Recent Quarter Total Invested
$39.55 M
Recent Quarter Institutional Ownership Percentage
31.17%
Total Invested of Last Quarter
$56.15 M
Ownership Percentage of Last Quarter
36.46%
Expensify, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 3.15 M | $4.69 M | -6.00% | 3.69% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 2.70 M | $4.02 M | -3.81% | 3.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 2.13 M | $3.17 M | 188.10% | 2.50% |
| PALOGIC VALUE MANAGEMENT, L.P. | 08/13/2024 | 1.50 M | $2.24 M | 18.33% | 1.76% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1.28 M | $1.91 M | -13.34% | 1.51% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 1.15 M | $1.72 M | -2.04% | 1.35% |
| BLACKROCK INC. | 08/13/2024 | 1.11 M | $1.66 M | -72.29% | 1.30% |
| BAILLIE GIFFORD & CO | 07/25/2024 | 1.09 M | $1.62 M | 0.04% | 1.28% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 1.08 M | $1.60 M | -13.20% | 1.27% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 1.05 M | $1.56 M | -2.86% | 1.23% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 848,672 | $1.26 M | -10.90% | 1.00% |
| FORMULA GROWTH LTD | 08/13/2024 | 700,000 | $1.04 M | 7.69% | 0.82% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 691,658 | $1.03 M | 113.88% | 0.81% |
| IEQ CAPITAL, LLC | 08/12/2024 | 465,802 | $694,045 | 0.00% | 0.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 462,563 | $689,385 | -57.42% | 0.54% |
| OPTIMUS PRIME FUND MANAGEMENT CO., LTD. | 08/14/2024 | 445,000 | $663,050 | 0.00% | 0.52% |
| RBF CAPITAL, LLC | 08/14/2024 | 435,365 | $648,694 | 100.00% | 0.51% |
| CEERA INVESTMENTS, LLC | 08/06/2024 | 435,000 | $648,150 | 0.00% | 0.51% |
| WALLEYE CAPITAL LLC | 08/14/2024 | 424,595 | $632,647 | -32.88% | 0.50% |
| NORTHERN TRUST CORP | 08/14/2024 | 410,314 | $611,368 | -8.31% | 0.48% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2024 | 386,200 | $575,438 | 194.36% | 0.45% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 366,300 | $545,787 | -21.66% | 0.43% |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 08/02/2024 | 355,853 | $530,221 | 0.00% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 337,976 | $503,584 | -28.49% | 0.40% |
| MORGAN STANLEY | 10/17/2024 | 290,252 | $432,475 | -27.37% | 0.34% |
| HAMILTON LANE ADVISORS LLC | 07/17/2024 | 273,959 | $408,199 | 0.00% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 245,013 | $365,069 | -33.65% | 0.29% |
| ADVISORY SERVICES NETWORK, LLC | 08/13/2024 | 198,052 | $295,097 | -1.59% | 0.23% |
| JANE STREET GROUP, LLC | 08/15/2024 | 173,789 | $258,946 | 194.19% | 0.20% |
| FEDERATED HERMES, INC. | 08/08/2024 | 173,150 | $257,994 | 3.02% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 158,763 | $236,557 | -50.56% | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 158,000 | $235,420 | -24.04% | 0.19% |
| STATE STREET CORP | 08/14/2024 | 153,831 | $229,208 | -85.28% | 0.18% |
| MORLING FINANCIAL ADVISORS, LLC | 08/07/2024 | 149,024 | $222,046 | 0.00% | 0.18% |
| JPMORGAN CHASE & CO | 08/12/2024 | 119,861 | $178,593 | -3.76% | 0.14% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 103,658 | $156,524 | 194.13% | 0.12% |
| MAN GROUP PLC | 08/14/2024 | 99,624 | $148,440 | -28.34% | 0.12% |
| CENTIVA CAPITAL, LP | 08/14/2024 | 81,566 | $121,533 | 100.00% | 0.10% |
| HSBC HOLDINGS PLC | 08/12/2024 | 69,657 | $101,699 | 0.00% | 0.08% |
| UBS GROUP AG | 08/14/2024 | 67,896 | $101,165 | -37.08% | 0.08% |
| WEALTHSPIRE ADVISORS, LLC | 08/08/2024 | 66,212 | $98,656 | 40.71% | 0.08% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/14/2024 | 58,763 | $87,557 | -7.48% | 0.07% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 09/16/2024 | 57,447 | $85,597 | 100.00% | 0.07% |
| BARCLAYS PLC | 08/14/2024 | 57,049 | $85,000 | -29.08% | 0.07% |
| XTX TOPCO LTD | 08/12/2024 | 53,059 | $79,058 | -52.70% | 0.06% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2024 | 46,033 | $68,588 | 100.00% | 0.05% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 09/16/2024 | 43,668 | $65,065 | -21.45% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 43,147 | $64,289 | 186.73% | 0.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 42,857 | $63,856 | 0.00% | 0.05% |
| Y-INTERCEPT (HONG KONG) LTD | 08/14/2024 | 40,903 | $60,945 | 100.00% | 0.05% |
Expensify, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of EXFY shares?
During the previous two years, 101 institutional investors and hedge funds held shares of Expensify, Inc.. The most heavily invested institutionals were:
US BANCORP \DE\: 0
NEW YORK STATE COMMON RETIREMENT FUND: 0
SVB WEALTH LLC: 0
VANGUARD GROUP INC: 3.15 M
D. E. Shaw & Co., Inc.: 2.7 M
AMERIPRISE FINANCIAL INC: 2.13 M
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What percentage of Expensify, Inc. stock is owned by institutional investors?
31.17% of Expensify, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at EXFY ?
Institutional investors have bought a total of 24.92 M shares in the last 24 months. This purchase volume represents approximately $49.35 M in transactions.