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Disclosery

EXFY EXPENSIFY INC

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COM CL A (common), issuer CIK 1476840

95 managers (101 13F filers) reported a position in EXFY shares at 2026-06-30, 25,657,490 shares in all. 27 filers opened a position and 28 filers sold out during the quarter.

Managers
95
13F filers
101
New
27
Added
32
Reduced
30
Sold out
28
Shares held by filers
25,657,490

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 5 filers holding3,978,874$7.12M-725,965Timeline
Parallel Advisors, LLC2,664,037$4.77M0.07%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,456,422$4.39M0.01%+245,81613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,085,857$3.73M<0.01%+1,259,62413F-HRTimelineGroup
Palogic Value Management, L.P.1,768,456$3.17M1.13%-754,11013F-HRTimeline
CastleKnight Management LP1,730,062$3.1M0.11%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,109,231$1.99M<0.01%-2,885,27513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,032,331$1.85M<0.01%new13F-HRTimelineGroup
FORMULA GROWTH LTD875,000$1.57M0.55%-15,00013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP751,773$1.35M<0.01%-162,53613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC746,700$1.34M<0.01%+21,70013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC663,229$1.19M<0.01%-706,73013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC507,991$909K<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP506,979$907K<0.01%+142,75613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY335,737$601K<0.01%+62,88813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co260,794$467K<0.01%-119,60213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding259,214$464K+177,568Timeline
IEQ CAPITAL, LLC254,220$455K<0.01%-293,80113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP243,681$436K<0.01%-479,91713F-HRTimelineGroup
Wealthspire Advisors, LLC238,530$427K<0.01%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …204,313$366K<0.01%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP184,143$330K0.02%+155,00713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC173,558$311K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP170,666$305K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,928$283K<0.01%-136,85913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP150,590$270K<0.01%-267,68113F-HRTimelineGroup
Pale Fire Capital SEin group Pale Fire Capital134,409$241K0.02%-346,64213F-HRTimelineGroup
RBF Capital, LLC120,000$215K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd117,990$211K0.04%new13F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,473$198K<0.01%-121,11113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC101,888$182K<0.01%+68,40113F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC94,300$169K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC88,926$159K<0.01%+36,76313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,768$157K<0.01%+39,08913F-HRTimelineGroup
Creative Planningin group Creative Planning86,538$155K<0.01%+23,47913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC84,144$151K<0.01%+51,54213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC82,774$147K<0.01%-1,55513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP78,173$140K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd64,764$116K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding60,112$108K-37,438Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,355$105K<0.01%+38,02713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources55,614$99.5K<0.01%+38,74313F-HRTimelineGroup
Williams & Novak, LLC53,630$96K0.06%-10,62013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,643$94.2K<0.01%+37,76013F-HR/ATimeline
Connor, Clark & Lunn Investment Managem…52,570$94.1K<0.01%-452,25813F-HRTimeline
FMR LLCin group FMR LLC45,752$81.9K<0.01%+12,55913F-HRTimelineGroup
PRENTISS SMITH & CO INC42,485$76K0.04%+10,00013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management37,387$66.9K<0.01%-12,59313F-HRTimelineGroup
Arax Advisory Partners36,514$65.4K<0.01%+36,34713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,529$60K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28,991$51.9K<0.01%+23,04513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.26,675$47.7K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC23,170$41.5K<0.01%+10,99013F-HR/ATimeline
GROUP ONE TRADING LLC21,457$38.4K<0.01%+13,44213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,361$36.4K<0.01%new13F-HRTimelineGroup
Sand Hill Global Advisors, LLC20,314$36.4K<0.01%013F-HRTimeline
BRIGHTON JONES LLC20,064$35.9K<0.01%new13F-HRTimeline
LAVELLE CAPITAL LP20,000$35.8K0.02%013F-HRTimeline
Pallas Capital Advisors LLC19,879$35.6K<0.01%new13F-HRTimeline
R Squared Ltd19,587$35.1K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,542$28K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC14,041$25.1K<0.01%-4,97513F-HRTimeline
Schonfeld Strategic Advisors LLC13,658$24.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,527$22K<0.01%-12,97013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,870$19.5K<0.01%-2,01313F-HRTimelineGroup
Mutual Advisors, LLC10,000$17.9K<0.01%013F-HRTimeline
State of Alaska, Department of Revenue8,632$15K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,816$14K<0.01%-60513F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,680$13.7K<0.01%-1,67613F-HRTimelineGroup
Integrated Wealth Concepts LLC6,525$11.7K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC4,823$8.63K<0.01%-17,31013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,555$8K<0.01%-2,03413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,251$7.61K<0.01%+2,35113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,956$7.08K<0.01%-15,46313F-HRTimelineGroup
Allworth Financial LP3,763$6.74K<0.01%+3,30413F-HRTimeline
Essential Partners LLC2,723$4.87K<0.01%-1,90313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,432$2.56K<0.01%+8813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,367$2.45K<0.01%+1,11413F-HRTimeline
SBI Securities Co., Ltd.895$1.6K<0.01%+13413F-HRTimeline
True Wealth Design, LLC752$1.35K<0.01%+71813F-HRTimeline
Farther Finance Advisors, LLC701$1.25K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.650$1.18K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.500$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc486$870<0.01%+20413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN202$362<0.01%-23,28013F-HRTimelineGroup
Fortitude Family Office, LLC179$320<0.01%new13F-HRTimeline
Caitong International Asset Management …125$224<0.01%new13F-HRTimeline
RHUMBLINE ADVISERS100$179<0.01%-42,85713F-HRTimeline
SJS Investment Consulting Inc.97$174<0.01%+7513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33$59<0.01%-2,93713F-HRTimelineGroup
Smartleaf Asset Management LLC25$44<0.01%013F-HRTimeline
BFSG, LLC16$29<0.01%new13F-HRTimeline
Clearstead Advisors, LLC6$11<0.01%new13F-HRTimeline
JPL Wealth Management, LLC5$9<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5$9<0.01%new13F-HRTimeline