EXPENSIFY INC (EXFY) is held by 68 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling EXFY?

In Q1 2026, 35 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?

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

How many hedge funds hold EXFY?

68 institutional investors report holding EXPENSIFY INC (EXFY) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EXFY?

As of Q1 2026, tracked institutions in EXPENSIFY INC show 35 buyers versus 42 sellers — net outflows.

EXPENSIFY INC

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

Holders

Avg rating(16 Elite)

$19.2M

Total Value

45% (83)

Fund Consensus

35 buying - 42 selling

Smart Money Verdict

View all

Held by 68 funds

16 elite

Who's Trading

InsiderAEAlvarez Divo Carlos EduardoSell $14KJun 15, 2026

InsiderBMBarrett David MichaelSell $26KApr 1, 2026

InsiderAEAlvarez Divo Carlos EduardoSell $10KMar 30, 2026

Activist

The Vanguard Group0.0%Mar 26, 2026

InsiderMFMills Jason FahrSell $2KMar 24, 2026

InsiderVDVidal DanielSell $1KMar 24, 2026

InsiderAEAlvarez Divo Carlos EduardoSell $1KMar 24, 2026

InsiderSRSchaffer RyanSell $2KMar 24, 2026

InsiderBMBarrett David MichaelSell $8KMar 24, 2026

InsiderMFMills Jason FahrSell $5KMar 17, 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%	-32.29%	0
Verition Fund Management LLC	New	2.4M	$2M	0.0%	+90.91%	36
VAVANGUARD CAPITAL MANAGEMENT LLC	New	2.3M	$2M	0.0%	+90.91%	36
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	2M	$1.7M	0.0%	+90.91%	36
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.4M(-2.2%)	$1.2M	0.0%	-68.86%	0
DED. E. Shaw & Co., Inc.	Decreased	1.3M(-2.3%)	$1.1M	0.0%	-48.36%	0
MWMARSHALL WACE, LLP	Decreased	914,309(-36.4%)	$795,449	0.0%	-27.66%	0
AQR CAPITAL MANAGEMENT LLC	Increased	826,233(+413.8%)	$718,740	0.0%	+61.13%	40
RENAISSANCE TECHNOLOGIES LLC	Increased	725,000(+6.7%)	$630,678	0.0%	-50.56%	26
STATE STREET CORP	Increased	723,598(+1.4%)	$629,458	0.0%	-23.44%	17
IEQ CAPITAL, LLC	Increased	548,021(+13.5%)	$476,724	0.0%	-87.27%	27
Connor, Clark & Lunn Investment Management Ltd.	Decreased	504,828(-48.5%)	$439,150	0.0%	-39.19%	0
NORTHERN TRUST CORP	Increased	418,271(+0.0%)	$363,853	0.0%	-54.16%	16
VFVANGUARD FIDUCIARY TRUST CO	New	390,011	$339,310	0.0%	+90.91%	33
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	380,396(-15.2%)	$330,906	0.0%	-77.95%	0
MACKENZIE FINANCIAL CORP	Increased	380,185(+137.3%)	$330,723	0.0%	+56.85%	38
TWO SIGMA INVESTMENTS, LP	Decreased	364,223(-1.8%)	$316,838	0.0%	-28.57%	0
GOLDMAN SACHS GROUP INC	Increased	294,787(+0.3%)	$256,435	0.0%	-35.34%	16
MORGAN STANLEY	Decreased	272,849(-48.6%)	$237,352	0.0%	-34.39%	0
WAWealthspire Advisors, LLC	Increased	238,530(+124.6%)	$207,498	0.0%	+34.27%	37