of 2026-06-30