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Disclosery

EXFY EXPENSIFY INC

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COM CL A (common), issuer CIK 1476840

107 managers (109 13F filers) reported a position in EXFY shares at 2025-12-31, 29,806,236 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
107
13F filers
109
New
13
Added
36
Reduced
38
Sold out
12
Shares held by filers
29,806,236

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INCgroup of 2 filers holding4,691,325$7.08M+147,686Timeline
BlackRock, Inc.in group BlackRock, Inc.4,071,390$6.15M<0.01%-86,20713F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,170,494$3.27M0.01%-101,54713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,854,057$2.8M<0.01%+17,73713F-HRTimelineGroup
CastleKnight Management LP1,730,062$2.61M0.15%-431,24313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,436,707$2.17M<0.01%+76,83313F-HRTimelineGroup
Palogic Value Management, L.P.1,403,065$2.12M0.91%+470,07813F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,401,032$2.12M<0.01%-6,56313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,348,750$2.04M<0.01%-177,24313F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…980,208$1.48M<0.01%-100,78613F-HRTimeline
FORMULA GROWTH LTD900,000$1.36M0.52%-250,00013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP713,578$1.08M<0.01%+40,44513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC679,600$1.03M<0.01%-24,25013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding635,135$959K+117,683Timeline
MORGAN STANLEYin group MORGAN STANLEY531,276$802K<0.01%-130,03613F-HR/ATimelineGroup
IEQ CAPITAL, LLC482,823$729K<0.01%-28,78513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co448,331$677K<0.01%-34613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP418,095$631K<0.01%-32,85613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC294,037$444K<0.01%-30,57613F-HR/ATimelineGroup
Qube Research & Technologies Ltd264,070$399K<0.01%-84,45113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp233,588$353K<0.01%+63,38513F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd191,397$289K0.01%+10,15013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC173,693$262K<0.01%-103,64713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC160,813$243K<0.01%-95,10413F-HRTimelineGroup
MACKENZIE FINANCIAL CORP160,243$240K<0.01%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP147,094$222K<0.01%-150,76213F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC144,300$218K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC134,689$203K<0.01%+9,08013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC121,441$183K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…108,123$163K<0.01%+23,86113F-HRTimelineGroup
Wealthspire Advisors, LLC106,212$160K<0.01%+40,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,790$143K<0.01%-11,10913F-HRTimelineGroup
UBS Group AGin group UBS Group AG92,116$139K<0.01%+25,89813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC84,329$127K<0.01%+20,46513F-HR/ATimelineGroup
Nuveen, LLCin group TIAA77,657$117K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,036$106K<0.01%+26,23813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,362$89.6K<0.01%-41,11713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC57,844$87.3K<0.01%+56,15913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC55,792$84.2K<0.01%+5,44513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.54,137$81.7K<0.01%-80813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,231$72.8K<0.01%-148,43113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\47,382$71.5K<0.01%-53,26513F-HRTimelineGroup
HRT FINANCIAL LP45,148$68K<0.01%new13F-HRTimeline
RHUMBLINE ADVISERS42,792$64.6K<0.01%-12,88713F-HRTimeline
Dynamic Technology Lab Private Ltd42,334$64K0.01%-69,11513F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND40,500$61.2K<0.01%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC36,400$55K<0.01%013F-HRTimeline
Williams & Novak Wealth Management, LLC34,940$52.8K0.04%+4,40013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO33,000$49.8K<0.01%13F-HRTimelineGroup
PRENTISS SMITH & CO INC32,485$49.1K0.03%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.32,025$48.4K<0.01%-6,85013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management31,615$47.7K<0.01%+17,63413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/30,121$46K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…28,513$43.1K<0.01%+88013F-HRTimelineGroup
HighTower Advisors, LLC27,407$41.4K<0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC27,045$40.8K<0.01%-3,48513F-HRTimeline
ROYCE & ASSOCIATES LP25,477$38.5K<0.01%-4,63213F-HRTimeline
GSA CAPITAL PARTNERS LLP22,610$34K<0.01%-288,07113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd22,131$33.4K<0.01%-1,94913F-HRTimelineGroup
GLOBEFLEX CAPITAL L P21,801$32.9K0.01%013F-HRTimeline
FMR LLCin group FMR LLC20,319$30.7K<0.01%+17,48113F-HRTimelineGroup
Sand Hill Global Advisors, LLC20,314$30.7K<0.01%013F-HRTimeline
LAVELLE CAPITAL LP20,000$30.2K0.02%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19,743$29.8K<0.01%-123,43213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,821$28.4K<0.01%-22,03513F-HRTimelineGroup
SG Americas Securities, LLC17,765$27K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources17,301$26.1K<0.01%-1,12713F-HRTimelineGroup
Abel Hall, LLC16,243$24.5K0.01%new13F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC15,633$23.6K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC15,497$23.4K<0.01%+33413F-HRTimelineGroup
Graham Capital Management, L.P.15,176$22.9K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC13,238$20K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC12,915$19.5K<0.01%+6,86713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC12,539$18.9K<0.01%013F-HRTimelineGroup
Police & Firemen's Retirement System of…12,436$18.8K<0.01%013F-HRTimeline
ProShare Advisors LLC10,923$16.5K<0.01%+69813F-HRTimeline
ALLIANCEBERNSTEIN L.P.10,200$15.4K<0.01%013F-HRTimeline
Mutual Advisors, LLC10,000$15.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9,972$15K<0.01%-9,55213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,591$14.5K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,952$13.5K<0.01%+3,99913F-HRTimelineGroup
State of Alaska, Department of Revenue8,632$13K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,834$10.3K<0.01%+8113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,105$9.22K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc6,081$9.18K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…3,676$5.55K<0.01%-5813F-HRTimeline
Sterling Capital Management LLC2,120$3.2K<0.01%+13113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$3.02K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,925$3K<0.01%+1,33013F-HRTimelineGroup
AMALGAMATED BANK1,879$3K<0.01%-16313F-HRTimeline
Covestor Ltd1,567$2K<0.01%+613F-HRTimeline
Essential Partners LLC880$1.33K<0.01%+17413F-HRTimeline
SBI Securities Co., Ltd.664$1K<0.01%+6713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.650$975<0.01%13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…513$775<0.01%-17513F-HRTimelineGroup
MAI Capital Management500$755<0.01%new13F-HRTimeline
True Wealth Design, LLC253$383<0.01%+21813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…201$304<0.01%+20013F-HRTimelineGroup
Allworth Financial LP163$247<0.01%+7113F-HRTimeline
Parallel Advisors, LLC100$151<0.01%013F-HRTimeline
IFP Advisors, Inc72$109<0.01%-29913F-HRTimeline
Sunbelt Securities, Inc.71$107<0.01%+4213F-HRTimeline
ROTHSCHILD INVESTMENT LLC59$89<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC50$76<0.01%+4113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10$15<0.01%013F-HR/ATimelineGroup
SJS Investment Consulting Inc.3$5<0.01%new13F-HRTimeline
Clearstead Advisors, LLC2$4<0.01%-19813F-HRTimeline