Expensify, Inc. — Institutional Ownership
Which tracked institutions hold EXFY, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
16
Funds holding
$4710069
Total value held
Selling
7 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1985524 | 1109231 | -2885275 | -72.23% |
| 2 | Morgan Stanley | $600969 | 335737 | +62888 | +23.05% |
| 3 | Ubs Group Ag | $460554 | 257293 | +257293 | NEW BUY |
| 4 | State Street Corp | $436189 | 243681 | -479917 | -66.32% |
| 5 | Goldman Sachs Group Inc | $282691 | 157928 | -136859 | -46.43% |
| 6 | Northern Trust Corp | $269556 | 150590 | -267681 | -64.00% |
| 7 | Bank Of New York Mellon Corp | $197747 | 110473 | -121111 | -52.30% |
| 8 | Barclays Plc | $159177 | 88926 | +36763 | +70.48% |
| 9 | Bank Of America Corp /De/ | $157105 | 87768 | +39089 | +80.30% |
| 10 | Franklin Resources Inc | $99549 | 55614 | +38743 | +229.64% |
| 11 | Stonex Group Inc. | $27976 | 25542 | +25542 | NEW BUY |
| 12 | Jpmorgan Chase & Co | $22048 | 12527 | -12970 | -50.87% |
| 13 | Royal Bank Of Canada | $8000 | 4555 | -2034 | -30.87% |
| 14 | Pnc Financial Services Group, Inc. | $2563 | 1432 | +88 | +6.55% |
| 15 | Wells Fargo & Company/Mn | $362 | 202 | -23280 | -99.14% |
| 16 | Citigroup Inc | $59 | 33 | -57811 | -99.94% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.