Expensify Ownership | Who Owns Expensify?

Overview Forecast RevenueFinancials Chart Transcripts

Expensify Ownership Summary

Expensify is owned by 36.80% institutional investors, 24.43% insiders, and 38.78% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.34% of EXFY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.80% of its assets in Expensify shares.

EXFY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Expensify	36.80%	24.43%	38.78%
Sector	Technology Stocks	143.99%	12.56%	-56.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	4.00M	4.34%	$10.37M
Vanguard group	3.50M	3.97%	$11.74M
D. e. shaw	2.42M	2.74%	$8.11M
Ameriprise financial	2.22M	2.52%	$7.43M
Acadian asset management	2.07M	2.25%	$5.36M
Marshall wace, llp	1.55M	1.68%	$4.01M
Millennium management	1.41M	1.54%	$4.28M
Castleknight management lp	1.29M	1.40%	$3.35M
Blackrock	1.11M	1.30%	$1.66M
Formula growth	1.15M	1.25%	$2.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Formula growth	1.15M	1.13%	$2.98M
Palogic value management	501.42K	0.53%	$1.30M
Ceera investments	443.64K	0.35%	$1.15M
Topline capital management	776.80K	0.34%	$2.01M
Morling financial advisors	149.02K	0.13%	$385.97K
Gsa capital partners llp	390.35K	0.10%	$1.31M
Castleknight management lp	1.29M	0.09%	$3.35M
Globeflex capital l p	326.44K	0.07%	$845.49K
Millington financial advisors	40.00K	0.05%	$93.20K
Rbf capital	210.72K	0.03%	$545.77K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	4.00M	0.00%	2.82M
Susquehanna group, llp	865.00K	0.00%	774.27K
Millennium management	1.41M	0.00%	714.24K
Acadian asset management	2.07M	0.01%	653.26K
Castleknight management lp	1.29M	0.09%	524.21K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	1.11M	-	-2.90M
Optimus prime fund management	-	-	-445.00K
Renaissance	965.20K	0.00%	-363.04K
Security benefit life insurance co /ks/	-	-	-355.85K
Tudor investment corp et al	31.09K	0.00%	-348.34K

New Positions

Holder	Shares	% Assets	Change	Value
Globeflex capital l p	326.44K	0.07%	326.44K	$845.49K
Bnp paribas arbitrage, snc	199.17K	0.00%	199.17K	$667.22K
Hillsdale investment management	87.40K	0.01%	87.40K	$292.78K
Dimensional fund advisors lp	55.63K	-	55.63K	$187.32K
Bank of new york mellon	51.99K	-	51.99K	$174.16K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-11.00
Farther finance advisors	-13.00
Capital performance advisors llp	-25.00
Pnc financial services group	-138.00
Spire wealth management	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	93	16.25%	29,913,017	13.05%	33	3.77%	62	47.62%	17	-29.17%
Sep 30, 2024	80	1.27%	26,460,683	-0.30%	30	3.09%	42	23.53%	24	-25.00%
Jun 30, 2024	79	-12.22%	26,541,377	-13.04%	31	2.34%	34	-22.73%	32	3.23%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.67M	1.80%	-36.85K
Vanguard Information Technology ETF	1.42M	1.54%	14.31K
Columbia Small Cap Value I A	1.30M	1.40%	35.80K
Columbia Small Cap Value Discv A	1.30M	1.40%	35.80K
Columbia Small Cap Value I	1.27M	1.37%	-306.60K
iShares Russell 2000 ETF	1.27M	1.37%	-
Columbia Small Cap Value Discovery Fund	1.27M	1.37%	-306.60K
Baillie Gifford Global Discovery A Acc	575.59K	0.65%	-124.23K
Fidelity Small Cap Index	599.57K	0.65%	599.57K
Vanguard Institutional Extnd Mkt Idx Tr	550.87K	0.59%	-214.04K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 01, 2025	Barrett David Michael	Chief Executive Officer	Sell	$53.70K
Sep 19, 2025	Muralidharan Anuradha	Chief Operating Officer	Sell	$29.02K
Sep 16, 2025	Muralidharan Anuradha	Chief Operating Officer	Sell	$777.10
Sep 18, 2025	Muralidharan Anuradha	Chief Operating Officer	Sell	$4.85K
Sep 16, 2025	Mills Jason Fahr	-	Sell	$9.35K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	1
2025 Q3	-	20
2025 Q2	-	16
2025 Q1	-	16
2024 Q4	-	26

EXFY Ownership FAQ

Who owns the most shares of Expensify?

Expensify’s largest shareholders are Blackrock funding, inc. /de (4M shares, 4.34%), Vanguard group (3.5M shares, 3.97%), and D. e. shaw (2.42M shares, 2.74%). Together, they hold 11.06% 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?

Formula growth is Expensify’s biggest shareholder by percentage of total assets invested, with 1.13% of its assets in 1.15M Expensify shares, valued at 2.98M$.

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 1.80% of its total shares outstanding invested in 1.67M Expensify shares.

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