Expensify Inc - A (EXFY) Institutional Buying & Selling Tracker (Q2 2026)

EXFY ranks #4550 out of 37501 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.

Cliff Asness has added to its EXFY position for two straight quarters, increasing it by $3.5M to reach $3.7M today.

BlackRock has trimmed its EXFY position for two straight quarters, cutting it by $4.2M while still holding $2.0M.

EXFY reported a net loss of $15.6M over the trailing twelve months.

• Not yet profitable — net loss of $15.6M over the trailing twelve months
• Revenue declined 4.3% year over year
• Net income declined year over year, from -$15.5M to -$15.6M
• Generated $20.1M in positive operating cash flow
• Current ratio of 3.30x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.40x equity — within a conventional range