Institutional Ownership
Expensify Inc
CUSIP 30219Q106COM CL AEXFYQ1 2026
Institutional Holders
100
13F filers
Shares Held
25.70M
Aggregate institutional
Institutional Value
$20.38M
Q1 2026
Net New Holders
-7
18 new · 25 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased37
Decreased31
Sold out25
Institutional Holders
100 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 3.99M | $3.47M | −76.9K | Reduced |
| 2 | Palogic Value Management, L.P. | 2.52M | $2.19M | +1.12M | Added |
| 3 | Verition Fund Management LLC | 2.35M | $2.04M | +2.35M | New |
| 4 | Castleknight Management LP | 1.73M | $1.50M | 0 | Held |
| 5 | Geode Capital Management, LLC | 1.37M | $1.19M | −31.1K | Reduced |
| 6 | D. E. Shaw & Co., Inc. | 1.32M | $1.15M | −30.6K | Reduced |
| 7 | Marshall Wace, LLP | 914.3K | $795.4K | −522.4K | Reduced |
| 8 | Formula Growth Ltd | 890.0K | $774.2K | −10.0K | Reduced |
| 9 | Aqr Capital Management LLC | 826.2K | $718.7K | +665.4K | Added |
| 10 | Renaissance Technologies LLC | 725.0K | $630.7K | +45.4K | Added |
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