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Disclosery

EXFY EXPENSIFY INC

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COM CL A (common), issuer CIK 1476840

97 managers (98 13F filers) reported a position in EXFY shares at 2025-06-30, 34,061,295 shares in all. 27 filers opened a position and 28 filers sold out during the quarter.

Managers
97
13F filers
98
New
27
Added
35
Reduced
25
Sold out
28
Shares held by filers
34,061,295

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INCin group VANGUARD GROUP INC4,345,937$11.3M<0.01%+775,98913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,004,937$10.4M<0.01%+2,824,58813F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,071,772$5.36M0.01%+653,26013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,849,320$4.79M<0.01%-444,86513F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,844,052$4.78M<0.01%-239,06613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,547,751$4.01M<0.01%-121,00613F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,326,129$3.44M<0.01%+759,98213F-HRTimelineGroup
CastleKnight Management LP1,292,146$3.35M0.22%+524,20913F-HRTimeline
FORMULA GROWTH LTD1,150,000$2.98M1.13%+150,00013F-HRTimeline
Connor, Clark & Lunn Investment Managem…1,120,990$2.9M0.01%+194,32113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,118,200$2.9M<0.01%+180,10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY940,245$2.44M<0.01%+10,83313F-HRTimelineGroup
Topline Capital Management, LLC776,796$2.01M0.34%-164,81313F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding744,804$1.93M-311,017Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …730,888$1.89M<0.01%-207,06813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC663,000$1.72M<0.01%+71,50513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP582,217$1.51M<0.01%+356,93613F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP516,187$1.34M0.09%+137,97013F-HRTimeline
Palogic Value Management, L.P.501,420$1.3M0.55%+96,93513F-HRTimeline
IEQ CAPITAL, LLC465,802$1.21M0.01%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co459,813$1.19M<0.01%+151,07513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP446,657$1.16M<0.01%+329,50013F-HRTimelineGroup
CEERA INVESTMENTS, LLC443,640$1.15M0.35%+4,31013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP380,946$986K<0.01%+227,19013F-HRTimelineGroup
GLOBEFLEX CAPITAL L P326,444$845K0.07%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC297,776$771K0.01%-6,06113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO274,085$710K<0.01%-28,09313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…268,241$695K<0.01%-801,47513F-HRTimelineGroup
Qube Research & Technologies Ltd239,720$621K<0.01%-202,42313F-HRTimeline
RBF Capital, LLC210,722$546K0.03%-29,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC209,024$541K<0.01%-275,03413F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC194,300$503K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp169,699$440K<0.01%+118,49413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS164,363$426K<0.01%-28,11713F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.162,984$422K<0.01%-2,70013F-HRTimelineGroup
Morling Financial Advisors, LLC149,024$386K0.13%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC146,015$378K<0.01%-25,11913F-HR/ATimelineGroup
Integrated Quantitative Investments LLC141,182$366K0.11%+96,37213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC121,441$315K<0.01%+21,91213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/112,078$290K<0.01%+46,99913F-HRTimelineGroup
State of Wyoming92,708$240K0.03%-34,38513F-HRTimeline
Hillsdale Investment Management Inc.85,097$220K0.01%013F-HRTimeline
Nuveen, LLCin group TIAA77,657$201K<0.01%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC75,379$195K<0.01%+45,79913F-HRTimeline
Wealthspire Advisors, LLC66,212$171K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG61,041$158K<0.01%-240,31813F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd60,472$157K0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC61,180$156K<0.01%+5,68813F-HRTimelineGroup
Dynamic Technology Lab Private Ltd60,304$156K0.02%+13,38813F-HRTimeline
SIMPLEX TRADING, LLC58,962$152K<0.01%+43,84113F-HRTimeline
RHUMBLINE ADVISERS55,982$145K<0.01%new13F-HRTimeline
Verition Fund Management LLC55,711$144K<0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.52,516$136K<0.01%+34213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND40,500$105K<0.01%new13F-HR/ATimeline
MetLife Investment Management, LLCin group MetLife Investment Management…39,714$103K<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.37,928$98.2K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,091$96.1K<0.01%+34,90213F-HRTimelineGroup
Millington Financial Advisors, LLC40,000$93.2K0.05%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…32,693$84.7K<0.01%new13F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL31,095$80.5K<0.01%-348,33713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,121$79K<0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC29,314$75.9K<0.01%-64,33913F-HR/ATimelineGroup
INTECH INVESTMENT MANAGEMENT LLC28,729$74.4K<0.01%new13F-HRTimeline
HighTower Advisors, LLC27,407$71K<0.01%+113F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd23,965$62.1K<0.01%-41,99613F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC21,600$55.9K0.01%new13F-HRTimeline
R Squared Ltd21,378$55.4K0.03%+2,58813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,691$53.6K<0.01%+5,86513F-HRTimelineGroup
Sand Hill Global Advisors, LLC20,314$52.6K<0.01%-3,78813F-HRTimeline
ROYCE & ASSOCIATES LP19,751$51.2K<0.01%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC17,862$46.3K<0.01%new13F-HRTimelineGroup
Heron Bay Capital Management14,143$36.6K0.01%new13F-HRTimeline
SG Americas Securities, LLC12,559$33K<0.01%-15,64113F-HRTimeline
Police & Firemen's Retirement System of…12,436$32.2K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,197$32K<0.01%013F-HR/ATimelineGroup
ProShare Advisors LLC12,263$31.8K<0.01%new13F-HRTimeline
Kapitalo Investimentos Ltda11,496$29.8K0.01%new13F-HRTimeline
Belvedere Trading LLC10,344$26.8K<0.01%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.10,200$26.4K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC10,008$25.9K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC10,000$22.2K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,976$18.1K<0.01%+2,02413F-HR/ATimelineGroup
GROUP ONE TRADING LLC6,448$16.7K<0.01%+4,08113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,105$15.8K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc6,081$15.8K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC5,624$14.6K<0.01%+5,61513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,731$13K<0.01%+4,70113F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,839$9.94K<0.01%-4,16913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…3,731$9.66K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,259$5.85K<0.01%-1,02513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$5.1K<0.01%013F-HRTimelineGroup
AMALGAMATED BANK2,042$5K<0.01%new13F-HRTimeline
Sterling Capital Management LLC826$2.14K<0.01%new13F-HR/ATimeline
SBI Securities Co., Ltd.566$1.47K<0.01%+5113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$518<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC100$259<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.