Expensify Ownership | Who Owns Expensify?
Expensify Ownership Summary
Expensify is owned by 34.61% institutional investors, 24.59% insiders, and 40.80% retail investors. Vanguard group is the largest institutional shareholder, holding 4.92% 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 | 34.61% | 24.59% | 40.80% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.54M | 4.92% | $8.41M |
| Blackrock funding, inc. /de | 4.16M | 4.51% | $7.69M |
| D. e. shaw | 2.42M | 2.74% | $8.11M |
| Acadian asset management | 2.27M | 2.46% | $4.20M |
| Castleknight management lp | 2.16M | 2.34% | $4.00M |
| Ameriprise financial | 1.84M | 1.99% | $3.40B |
| Millennium management | 1.41M | 1.54% | $4.28M |
| Geode capital management | 1.41M | 1.53% | $2.60M |
| Marshall wace, llp | 1.36M | 1.47% | $2.52M |
| Blackrock | 1.11M | 1.30% | $1.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Formula growth | 1.15M | 0.76% | $2.13M |
| Palogic value management | 932.99K | 0.69% | $1.73M |
| Ceera investments | 443.64K | 0.26% | $820.73K |
| Morling financial advisors | 149.02K | 0.09% | $275.69K |
| Castleknight management lp | 2.16M | 0.08% | $4.00M |
| Sugar maple asset management | 51.00K | 0.07% | $94.35K |
| Gsa capital partners llp | 310.68K | 0.05% | $575.00K |
| Williams & novak | 30.54K | 0.04% | $56.50K |
| Dynamic technology lab private | 111.45K | 0.03% | $206.00M |
| Xtx topco | 181.25K | 0.02% | $335.31K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Castleknight management lp | 2.16M | 0.08% | 869.16K |
| Susquehanna group, llp | 865.00K | 0.00% | 774.27K |
| Millennium management | 1.41M | 0.00% | 714.24K |
| Palogic value management | 932.99K | 0.69% | 431.57K |
| Acadian asset management | 2.27M | 0.01% | 200.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.11M | - | -2.90M |
| Topline capital management | - | - | -776.80K |
| Arrowstreet capital, limited partnership | - | - | -730.89K |
| Optimus prime fund management | - | - | -445.00K |
| Renaissance | 703.85K | 0.00% | -414.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Deutsche bank ag\ | 100.65K | 0.00% | 100.65K | $186.20K |
| Sugar maple asset management | 51.00K | 0.07% | 51.00K | $94.35K |
| Williams & novak | 30.54K | 0.04% | 30.54K | $56.50K |
| Wolverine trading | 19.55K | 0.00% | 19.55K | $68.04K |
| Cwm | 19.52K | 0.00% | 19.52K | $36.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -11.00 |
| Farther finance advisors | -13.00 |
| Capital performance advisors llp | -25.00 |
| Spire wealth management | -200.00 |
| Avion wealth | -273.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 |
|---|---|---|---|---|
| Dec 01, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $45.60K |
| Nov 11, 2025 | Christen Timothy L | - | Buy | $57.20K |
| Nov 03, 2025 | Vidal Daniel | - | Sell | $14.40K |
| Nov 03, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $48.00K |
| Oct 01, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $53.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | 3 |
| 2025 Q3 | - | 20 |
| 2025 Q2 | - | 16 |
| 2025 Q1 | - | 16 |
| 2024 Q4 | - | 26 |
EXFY Ownership FAQ
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