Expensify Ownership | Who Owns Expensify?
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 | 144.02% | 12.52% | -56.54% |
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 |
| Avion wealth | -273.00 |
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 I | 1.27M | 1.37% | -306.60K |
| iShares Russell 2000 ETF | 1.24M | 1.34% | -23.52K |
| 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 |
| Edinburgh Worldwide Ord | 327.93K | 0.37% | -31.22K |
| Columbia VP Small Cap Value 1 | 337.77K | 0.36% | -5.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 02, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $57.60K |
| Aug 27, 2025 | Muralidharan Anuradha | Chief Operating Officer | Sell | $48.98K |
| Aug 20, 2025 | Vidal Daniel | - | Sell | $1.81K |
| Aug 20, 2025 | Muralidharan Anuradha | Chief Operating Officer | Sell | $2.68K |
| Aug 20, 2025 | Mills Jason Fahr | - | Sell | $2.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 7 |
| 2025 Q2 | - | 16 |
| 2025 Q1 | - | 16 |
| 2024 Q4 | - | 26 |
| 2024 Q3 | 1 | 51 |
EXFY Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools