EXFY

Expensify INC - A

-$18.6M

Net Activity

Institutions Holding

104

Popularity Rank

#4356

Avg Weight

0.01%

Total Value

$26.4M

Ownership Trend

104 institutions currently hold EXFY, with 55 net buyers and 58 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

58

Net Buying Institutions

55

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$3.5M
PV
Palogic Value Management, L.P.
$2.2M
VF
Verition Fund Management LLC
$2.0M
VC
Vanguard Capital Management LLC
$2.0M
AA
Acadian Asset Management LLC
$1.9M

Top 5 by Conviction

PV
Palogic Value Management, L.P.
0.93%
FG
Formula Growth LTD
0.35%
PF
Pale Fire Capital SE
0.04%
W&
Williams & Novak, LLC
0.04%
CM
CastleKnight Management LP
0.03%
View all 104 holding institutions

Quarterly Activity

Recent Activity

+$11.0M

Total Buy Value

$24.4M

Total Sell Value

New buy18
Trim32
Add37
Sold out26

55

Net Buyers

58

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

6

Filings (90d)

$100K

Total Est. Value

78K shares

Planned Shares

Last Filed 2026-06-15
FilerFiling DateEst. Value
Alvarez Divo Carlos Eduardo2026-06-15$13K
Barrett David Michael2026-06-12$25K
Vidal Daniel2026-06-12$13K
Mills Jason Fahr2026-06-12$14K
Schaffer Ryan2026-06-12$11K
Alvarez Divo Carlos Eduardo2026-06-12$24K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EXPENSIFY INC - A (EXFY)?
Major stakeholders currently include BlackRock, Inc. ($3.5M), Palogic Value Management, L.P. ($2.2M), Verition Fund Management LLC ($2.0M). Based on the latest 13F filings, there are a total of 104 tracked investment funds and institutions maintaining positions in EXFY.
What is the overall institutional sentiment toward EXFY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $18.6M, driven by 55 managers accumulating shares while 58 reduced their exposure.
Which institutions have been selling or reducing their EXFY positions?
In the latest period, 32 funds trimmed their holdings, and 26 managers completely exited their positions. The aggregate reported sell value was $24.4M.
Are there any notable investors adding EXFY to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 37 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.0M.

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