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Disclosery

EXFY EXPENSIFY INC

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COM CL A (common), issuer CIK 1476840

89 managers (91 13F filers) reported a position in EXFY shares at 2024-12-31, 29,913,847 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
89
13F filers
91
New
21
Added
37
Reduced
17
Sold out
14
Shares held by filers
29,913,847

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INCin group VANGUARD GROUP INC3,504,095$11.7M<0.01%+133,50313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,419,558$8.11M0.01%-305,54013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,218,204$7.43M<0.01%+20,22413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,439,877$4.82M0.01%+602,56513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,386,141$4.64M+160,849Timeline
BlackRock, Inc.in group BlackRock, Inc.1,185,795$3.97M<0.01%+73,36213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC965,200$3.23M<0.01%-363,04113F-HRTimeline
FORMULA GROWTH LTD950,000$3.18M1.08%+15,00013F-HRTimeline
Topline Capital Management, LLC920,947$3.09M0.58%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY887,738$2.97M<0.01%+617,38113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding884,874$2.96M+794,150Timeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC860,979$2.88M0.01%+682,08713F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …757,001$2.54M<0.01%+190,34513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC692,232$2.32M<0.01%-752,62513F-HRTimelineGroup
CastleKnight Management LP665,337$2.23M0.24%+161,13713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC646,987$2.17M<0.01%+224,83113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…604,088$2.02M0.01%+537,99313F-HRTimeline
Palogic Value Management, L.P.550,806$1.85M0.74%-324,19413F-HR/ATimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC544,680$1.83M<0.01%+29,73213F-HRTimelineGroup
Qube Research & Technologies Ltd499,170$1.67M<0.01%+312,83413F-HRTimeline
IEQ CAPITAL, LLC465,802$1.56M0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC454,867$1.52M<0.01%-737,07513F-HRTimelineGroup
CEERA INVESTMENTS, LLC439,330$1.47M0.51%+4,33013F-HRTimeline
RBF Capital, LLC408,341$1.37M0.07%-74,41313F-HRTimeline
GSA CAPITAL PARTNERS LLP390,348$1.31M0.1%+296,90613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co316,976$1.06M<0.01%+8,91113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL289,717$971K0.01%+279,58813F-HRTimeline
UBS Group AGin group UBS Group AG260,777$874K<0.01%+248,55613F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC247,531$829K0.01%-355,97513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP228,381$765K<0.01%+74,55013F-HRTimelineGroup
683 Capital Management, LLCin group 683 Capital Management, LLC220,758$740K0.07%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO215,933$723K<0.01%+55,93113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/215,251$721K<0.01%+64,08813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC206,307$691K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS199,170$667K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC196,069$657K<0.01%+133,94313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC194,129$650K<0.01%-59,04513F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC189,300$634K0.01%+31,30013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.167,762$562K<0.01%-54913F-HRTimelineGroup
Morling Financial Advisors, LLC149,024$499K0.17%013F-HRTimeline
Schonfeld Strategic Advisors LLC142,236$476K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC127,834$428K<0.01%+67,98713F-HR/ATimelineGroup
OMERS ADMINISTRATION Corp120,100$402K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP107,305$359K<0.01%+14,67613F-HRTimelineGroup
Hillsdale Investment Management Inc.87,397$293K0.01%new13F-HRTimeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO74,307$249K<0.01%-855,97813F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.68,279$229K0.06%+30,37313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC68,228$229K<0.01%+27,54113F-HRTimelineGroup
Wealthspire Advisors, LLC66,212$222K<0.01%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC63,317$214K<0.01%-4013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.59,722$200K<0.01%+14,92213F-HR/ATimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd58,177$195K0.01%new13F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP55,629$187K<0.01%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management54,367$182K<0.01%new13F-HRTimelineGroup
State of Wyoming52,364$175K0.02%+6,13813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,988$174K<0.01%new13F-HRTimelineGroup
Man Group plcin group Man Group plc50,316$169K<0.01%+20,46613F-HRTimelineGroup
Verition Fund Management LLC46,917$157K<0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC46,452$156K<0.01%-18,27513F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP45,497$152K0.03%-2,87613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd45,026$151K0.01%-23,76313F-HRTimelineGroup
Integrated Quantitative Investments LLC44,600$149K0.07%13F-HRTimeline
BAILARD, INC.43,621$146K<0.01%new13F-HRTimeline
Cubist Systematic Strategies, LLC32,449$109K<0.01%-43,42713F-HRTimeline
HighTower Advisors, LLC27,406$91.8K<0.01%013F-HRTimeline
Sand Hill Global Advisors, LLC27,189$91.1K<0.01%013F-HRTimeline
ExodusPoint Capital Management, LP27,099$91K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,950$73.5K<0.01%-166,74713F-HRTimelineGroup
SIMPLEX TRADING, LLC21,113$70K<0.01%+20,85813F-HRTimeline
WOLVERINE TRADING, LLC19,552$68K<0.01%new13F-HRTimeline
Quantbot Technologies LP20,300$68K<0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC14,272$47.8K<0.01%new13F-HRTimeline
R Squared Ltd13,600$45.6K0.04%13F-HRTimeline
Alpine Global Management, LLC11,820$39.6K0.01%new13F-HR/ATimeline
SG Americas Securities, LLC11,687$39K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,834$36.3K<0.01%+9,99713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,000$33.5K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC10,000$33.5K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,900$16.4K<0.01%+67513F-HR/ATimelineGroup
Point72 (DIFC) Ltd3,417$11.4K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,235$7.49K<0.01%+613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$6.7K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,709$5.72K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.478$1.6K<0.01%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.200$670<0.01%13F-HRTimeline
Parallel Advisors, LLC100$335<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9$30<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155$00%-56813F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.