EXPENSIFY INC

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EXFY·30219Q106·US·Common Stock·Technology - Software - Application-13D/G

EXFY (EXPENSIFY INC) is held by 60 institutional investors as of Q2 2026. Largest holders: VANGUARD CAPITAL MANAGEMENT LLC ($4.2M), AQR CAPITAL MANAGEMENT LLC ($3.7M), VANGUARD PORTFOLIO MANAGEMENT LLC ($2.1M). Net institutional sentiment: Mixed.

60

Holders

(6 Elite)

$26.9M

Total Value

45% (76)

Consensus

34 buying - 42 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)47

Insider (Form 4)54

Activist (13D/13G)80

Congressional (STOCK Act)60

Holder Quality

51

★★★★★

Elite

59

★★★★

Strong

59

★★★

Solid

17

★★

Below

76

★

Weak

Held by 60 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Jun 16, 2026 · Activists Mar 26, 2026 · Congress none

InsiderAEAlvarez Divo Carlos EduardoSell $14KJun 15, 2026

InsiderBMBarrett David MichaelSell $26KApr 1, 2026

InsiderAEAlvarez Divo Carlos EduardoSell $10KMar 30, 2026

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Top Holders

Top Holders (60)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	2.4M(+2.3%)	$4.2M	0.0%	+152.95%	27
AQR CAPITAL MANAGEMENT LLC	Increased	2.1M(+152.4%)	$3.7M	0.0%	+64.98%	43
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	1.2M(-40.6%)	$2.1M	0.0%	+157.58%	0
BlackRock, Inc.	Decreased	1.1M(-72.2%)	$2M	0.0%	-8.64%	0
JANE STREET GROUP, LLC	New	1M	$1.8M	0.0%	+42.46%	36
MWMARSHALL WACE, LLP	Decreased	751,773(-17.8%)	$1.3M	0.0%	-2.40%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	746,700(+3.0%)	$1.3M	0.0%	-32.25%	26
GEODE CAPITAL MANAGEMENT, LLC	Decreased	663,229(-51.6%)	$1.2M	0.0%	-57.98%	0
MILLENNIUM MANAGEMENT LLC	New	507,991	$909,304	0.0%	+42.46%	34
TWO SIGMA INVESTMENTS, LP	Increased	506,979(+39.2%)	$907,492	0.0%	+6.03%	33
VFVANGUARD FIDUCIARY TRUST CO	Increased	392,794(+0.7%)	$703,101	0.0%	+156.10%	25
MORGAN STANLEY	Increased	335,737(+23.1%)	$600,969	0.0%	-4.72%	20
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	260,794(-31.4%)	$466,821	0.0%	-70.25%	0
UBS Group AG	Increased	257,293(+222.7%)	$460,554	0.0%	+21.79%	39
IEQ CAPITAL, LLC	Decreased	254,220(-53.6%)	$455,054	0.0%	-82.82%	0
STATE STREET CORP	Decreased	243,681(-66.3%)	$436,189	0.0%	+3.30%	0
WAWealthspire Advisors, LLC	Unchanged	238,530	$426,969	0.0%	+81.16%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	New	204,313	$365,720	0.0%	+42.46%	33
CITADEL ADVISORS LLC	New	173,558	$310,669	0.0%	+42.46%	36
GOLDMAN SACHS GROUP INC	Decreased	157,928(-46.4%)	$282,691	0.0%	-12.76%	0

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EXFYEXPENSIFY INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer