EXFY

Expensify Inc - A$1.81 2.84%
Information TechnologyUSCUSIP 30219Q106· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
93
+1 QoQ
13F Value (tracked)
$23.0M
Insider Net · 180d
$1.9M
1↑ 5↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)22 adding · 11 trimming
Insider net (180d)+$1.9M

Price & smart-money activity

$1.81 2.84%5Y -95.6%
$0.72$13.55$26.39$39.22$52.0620212022202320242025202622011137142061717322111622132393522013314912181815191616932316232016262317341720522223
Hover for who · click for detailEnd-of-day closing prices52w $0.75 – $2.33

Who owns EXFY?

93 tracked 13F filers

93 tracked 13F filers disclose a position in EXFY as of the latest SEC 13F filings, a combined $23.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$3.5M
4.0M
−1.9%
Reduced · −77K sh
Q1 2026
2Palogic Value Management, L.P.
$2.2M
2.5M
+80%
Added · +1.1M sh
Q1 2026
3Verition Fund Management LLC
$2.0M
2.4M
New
+2.4M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$2.0M
2.3M
First observed position
No prior filed position
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$1.7M
2.0M
First observed position
No prior filed position
Q1 2026
6CastleKnight Management LP
$1.5M
1.7M
Held
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$1.2M
1.4M
−2.2%
Reduced · −31K sh
Q1 2026
8D. E. Shaw & Co., Inc.
$1.1M
1.3M
−2.3%
Reduced · −31K sh
Q1 2026
9MARSHALL WACE, LLP
$795K
914K
−36%
Reduced · −522K sh
Q1 2026
10AQR CAPITAL MANAGEMENT LLC
$719K
826K
+414%
Added · +665K sh
Q1 2026
11RENAISSANCE TECHNOLOGIES LLC
$631K
725K
+6.7%
Added · +45K sh
Q1 2026
12STATE STREET CORP
$629K
724K
+1.4%
Added · +10K sh
Q1 2026
13IEQ CAPITAL, LLC
$477K
548K
+14%
Added · +65K sh
Q1 2026
14Connor, Clark & Lunn Investment Management Ltd.
$439K
505K
−48%
Reduced · −475K sh
Q1 2026
15NORTHERN TRUST CORP
$364K
418K
~0%
Added · +176 sh
Q1 2026
16VANGUARD FIDUCIARY TRUST CO
$339K
390K
First observed position
No prior filed position
Q1 2026
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$331K
380K
−15%
Reduced · −68K sh
Q1 2026
18TWO SIGMA INVESTMENTS, LP
$317K
364K
−1.8%
Reduced · −7K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$256K
295K
+0.3%
Added · +750 sh
Q1 2026
20MORGAN STANLEY
$237K
273K
−49%
Reduced · −258K sh
Q1 2026
21Wealthspire Advisors, LLC
$207K
239K
+125%
Added · +132K sh
Q1 2026
22Bank of New York Mellon Corp
$201K
232K
−0.8%
Reduced · −2K sh
Q1 2026
23DEUTSCHE BANK AG\
$113K
129K
+173%
Added · +82K sh
Q1 2026
24Qube Research & Technologies Ltd
$106K
122K
−54%
Reduced · −142K sh
Q1 2026
25SUSQUEHANNA INTERNATIONAL GROUP, LLP
$85K
98K
−9.8%
Reduced · −11K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EXFY being bought or sold by institutions?

Last quarter, 8 funds opened a new position in EXFY and 14 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
14
funds
Reduced
11
funds
Exited
0
funds

Funds that own EXFY also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT31 funds$11.1B
AMAZON.COM INCAMZN31 funds$8.5B
BROADCOM INCAVGO31 funds$5.0B
SALESFORCE INCCRM31 funds$1.1B
META PLATFORMS INC-CLASS AMETA30 funds$5.0B
TESLA INCTSLA30 funds$3.4B
JPMORGAN CHASE & COJPM30 funds$3.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B30 funds$2.9B
ELI LILLY & COLLY30 funds$2.5B
COSTCO WHOLESALE CORPCOST30 funds$2.2B
MASTERCARD INC - AMA30 funds$2.1B
CHEVRON CORPCVX30 funds$1.8B

Ranked by how many of EXFY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$2.1M
1 insiders
Sells · 180d
$263K
5 insiders
Net
$1.9M
24 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Jun 15, 2026Alvarez Divo Carlos EduardoDirectorSell (S)11K$14K
Jun 1, 2026Barrett David MichaelChief Executive Officer, DirectorSell (S)30K$35K
May 15, 2026Alvarez Divo Carlos EduardoDirectorSell (S)10K$11K
May 1, 2026Barrett David MichaelChief Executive Officer, DirectorSell (S)30K$32K
Apr 28, 2026Alvarez Divo Carlos EduardoDirectorSell (S)31K$31K
Apr 1, 2026Barrett David MichaelChief Executive Officer, DirectorSell (S)30K$26K
Mar 30, 2026Alvarez Divo Carlos EduardoDirectorSell (S)12K$10K
Mar 24, 2026Alvarez Divo Carlos EduardoDirectorSell (S)2K$1K
Mar 24, 2026Vidal DanielDirectorSell (S)2K$1K
Mar 24, 2026Schaffer RyanChief Financial Officer, DirectorSell (S)3K$2K
Mar 24, 2026Barrett David MichaelChief Executive Officer, DirectorSell (S)10K$8K
Mar 24, 2026Mills Jason FahrDirectorSell (S)2K$2K

Institutional ownership over time

92 funds+30 since Q3 2024
04692Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $22.9M

Recent filings

15 shown

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Ask your agent what changed in EXFY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EXFY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EXFY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EXFY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.