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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.5M | 4.0M | ▼−1.9% Reduced · −77K sh | Q1 2026 | |
| 2 | Palogic Value Management, L.P. | $2.2M | 2.5M | ▲+80% Added · +1.1M sh | Q1 2026 | |
| 3 | Verition Fund Management LLC | $2.0M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $2.0M | 2.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 2.0M | →First observed position No prior filed position | Q1 2026 | |
| 6 | CastleKnight Management LP | $1.5M | 1.7M | —Held | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 1.4M | ▼−2.2% Reduced · −31K sh | Q1 2026 | |
| 8 | D. E. Shaw & Co., Inc. | $1.1M | 1.3M | ▼−2.3% Reduced · −31K sh | Q1 2026 | |
| 9 | MARSHALL WACE, LLP | $795K | 914K | ▼−36% Reduced · −522K sh | Q1 2026 | |
| 10 | AQR CAPITAL MANAGEMENT LLC | $719K | 826K | ▲+414% Added · +665K sh | Q1 2026 | |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $631K | 725K | ▲+6.7% Added · +45K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $629K | 724K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 13 | IEQ CAPITAL, LLC | $477K | 548K | ▲+14% Added · +65K sh | Q1 2026 | |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | $439K | 505K | ▼−48% Reduced · −475K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $364K | 418K | ▲~0% Added · +176 sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $339K | 390K | →First observed position No prior filed position | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $331K | 380K | ▼−15% Reduced · −68K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $317K | 364K | ▼−1.8% Reduced · −7K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $256K | 295K | ▲+0.3% Added · +750 sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $237K | 273K | ▼−49% Reduced · −258K sh | Q1 2026 | |
| 21 | Wealthspire Advisors, LLC | $207K | 239K | ▲+125% Added · +132K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $201K | 232K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 23 | DEUTSCHE BANK AG\ | $113K | 129K | ▲+173% Added · +82K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $106K | 122K | ▼−54% Reduced · −142K sh | Q1 2026 | |
| 25 | SUSQUEHANNA 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.
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).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $11.1B |
| AMAZON.COM INCAMZN | 31 funds | $8.5B |
| BROADCOM INCAVGO | 31 funds | $5.0B |
| SALESFORCE INCCRM | 31 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $5.0B |
| TESLA INCTSLA | 30 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $2.9B |
| ELI LILLY & COLLY | 30 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $2.2B |
| MASTERCARD INC - AMA | 30 funds | $2.1B |
| CHEVRON CORPCVX | 30 funds | $1.8B |
Ranked by how many of EXFY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Alvarez Divo Carlos Eduardo | Director | Sell (S) | 11K | $14K |
| Jun 1, 2026 | Barrett David Michael | Chief Executive Officer, Director | Sell (S) | 30K | $35K |
| May 15, 2026 | Alvarez Divo Carlos Eduardo | Director | Sell (S) | 10K | $11K |
| May 1, 2026 | Barrett David Michael | Chief Executive Officer, Director | Sell (S) | 30K | $32K |
| Apr 28, 2026 | Alvarez Divo Carlos Eduardo | Director | Sell (S) | 31K | $31K |
| Apr 1, 2026 | Barrett David Michael | Chief Executive Officer, Director | Sell (S) | 30K | $26K |
| Mar 30, 2026 | Alvarez Divo Carlos Eduardo | Director | Sell (S) | 12K | $10K |
| Mar 24, 2026 | Alvarez Divo Carlos Eduardo | Director | Sell (S) | 2K | $1K |
| Mar 24, 2026 | Vidal Daniel | Director | Sell (S) | 2K | $1K |
| Mar 24, 2026 | Schaffer Ryan | Chief Financial Officer, Director | Sell (S) | 3K | $2K |
| Mar 24, 2026 | Barrett David Michael | Chief Executive Officer, Director | Sell (S) | 10K | $8K |
| Mar 24, 2026 | Mills Jason Fahr | Director | Sell (S) | 2K | $2K |
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EXFY/capital-change-brief"
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.