EXFY / Expensify, Inc. - Kepemilikan Institusional - Pembeli

Expensify, Inc.
US ˙ NasdaqGS ˙ US30219Q1067

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Expensify, Inc. meliputi Globeflex Capital L P, IWN - iShares Russell 2000 Value ETF, CastleKnight Management LP, Nuveen, LLC, Millington Financial Advisors, LLC, FISVX - Fidelity Small Cap Value Index Fund, Intech Investment Management Llc, DFFVX - U.S. Targeted Value Portfolio - Institutional Class, DFAT - Dimensional U.S. Targeted Value ETF, SQLV - Legg Mason Small-Cap Quality Value ETF, Heron Bay Capital Management, BBVSX - Bridge Builder Small/Mid Cap Value Fund, Police & Firemen's Retirement System of New Jersey, Kapitalo Investimentos Ltda, Belvedere Trading LLC, DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class, EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB, EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB, DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares, dan EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-08 13F Intech Investment Management Llc 28,729 74
2025-08-13 13F Renaissance Technologies Llc 1,118,200 19.20 2,896 1.58
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,462 0.88 76 -13.64
2025-08-13 13F Hsbc Holdings Plc 61,180 10.25 156 -8.24
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 263 1
2025-08-13 13F Victory Capital Management Inc 75,379 154.83 195 119.10
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 13,274 34
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,267 78
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 68,428 201.83 177 160.29
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 2,100 5
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 1,257 12.53 4 0.00
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,543 35.38 46 155.56
2025-08-12 13F BlackRock, Inc. 4,004,937 239.30 10,373 189.07
2025-08-14 13F Wells Fargo & Company/mn 37,091 1,594.43 96 1,500.00
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1,500 4
2025-08-08 13F Geode Capital Management, Llc 1,326,129 134.24 3,435 99.59
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 27,947 7.87 72 89.47
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 40,735 530.09 106 452.63
2025-08-13 13F MetLife Investment Management, LLC 39,714 32.92 103 39.73
2025-08-14 13F Alliancebernstein L.p. 10,200 26
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,918 71
2025-08-12 13F American Century Companies Inc 121,441 22.02 315 3.97
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 245,327 635
2025-08-04 13F Spire Wealth Management 200 1
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 305 22.00 1
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 23,974 26.15 62 34.78
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 5,100 13
2025-08-12 13F Ameritas Investment Partners, Inc. 6,105 16
2025-07-14 13F Kapitalo Investimentos Ltda 11,496 30
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,177 9
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,315,901 0.96 3,408 75.49
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,588 12
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,509 15.09 167 -34.65
2025-08-15 13F Morgan Stanley 940,245 1.17 2,435 -13.81
2025-08-12 13F Heron Bay Capital Management 14,143 37
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 46,900 2.63 121 77.94
2025-08-05 13F Simplex Trading, Llc 58,962 289.93 0
2025-08-13 13F Formula Growth Ltd 1,150,000 15.00 2,978 -2.04
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 12,436 32
2025-08-05 13F Palogic Value Management, L.P. 501,420 23.97 1,299 5.61
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,541 80.34 7 200.00
2025-08-08 13F SBI Securities Co., Ltd. 566 9.90 1 0.00
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,784 424.52 91 333.33
2025-07-22 13F Gsa Capital Partners Llp 516,187 36.48 1 0.00
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 1,654 5
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 32,693 85
2025-08-11 13F HighTower Advisors, LLC 27,407 0.00 71 -15.66
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2,111 5
2025-08-14 13F Citadel Advisors Llc 663,000 12.09 1,717 -4.51
2025-09-04 13F/A Advisor Group Holdings, Inc. 6,976 40.87 18 20.00
2025-08-11 13F Integrated Quantitative Investments LLC 141,182 215.07 366 168.38
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,638 78.70 15 250.00
2025-08-12 13F Rhumbline Advisers 55,982 145
2025-08-01 13F Belvedere Trading LLC 10,344 27
2025-08-01 13F Belvedere Trading LLC Call 3,000 8
2025-08-14 13F Verition Fund Management LLC 55,711 144
2025-08-14 13F Price T Rowe Associates Inc /md/ 30,121 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 2,056 5
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 764,908 4.83 1,981 -10.69
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,897 14
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113,697 43.55 251 -17.97
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 13,545 35
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 21,649 64
2025-08-11 13F Vanguard Group Inc 4,345,937 21.74 11,256 3.71
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 103,602 9.27 268 90.07
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 9,159 7.06 24 91.67
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 7,744 38.11 17 -19.05
2025-08-13 13F New York State Common Retirement Fund 40,500 0
2025-08-07 13F ProShare Advisors LLC 12,263 32
2025-08-11 13F Royce & Associates Lp 19,751 51
2025-08-11 13F Citigroup Inc 20,691 39.56 54 17.78
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 217 7.96 1
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 2,288 60.00 7 20.00
2025-08-05 13F Ceera Investments, Llc 443,640 0.98 1,149 -13.93
2025-07-31 13F R Squared Ltd 21,378 13.77 55 -3.51
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,707,101 7.85 4,421 -8.13
2025-08-14 13F Group One Trading, L.p. 6,448 172.41 17 128.57
2025-08-12 13F XTX Topco Ltd 60,472 157
2025-08-14 13F Globeflex Capital L P 326,444 845
2025-08-12 13F Legal & General Group Plc 6,081 16
2025-08-14 13F Prelude Capital Management, Llc 21,600 56
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11,177 31.51 29 133.33
2025-08-14 13F State Street Corp 582,217 158.44 1,508 120.32
2025-08-14 13F CastleKnight Management LP 1,292,146 68.26 3,347 43.36
2025-07-31 13F Nisa Investment Advisors, Llc 5,624 62,388.89 15
2025-08-12 13F Dimensional Fund Advisors Lp 380,946 147.76 986 111.13
2025-08-13 13F Northern Trust Corp 446,657 281.25 1,157 224.72
2025-08-13 13F Invesco Ltd. 37,928 98
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6,105 33.85 16 150.00
2025-08-14 13F California State Teachers Retirement System 3,731 10
2025-08-12 13F Nuveen, LLC 77,657 201
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 15,648 3.41 41 81.82
2025-08-12 13F Charles Schwab Investment Management Inc 459,813 48.93 1,191 26.87
2025-08-14 13F CastleKnight Management LP Call 200,000 518
2025-07-23 13F Vontobel Holding Ltd. 52,516 0.66 136 -13.92
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5,100 13
2025-08-05 13F Bank of New York Mellon Corp 169,699 231.41 440 183.23
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,474 6.97 19 90.00
2025-08-07 13F Acadian Asset Management Llc 2,071,772 46.05 5 25.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,334 22
2025-08-14 13F Voya Investment Management Llc 17,862 46
2025-08-14 13F Royal Bank Of Canada 4,731 15,670.00 13
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4,229 11
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 19,751 51
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 1,796 5
2025-08-13 13F Millington Financial Advisors, LLC 40,000 93
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 2,672 8
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12,586 14.17 33 -3.03
2025-08-12 13F Dynamic Technology Lab Private Ltd 60,304 28.54 156 9.86
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,154 3
2025-07-29 NP VITAX - Vanguard Information Technology Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,211,210 1.46 2,677 -42.15
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 1,120,990 20.97 2,903 3.05
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F/A Sterling Capital Management LLC 826 2
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,068 53.45 3 100.00
2025-08-14 13F Bank Of America Corp /de/ 112,078 72.22 290 47.21
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,932 41.41 68 157.69
2025-08-04 13F Amalgamated Bank 2,042 0
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