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EXFY Institutional Ownership & 13F Holders | SmartMoneyDB

EXFYEXPENSIFY INC

COM CL A · CUSIP 30219Q106

Smart Money Ownership

Of the 7 tracked institutions holding EXFY, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.4pt. It's a gauge of who owns the name, not just how many.

Jim Simons

$630.7K

+10.2pt

PRICE T ROWE ASSOCIATES INC /MD/

$27.0K

+2.7pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

EXFY (EXPENSIFY INC) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, EXFY (EXPENSIFY INC) is held with a combined value of $12.57M across 11,008,397 shares. The largest holder is VANGUARD GROUP INC with a position worth $7.06M. 5 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$12.57M

Total Shares Held

11,008,397

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

AQR CAPITAL MANAGEMENT LLC+414% shares~$578.9K VANGUARD GROUP INC+3% shares~$199.0K RENAISSANCE TECHNOLOGIES LLC+7% shares~$39.6K FMR LLC+63% shares~$11.2K STATE STREET CORP+1% shares~$8.7K

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

0.00% of book+413.8%

$718.74K

RENAISSANCE TECHNOLOGIES LLC

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book-

$27.00K

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$7.06M	4,675,746	0.00%	+2.9%
2	BlackRock, Inc.	$3.47M	3,994,506	0.00%	-1.9%
3	AQR CAPITAL MANAGEMENT LLC	$718.74K	826,233	0.00%	+413.8%
4	RENAISSANCE TECHNOLOGIES LLC	$630.68K	725,000	0.00%	+6.7%
5	STATE STREET CORP	$629.46K	723,598	0.00%	+1.4%
6	FMR LLC	$28.88K	33,193	0.00%	+63.4%
7	PRICE T ROWE ASSOCIATES INC /MD/	$27.00K	30,121	0.00%	-

Frequently Asked Questions

Which institutional investors own the most EXFY stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of EXFY with a position worth $7.06M, representing 0.00% of their portfolio. In total, 7 institutional investors hold EXFY with a combined value of $12.57M.

What percentage of EXFY is owned by institutional investors?

Institutional investors hold $12.57M worth of EXFY stock across 7 positions. The largest institutional holder is VANGUARD GROUP INC with $7.06M in holdings.

What is a 13F filing and why does it matter for EXFY?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EXFY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track EXFY institutional moves

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