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Disclosery

EXFY EXPENSIFY INC

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COM CL A (common), issuer CIK 1476840

98 managers (99 13F filers) reported a position in EXFY shares at 2025-03-31, 31,795,559 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
98
13F filers
99
New
19
Added
40
Reduced
27
Sold out
11
Shares held by filers
31,795,559

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC3,569,948$10.9M<0.01%+65,85313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,294,185$6.97M<0.01%+75,98113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,083,118$6.33M0.01%-336,44013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,668,757$5.07M0.01%+228,88013F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,418,512$4.31M0.01%+557,53313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,406,476$4.28M<0.01%+714,24413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,180,349$3.59M<0.01%-5,44613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding1,069,716$3.25M+184,842Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,055,821$3.21M-330,320Timeline
FORMULA GROWTH LTD1,000,000$3.04M1.23%+50,00013F-HRTimeline
Topline Capital Management, LLC941,609$2.86M0.66%+20,66213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC938,100$2.85M<0.01%-27,10013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …937,956$2.85M<0.01%+180,95513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY929,412$2.83M<0.01%+41,67413F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…926,669$2.82M0.01%+322,58113F-HRTimeline
CastleKnight Management LP767,937$2.33M0.25%+102,60013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC591,495$1.8M<0.01%+136,62813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC566,147$1.72M<0.01%+21,46713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC484,058$1.47M<0.01%-162,92913F-HR/ATimelineGroup
IEQ CAPITAL, LLC465,802$1.42M0.01%013F-HRTimeline
Qube Research & Technologies Ltd442,143$1.34M<0.01%-57,02713F-HRTimeline
CEERA INVESTMENTS, LLC439,330$1.34M0.46%013F-HRTimeline
Palogic Value Management, L.P.404,485$1.23M0.54%-146,32113F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL379,432$1.15M0.01%+89,71513F-HRTimeline
GSA CAPITAL PARTNERS LLP378,217$1.15M0.1%-12,13113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co308,738$939K<0.01%-8,23813F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC303,837$924K0.02%+97,53013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO302,178$919K<0.01%+86,24513F-HRTimelineGroup
UBS Group AGin group UBS Group AG301,359$916K<0.01%+40,58213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC250,280$761K<0.01%+54,21113F-HR/ATimelineGroup
RBF Capital, LLC240,122$730K0.05%-168,21913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP225,281$685K<0.01%-3,10013F-HRTimelineGroup
Informed Momentum Co LLC222,460$676K0.12%new13F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC194,300$591K0.01%+5,00013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS192,480$585K<0.01%-6,69013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC171,134$520K<0.01%+43,30013F-HR/ATimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.165,684$504K<0.01%-2,07813F-HRTimelineGroup
Schonfeld Strategic Advisors LLC157,520$479K<0.01%+15,28413F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP153,756$468K<0.01%+98,12713F-HRTimelineGroup
Morling Financial Advisors, LLC149,024$453K0.16%013F-HRTimeline
State of Wyoming127,093$386K0.05%+74,72913F-HRTimeline
OMERS ADMINISTRATION Corp125,800$382K<0.01%+5,70013F-HRTimeline
HRT FINANCIAL LP119,294$362K<0.01%new13F-HRTimeline
Cubist Systematic Strategies, LLC117,397$357K<0.01%+84,94813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP117,157$356K<0.01%+9,85213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC99,529$303K<0.01%+31,30113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC93,653$285K<0.01%+47,20113F-HR/ATimelineGroup
Hillsdale Investment Management Inc.85,097$259K0.01%-2,30013F-HRTimeline
Jain Global LLC70,565$215K<0.01%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management68,339$208K<0.01%+13,97213F-HRTimelineGroup
Wealthspire Advisors, LLC66,212$201K<0.01%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd65,961$201K0.01%+7,78413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,079$198K<0.01%-150,17213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC55,492$170K<0.01%-7,82513F-HRTimelineGroup
ExodusPoint Capital Management, LP52,330$159K<0.01%+25,23113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.52,174$159K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,205$156K<0.01%-78313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.50,485$153K<0.01%-9,23713F-HRTimelineGroup
Dynamic Technology Lab Private Ltd46,916$142K0.02%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.45,131$137K0.04%-23,14813F-HRTimeline
Integrated Quantitative Investments LLC44,810$136K0.07%+21013F-HRTimeline
BAILARD, INC.43,621$133K<0.01%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP40,972$125K<0.01%new13F-HRTimelineGroup
Quantessence Capital LLC40,000$122K0.03%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC29,580$89.9K<0.01%new13F-HRTimeline
SG Americas Securities, LLC28,200$86K<0.01%+16,51313F-HRTimeline
HighTower Advisors, LLC27,406$83.3K<0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…25,896$78.7K<0.01%new13F-HRTimelineGroup
Sand Hill Global Advisors, LLC24,102$73.3K<0.01%-3,08713F-HRTimeline
Diametric Capital, LP22,552$68.6K0.08%new13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP20,023$62.3K0.01%-25,47413F-HRTimeline
R Squared Ltd18,790$57.1K0.06%+5,19013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIGROUP INCin group CITIGROUP INC14,826$45.1K<0.01%-179,30313F-HRTimelineGroup
SIMPLEX TRADING, LLC15,121$45K<0.01%-5,99213F-HRTimeline
Catalyst Funds Management Pty Ltd14,416$43.8K0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC14,272$43.4K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC13,413$41K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,197$37K<0.01%new13F-HR/ATimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…11,632$35.4K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd11,052$33.5K<0.01%new13F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd10,475$31.8K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…10,050$30.6K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,008$30.4K<0.01%+813F-HRTimelineGroup
Mutual Advisors, LLC10,000$29.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,008$24.3K<0.01%-2,82613F-HRTimelineGroup
Point72 (DIFC) Ltd5,324$16.2K<0.01%+1,90713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,952$15.1K<0.01%+5213F-HRTimelineGroup
FMR LLCin group FMR LLC3,284$9.98K<0.01%+1,57513F-HRTimelineGroup
GROUP ONE TRADING LLC2,367$7.2K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,189$6.66K<0.01%-4613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$6.22K<0.01%013F-HR/ATimelineGroup
SBI Securities Co., Ltd.515$1.57K<0.01%+3713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC431$1.31K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.200$608<0.01%013F-HRTimeline
Parallel Advisors, LLC100$304<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9$27<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30$00%-12513F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.