EXPENSIFY INC - A (EXFY) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $45.67M in EXFY holdings during the latest filing period.
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 $5.97M, representing an estimated gain of +25.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
$45.67M
Largest Holder
Parallel Advisors, Llc
Largest Position
$4.77M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
148
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 | $5,967,443 | +$1,198,817 | +25.14% | |
| Acadian Asset Management Llc | 0.01% | 2,456,422 | $4,392,000 | $5,502,385 | +$1,110,385 | +25.28% | |
| Vanguard Capital Management Llc | 0.00% | 2,359,172 | $4,222,918 | $5,284,545 | +$1,061,627 | +25.14% | |
| Aqr Capital Management Llc | 0.00% | 2,085,857 | $3,733,683 | $4,672,320 | +$938,637 | +25.14% | |
| Palogic Value Management, L.P. | 1.12% | 1,768,456 | $3,165,536 | $3,961,341 | +$795,805 | +25.14% | |
| Castleknight Management Lp | 0.11% | 1,730,062 | $3,096,811 | $3,875,339 | +$778,528 | +25.14% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,170,440 | $2,095,088 | $2,621,786 | +$526,698 | +25.14% | |
| Blackrock, Inc. | 0.00% | 1,109,231 | $1,985,524 | $2,484,677 | +$499,153 | +25.14% | |
| Jane Street Group, Llc | 0.00% | 1,032,331 | $1,847,873 | $2,312,421 | +$464,548 | +25.14% | |
| Formula Growth Ltd | 0.55% | 875,000 | $1,566,250 | $1,960,000 | +$393,750 | +25.14% | |
| Marshall Wace, Llp | 0.00% | 751,773 | $1,345,675 | $1,683,972 | +$338,297 | +25.14% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 746,700 | $1,336,593 | $1,672,608 | +$336,015 | +25.14% |
| Geode Capital Management, Llc | 0.00% | 663,229 | $1,187,635 | $1,485,633 | +$297,998 | +25.09% | |
| Millennium Management Llc | 0.00% | 507,991 | $909,304 | $1,137,900 | +$228,596 | +25.14% | |
| Two Sigma Investments, Lp | 0.00% | 506,979 | $907,492 | $1,135,633 | +$228,141 | +25.14% | |
| Vanguard Fiduciary Trust Co | 0.00% | 392,794 | $703,101 | $879,859 | +$176,758 | +25.14% | |
| Morgan Stanley | 0.00% | 335,737 | $600,969 | $752,051 | +$151,082 | +25.14% | |
| Charles Schwab Investment Management Inc | 0.00% | 260,794 | $466,821 | $584,179 | +$117,358 | +25.14% | |
| Ubs Group Ag | 0.00% | 257,293 | $460,554 | $576,336 | +$115,782 | +25.14% | |
| Ieq Capital, Llc | 0.00% | 254,220 | $455,054 | $569,453 | +$114,399 | +25.14% | |
| State Street Corp | 0.00% | 243,681 | $436,189 | $545,845 | +$109,656 | +25.14% | |
| Wealthspire Advisors, Llc | 0.00% | 238,530 | $426,969 | $534,307 | +$107,338 | +25.14% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 204,313 | $365,720 | $457,661 | +$91,941 | +25.14% | |
| Gsa Capital Partners Llp | 0.02% | 184,143 | $330,000 | $412,480 | +$82,480 | +24.99% | |
| Citadel Advisors Llc | 0.00% | 173,558 | $310,669 | $388,770 | +$78,101 | +25.14% | |
| Hrt Financial Lp | 0.00% | 170,666 | $305,000 | $382,292 | +$77,292 | +25.34% | |
| Goldman Sachs Group Inc | 0.00% | 157,928 | $282,691 | $353,759 | +$71,068 | +25.14% | |
| Northern Trust Corp | 0.00% | 150,590 | $269,556 | $337,322 | +$67,766 | +25.14% | |
| Pale Fire Capital Se | 0.02% | 134,409 | $240,592 | $301,076 | +$60,484 | +25.14% | |
| Rbf Capital, Llc | 0.01% | 120,000 | $214,800 | $268,800 | +$54,000 | +25.14% | |
| Aster Capital Management (Difc) Ltd | 0.04% | 117,990 | $211,202 | $264,298 | +$53,096 | +25.14% | |
| Bank Of New York Mellon Corp | 0.00% | 110,473 | $197,747 | $247,460 | +$49,713 | +25.14% | |
| Mariner, Llc | 0.00% | 101,888 | $182,368 | $228,229 | +$45,861 | +25.15% | |
| Bridgeway Capital Management, Llc | 0.00% | 94,300 | $168,797 | $211,232 | +$42,435 | +25.14% | |
| Barclays Plc | 0.00% | 88,926 | $159,177 | $199,194 | +$40,017 | +25.14% | |
| Bank Of America Corp | 0.00% | 87,768 | $157,105 | $196,600 | +$39,495 | +25.14% | |
| Cerity Partners Llc | 0.00% | 84,144 | $150,618 | $188,483 | +$37,865 | +25.14% | |
| Hsbc Holdings Plc | 0.00% | 82,774 | $146,924 | $185,414 | +$38,490 | +26.20% | |
| Dimensional Fund Advisors Lp | 0.00% | 78,173 | $139,708 | $175,108 | +$35,400 | +25.34% | |
| Xtx Topco Ltd | 0.00% | 64,764 | $115,928 | $145,071 | +$29,143 | +25.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 55,355 | $104,621 | $123,995 | +$19,374 | +18.52% | |
| Williams & Novak, Llc | 0.06% | 53,630 | $95,998 | $120,131 | +$24,133 | +25.14% | |
| Mercer Global Advisors Inc | 0.00% | 52,643 | $94,231 | $117,920 | +$23,689 | +25.14% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 52,570 | $94,100 | $117,757 | +$23,657 | +25.14% | |
| Fmr Llc | 0.00% | 45,752 | $81,896 | $102,484 | +$20,588 | +25.14% | |
| Prentiss Smith & Co Inc | 0.04% | 42,485 | $76,048 | $95,166 | +$19,118 | +25.14% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 39,426 | $70,573 | $88,314 | +$17,741 | +25.14% | |
| Susquehanna International Group, Llp | 0.00% | 38,712 | $69,294 | $86,715 | +$17,421 | +25.14% | |
| Balyasny Asset Management L.P. | 0.00% | 37,387 | $66,923 | $83,747 | +$16,824 | +25.14% | |
| Arax Advisory Partners | 0.00% | 36,514 | $65,360 | $81,791 | +$16,431 | +25.14% |
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.