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Disclosery

EXFY EXPENSIFY INC

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COM CL A (common), issuer CIK 1476840

99 managers (104 13F filers) reported a position in EXFY shares at 2026-03-31, 30,384,255 shares in all. 18 filers opened a position and 26 filers sold out during the quarter.

Managers
99
13F filers
104
New
18
Added
37
Reduced
31
Sold out
26
Shares held by filers
30,384,255

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INCgroup of 5 filers holding4,704,839$4.09M+4,689,260Timeline
BlackRock, Inc.in group BlackRock, Inc.3,994,506$3.47M<0.01%-76,88413F-HRTimelineGroup
Palogic Value Management, L.P.2,522,566$2.19M0.96%+1,119,50113F-HRTimeline
Verition Fund Management LLC2,350,000$2.04M0.02%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,210,606$1.92M<0.01%+40,11213F-HRTimelineGroup
CastleKnight Management LP1,730,062$1.5M0.07%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,369,959$1.19M<0.01%-31,07313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,318,100$1.15M<0.01%-30,65013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP914,309$795K<0.01%-522,39813F-HRTimelineGroup
FORMULA GROWTH LTD890,000$774K0.35%-10,00013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC826,233$719K<0.01%+665,42013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC725,000$631K<0.01%+45,40013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP723,598$629K<0.01%+10,02013F-HRTimelineGroup
IEQ CAPITAL, LLC548,021$477K<0.01%+65,19813F-HRTimeline
Connor, Clark & Lunn Investment Managem…504,828$439K<0.01%-475,38013F-HRTimeline
Pale Fire Capital SEin group Pale Fire Capital481,051$418K0.04%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP418,271$364K<0.01%+17613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co380,396$331K<0.01%-67,93513F-HRTimelineGroup
MACKENZIE FINANCIAL CORP380,185$331K<0.01%+219,94213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP364,223$317K<0.01%-6,51213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC294,787$256K<0.01%+75013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY272,849$237K<0.01%-258,42713F-HRTimelineGroup
Wealthspire Advisors, LLC238,530$207K<0.01%+132,31813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp231,584$201K<0.01%-2,00413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\129,384$113K<0.01%+82,00213F-HRTimelineGroup
Qube Research & Technologies Ltd121,784$106K<0.01%-142,28613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…97,550$84.9K<0.01%-10,57313F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC94,300$82K<0.01%-50,00013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC84,329$75.2K<0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding81,646$71K-10,470Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP78,173$67.7K<0.01%-68,92113F-HRTimelineGroup
Nuveen, LLCin group TIAA77,657$67.6K<0.01%013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC64,250$56K0.04%+29,31013F-HRTimeline
Creative Planningin group Creative Planning63,059$54.9K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC62,209$54.1K<0.01%+6,41713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC52,163$45.4K<0.01%-82,52613F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management49,980$43.5K<0.01%+18,36513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/48,679$42.3K<0.01%-46,11113F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC47,816$41.6K<0.01%+32,18313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.43,591$37.9K<0.01%+11,56613F-HRTimelineGroup
RHUMBLINE ADVISERS42,957$37.4K<0.01%+16513F-HRTimeline
CWM, LLCin group CWM, LLC41,096$35.8K<0.01%+31,12413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND40,500$35.2K<0.01%013F-HRTimeline
NINE MASTS CAPITAL Ltd37,557$32.7K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC33,487$29.1K<0.01%+17,99013F-HRTimelineGroup
FMR LLCin group FMR LLC33,193$28.9K<0.01%+12,87413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC32,602$28.4K<0.01%new13F-HRTimelineGroup
PRENTISS SMITH & CO INC32,485$28.3K0.02%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,121$27K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…29,193$25.4K<0.01%+68013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP29,136$25K<0.01%+6,52613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,497$21K<0.01%-33,86513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,482$20.4K<0.01%-46,55413F-HR/ATimelineGroup
SIMPLEX TRADING, LLC22,133$19.3K<0.01%+8,89513F-HRTimeline
Sand Hill Global Advisors, LLC20,314$17.7K<0.01%013F-HRTimeline
LAVELLE CAPITAL LP20,000$17.4K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,419$16.9K<0.01%+12,58513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC19,016$16.5K<0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO18,647$16.2K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,328$15.6K<0.01%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.10,200$15.4K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,871$14.7K<0.01%-43013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,742$14.6K<0.01%-1,837,31513F-HR/ATimelineGroup
Graham Capital Management, L.P.15,974$13.9K<0.01%+79813F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC15,833$13.8K<0.01%-11,21213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,883$12.9K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,883$11.2K<0.01%-6,86013F-HRTimelineGroup
Police & Firemen's Retirement System of…12,436$10.8K<0.01%013F-HRTimeline
Merit Financial Group, LLC12,180$10.6K<0.01%new13F-HRTimeline
Sassicaia Capital Advisers LLC10,800$9.39K0.01%new13F-HRTimeline
Mutual Advisors, LLC10,000$8.7K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,356$8.14K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,421$7.32K<0.01%-1,17013F-HRTimelineGroup
State of Alaska, Department of Revenue8,632$7K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC8,015$6.97K<0.01%-4,90013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,589$6K<0.01%+4,66413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,105$5.31K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,946$5.17K<0.01%-3,00613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc5,425$4.72K<0.01%-65613F-HRTimelineGroup
Essential Partners LLC4,626$4.02K<0.01%+3,74613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,970$2.58K<0.01%-54,87413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,391$1.94K<0.01%+39113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,900$1.65K<0.01%+1,38713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,344$1.17K<0.01%+1,14313F-HRTimelineGroup
Sterling Capital Management LLC1,126$980<0.01%-99413F-HRTimeline
SBI Securities Co., Ltd.761$662<0.01%+9713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.650$567<0.01%013F-HRTimelineGroup
Allworth Financial LP459$400<0.01%+29613F-HRTimeline
IFP Advisors, Inc282$245<0.01%+21013F-HRTimeline
ROTHSCHILD INVESTMENT LLC253$220<0.01%+19413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…230$200<0.01%new13F-HRTimelineGroup
Arax Advisory Partners167$145<0.01%new13F-HRTimeline
MAI Capital Management159$139<0.01%-34113F-HRTimeline
Wealth Preservation Advisors, LLC139$121<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.109$95<0.01%+3813F-HRTimeline
Advisory Services Network, LLC81$70<0.01%new13F-HRTimeline
True Wealth Design, LLC34$30<0.01%-21913F-HRTimeline
Smartleaf Asset Management LLC25$21<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.22$20<0.01%+1913F-HRTimeline