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Expensify Inc (EXFY)

CUSIP: 30219Q106 | NYSE | Technology · Software - Application | Micro Cap | 317 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Parallel Advisors, LLC2,759,037
0.1% of portfolio›$6.2M
Dimensional Fund Advisors LP171,191
0.0% of portfolio›$385.1K
Bank of New York Mellon Corp108,974
0.0% of portfolio›$245.2K
Creative Planning58,471
0.0% of portfolio›$131.6K
Prentiss Smith & Co Inc42,485
0.1% of portfolio›$95.6K
Williams & Novak Wealth Management, LLC36,100
0.0% of portfolio›$81.2K
Simplex Trading, LLC31,218
0.0% of portfolio›$70.2K
Lavelle Capital LP28,640
0.0% of portfolio›$64.4K
Jefferies Financial Group Inc.28,200
0.0% of portfolio›$63.5K
Citigroup Inc17,251
0.0% of portfolio›$38.8K
Y-Intercept (Hong Kong) Ltd12,584
0.0% of portfolio›$28.3K
Howard Financial Services, Ltd.12,000
0.0% of portfolio›$27.0K
Wealth Enhancement Advisory Services, LLC11,143
0.0% of portfolio›$25.6K
State of Alaska, Department of Revenue8,632
0.0% of portfolio›$19
EverSource Wealth Advisors, LLC1,276
0.0% of portfolio›$2.9K
Essential Partners LLC978
0.0% of portfolio›$2.2K
SBI Securities Co., Ltd.937
0.0% of portfolio›$2.1K
Provenance Wealth Advisors, LLC128
0.0% of portfolio›$288
True Wealth Design, LLC66
0.0% of portfolio›$149
Farther Finance Advisors, LLC57
0.0% of portfolio›$128
Caitong International Asset Management Co., Ltd40
0.0% of portfolio›$90
IFP Advisors, Inc31
0.0% of portfolio›$70
StyleTurnoverLocationFiled
Parallel Advisors, LLC
2,759,037$6.2M0.1%IndexLowSan Francisco, CA2026-11-03
Dimensional Fund Advisors LP
171,191$385.1K0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
108,974$245.2K0.0%CoreLowNew York, NY2026-11-05
Creative Planning
58,471$131.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Prentiss Smith & Co Inc
42,485$95.6K0.1%CoreLowBrattleboro, VT2026-10-27
Williams & Novak Wealth Management, LLC
36,100$81.2K0.0%ETFMediumWestlake Village, CA2026-10-09
Simplex Trading, LLC
31,218$70.2K0.0%CoreVery HighChicago, IL2026-11-04
Lavelle Capital LP
28,640$64.4K0.0%GrowthHighSan Francisco, CA2026-11-03
Jefferies Financial Group Inc.
28,200$63.5K0.0%CoreVery HighNew York, NY2026-11-05
Citigroup Inc
17,251$38.8K0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
12,584$28.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Howard Financial Services, Ltd.
12,000$27.0K0.0%ETFLowDallas, TX2026-10-15
Wealth Enhancement Advisory Services, LLC
11,143$25.6K0.0%CoreLowPlymouth, MN2026-10-13
State of Alaska, Department of Revenue
8,632$190.0%CoreVery LowJuneau, AK2026-10-15
EverSource Wealth Advisors, LLC
1,276$2.9K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
978$2.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SBI Securities Co., Ltd.
937$2.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
128$2880.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
66$1490.0%ETFMediumAkron, OH2026-10-13
Farther Finance Advisors, LLC
57$1280.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
40$900.0%GrowthVery HighHong Kong, South Korea2026-10-29
IFP Advisors, Inc
31$700.0%GrowthLowTampa, FL2026-10-16