Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Expensify, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
Prev close 2.31 · gapped below the open, then crossed back over prior close. High/low 2.39 at 12:30 pm ET, 2.21 at 4:00 am ET.
101 institutional managers report a position in Expensify, Inc. worth $45.9M between them, filed on form 13F for the quarter ending 2026-06-30. 16 of them hold 80% of it, the largest being Parallel Advisors, LLC at 10.38%.
76 more managers in the register
16 managers hold 80% of the $45.9M institutional base. The other 85 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
EXFY (Expensify, Inc.) has 6 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: UBER −1.62%, in industrials & materials.
via Acadian Asset Management LLC, CastleKnight Management LP, Arrowstreet Capital, Limited Partnership +2 more · 9.57% of EXFY, 9.47% of TEN
via Acadian Asset Management LLC, Marshall Wace LLP, Arrowstreet Capital, Limited Partnership +3 more · 9.57% of EXFY, 12.81% of TZOO
via Acadian Asset Management LLC, Marshall Wace LLP, Arrowstreet Capital, Limited Partnership +1 more · 9.57% of EXFY, 15.44% of BZUN
via CastleKnight Management LP, Marshall Wace LLP, Acadian Asset Management LLC +3 more · 6.74% of EXFY, 9.51% of KLXE
via Acadian Asset Management LLC, Marshall Wace LLP, Arrowstreet Capital, Limited Partnership +1 more · 9.57% of EXFY, 10.69% of DRD
via Acadian Asset Management LLC, Marshall Wace LLP, Arrowstreet Capital, Limited Partnership · 9.57% of EXFY, 11.76% of AUDC
Managers holding a meaningful stake in EXFY also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.