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Get Institutions for : 
Expensify, Inc. (EXFY)  
$1.78 0.01 (0.56%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 100    6
Total shares held : 
33,267,741  
% of shares held : 
49.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
2,049,121  
% of shares held change : 
  3.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$3.26  
Last Quarter's Ending Price : 
$2.47  
Last Quarter's Average Price
$2.59  
Change from last quarter's     
avg. price to the last closing  : 
0.81 (31.27%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 519,104
 1.56%
 
Increased Positions :
45
 6,216,135
 18.69%
 
Unchanged Positions :
15
 1,850,472
 5.56%
 
Decreased Positions :
27
-774,525
-2.33%
 
Closed Positions :
19
-3,911,593
-11.76%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 3256 - 2023-12-31 4,225,143 $10,436,000 144,459
   BP WEALTH MANAGEMENT LLC 117 - 2023-12-31 3,359,037 $8,297,000 1,309,037
   CITADEL ADVISORS LLC 1375 - 2023-12-31 2,793,976 $6,901,000 9,396
   D E SHAW & CO INC 1074 - 2023-12-31 2,096,706 $5,179,000 1,059,863
   MILLENNIUM MANAGEMENT LLC 1976 - 2023-12-31 1,547,522 $3,822,000 319,870
   GEODE CAPITAL MANAGEMENT LLC 2993 - 2023-12-31 1,088,524 $2,689,000 69,980
   JACOBS LEVY EQUITY MANAGEMENT INC 562 - 2023-12-31 1,040,879 $2,571,000 806,901
   STATE STREET CORP 3035 - 2023-12-31 1,036,965 $2,561,000 95,214
   RENAISSANCE TECHNOLOGIES LLC 1900 - 2023-12-31 880,800 $2,176,000 71,500
   Walleye Trading Advisors LLC 549 - 2023-12-31 858,933 $2,122,000 144,396
   Palogic Value Management L.P. 39 - 2023-12-31 800,000 $1,976,000 200,000
   AMERIPRISE FINANCIAL INC 2871 - 2023-12-31 690,112 $1,705,000 7,200
   MORGAN STANLEY 4634 - 2023-12-31 531,990 $1,314,000 149,038
   FORMULA GROWTH LTD 93 - 2023-12-31 525,000 $1,297,000 50,000
   TWO SIGMA INVESTMENTS LLC 1900 - 2023-12-31 435,621 $1,076,000 272,394
   AQR CAPITAL MANAGEMENT LLC 1586 - 2023-12-31 424,079 $1,047,000 273,083
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2864 - 2023-12-31 362,479 $895,000 35,226
   TWO SIGMA ADVISERS, LLC 1781 - 2023-12-31 288,200 $712,000 173,600
   GOLDMAN SACHS GROUP INC/ 3705 - 2023-12-31 265,787 $656,000 102,738
   Cubist Systematic Strategies LLC 1312 - 2023-12-31 244,537 $604,000 188,785
   J P MORGAN CHASE & CO 3612 - 2023-12-31 225,874 $558,000 33,294
   ADVISORY SERVICES NETWORK, LLC 896 - 2023-12-31 203,013 $501,000 4,249
   ACADIAN ASSET MANAGEMENT LLC 1058 - 2023-12-31 174,203 $429,000 174,203
   FEDERATED INVESTORS INC /PA/ 1385 - 2023-12-31 161,146 $398,000 160,864
   Woodline Partners LP 436 - 2023-12-31 149,466 $369,000 32,423
   CastleKnight Management LP 227 - 2023-12-31 131,200 $324,000 58,100
   BARCLAYS PLC 3218 - 2023-12-31 117,156 $289,000 11,397
   HSBC HOLDINGS PLC 1912 - 2023-12-31 98,630 $248,000 42,754
   OCCUDO QUANTITATIVE STRATEGIES LP 635 - 2023-12-31 86,012 $212,000 44,973
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4973 - 2023-12-31 67,741 $167,000 35,859
   UBS Group AG 4713 - 2023-12-31 61,160 $151,000 58,932
   Cresset Asset Management LLC 1717 - 2023-12-31 51,748 $128,000 3,380
   SPRINGBOK CAPITAL MANAGEMENT LLC 880 - 2023-12-31 51,300 $127,000 7,700
   Squarepoint Ops LLC 2226 - 2023-12-31 51,147 $126,000 1,337
   Engineers Gate Manager LP 1802 - 2023-12-31 31,133 $77,000 10,349
   ALLIANCEBERNSTEIN L.P. 3091 - 2023-12-31 28,770 $71,000 6,970
   State of Wyoming 1206 - 2023-12-31 28,232 $70,000 6,138
   Centiva Capital LP 1113 - 2023-12-31 20,807 $51,000 9,244
   SG AMERICAS SECURITIES LLC 2559 - 2023-12-31 19,274 $48,000 3,601
   ROYAL BANK OF CANADA 5345 - 2023-12-31 18,203 $45,000 11,132
   WELLS FARGO & CO/MN 4725 - 2023-12-31 15,504 $38,000 3,100
   PRICE T ROWE ASSOCIATES INC /MD/ 2836 - 2023-12-31 13,003 $33,000 791
   TOWER RESEARCH CAPITAL LLC 3564 - 2023-12-31 9,438 $23,000 3,791
   Advisor Group Holdings Inc. 5799 - 2023-12-31 3,170 $8,000 374
   CWM LLC 4187 - 2024-03-31 489 $1,000 475

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