Expensify Ownership | Who Owns Expensify?

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Expensify Ownership Summary

Expensify is owned by 14.49% institutional investors, 23.98% insiders, and 61.53% retail investors. Vanguard group is the largest institutional shareholder, holding 5.05% of EXFY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.73% of its assets in Expensify shares.

EXFY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Expensify	14.49%	23.98%	61.53%
Sector	Technology Stocks	36.93%	14.89%	48.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	4.68M	5.05%	$7.06M
Blackrock funding, inc. /de	3.99M	4.31%	$3.47M
Palogic value management	2.52M	2.72%	$2.19M
Verition fund management	2.35M	2.53%	$2.04M
Acadian asset management	2.21M	2.38%	$1.92M
Castleknight management lp	1.73M	1.86%	$1.50M
Millennium management	1.41M	1.54%	$4.28M
Geode capital management	1.37M	1.48%	$1.19M
D. e. shaw	1.32M	1.42%	$1.15M
Blackrock	1.11M	1.30%	$1.66M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Palogic value management	2.52M	0.93%	$2.19M
Formula growth	890.00K	0.35%	$774.21K
Williams & novak	64.25K	0.04%	$56.00K
Pale fire capital se	481.05K	0.04%	$418.47K
Castleknight management lp	1.73M	0.03%	$1.50M
Prentiss smith	32.48K	0.02%	$28.26K
Verition fund management	2.35M	0.01%	$2.04M
Sassicaia capital advisers	10.80K	0.01%	$9.39K
Nine masts capital	37.56K	0.00%	$32.67K
Acadian asset management	2.21M	0.00%	$1.92M

Top Buyers

Holder	Shares	% Assets	Change
Verition fund management	2.35M	0.01%	2.35M
Palogic value management	2.52M	0.93%	1.12M
Millennium management	1.41M	0.00%	714.24K
Aqr capital management	826.23K	0.00%	665.42K
Pale fire capital se	481.05K	0.04%	481.05K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	1.11M	-	-2.90M
Ameriprise financial	16.74K	-	-1.84M
Topline capital management	-	-	-776.80K
Arrowstreet capital, limited partnership	-	-	-730.89K
Marshall wace, llp	914.31K	0.00%	-522.40K

New Positions

Holder	Shares	% Assets	Change	Value
Pale fire capital se	481.05K	0.04%	481.05K	$418.47K
Vanguard fiduciary trust	390.01K	0.00%	390.01K	$339.31K
Creative planning	63.06K	-	63.06K	$54.85K
Nine masts capital	37.56K	0.00%	37.56K	$32.67K
Cerity partners	32.60K	-	32.60K	$28.36K

Sold Out

Holder	Change
Clearstead advisors	-2.00
Rockefeller capital management	-10.00
Nelson, van denburg & campbell wealth management group	-11.00
Farther finance advisors	-13.00
Capital performance advisors llp	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	56	-48.15%	13,446,134	-54.86%	14	1.40%	30	-41.18%	17	-54.05%
Dec 31, 2025	72	-33.33%	20,863,444	-34.77%	22	1.88%	33	-41.07%	27	-12.90%
Sep 30, 2025	104	4.00%	31,934,718	-6.24%	34	2.54%	52	-16.13%	31	24.00%
Jun 30, 2025	98	-2.97%	33,954,340	6.83%	36	3.05%	60	5.26%	26	-7.14%
Mar 31, 2025	4	-95.70%	1,948,115	-93.49%	2	0.19%	4	-93.55%	-	-100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.66M	1.73%	-
Vanguard Information Technology ETF	1.63M	1.69%	15.74K
Columbia Small Cap Value Discv A	1.38M	1.48%	29.30K
iShares Russell 2000 ETF	1.38M	1.44%	11.66K
Columbia Small Cap Value Discovery Fund	1.33M	1.43%	31.60K
Columbia Small Cap Value I A	1.30M	1.40%	35.80K
Columbia Small Cap Value I	1.27M	1.37%	-306.60K
Baillie Gifford Global Discovery A Acc	575.59K	0.65%	-124.23K
Vanguard Institutional Extnd Mkt Idx Tr	612.73K	0.64%	-
Fidelity Small Cap Index	590.69K	0.58%	-2.39K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 01, 2026	Barrett David Michael	Chief Executive Officer	Sell	$34.50K
May 15, 2026	Alvarez Divo Carlos Eduardo	-	Sell	$11.30K
May 01, 2026	Barrett David Michael	Chief Executive Officer	Sell	$32.40K
Apr 28, 2026	Alvarez Divo Carlos Eduardo	-	Sell	$31.04K
Mar 11, 2026	McLaughlin Steven J.	-	Buy	$420.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	4
2026 Q1	5	3
2025 Q4	1	15
2025 Q3	-	20
2025 Q2	-	16

EXFY Ownership FAQ

Who owns the most shares of Expensify?

Expensify’s largest shareholders are Vanguard group (4.68M shares, 5.05%), Blackrock funding, inc. /de (3.99M shares, 4.31%), and Palogic value management (2.52M shares, 2.72%). Together, they hold 12.08% of Expensify’s total shares outstanding.

Does Blackrock own Expensify?

Yes, BlackRock owns 1.30% of Expensify, totaling 1.11M shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.66M$. In the last quarter, BlackRock decreased its holdings by -2.898M shares, a -72.29% change.

Who is Expensify’s biggest shareholder by percentage of total assets invested?

Palogic value management is Expensify’s biggest shareholder by percentage of total assets invested, with 0.93% of its assets in 2.52M Expensify shares, valued at 2.19M$.

Who is the top mutual fund holder of Expensify shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Expensify shares, with 1.73% of its total shares outstanding invested in 1.66M Expensify shares.

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