Expensify Inc (EXFY) Ownership

3.04 ↓0.07 (-2.25%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

OpenView Management, LLC is the biggest individual institutional holder of Expensify Inc (EXFY), owning a total of 10 million shares. Combined, the top 49 institutional holders of EXFY own 62.22% of the company with a total of 54.4 million shares.

In the latest ownership report on December 31st 2024, the top 49 institutional holders increased their combined ownership of EXFY by 3 million shares. 17 institutions bought 4,779,304 total additional shares and increased their ownership by an average of 135.59%. However 4 institutions sold 1,745,400 total shares and decreased their ownership by an average of 31.92%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Expensify increased by a net total of 3,033,904 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	3.833%	3.961%	3,504,095	133,503	2024-12-31
D. E. Shaw & Co LP	2.647%	-11.212%	2,419,558	-305,540	2024-12-31
Ameriprise Financial Inc	2.427%	0.920%	2,218,204	20,224	2024-12-31
Marshall Wace Asset Management Ltd	1.575%	71.964%	1,439,877	602,565	2024-12-31
BlackRock Inc	1.297%	6.595%	1,185,795	73,362	2024-12-31
Renaissance Technologies Corp	1.056%	-27.333%	965,200	-363,041	2024-12-31
Formula Growth Ltd	1.039%	1.604%	950,000	15,000	2024-12-31
Topline Capital Management LLC	1.008%	0.000%	920,947	920,947	2024-12-31
Morgan Stanley - Brokerage Accounts	0.971%	228.358%	887,738	617,381	2024-12-31
Susquehanna International Group, LLP	0.946%	853.436%	864,995	774,271	2024-12-31
Two Sigma Investments LLC	0.853%	4.850%	779,341	36,049	2024-12-31
Arrowstreet Capital Limited Partnership	0.828%	33.591%	757,001	190,345	2024-12-31
Millennium Management LLC	0.757%	-52.090%	692,232	-752,625	2024-12-31
CastleKnight Management LP	0.728%	31.959%	665,337	161,137	2024-12-31
Goldman Sachs Group Inc	0.708%	53.258%	646,987	224,831	2024-12-31
Two Sigma Advisers, LLC	0.664%	25.892%	606,800	124,800	2024-12-31
Connor Clark & Lunn Inv Mgmt Ltd	0.661%	813.969%	604,088	537,993	2024-12-31
Palogic Value Management LP	0.603%	-37.051%	550,806	-324,194	2024-12-31
Geode Capital Management, LLC	0.596%	5.774%	544,680	29,732	2024-12-31
Qube Research & Technologies	0.546%	167.887%	499,170	312,834	2024-12-31
IEQ CAPITAL, LLC	0.510%	0.000%	465,802	0	2024-12-31
Ceera Investments, LLC	0.494%	0.995%	439,330	4,330	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
OpenView Management, LLC	12.000%	0.000%	10,044,250	0	2023-06-30
Vanguard Group Inc	3.833%	3.961%	3,504,095	133,503	2024-12-31
BP WEALTH MANAGEMENT, LLC	3.884%	63.856%	3,359,037	1,309,037	2023-12-31
D. E. Shaw & Co LP	2.647%	-11.212%	2,419,558	-305,540	2024-12-31
Ameriprise Financial Inc	2.427%	0.920%	2,218,204	20,224	2024-12-31
Hall Kathryn A.	2.003%	-15.174%	1,677,136	-300,000	2023-09-30
Marshall Wace Asset Management Ltd	1.575%	71.964%	1,439,877	602,565	2024-12-31
Invenomic Capital Management, LP	1.640%	0.705%	1,373,584	9,620	2023-09-30
HHG PLC	1.442%	69.576%	1,194,007	489,895	2023-03-31
Citadel Advisors Llc	1.340%	-6.992%	1,191,942	-89,604	2024-09-30
BlackRock Inc	1.297%	6.595%	1,185,795	73,362	2024-12-31
Massachusetts Financial Services Company	1.398%	7.382%	1,155,490	79,436	2022-09-30
AQR Capital Management LLC	1.176%	-2.863%	1,045,351	-30,815	2024-06-30
State Street Corporation	1.180%	0.789%	1,045,149	8,184	2024-03-31
Renaissance Technologies Corp	1.056%	-27.333%	965,200	-363,041	2024-12-31
Formula Growth Ltd	1.039%	1.604%	950,000	15,000	2024-12-31
Baillie Gifford & Co Limited.	1.046%	-14.449%	930,285	-157,120	2024-09-30
Topline Capital Management LLC	1.008%	0.000%	920,947	920,947	2024-12-31
Morgan Stanley - Brokerage Accounts	0.971%	228.358%	887,738	617,381	2024-12-31
Susquehanna International Group, LLP	0.946%	853.436%	864,995	774,271	2024-12-31
Jacobs Levy Equity Management, Inc.	0.954%	-10.899%	848,672	-103,815	2024-06-30
Light Street Capital Management LLC	1.018%	-37.543%	842,678	-506,533	2023-03-31
Two Sigma Investments LLC	0.853%	4.850%	779,341	36,049	2024-12-31
Arrowstreet Capital Limited Partnership	0.828%	33.591%	757,001	190,345	2024-12-31
Millennium Management LLC	0.757%	-52.090%	692,232	-752,625	2024-12-31
CastleKnight Management LP	0.728%	31.959%	665,337	161,137	2024-12-31
Ranger Investment Management LP	0.790%	4.245%	653,351	26,608	2022-09-30
Goldman Sachs Group Inc	0.708%	53.258%	646,987	224,831	2024-12-31
Two Sigma Advisers, LLC	0.664%	25.892%	606,800	124,800	2024-12-31
Connor Clark & Lunn Inv Mgmt Ltd	0.661%	813.969%	604,088	537,993	2024-12-31
Walleye Trading Advisors, LLC	0.678%	42.137%	603,506	178,911	2024-09-30
Columbia Mgmt Investment Advisers, LLC	0.708%	0.000%	586,580	586,580	2023-06-30
Palogic Value Management LP	0.603%	-37.051%	550,806	-324,194	2024-12-31
KADENSA CAPITAL Ltd	0.657%	18.344%	549,664	85,200	2023-06-30
Hamilton Lane Advisors LLC	0.634%	0.000%	547,918	0	2024-03-31
Durable Capital Partners LP	0.662%	-65.778%	547,526	-1,052,379	2023-03-31
Geode Capital Management, LLC	0.596%	5.774%	544,680	29,732	2024-12-31
Qube Research & Technologies	0.546%	167.887%	499,170	312,834	2024-12-31
RBF LLC	0.543%	10.885%	482,754	47,389	2024-09-30
IEQ CAPITAL, LLC	0.510%	0.000%	465,802	0	2024-12-31
Optimus Prime Fund Management Co., Ltd.	0.506%	0.000%	445,000	0	2024-06-30
Pier Capital, LLC	0.537%	2.130%	444,170	9,263	2022-09-30
Ceera Investments, LLC	0.494%	0.995%	439,330	4,330	2024-12-31
Northern Trust Corp	0.467%	-8.306%	410,314	-37,170	2024-06-30
Amica Mutual Insurance Co	0.494%	0.000%	408,115	408,115	2022-09-30
Amvescap Plc.	0.468%	74.788%	386,435	165,347	2022-06-30
Security Benefit Life Insurance Co	0.425%	0.000%	355,853	0	2023-06-30
Charles Schwab Investment Management Inc	0.423%	56.261%	353,871	127,409	2023-06-30
North Reef Capital Management LP	0.407%	0.000%	336,591	336,591	2022-09-30

Mutual Fund Ownership

Columbia Small Cap Value I is the biggest individual fund holder of Expensify Inc (EXFY), owning a total of 1.6 million shares. Combined, the top 68 mutual fund holders of EXFY own 29.00% of the company with a total of 25.2 million shares.

In the latest ownership report on February 28th 2025, the top 68 fund holders increased their combined ownership of EXFY by 9 thousand shares. 3 funds bought 16,458 total additional shares and increased their ownership by an average of 1.48%. However 3 funds sold 25,068 total shares and decreased their ownership by an average of 0.79%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Expensify decreased by a net total of -8,610 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.732%	0.000%	1,582,920	0	2025-02-28
Columbia Small Cap Value I A	1.726%	-0.542%	1,577,960	-8,600	2025-02-28
Vanguard Information Technology ETF	1.294%	-1.134%	1,182,688	-13,569	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.765%	1.946%	699,303	13,345	2025-02-28
Columbia VP Small Cap Value 1	0.454%	-0.694%	415,021	-2,899	2025-02-28
SEI Tax-Managed Small/Mid Cap F (SIMT)	0.363%	0.000%	331,919	0	2025-02-28
Miller Value Ptnrs Appreciation ETF	0.332%	0.000%	303,837	0	2025-02-28
Schwab US Small-Cap ETF™	0.277%	0.000%	252,996	0	2025-02-28
iShares Micro-Cap ETF	0.152%	2.038%	138,459	2,765	2025-02-28
Avantis US Small Cap Equity ETF	0.086%	0.446%	78,351	348	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Columbia Small Cap Value I	1.736%	7.261%	1,586,560	107,400	2025-01-31
Vanguard Total Stock Mkt Idx Inv	1.732%	0.000%	1,582,920	0	2025-02-28
Columbia Small Cap Value I A	1.726%	-0.542%	1,577,960	-8,600	2025-02-28
iShares Russell 2000 ETF	1.476%	0.768%	1,276,409	9,724	2024-05-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.466%	0.000%	1,226,965	0	2023-03-31
Vanguard Information Technology ETF	1.294%	-1.134%	1,182,688	-13,569	2025-02-28
Janus Henderson US Small Cap Growth	1.329%	69.737%	1,100,667	452,212	2023-03-31
Janus Henderson Venture D	1.329%	69.737%	1,100,667	452,212	2023-03-31
Invenomic Institutional	1.006%	-6.558%	856,711	-60,121	2023-10-31
MFS New Discovery I	0.903%	0.000%	746,743	0	2022-10-31
BGF Next Generation Technology Z2 USD	0.853%	0.000%	703,148	0	2022-12-31
Vanguard Institutional Extnd Mkt Idx Tr	0.765%	1.946%	699,303	13,345	2025-02-28
Ranger Small Cap	0.790%	4.245%	653,351	26,608	2022-09-30
Vanguard Extended Market Index Investor	0.765%	0.073%	634,087	464	2023-08-31
Baillie Gifford Global Discovery A Acc	0.647%	-17.752%	575,590	-124,231	2024-09-30
Fidelity Small Cap Index	0.642%	3.461%	568,233	19,007	2024-06-30
Fidelity® Small Cap Index	0.635%	2.029%	532,048	10,581	2023-10-31
iShares Russell 2000 Growth ETF	0.542%	0.000%	468,971	0	2024-05-30
Vanguard Small Cap Index	0.537%	0.276%	445,004	1,224	2023-08-31
Columbia VP Small Cap Value 1	0.454%	-0.694%	415,021	-2,899	2025-02-28
Pier Capital Small Cap Growth Equity	0.444%	-2.156%	367,351	-8,095	2022-06-30
SEI Tax-Managed Small/Mid Cap F (SIMT)	0.363%	0.000%	331,919	0	2025-02-28
Edinburgh Worldwide Ord	0.369%	-8.692%	327,928	-31,216	2024-09-30
Vanguard Small Cap Value Index Inv	0.370%	-0.334%	306,332	-1,026	2023-08-31
Miller Value Ptnrs Appreciation ETF	0.332%	0.000%	303,837	0	2025-02-28
SEB Nordamerikafond Småbolag	0.352%	40.824%	290,543	84,227	2022-11-30
Fidelity Extended Market Index	0.303%	-1.496%	276,811	-4,205	2025-01-31
Schwab US Small-Cap ETF™	0.277%	0.000%	252,996	0	2025-02-28
MFS® VIT New Discovery Init	0.270%	0.000%	223,440	0	2022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.251%	-37.266%	221,531	-131,596	2024-06-30
Vanguard Russell 2000 ETF	0.236%	-0.788%	203,928	-1,620	2024-05-31
State St Russell Sm Cap® Indx NL Cl C	0.246%	0.000%	203,600	0	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.235%	0.000%	203,600	0	2024-05-31
SPDR® S&P Software & Services ETF	0.242%	0.000%	200,577	0	2023-08-31
Fidelity® Extended Market Index	0.232%	0.000%	193,892	0	2023-11-30
Bridgeway Ultra-Small Company Market	0.200%	15.823%	183,000	25,000	2024-12-31
NT R2000 Growth Index Fund - NL	0.189%	0.000%	165,706	0	2023-12-31
Federated Hermes MDT SCG Institutional	0.176%	0.000%	161,146	0	2024-12-31
Federated Hermes MDT Small Cap Growth IS	0.176%	0.000%	161,146	0	2024-12-31
GS Glb Sm Cp CORE Eq Base Inc USD Close	0.170%	3.235%	155,392	4,869	2025-01-31
iShares Micro-Cap ETF	0.152%	2.038%	138,459	2,765	2025-02-28
NT R2000 Index Fund - NL	0.151%	-16.441%	132,904	-26,150	2024-06-30
BlackRock Advantage Small Cap Core Instl	0.151%	0.000%	130,806	0	2024-05-31
Schwab Small Cap Index	0.146%	0.000%	126,263	0	2024-05-31
BlackRock Extended Mkt Composite	0.139%	0.813%	119,945	967	2023-09-30
Northern Trust Russell 2000 Growth Index	0.133%	0.000%	116,518	0	2024-06-30
NT R2000 Growth Index Fund - L	0.133%	0.000%	116,518	0	2024-06-30
NT R2000 Index Fund - DC - NL - 2	0.120%	-16.737%	105,169	-21,141	2024-06-30
BlackRock Extended Equity Market K	0.116%	-0.043%	103,113	-44	2024-09-30
Extended Equity Market Fund K	0.111%	-1.359%	101,713	-1,401	2024-12-31
AQR Small Cap Multi-Style I	0.115%	209.511%	101,368	68,617	2024-06-30
Royce Micro Cap Trust	0.114%	0.000%	94,600	94,600	2023-03-31
Fidelity Total Market Index	0.099%	-0.428%	90,724	-390	2025-01-31
The Vanguard Russell 2000 Growth Index	0.103%	-2.236%	89,227	-2,041	2024-03-31
Pacific Select Small-Cap Growth I	0.105%	0.000%	86,942	0	2022-10-31
Fidelity® MSCI Information Tech ETF	0.102%	0.092%	84,228	77	2023-06-23
Transamerica Small Cap Growth I3	0.101%	-1.030%	83,600	-870	2022-10-31
AST Small-Cap Growth	0.098%	-2.499%	80,595	-2,066	2022-10-31
Vanguard Growth & Income Inv	0.092%	-5.294%	80,500	-4,500	2024-06-30
Avantis US Small Cap Equity ETF	0.086%	0.446%	78,351	348	2025-02-28
Dunham Small Cap Growth N	0.089%	51.590%	73,823	25,124	2022-11-30
Fidelity® Total Market Index	0.089%	0.000%	73,559	0	2023-04-30
Fidelity Series Total Market Index	0.071%	0.000%	64,999	0	2025-01-31
L&G Digital Payments ETF	0.076%	0.000%	63,010	0	2023-05-31
NT Ext Equity Mkt Idx Fd - L	0.062%	34.661%	57,018	14,676	2024-12-31
Fidelity® Series Total Market Index	0.068%	0.000%	56,060	0	2023-03-31
Russell Personalized DI All Cap SMA	0.063%	0.000%	55,167	0	2024-06-30
Schwab US Broad Market ETF™	0.058%	0.004%	51,932	2	2024-11-28