EXPENSIFY INC (EXFY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling EXFY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for EXPENSIFY INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on EXFY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for EXPENSIFY INC.

Is institutional money flowing into EXFY?

64 institutional investors hold EXPENSIFY INC (EXFY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about EXFY?

Track institutional sentiment and conviction scores for EXPENSIFY INC (EXFY) including Smart Money Verdict and position changes on HoldingsIntel.

EXPENSIFY INC

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

Holders

Avg rating(8 Elite)

$15.1M

Total Value

42% (80)

Fund Consensus

31 buying - 43 selling

Smart Money Verdict

View all

49Weak MomentumSplit Signals

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See how EXFY's score breaks down across 4 SEC sources

Held by 64 funds

8 elite

Who's Trading

InsiderBMBarrett David MichaelSell $32KMay 1, 2026

InsiderAEAlvarez Divo Carlos EduardoSell $31KApr 28, 2026

InsiderLYLiu YingVest 5K shApr 5, 2026

Activist

The Vanguard Group0.0%Mar 26, 2026

InsiderUNUnknownBuy $420KMar 11, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	4M(-1.9%)	$3.5M	0.0%	-59.16%	0
Verition Fund Management LLC	New	2.4M	$2M	0.0%	+15.15%	36
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.4M(-2.2%)	$1.2M	0.0%	-81.22%	0
DED. E. Shaw & Co., Inc.	Decreased	1.3M(-2.3%)	$1.1M	0.0%	-68.85%	0
MWMARSHALL WACE, LLP	Decreased	914,309(-36.4%)	$795,449	0.0%	-56.37%	0
AQR CAPITAL MANAGEMENT LLC	Increased	826,233(+413.8%)	$718,740	0.0%	-2.81%	40
RENAISSANCE TECHNOLOGIES LLC	Increased	725,000(+6.7%)	$630,678	0.0%	-70.18%	26
STATE STREET CORP	Increased	723,598(+1.4%)	$629,458	0.0%	-53.82%	17
IEQ CAPITAL, LLC	Increased	548,021(+13.5%)	$476,724	0.0%	-92.32%	27
Connor, Clark & Lunn Investment Management Ltd.	Decreased	504,828(-48.5%)	$439,150	0.0%	-63.32%	0
NORTHERN TRUST CORP	Increased	418,271(+0.0%)	$363,853	0.0%	-72.35%	16
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	380,396(-15.2%)	$330,906	0.0%	-86.70%	0
MACKENZIE FINANCIAL CORP	Increased	380,185(+137.3%)	$330,723	0.0%	-5.39%	38
TWO SIGMA INVESTMENTS, LP	Decreased	364,223(-1.8%)	$316,838	0.0%	-56.92%	0
GOLDMAN SACHS GROUP INC	Increased	294,787(+0.3%)	$256,435	0.0%	-61.00%	16
MORGAN STANLEY	Decreased	272,849(-48.6%)	$237,352	0.0%	-60.43%	0
WAWealthspire Advisors, LLC	Increased	238,530(+124.6%)	$207,498	0.0%	-19.01%	37
Bank of New York Mellon Corp	Decreased	231,584(-0.9%)	$201,455	0.0%	-53.80%	0
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Increased	129,384(+173.1%)	$112,564	0.0%	-14.56%	24
Qube Research & Technologies Ltd	Decreased	121,784(-53.9%)	$105,940	0.0%	-56.42%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer