Who owns Expensify, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EXFY from SEC Form 13F filings across 100 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 100 institutions disclosed 25.7M shares of Expensify, Inc. worth $45.9M — about 26.9% of shares outstanding; the largest disclosed holder is Parallel Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
100
13F holders
$45.9M
value, 2026 filers
26.9%
of shares outstanding (25.7M sh)
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EXFY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Parallel Advisors, LLCNEW | 2.7M | $4.8M | 0.1% | 2.8% | new |
| 2 | ACADIAN ASSET MANAGEMENT LLC | 2.5M | $4.4M | 0.0% | 2.6% | +11.1% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $4.2M | 0.0% | 2.5% | +2.3% |
| 4 | AQR CAPITAL MANAGEMENT LLC | 2.1M | $3.7M | 0.0% | 2.2% | +152.5% |
| 5 | Palogic Value Management, L.P. | 1.8M | $3.2M | 1.0% | 1.9% | -29.9% |
| 6 | CastleKnight Management LP | 1.7M | $3.1M | 0.0% | 1.8% | 0.0% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | $2.1M | 0.0% | 1.2% | -40.6% |
| 8 | BlackRock, Inc. | 1.1M | $2.0M | 0.0% | 1.2% | -72.2% |
| 9 | JANE STREET GROUP, LLCNEW | 1.0M | $1.8M | 0.0% | 1.1% | new |
| 10 | FORMULA GROWTH LTD | 875,000 | $1.6M | 0.6% | 0.9% | -1.7% |
| 11 | MARSHALL WACE, LLP | 751,773 | $1.3M | 0.0% | 0.8% | -17.8% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 746,700 | $1.3M | 0.0% | 0.8% | +3.0% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 663,229 | $1.2M | 0.0% | 0.7% | -51.6% |
| 14 | MILLENNIUM MANAGEMENT LLCNEW | 507,991 | $909,304 | 0.0% | 0.5% | new |
| 15 | TWO SIGMA INVESTMENTS, LP | 506,979 | $907,492 | 0.0% | 0.5% | +39.2% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 392,794 | $703,101 | 0.0% | 0.4% | +0.7% |
| 17 | MORGAN STANLEY | 335,737 | $600,969 | 0.0% | 0.4% | +23.0% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 260,794 | $466,821 | 0.0% | 0.3% | -31.4% |
| 19 | UBS Group AG | 257,293 | $460,554 | 0.0% | 0.3% | +222.7% |
| 20 | IEQ CAPITAL, LLC | 254,220 | $455,054 | 0.0% | 0.3% | -53.6% |
| 21 | STATE STREET CORP | 243,681 | $436,189 | 0.0% | 0.3% | -66.3% |
| 22 | Wealthspire Advisors, LLC | 238,530 | $426,969 | 0.0% | 0.2% | 0.0% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW | 204,313 | $365,720 | 0.0% | 0.2% | new |
| 24 | GSA CAPITAL PARTNERS LLP | 184,143 | $330,000 | 0.0% | 0.2% | +532.0% |
| 25 | CITADEL ADVISORS LLCNEW | 173,558 | $310,669 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.