EXPENSIFY INC (EXFY) is held by 59 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC as of Q2 2026.

Are institutions buying or selling EXFY?

In Q2 2026, 33 institutions opened or increased positions in EXPENSIFY INC while 42 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on EXFY?

HoldingsIntel scores EXPENSIFY INC across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 3 of the 4 carrying data for EXFY. In Q2 2026, the institutional leg showed net outflows: 33 buying versus 42 selling.

How many hedge funds hold EXFY?

59 institutional investors report holding EXPENSIFY INC (EXFY) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into EXFY?

As of Q2 2026, tracked institutions in EXPENSIFY INC show 33 buyers versus 42 sellers — net outflows.

EXPENSIFY INC

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

Holders

(5 Elite)

$27.2M

Total Value

44% (75)

Consensus

33 buying - 42 selling

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

Smart Money Verdict

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Held by 59 funds

5 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders Jul 7, 2026 · Activists Mar 26, 2026 · Congress none

InsiderLYLiu YingVest 4K shJul 5, 2026

InsiderAEAlvarez Divo Carlos EduardoSell $14KJun 15, 2026

InsiderPEPao EllenVest 124K shMay 22, 2026

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	Action
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	2.4M(+2.3%)	$4.2M	0.0%	+142.04%	27
AQR CAPITAL MANAGEMENT LLC	Increased	2.1M(+152.4%)	$3.7M	0.0%	+57.87%	43
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	1.2M(-40.6%)	$2.1M	0.0%	+146.46%	0
BlackRock, Inc.	Decreased	1.1M(-72.2%)	$2M	0.0%	-12.59%	0
JANE STREET GROUP, LLC	New	1M	$1.8M	0.0%	+36.31%	36
MWMARSHALL WACE, LLP	Decreased	751,773(-17.8%)	$1.3M	0.0%	-6.61%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	746,700(+3.0%)	$1.3M	0.0%	-35.18%	26
GEODE CAPITAL MANAGEMENT, LLC	Decreased	663,229(-51.6%)	$1.2M	0.0%	-59.79%	0
MILLENNIUM MANAGEMENT LLC	New	507,991	$909,304	0.0%	+36.31%	34
TWO SIGMA INVESTMENTS, LP	Increased	506,979(+39.2%)	$907,492	0.0%	+1.46%	33
VFVANGUARD FIDUCIARY TRUST CO	Increased	392,794(+0.7%)	$703,101	0.0%	+145.05%	25
MORGAN STANLEY	Increased	335,737(+23.1%)	$600,969	0.0%	-8.83%	20
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	260,794(-31.4%)	$466,821	0.0%	-71.54%	0
UBS Group AG	Increased	257,293(+222.7%)	$460,554	0.0%	+16.54%	39
IEQ CAPITAL, LLC	Decreased	254,220(-53.6%)	$455,054	0.0%	-83.56%	0
STATE STREET CORP	Decreased	243,681(-66.3%)	$436,189	0.0%	-36.01%	0
WAWealthspire Advisors, LLC	Unchanged	238,530	$426,969	0.0%	+73.34%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	New	204,313	$365,720	0.0%	+36.31%	33
CITADEL ADVISORS LLC	New	173,558	$310,669	0.0%	+36.31%	36
HRT FINANCIAL LP	New	170,666	$305,000	0.0%	+36.31%	32

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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

EXPENSIFY INC

Smart Money Verdict

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