Expensify Ownership | Who Owns Expensify?
Expensify Ownership Summary
Expensify is owned by 27.16% institutional investors, 25.59% insiders, and 47.25% retail investors. Vanguard group is the largest institutional shareholder, holding 5.05% of EXFY shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 1.81% of its assets in Expensify shares.
EXFY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Expensify | 27.16% | 25.59% | 47.25% |
| Sector | Technology Stocks | 78.07% | 14.90% | 7.03% |
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 |
| 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 |
| Blackrock | 1.11M | 1.30% | $1.66M |
| Marshall wace, llp | 914.31K | 0.99% | $795.45K |
| Formula growth | 890.00K | 0.96% | $774.21K |
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 |
| Acadian asset management | 2.21M | 0.00% | $1.92M |
| Millennium management | 1.41M | 0.00% | $4.28M |
| Ieq capital | 548.02K | 0.00% | $476.72K |
| Two sigma securities | 19.02K | 0.00% | $16.54K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Vanguard fiduciary trust | 390.01K | 0.00% | 390.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.11M | - | -2.90M |
| Verition fund management | - | - | -2.35M |
| D. e. shaw | - | - | -1.32M |
| Topline capital management | - | - | -776.80K |
| Arrowstreet capital, limited partnership | - | - | -730.89K |
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 |
| Cerity partners | 32.60K | - | 32.60K | $28.36K |
| Wolverine trading | 19.55K | 0.00% | 19.55K | $68.04K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 102 | -1.92% | 25,918,284 | -14.70% | 27 | 2.58% | 60 | 1.69% | 30 | -3.23% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.66M | 1.81% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.66M | 1.73% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.66M | 1.73% | - |
| Columbia Small Cap Value Discv A | 1.38M | 1.48% | 29.30K |
| iShares Russell 2000 ETF | 1.40M | 1.45% | 12.90K |
| 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 |
| Vanguard Information Technology ETF | 1.18M | 1.28% | 6.63K |
| Vanguard Institutional Extnd Mkt Idx Tr | 636.12K | 0.69% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 15, 2026 | Alvarez Divo Carlos Eduardo | - | Sell | $13.70K |
| Mar 17, 2026 | Alvarez Divo Carlos Eduardo | - | Sell | $4.73K |
| Mar 30, 2026 | Alvarez Divo Carlos Eduardo | - | Sell | $10.09K |
| Mar 24, 2026 | Alvarez Divo Carlos Eduardo | - | Sell | $1.43K |
| Mar 17, 2026 | Vidal Daniel | - | Sell | $4.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 6 |
| 2026 Q1 | 5 | 3 |
| 2025 Q4 | 1 | 15 |
| 2025 Q3 | - | 20 |
EXFY Ownership FAQ
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