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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Palogic Value Management, L.P.Sell-754,110-29.9%1,768,456$3.17MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+173,558173,558$310.67KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+37,760+253.7%52,643$94.23KQ2 2026Aug 19, 2026
Formula Growth LtdSell-15,000-1.7%875,000$1.57MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-1,676-17.9%7,680$13.75KQ2 2026Aug 17, 2026
Aqr Capital Management LlcBuy+1,259,624+152.5%2,085,857$3.73MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+1,032,3311,032,331$1.85MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+507,991507,991$909.30KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+170,666170,666$305.00KQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+142,756+39.2%506,979$907.49KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-136,859-46.4%157,928$282.69KQ2 2026Aug 14, 2026
Rbf Capital, LlcBuy+120,000120,000$214.80KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncSell-119,602-31.4%260,794$466.82KQ2 2026Aug 14, 2026
Aster Capital Management (Difc) LtdBuy+117,990117,990$211.20KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+64,76464,764$115.93KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-58,838-60.3%38,712$69.29KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+51,542+158.1%84,144$150.62KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+39,089+80.3%87,768$157.10KQ2 2026Aug 14, 2026
Barclays PlcBuy+36,763+70.5%88,926$159.18KQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+26,67526,675$47.75KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-23,280-99.1%202$362.00Q2 2026Aug 14, 2026
Susquehanna Portfolio Strategies, LlcBuy+21,40021,400$38.31KQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+13,65813,658$24.45KQ2 2026Aug 14, 2026
Group One Trading LlcBuy+13,442+167.7%21,457$38.41KQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-12,593-25.2%37,387$66.92KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcSell-4,975-26.2%14,041$25.13KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,034-30.9%4,555$8.00KQ2 2026Aug 14, 2026
Hsbc Holdings PlcSell-1,555-1.8%82,774$146.92KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-605-7.2%7,816$13.99KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+55$9.00Q2 2026Aug 14, 2026
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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.