EXFY Expensify, Inc.: institutional ownership and insider trading
104 funds reported holding $53.0M of Expensify, Inc. in their latest 13F filings; in Q2 2026 funds net sold $8.40M, with 26 new positions and 28 funds selling out; over the last 12 months insiders bought $2.19M and sold $493K on the open market.
Famous investors holding EXFY
- Renaissance Technologies (Renaissance Technologies): $1.34M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $909K, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $907K, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $311K, 0.0% of the portfolio
Largest institutional holders of EXFY
- VANGUARD GROUP INC — $7.06M
- Parallel Advisors, LLC — $4.77M
- ACADIAN ASSET MANAGEMENT LLC — $4.39M
- VANGUARD CAPITAL MANAGEMENT LLC — $4.22M
- AQR CAPITAL MANAGEMENT LLC — $3.73M
- Palogic Value Management, L.P. — $3.17M
- CastleKnight Management LP — $3.10M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $2.10M
- BlackRock, Inc. (BLK) — $1.99M
- JANE STREET GROUP, LLC — $1.85M
Recent EXFY insider trades
- Jun 15, 2026: Alvarez Divo Carlos Eduardo sold 10,700 shares ($13.7K)
- Jun 1, 2026: Barrett David Michael sold 30,000 shares ($34.5K)
- May 15, 2026: Alvarez Divo Carlos Eduardo sold 10,000 shares ($11.3K)
- May 1, 2026: Barrett David Michael sold 30,000 shares ($32.4K)
5%+ owners
- David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capacity as the controlling member of Barrett Trust LLC: 6.1% (Schedule 13G/A, filed Feb 13, 2025)