EXFY NASDAQ
Expensify, Inc.
1W: -0.9%
1M: +29.0%
3M: -13.1%
YTD: -22.1%
1Y: -54.1%
3Y: -80.3%
$1.14
+0.01 (+0.88%)
Weekly Expected Move ±12.4%
$1
$1
$1
$1
$1
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — EXFY
128
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$21M
Total Invested
20
New Positions
37
Increased
60
Reduced
36
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (153 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,675,746 | $$5M | +132,107 | +2.9% | 12Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 4,611,380 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 3,994,506 | $$5M | -76,884 | -1.9% | 7Q | SEC ↗ |
| 4 | Palogic Value Management, L.P. | 2,522,566 | $$3M | +1,119,501 | +79.8% | 11Q | SEC ↗ |
| 5 | Verition Fund Management LLC NEW | 2,350,000 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 6 | ACADIAN ASSET MANAGEMENT LLC | 2,210,606 | $$3M | +40,112 | +1.8% | 7Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 1,971,586 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | CastleKnight Management LP | 1,730,062 | $$2M | — | +0.0% | 13Q | SEC ↗ |
| 9 | MARSHALL WACE, LLP | 1,436,707 | $$2M | +76,833 | +5.7% | 7Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,369,959 | $$2M | -31,073 | -2.2% | 13Q | SEC ↗ |
| 11 | D. E. Shaw & Co., Inc. | 1,348,750 | $$2M | -177,243 | -11.6% | 12Q | SEC ↗ |
| 12 | Connor, Clark & Lunn Investment Manage | 980,208 | $$1M | -100,786 | -9.3% | 7Q | SEC ↗ |
| 13 | FORMULA GROWTH LTD | 890,000 | $$1M | -10,000 | -1.1% | 13Q | SEC ↗ |
| 14 | AQR CAPITAL MANAGEMENT LLC | 826,233 | $$942K | +665,420 | +413.8% | 3Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 725,000 | $$826K | +45,400 | +6.7% | 13Q | SEC ↗ |
| 16 | STATE STREET CORP | 723,598 | $$825K | +10,020 | +1.4% | 13Q | SEC ↗ |
| 17 | IEQ CAPITAL, LLC | 548,021 | $$625K | +65,198 | +13.5% | 13Q | SEC ↗ |
| 18 | MORGAN STANLEY | 531,276 | $$606K | -130,036 | -19.7% | 12Q | SEC ↗ |
| 19 | Pale Fire Capital SE NEW | 481,051 | $$548K | — | +0.0% | 1Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 418,271 | $$477K | +176 | +0.0% | 13Q | SEC ↗ |
| 21 | VANGUARD FIDUCIARY TRUST CO NEW | 390,011 | $$445K | — | +0.0% | 1Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 380,396 | $$434K | -67,935 | -15.2% | 13Q | SEC ↗ |
| 23 | MACKENZIE FINANCIAL CORP | 380,185 | $$433K | +219,942 | +137.3% | 2Q | SEC ↗ |
| 24 | TWO SIGMA INVESTMENTS, LP | 370,735 | $$423K | +97,583 | +35.7% | 11Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 294,787 | $$336K | -293,287 | -49.9% | 13Q | SEC ↗ |
| 26 | TWO SIGMA ADVISERS, LP | 264,400 | $$301K | +20,100 | +8.2% | 11Q | SEC ↗ |
| 27 | Wealthspire Advisors, LLC | 238,530 | $$272K | +132,318 | +124.6% | 10Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 231,584 | $$264K | -2,004 | -0.9% | 6Q | SEC ↗ |
| 29 | DEUTSCHE BANK AG | 129,384 | $$147K | +82,002 | +173.1% | 3Q | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 121,784 | $$139K | -142,286 | -53.9% | 7Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 97,550 | $$111K | -10,573 | -9.8% | 13Q | SEC ↗ |
| 32 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 94,300 | $$108K | -50,000 | -34.7% | 10Q | SEC ↗ |
| 33 | HSBC HOLDINGS PLC | 84,329 | $$96K | -84,329 | -50.0% | 13Q | SEC ↗ |
| 34 | UBS Group AG | 79,725 | $$91K | -12,391 | -13.5% | 13Q | SEC ↗ |
| 35 | DIMENSIONAL FUND ADVISORS LP | 78,173 | $$89K | -68,921 | -46.9% | 6Q | SEC ↗ |
| 36 | Nuveen, LLC | 77,657 | $$89K | — | +0.0% | 4Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN | 70,036 | $$80K | +26,238 | +59.9% | 12Q | SEC ↗ |
| 38 | Williams & Novak, LLC | 64,250 | $$73K | +29,310 | +83.9% | 3Q | SEC ↗ |
| 39 | Creative Planning NEW | 63,059 | $$72K | — | +0.0% | 1Q | SEC ↗ |
| 40 | COLDSTREAM CAPITAL MANAGEMENT INC | 62,209 | $$71K | +6,417 | +11.5% | 3Q | SEC ↗ |
| 41 | CITIGROUP INC | 57,844 | $$66K | +56,159 | +3332.9% | 6Q | SEC ↗ |
| 42 | BARCLAYS PLC | 52,163 | $$59K | -82,526 | -61.3% | 13Q | SEC ↗ |
| 43 | Balyasny Asset Management L.P. | 49,980 | $$57K | +18,365 | +58.1% | 3Q | SEC ↗ |
| 44 | BANK OF AMERICA CORP /DE | 48,679 | $$55K | -46,111 | -48.6% | 13Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 48,231 | $$55K | -148,431 | -75.5% | 12Q | SEC ↗ |
| 46 | JACOBS LEVY EQUITY MANAGEMENT, INC | 47,816 | $$55K | +32,183 | +205.9% | 2Q | SEC ↗ |
| 47 | Invesco Ltd. | 43,591 | $$50K | +11,566 | +36.1% | 4Q | SEC ↗ |
| 48 | RHUMBLINE ADVISERS | 42,957 | $$49K | +165 | +0.4% | 4Q | SEC ↗ |
| 49 | CWM, LLC | 41,096 | $$47K | +31,124 | +312.1% | 3Q | SEC ↗ |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND | 40,500 | $$46K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 4,611,380 | $$5M |
| Verition Fund Management LLC | 2,350,000 | $$3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,971,586 | $$2M |
| Pale Fire Capital SE | 481,051 | $$548K |
| VANGUARD FIDUCIARY TRUST CO | 390,011 | $$445K |
| Creative Planning | 63,059 | $$72K |
| NINE MASTS CAPITAL Ltd | 37,557 | $$43K |
| Cerity Partners LLC | 32,602 | $$37K |
| SEI INVESTMENTS CO | 18,647 | $$21K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 17,328 | $$20K |
| Vanguard Global Advisers, LLC | 17,042 | $$19K |
| Merit Financial Group, LLC | 12,180 | $$14K |
| Sassicaia Capital Advisers LLC | 10,800 | $$12K |
| Transamerica Financial Advisors, LL | 9,356 | $$11K |
| UBS AM, a distinct business unit of | 1,921 | $$2K |
| Purpose Unlimited Inc. | 650 | $$1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 230 | $$0K |
| Arax Advisory Partners | 167 | $$0K |
| Wealth Preservation Advisors, LLC | 139 | $$0K |
| Advisory Services Network, LLC | 81 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Topline Capital Management, LLC | 776,796 | $$886K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 730,888 | $$833K |
| CEERA INVESTMENTS, LLC | 443,640 | $$506K |
| RBF Capital, LLC | 210,722 | $$240K |
| VICTORY CAPITAL MANAGEMENT INC | 191,764 | $$219K |
| XTX Topco Ltd | 191,397 | $$218K |
| EXCHANGE TRADED CONCEPTS, LLC | 173,693 | $$198K |
| FEDERATED HERMES, INC. | 161,146 | $$184K |
| Morling Financial Advisors, LLC | 149,024 | $$170K |
| Integrated Quantitative Investments | 141,182 | $$161K |
| AMERICAN CENTURY COMPANIES INC | 121,441 | $$138K |
| State of Wyoming | 92,708 | $$106K |
| Vontobel Holding Ltd. | 54,137 | $$62K |
| Sugar Maple Asset Management, LLC | 51,000 | $$58K |
| HRT FINANCIAL LP | 45,148 | $$51K |
| Dynamic Technology Lab Private Ltd | 42,334 | $$48K |
| Millington Financial Advisors, LLC | 40,000 | $$46K |
| MetLife Investment Management, LLC | 39,714 | $$45K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 36,400 | $$41K |
| Pitcairn Wealth Advisors LLC | 33,000 | $$38K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Palogic Value Management, L.P. | +1,119,501 | +79.8% | 2,522,566 |
| AQR CAPITAL MANAGEMENT LLC | +665,420 | +413.8% | 826,233 |
| MACKENZIE FINANCIAL CORP | +219,942 | +137.3% | 380,185 |
| Wealthspire Advisors, LLC | +132,318 | +124.6% | 238,530 |
| VANGUARD GROUP INC | +132,107 | +2.9% | 4,675,746 |
| TWO SIGMA INVESTMENTS, LP | +97,583 | +35.7% | 370,735 |
| DEUTSCHE BANK AG | +82,002 | +173.1% | 129,384 |
| MARSHALL WACE, LLP | +76,833 | +5.7% | 1,436,707 |
| IEQ CAPITAL, LLC | +65,198 | +13.5% | 548,021 |
| CITIGROUP INC | +56,159 | +3332.9% | 57,844 |
| RENAISSANCE TECHNOLOGIES LLC | +45,400 | +6.7% | 725,000 |
| ACADIAN ASSET MANAGEMENT LLC | +40,112 | +1.8% | 2,210,606 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +32,183 | +205.9% | 47,816 |
| CWM, LLC | +31,124 | +312.1% | 41,096 |
| Williams & Novak, LLC | +29,310 | +83.9% | 64,250 |
| WELLS FARGO & COMPANY/MN | +26,238 | +59.9% | 70,036 |
| TWO SIGMA ADVISERS, LP | +20,100 | +8.2% | 264,400 |
| Balyasny Asset Management L.P. | +18,365 | +58.1% | 49,980 |
| Mariner, LLC | +17,990 | +116.1% | 33,487 |
| FMR LLC | +12,874 | +63.4% | 33,193 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -1,837,315 | -99.1% | 16,742 |
| GOLDMAN SACHS GROUP INC | -293,287 | -49.9% | 294,787 |
| D. E. Shaw & Co., Inc. | -177,243 | -11.6% | 1,348,750 |
| CITADEL ADVISORS LLC | -148,431 | -75.5% | 48,231 |
| Qube Research & Technologies Ltd | -142,286 | -53.9% | 121,784 |
| MORGAN STANLEY | -130,036 | -19.7% | 531,276 |
| Connor, Clark & Lunn Investment Man | -100,786 | -9.3% | 980,208 |
| HSBC HOLDINGS PLC | -84,329 | -50.0% | 84,329 |
| BARCLAYS PLC | -82,526 | -61.3% | 52,163 |
| BlackRock, Inc. | -76,884 | -1.9% | 3,994,506 |
| DIMENSIONAL FUND ADVISORS LP | -68,921 | -46.9% | 78,173 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -67,935 | -15.2% | 380,396 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -50,000 | -34.7% | 94,300 |
| BANK OF AMERICA CORP /DE | -46,111 | -48.6% | 48,679 |
| JPMORGAN CHASE & CO | -33,865 | -57.0% | 25,497 |
| GEODE CAPITAL MANAGEMENT, LLC | -31,073 | -2.2% | 1,369,959 |
| UBS Group AG | -12,391 | -13.5% | 79,725 |
| INTECH INVESTMENT MANAGEMENT LLC | -11,212 | -41.5% | 15,833 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,573 | -9.8% | 97,550 |
| FORMULA GROWTH LTD | -10,000 | -1.1% | 890,000 |