EXFY

Expensify Inc - A
Information TechnologyUSCUSIP 30219Q106◍ Confluence graph
Tracked 13F Holders
103
-63 QoQ
13F Value (tracked)
$23.2M
Insider Net · 180d
$661K
1↑ 5↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)28 adding · 13 trimming
Insider net (180d)+$661K

Who owns EXFY?

103 tracked 13F filers

103 tracked 13F filers disclose a position in EXFY as of the latest SEC 13F filings, a combined $23.2M 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
3VANGUARD CAPITAL MANAGEMENT LLC
$2.0M
2.3M
First observed position
No prior filed position
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$1.7M
2.0M
First observed position
No prior filed position
Q1 2026
5CastleKnight Management LP
$1.5M
1.7M
Held
Q1 2026
6D. E. Shaw & Co., Inc.
$1.1M
1.3M
−2.3%
Reduced · −31K sh
Q1 2026
7MARSHALL WACE, LLP
$795K
914K
−36%
Reduced · −522K sh
Q1 2026
8FORMULA GROWTH LTD
$1.6M
875K
−1.7%
Reduced · −15K sh
Q2 2026
9AQR CAPITAL MANAGEMENT LLC
$719K
826K
+414%
Added · +665K sh
Q1 2026
10RENAISSANCE TECHNOLOGIES LLC
$631K
725K
+6.7%
Added · +45K sh
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$1.2M
663K
−52%
Reduced · −707K sh
Q2 2026
12NORTHERN TRUST CORP
$364K
418K
~0%
Added · +176 sh
Q1 2026
13VANGUARD FIDUCIARY TRUST CO
$339K
390K
First observed position
No prior filed position
Q1 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$331K
380K
−15%
Reduced · −68K sh
Q1 2026
15TWO SIGMA INVESTMENTS, LP
$317K
364K
−1.8%
Reduced · −7K sh
Q1 2026
16GOLDMAN SACHS GROUP INC
$256K
295K
+0.3%
Added · +750 sh
Q1 2026
17MORGAN STANLEY
$237K
273K
−49%
Reduced · −258K sh
Q1 2026
18IEQ CAPITAL, LLC
$455K
254K
−54%
Reduced · −294K sh
Q2 2026
19STATE STREET CORP
$436K
244K
−66%
Reduced · −480K sh
Q2 2026
20Wealthspire Advisors, LLC
$207K
239K
+125%
Added · +132K sh
Q1 2026
21Bank of New York Mellon Corp
$201K
232K
−0.8%
Reduced · −2K sh
Q1 2026
22Pale Fire Capital SE
$241K
134K
−72%
Reduced · −347K sh
Q2 2026
23DEUTSCHE BANK AG\
$113K
129K
+173%
Added · +82K sh
Q1 2026
24State of Wyoming
$386K
127K
+143%
Added · +75K sh
Q1 2025
25Qube Research & Technologies Ltd
$106K
122K
−54%
Reduced · −142K 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, 10 funds opened a new position in EXFY and 18 added to an existing one, while 13 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)
10
funds
Added
18
funds
Reduced
13
funds
Exited
0
funds

Funds that own EXFY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA48 funds$187.5B
APPLE INCAAPL48 funds$145.2B
MICROSOFT CORPMSFT48 funds$131.5B
META PLATFORMS INC-CLASS AMETA48 funds$54.1B
AMAZON.COM INCAMZN47 funds$91.9B
ALPHABET INC-CL AGOOGL47 funds$70.9B
ALPHABET INC-CL CGOOG47 funds$64.5B
COSTCO WHOLESALE CORPCOST47 funds$17.1B
MICRON TECHNOLOGY INCMU47 funds$15.2B
BROADCOM INCAVGO46 funds$77.9B
ELI LILLY & COLLY46 funds$38.1B
VISA INC-CLASS A SHARESV46 funds$32.1B

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
$853K
1 insiders
Sells · 180d
$193K
5 insiders
Net
$661K
19 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

33 funds-32 since Q3 2024
04896Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.7M

Recent filings

15 shown

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Connected entities for EXFY

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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.