AI summary pending
View Full Filing (SEC EDGAR)Expensify Inc - A
$2.42-4.2%
+$643.5K
Net Activity
-14.70% total shares
Institutions Holding
102
Popularity Rank
#4556
Avg Weight
0.02%
Total Value
$46.4M
Market Cap
$223.3M
102 institutions currently hold EXFY, with 62 net buyers and 59 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
59
Net Buying Institutions
62
Top 5 by Value
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Across its top 20 institutional holders, EXFY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 43/100).
EXFY ranks #4556 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
EXFY is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
102 institutions disclose a position in EXFY, but none treat it as a major bet — even Palogic Value Management, L.P., its most concentrated holder, allocates just 1.0% of its own portfolio to it.
State of Alaska, Department of Revenue has added to its EXFY position for two straight quarters, increasing it by $12.0K to reach $19.0K today.
EXFY reported a net loss of $15.6M over the trailing twelve months.
+$14.9M
Total Buy Value
$20.2M
Total Sell Value
62
Net Buyers
59
Net Sellers
EXFY
Q2 2026
Top 5 Institutional Movers
EXFY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
5
Filings (90d)
$68K
Total Est. Value
29K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Carlos Alvarez | 2026-09-18 | $23K |
| David Barrett | 2026-09-18 | $6K |
| Daniel Vidal | 2026-09-18 | $15K |
| Jason Mills | 2026-09-18 | $16K |
| Ryan Schaffer | 2026-09-18 | $8K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)30219Q106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,789
Total reported value
$1.2T
Held by 4789 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,716
Total reported value
$473.6B
Held by 4716 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Access EXFY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/EXFYCLI
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