Expensify
EXFY
100 hedge funds and large institutions have $45.9M invested in Expensify in 2026 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 28 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 30
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
4% less funds holding
Funds holding: 104 → 100 (-4)
7.13% less ownership
Funds ownership: 37.56% → 30.44% (-7.1%)
32% less capital inflows, than outflows
Capital inflows: $8.8M | Capital outflows: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Parallel Advisors
San Francisco,
California
|
+$2.99M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.41M |
| 3 |
Jane Street
New York
|
+$1.16M |
| 4 |
Millennium Management
New York
|
+$570K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.24M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$2.04M |
| 3 |
D.E. Shaw & Co
New York
|
-$1.15M |
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
-$899K |
| 5 |
PVM
Palogic Value Management
Dallas,
Texas
|
-$846K |
EXFY Hedge Fund Activity: Q2 2026 in Review
100 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in Expensify (EXFY) for Q2 2026, worth a combined $45.9M — up 74% from $26.4M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of EXFY and 26 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 32 added.
The largest buyer was Parallel Advisors, opening a new position worth an estimated $2.99M. The largest seller was BlackRock, cutting an estimated $3.24M.
- 100 institutional investors held Expensify (EXFY) as of Q2 2026, down from 104 in Q1 2026.
- Funds reported $45.9M of Expensify stock for Q2 2026, up 74% quarter-over-quarter.
- 26 funds opened new Expensify positions in Q2 2026 and 28 closed out, a net change of -2 holders.
- The largest Expensify buyer in Q2 2026 was Parallel Advisors, an estimated $2.99M added.
- The largest Expensify seller in Q2 2026 was BlackRock, an estimated $3.24M sold.
Based on aggregated 13F filings for Q2 2026.