EXPENSIFY INC - A (EXFY) Institutional Ownership Changes & 13F Activity
EXPENSIFY INC - A (EXFY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Jane Street Group, Llc, Palogic Value Management, L.P., Millennium Management Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Palogic Value Management, L.P. | Sell | -754,110 | -29.9% | 1,768,456 | $3.17M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +173,558 | — | 173,558 | $310.67K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +37,760 | +253.7% | 52,643 | $94.23K | Q2 2026 | Aug 19, 2026 |
| Formula Growth Ltd | Sell | -15,000 | -1.7% | 875,000 | $1.57M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1,676 | -17.9% | 7,680 | $13.75K | Q2 2026 | Aug 17, 2026 |
| Aqr Capital Management Llc | Buy | +1,259,624 | +152.5% | 2,085,857 | $3.73M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +1,032,331 | — | 1,032,331 | $1.85M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +507,991 | — | 507,991 | $909.30K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +170,666 | — | 170,666 | $305.00K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +142,756 | +39.2% | 506,979 | $907.49K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -136,859 | -46.4% | 157,928 | $282.69K | Q2 2026 | Aug 14, 2026 |
| Rbf Capital, Llc | Buy | +120,000 | — | 120,000 | $214.80K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -119,602 | -31.4% | 260,794 | $466.82K | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (Difc) Ltd | Buy | +117,990 | — | 117,990 | $211.20K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +64,764 | — | 64,764 | $115.93K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -58,838 | -60.3% | 38,712 | $69.29K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +51,542 | +158.1% | 84,144 | $150.62K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +39,089 | +80.3% | 87,768 | $157.10K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +36,763 | +70.5% | 88,926 | $159.18K | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +26,675 | — | 26,675 | $47.75K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -23,280 | -99.1% | 202 | $362.00 | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, Llc | Buy | +21,400 | — | 21,400 | $38.31K | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +13,658 | — | 13,658 | $24.45K | Q2 2026 | Aug 14, 2026 |
| Group One Trading Llc | Buy | +13,442 | +167.7% | 21,457 | $38.41K | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Sell | -12,593 | -25.2% | 37,387 | $66.92K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Sell | -4,975 | -26.2% | 14,041 | $25.13K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,034 | -30.9% | 4,555 | $8.00K | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Sell | -1,555 | -1.8% | 82,774 | $146.92K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -605 | -7.2% | 7,816 | $13.99K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +5 | — | 5 | $9.00 | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about EXFY activity
Which institutional owners are buying EXFY?
Institutional owners buying EXFY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EXFY activity?
"Buy" means an investor increased their reported position in EXFY compared to the prior reporting period. This reflects growing exposure to EXPENSIFY INC - A (EXFY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EXFY increasing?
Institutional interest in EXFY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related EXFY Institutional Insights
- EXFY Overview
- EXFY 13F Institutional Holders
- EXFY Top Institutional Shareholders
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- EXFY Insider Trading & SEC Form 4 Activity
- EXFY Articles
- Top Institutional Investor Stock Rankings