EXFY Institutional Ownership
Who owns Expensify, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 101 funds reported holding EXFY at Jun 30, 2026.
- ●59 buying vs 58 selling
- ▼Shares held by funds -15.6%
- ▼Funds holding -3
- ▲Superinvestors: 4 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 101 | 104 | −2.9% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 25.7M | 30.4M | −15.6% |
| Held by funds | – | – | – |
| New positions | 27 | 18 | +50.0% |
| Increased | 32 | 36 | −11.1% |
| Reduced | 30 | 32 | −6.3% |
| Sold out | 28 | 26 | +7.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in EXFY
All superinvestors →
Who owns EXFY
share of fund held shares- Index and passive funds25.3%
- Active managers and hedge funds65.9%
- Banks and brokers8.7%
- Pensions, insurers and other0.0%
The top 10 holders own 67.2% of all EXFY shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
15 funds changed their position- Wealth Enhancement Advisory Services, LLCTrimmed−44K sh
- Creative PlanningTrimmed−28K sh
- Williams & Novak Wealth Management, LLCTrimmed−18K sh
- Y-Intercept (Hong Kong) LtdNew+13K sh
- Howard Financial Services, Ltd.New+12K sh
🔒 Free account: see all 15.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Parallel Advisors, LLC | – | 2.7M | $4.8M | +2.7M |
| 2 | Acadian Asset Management LLC | – | 2.5M | $4.4M | +246K |
| 3 | Vanguard Capital Management LLC | – | 2.4M | $4.2M | +53K |
| 4 | AQR Capital Management LLC | – | 2.1M | $3.7M | +1.3M |
| 5 | Palogic Value Management, L.P. | – | 1.8M | $3.2M | −754K |
| 6 | CastleKnight Management LP | – | 1.7M | $3.1M | 0 |
| 7 | Vanguard Portfolio Management LLC | – | 1.2M | $2.1M | −801K |
| 8 | BlackRock, Inc. | – | 1.1M | $2M | −2.9M |
| 9 | Jane Street Group, LLC | – | 1M | $1.8M | +1M |
| 10 | Formula Growth Ltd | – | 875K | $1.6M | −15K |
- Parallel Advisors, LLC+2.7M sh+$4.8M
- AQR Capital Management LLC+1.3M sh+$2.3M
- Jane Street Group, LLC+1M sh+$1.8M
- Millennium Management LLC+508K sh+$909K
- Acadian Asset Management LLC+246K sh+$440K
- Arrowstreet Capital, Limited Partnership+204K sh+$366K
- UBS Group AG+178K sh+$318K
- Citadel Advisors LLC+174K sh+$311K
- BlackRock, Inc.−2.9M sh−$5.2M
- Verition Fund Management LLC−2.4M sh−$2M
- Vanguard Portfolio Management LLC−801K sh−$1.4M
- Palogic Value Management, L.P.−754K sh−$1.3M
- Geode Capital Management, LLC−707K sh−$1.3M
- D. E. Shaw & Co., Inc.−1.3M sh−$1.1M
- State Street Corp−480K sh−$859K
- Connor, Clark & Lunn Investment Management Ltd.−452K sh−$810K
EXFY institutional ownership FAQ
Who owns the most EXFY stock?
In Q2 2026 13F filings the largest holder of EXFY was Parallel Advisors, LLC, followed by Acadian Asset Management LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of EXFY is owned by institutions?
101 funds reported holding 25.7M EXFY shares at Jun 30, 2026.
Are hedge funds buying EXFY?
In Q2 2026, 59 funds bought EXFY (27 of them new positions) and 58 sold (28 sold out completely). Among well known investors, 4 added and 0 cut. Our fund sentiment for EXFY is neutral.
What is EXFY's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this EXFY ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.