EXPENSIFY INC - A (EXFY) Top Institutional Shareholders
EXPENSIFY INC - A (EXFY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $24.42M in EXFY holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of EXFY tracked by InsiderSet, reporting ownership valued at approximately $3.47M in its March 31, 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 $4.79M, representing an estimated gain of +37.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed EXFY value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Palogic Value Management, L.P., Verition Fund 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
101
Total Reported Value
$24.42M
Largest Holder
Blackrock, Inc.
Largest Position
$3.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 3,994,506 | $3,474,821 | $4,793,407 | +$1,318,586 | +37.95% | |
| Palogic Value Management, L.P. | 0.96% | 2,522,566 | $2,194,380 | $3,027,079 | +$832,699 | +37.95% | |
| Verition Fund Management Llc | 0.02% | 2,350,000 | $2,044,265 | $2,820,000 | +$775,735 | +37.95% | |
| Vanguard Capital Management Llc | 0.00% | 2,305,690 | $2,005,950 | $2,766,828 | +$760,878 | +37.93% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,971,586 | $1,715,280 | $2,365,903 | +$650,623 | +37.93% | |
| Castleknight Management Lp | 0.07% | 1,730,062 | $1,504,981 | $2,076,074 | +$571,093 | +37.95% | |
| Geode Capital Management, Llc | 0.00% | 1,369,959 | $1,191,934 | $1,643,951 | +$452,017 | +37.92% | |
| D. E. Shaw & Co., Inc. | 0.00% | 1,318,100 | $1,146,615 | $1,581,720 | +$435,105 | +37.95% | |
| Marshall Wace, Llp | 0.00% | 914,309 | $795,449 | $1,097,171 | +$301,722 | +37.93% | |
| Formula Growth Ltd | 0.35% | 890,000 | $774,211 | $1,068,000 | +$293,789 | +37.95% | |
| Aqr Capital Management Llc | 0.00% | 826,233 | $718,740 | $991,480 | +$272,740 | +37.95% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 725,000 | $630,678 | $870,000 | +$239,322 | +37.95% |
| State Street Corp | 0.00% | 723,598 | $629,458 | $868,318 | +$238,860 | +37.95% | |
| Ieq Capital, Llc | 0.00% | 548,021 | $476,724 | $657,625 | +$180,901 | +37.95% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 504,828 | $439,150 | $605,794 | +$166,644 | +37.95% | |
| Pale Fire Capital Se | 0.04% | 481,051 | $418,466 | $577,261 | +$158,795 | +37.95% | |
| Northern Trust Corp | 0.00% | 418,271 | $363,853 | $501,925 | +$138,072 | +37.95% | |
| Vanguard Fiduciary Trust Co | 0.00% | 390,011 | $339,310 | $468,013 | +$128,703 | +37.93% | |
| Charles Schwab Investment Management Inc | 0.00% | 380,396 | $330,906 | $456,475 | +$125,569 | +37.95% | |
| Mackenzie Financial Corp | 0.00% | 380,185 | $330,723 | $456,222 | +$125,499 | +37.95% | |
| Two Sigma Investments, Lp | 0.00% | 364,223 | $316,838 | $437,068 | +$120,230 | +37.95% | |
| Goldman Sachs Group Inc | 0.00% | 294,787 | $256,435 | $353,744 | +$97,309 | +37.95% | |
| Morgan Stanley | 0.00% | 272,849 | $237,352 | $327,419 | +$90,067 | +37.95% | |
| Wealthspire Advisors, Llc | 0.00% | 238,530 | $207,498 | $286,236 | +$78,738 | +37.95% | |
| Bank Of New York Mellon Corp | 0.00% | 231,584 | $201,455 | $277,901 | +$76,446 | +37.95% | |
| Deutsche Bank Ag\ | 0.00% | 129,384 | $112,564 | $155,261 | +$42,697 | +37.93% | |
| Qube Research & Technologies Ltd | 0.00% | 121,784 | $105,940 | $146,141 | +$40,201 | +37.95% | |
| Susquehanna International Group, Llp | 0.00% | 97,550 | $84,859 | $117,060 | +$32,201 | +37.95% | |
| Bridgeway Capital Management, Llc | 0.00% | 94,300 | $82,032 | $113,160 | +$31,128 | +37.95% | |
| Hsbc Holdings Plc | 0.00% | 84,329 | $75,171 | $101,195 | +$26,024 | +34.62% | |
| Ubs Group Ag | 0.00% | 79,725 | $69,361 | $95,670 | +$26,309 | +37.93% | |
| Dimensional Fund Advisors Lp | 0.00% | 78,173 | $67,665 | $93,808 | +$26,143 | +38.64% | |
| Nuveen, Llc | 0.00% | 77,657 | $67,554 | $93,188 | +$25,634 | +37.95% | |
| Williams & Novak, Llc | 0.04% | 64,250 | $56,000 | $77,100 | +$21,100 | +37.68% | |
| Creative Planning | 0.00% | 63,059 | $54,855 | $75,671 | +$20,816 | +37.95% | |
| Coldstream Capital Management Inc | 0.00% | 62,209 | $54,117 | $74,651 | +$20,534 | +37.94% | |
| Barclays Plc | 0.00% | 52,163 | $45,377 | $62,596 | +$17,219 | +37.95% | |
| Balyasny Asset Management L.P. | 0.00% | 49,980 | $43,478 | $59,976 | +$16,498 | +37.95% | |
| Bank Of America Corp | 0.00% | 48,679 | $42,302 | $58,415 | +$16,113 | +38.09% | |
| Jacobs Levy Equity Management, Inc | 0.00% | 47,816 | $41,595 | $57,379 | +$15,784 | +37.95% | |
| Invesco Ltd. | 0.00% | 43,591 | $37,920 | $52,309 | +$14,389 | +37.95% | |
| Rhumbline Advisers | 0.00% | 42,957 | $37,366 | $51,548 | +$14,182 | +37.96% | |
| Cwm, Llc | 0.00% | 41,096 | $35,750 | $49,315 | +$13,565 | +37.94% | |
| New York State Common Retirement Fund | 0.00% | 40,500 | $35,231 | $48,600 | +$13,369 | +37.95% | |
| Nine Masts Capital Ltd | 0.01% | 37,557 | $32,671 | $45,068 | +$12,397 | +37.95% | |
| Mariner, Llc | 0.00% | 33,487 | $29,124 | $40,184 | +$11,060 | +37.98% | |
| Fmr Llc | 0.00% | 33,193 | $28,875 | $39,832 | +$10,957 | +37.94% | |
| Cerity Partners Llc | 0.00% | 32,602 | $28,361 | $39,122 | +$10,761 | +37.94% | |
| Prentiss Smith & Co Inc | 0.02% | 32,485 | $28,259 | $38,982 | +$10,723 | +37.95% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 29,193 | $25,395 | $35,032 | +$9,637 | +37.95% |
Frequently asked questions about EXFY
Who owns the most EXFY stock?
The largest holders of EXFY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EXPENSIFY INC - A (EXFY).
Is EXFY widely held by superinvestors?
Many widely followed stocks like EXFY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EXFY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.