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Security record · archived quarter

EXFY

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
58Tracked holders
0Δ holders
21.74MShares held
$32.83MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.1% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 11.14K $25,629 n/a n/a
Q2 2026 48 -7 12.95M $23.19M +8 −15
Q1 2026 56 -2 16.46M $14.32M +7 −9
Q4 2025 58 0 21.74M $32.83M n/a n/a
Q3 2025 15 0 16.32M $30.19M +1 −1
Q2 2025 12 0 16.60M $43.00M +1 −1
Q1 2025 9 -2 9.00M $27.35M n/a −2
Q4 2024 11 0 8.38M $28.06M n/a n/a
Q3 2024 10 +1 10.47M $20.52M +1 n/a
Q2 2024 9 n/a 9.18M $13.68M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 4.68M +2.9% $7.06M 0.0% ▲ Add 3 SEC ↗ ×3
2 BlackRock ✦ (passive) 4.07M -2.1% $6.15M 0.0% ▼ Trim 3 SEC ↗ ×6
3 Ameriprise Financial Inc 1.85M n/a $2.80M 0.0% n/c 1 SEC ↗ ×2
4 Marshall Wace ✦ 1.44M +5.7% $2.17M 0.0% ▲ Add 7 SEC ↗ ×2
5 Geode Capital Management ✦ (passive) 1.40M -0.5% $2.12M 0.0% ▼ Trim 7 SEC ↗ ×2
6 D. E. Shaw & Co. ✦ 1.35M -11.6% $2.04M 0.0% ▼ Trim 7 SEC ↗ ×2
7 Connor, Clark & Lunn Investment… 980.21K n/a $1.48M 0.0% n/c 1 SEC ↗
8 State Street Global Advisors ✦ (passive) 713.58K +6.0% $1.08M 0.0% ▲ Add 5 SEC ↗
9 Renaissance Technologies ✦ 679.60K -3.5% $1.03M 0.0% ▼ Trim 7 SEC ↗
10 Morgan Stanley ✦ 531.28K -19.7% $802,227 0.0% ▼ Trim 2 SEC ↗ ×5
11 Charles Schwab Investment… 448.33K n/a $676,980 0.0% n/c 1 SEC ↗
12 Northern Trust Corp 418.10K n/a $631,324 0.0% n/c 1 SEC ↗ ×3
13 Two Sigma Investments ✦ 370.74K +35.7% $559,810 0.0% ▲ Add 7 SEC ↗
14 Goldman Sachs Group ✦ 294.04K -9.4% $443,996 0.0% ▼ Trim 2 SEC ↗ ×2
15 Qube Research & Technologies Ltd 264.07K n/a $398,746 0.0% n/c 1 SEC ↗
16 Bank of New York Mellon Corp 233.59K n/a $352,719 0.0% n/c 1 SEC ↗ ×3
17 Hsbc Holdings Plc 168.66K n/a $253,830 0.0% n/c 1 SEC ↗ ×2
18 AQR Capital Management ✦ 160.81K -37.2% $242,828 0.0% ▼ Trim 2 SEC ↗ ×6
19 Mackenzie Financial Corp 160.24K n/a $239,892 0.0% n/c 1 SEC ↗
20 Dimensional Fund Advisors Lp 147.09K n/a $222,038 0.0% n/c 1 SEC ↗ ×3
21 Barclays Plc 134.69K n/a $203,381 0.0% n/c 1 SEC ↗
22 American Century Companies Inc 121.44K n/a $183,376 0.0% n/c 1 SEC ↗
23 Susquehanna International Group, Llp 108.12K n/a $163,266 0.0% n/c 1 SEC ↗
24 Bank Of America Corp /De/ 94.79K n/a $143,133 0.0% n/c 1 SEC ↗ ×4
25 UBS Group AG 92.12K n/a $139,095 0.0% n/c 1 SEC ↗ ×2
26 Nuveen, LLC 77.66K n/a $117,262 0.0% n/c 1 SEC ↗
27 Wells Fargo & Company/Mn 70.04K n/a $105,755 0.0% n/c 1 SEC ↗ ×4
28 JPMorgan Chase ✦ 59.36K -70.5% $89,636 0.0% ▼ Trim 2 SEC ↗ ×4
29 Citigroup Inc 57.84K n/a $87,344 0.0% n/c 1 SEC ↗ ×2
30 Citadel Advisors ✦ 48.23K -75.5% $72,829 0.0% ▼ Trim 7 SEC ↗ ×2
31 Deutsche Bank Ag\ 47.38K n/a $71,547 0.0% n/c 1 SEC ↗
32 Hrt Financial Lp 45.15K n/a $68,000 0.0% n/c 1 SEC ↗
33 Rhumbline Advisers 42.79K n/a $64,609 0.0% n/c 1 SEC ↗
34 New York State Common Retirement… 40.50K n/a $61,155 0.0% n/c 1 SEC ↗
35 Invesco Ltd. 32.02K n/a $48,358 0.0% n/c 1 SEC ↗ ×2
36 Balyasny Asset Management L.P. 31.61K n/a $47,739 0.0% n/c 1 SEC ↗
37 T. Rowe Price ✦ 30.12K 0.0% $46,000 0.0% Held 3 SEC ↗
38 MIRAE ASSET GLOBAL ETFS HOLDINGS… 28.51K n/a $43,055 0.0% n/c 1 SEC ↗
39 HighTower Advisors, LLC 27.41K n/a $41,385 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) ✦ 20.32K +616.0% $30,681 0.0% ▲ Add 3 SEC ↗ ×2
41 Bnp Paribas Financial Markets 19.74K n/a $29,812 0.0% n/c 1 SEC ↗
42 Jane Street Group, Llc 18.82K n/a $28,420 0.0% n/c 1 SEC ↗
43 Franklin Resources Inc 17.30K n/a $26,125 0.0% n/c 1 SEC ↗
44 Mariner, LLC 15.50K n/a $23,393 0.0% n/c 1 SEC ↗
45 Simplex Trading, Llc 13.24K n/a $19,989 0.0% n/c 1 SEC ↗
46 Group One Trading Llc 12.91K n/a $19,502 0.0% n/c 1 SEC ↗
47 Voya Investment Management Llc 12.54K n/a $18,934 0.0% n/c 1 SEC ↗
48 ProShare Advisors LLC 10.92K n/a $16,494 0.0% n/c 1 SEC ↗
49 Alliancebernstein L.P. 10.20K n/a $15,402 0.0% n/c 1 SEC ↗
50 Cwm, Llc 9.97K n/a $15,000 0.0% n/c 1 SEC ↗
51 Osaic Holdings, Inc. 9.59K n/a $14,477 0.0% n/c 1 SEC ↗ ×2
52 Russell Investments Group, Ltd. 8.95K n/a $13,517 0.0% n/c 1 SEC ↗ ×2
53 Legal & General Group Plc 6.08K n/a $9,183 0.0% n/c 1 SEC ↗
54 California State Teachers… 3.68K n/a $5,551 0.0% n/c 1 SEC ↗
55 Jones Financial Companies Lllp 2.00K n/a $3,020 0.0% n/c 1 SEC ↗
56 Royal Bank Of Canada 1.93K n/a $3,000 0.0% n/c 1 SEC ↗ ×3
57 Pnc Financial Services Group, Inc. 201 n/a $304 0.0% n/c 1 SEC ↗
58 Rockefeller Capital Management L.P. 10 n/a $15 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 30.36M shares, $24.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API