EXFY Institutional Ownership & Shareholders
EXPENSIFY INC - A (EXFY) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Parallel Advisors, Llc is currently the largest disclosed institutional shareholder of EXFY tracked by InsiderSet, reporting ownership valued at approximately $4.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.26M, representing an estimated gain of +31.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed EXFY value among the investors covered in this analysis. Major shareholders include Parallel Advisors, Llc, Acadian Asset Management Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in EXPENSIFY INC - A (EXFY).
This page ranks the largest institutional EXFY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$47.16M
Largest Holder
Parallel Advisors, Llc
Largest Position
$4.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Parallel Advisors, Llc | 0.07% | 2,664,037 | $4,768,626 | $6,260,487 | +$1,491,861 | +31.28% | |
| Acadian Asset Management Llc | 0.01% | 2,456,422 | $4,392,000 | $5,772,592 | +$1,380,592 | +31.43% | |
| Vanguard Capital Management Llc | 0.00% | 2,359,172 | $4,222,918 | $5,544,054 | +$1,321,136 | +31.28% | |
| Aqr Capital Management Llc | 0.00% | 2,085,857 | $3,733,683 | $4,901,764 | +$1,168,081 | +31.28% | |
| Palogic Value Management, L.P. | 1.12% | 1,768,456 | $3,165,536 | $4,155,872 | +$990,336 | +31.28% | |
| Castleknight Management Lp | 0.11% | 1,730,062 | $3,096,811 | $4,065,646 | +$968,835 | +31.28% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,170,440 | $2,095,088 | $2,750,534 | +$655,446 | +31.28% | |
| Blackrock, Inc. | 0.00% | 1,109,231 | $1,985,524 | $2,606,693 | +$621,169 | +31.28% | |
| Jane Street Group, Llc | 0.00% | 1,032,331 | $1,847,873 | $2,425,978 | +$578,105 | +31.28% | |
| Formula Growth Ltd | 0.55% | 875,000 | $1,566,250 | $2,056,250 | +$490,000 | +31.28% | |
| Marshall Wace, Llp | 0.00% | 751,773 | $1,345,675 | $1,766,667 | +$420,992 | +31.28% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 746,700 | $1,336,593 | $1,754,745 | +$418,152 | +31.28% |
| Geode Capital Management, Llc | 0.00% | 663,229 | $1,187,635 | $1,558,588 | +$370,953 | +31.23% | |
| Millennium Management Llc | 0.00% | 507,991 | $909,304 | $1,193,779 | +$284,475 | +31.28% | |
| Two Sigma Investments, Lp | 0.00% | 506,979 | $907,492 | $1,191,401 | +$283,909 | +31.28% | |
| Vanguard Fiduciary Trust Co | 0.00% | 392,794 | $703,101 | $923,066 | +$219,965 | +31.28% | |
| Morgan Stanley | 0.00% | 335,737 | $600,969 | $788,982 | +$188,013 | +31.28% | |
| Charles Schwab Investment Management Inc | 0.00% | 260,794 | $466,821 | $612,866 | +$146,045 | +31.28% | |
| Ubs Group Ag | 0.00% | 257,293 | $460,554 | $604,639 | +$144,085 | +31.29% | |
| Ieq Capital, Llc | 0.00% | 254,220 | $455,054 | $597,417 | +$142,363 | +31.28% | |
| State Street Corp | 0.00% | 243,681 | $436,189 | $572,650 | +$136,461 | +31.28% | |
| Wealthspire Advisors, Llc | 0.00% | 238,530 | $426,969 | $560,546 | +$133,577 | +31.28% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 204,313 | $365,720 | $480,136 | +$114,416 | +31.29% | |
| Gsa Capital Partners Llp | 0.02% | 184,143 | $330,000 | $432,736 | +$102,736 | +31.13% | |
| Citadel Advisors Llc | 0.00% | 173,558 | $310,669 | $407,861 | +$97,192 | +31.28% | |
| Hrt Financial Lp | 0.00% | 170,666 | $305,000 | $401,065 | +$96,065 | +31.50% | |
| Goldman Sachs Group Inc | 0.00% | 157,928 | $282,691 | $371,131 | +$88,440 | +31.28% | |
| Northern Trust Corp | 0.00% | 150,590 | $269,556 | $353,887 | +$84,331 | +31.28% | |
| Pale Fire Capital Se | 0.02% | 134,409 | $240,592 | $315,861 | +$75,269 | +31.28% | |
| Rbf Capital, Llc | 0.01% | 120,000 | $214,800 | $282,000 | +$67,200 | +31.28% | |
| Aster Capital Management (Difc) Ltd | 0.04% | 117,990 | $211,202 | $277,277 | +$66,075 | +31.28% | |
| Bank Of New York Mellon Corp | 0.00% | 110,473 | $197,747 | $259,612 | +$61,865 | +31.28% | |
| Mariner, Llc | 0.00% | 101,888 | $182,368 | $239,437 | +$57,069 | +31.29% | |
| Bridgeway Capital Management, Llc | 0.00% | 94,300 | $168,797 | $221,605 | +$52,808 | +31.28% | |
| Barclays Plc | 0.00% | 88,926 | $159,177 | $208,976 | +$49,799 | +31.29% | |
| Bank Of America Corp | 0.00% | 87,768 | $157,105 | $206,255 | +$49,150 | +31.28% | |
| Cerity Partners Llc | 0.00% | 84,144 | $150,618 | $197,738 | +$47,120 | +31.28% | |
| Hsbc Holdings Plc | 0.00% | 82,774 | $146,924 | $194,519 | +$47,595 | +32.39% | |
| Dimensional Fund Advisors Lp | 0.00% | 78,173 | $139,708 | $183,707 | +$43,999 | +31.49% | |
| Xtx Topco Ltd | 0.00% | 64,764 | $115,928 | $152,195 | +$36,267 | +31.28% | |
| Prentiss Smith & Co Inc | 0.05% | 42,485 | $95,591 | $99,840 | +$4,249 | +4.44% | |
| Mercer Global Advisors Inc | 0.00% | 52,643 | $94,231 | $123,711 | +$29,480 | +31.28% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 52,570 | $94,100 | $123,540 | +$29,440 | +31.29% | |
| Fmr Llc | 0.00% | 45,752 | $81,896 | $107,517 | +$25,621 | +31.29% | |
| Williams & Novak, Llc | 0.05% | 36,100 | $81,225 | $84,835 | +$3,610 | +4.44% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 39,426 | $70,573 | $92,651 | +$22,078 | +31.28% | |
| Susquehanna International Group, Llp | 0.00% | 38,712 | $69,294 | $90,973 | +$21,679 | +31.29% | |
| Balyasny Asset Management L.P. | 0.00% | 37,387 | $66,923 | $87,859 | +$20,936 | +31.28% | |
| Arax Advisory Partners | 0.00% | 36,514 | $65,360 | $85,808 | +$20,448 | +31.29% | |
| Captrust Financial Advisors | 0.00% | 33,529 | $60,017 | $78,793 | +$18,776 | +31.28% |
Frequently asked questions about EXFY
Who are the largest institutional holders of EXFY?
The largest institutional holders of EXFY reported in the latest SEC Form 13F filings include Parallel Advisors, Llc, Acadian Asset Management Llc, Vanguard Capital Management Llc, Aqr Capital Management Llc, and Palogic Value Management, L.P.. InsiderSet ranks institutional holders by their latest reported EXFY position.
What is EXFY institutional ownership?
This page tracks EXFY positions reported by institutional investment managers through SEC Form 13F. EXPENSIFY INC - A (EXFY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EXFY?
InsiderSet currently tracks 98 institutional managers reporting EXFY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EXFY shareholders.
How much EXFY stock do institutions own?
Institutional investment managers disclosed approximately $47.16M in EXFY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EXFY institutional ownership last updated?
The latest EXFY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EXFY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EXFY position after the reporting date.
Are institutions buying or selling EXFY?
Institutional buying and selling can be analyzed by comparing EXFY positions across consecutive 13F reporting periods. InsiderSet's EXFY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EXFY ownership changes.
How has EXFY institutional ownership changed over time?
InsiderSet tracks EXFY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.