Expensify, Inc. — Institutional Ownership
Which tracked institutions hold EXFY, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
16
Funds holding
$5545140
Total value held
Buying
9 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $3474821 | 3994506 | -76884 | -1.89% |
| 2 | State Street Corp | $629458 | 723598 | +10020 | +1.40% |
| 3 | Northern Trust Corp | $363853 | 418271 | +176 | +0.04% |
| 4 | Goldman Sachs Group Inc | $256435 | 294787 | +750 | +0.26% |
| 5 | Morgan Stanley | $237352 | 272849 | -258427 | -48.64% |
| 6 | Bank Of New York Mellon Corp | $201455 | 231584 | -2004 | -0.86% |
| 7 | Wells Fargo & Company/Mn | $105755 | 70036 | +26238 | +59.91% |
| 8 | Citigroup Inc | $87344 | 57844 | +56159 | +3332.88% |
| 9 | Invesco Ltd. | $48358 | 32025 | -6850 | -17.62% |
| 10 | Barclays Plc | $45377 | 52163 | — | NEW BUY |
| 11 | Bank Of America Corp /De/ | $42302 | 48679 | -46111 | -48.65% |
| 12 | Sei Investments Co | $16221 | 18647 | — | NEW BUY |
| 13 | Franklin Resources Inc | $14676 | 16871 | -430 | -2.49% |
| 14 | Ameriprise Financial Inc | $14564 | 16742 | -1837315 | -99.10% |
| 15 | Royal Bank Of Canada | $6000 | 6589 | — | NEW BUY |
| 16 | Pnc Financial Services Group, Inc. | $1169 | 1344 | +1143 | +568.66% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.