| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Barrett David Michael | 6.1% | $14,169,918 | 4,755,006 | David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capacity as the controlling member of Barrett Trust LLC | 31 Dec 2024 | |||
| VANGUARD GROUP INC | 5.4% | $11,255,977 | 4,345,937 | The Vanguard Group | 30 Jun 2025 |
As of 31 Dec 2025, 105 institutional investors reported holding 29,700,347 shares of Expensify, Inc. - Common Stock (EXFY). This represents 37% of the company’s total 80,480,315 outstanding shares.
The largest institutional shareholders of Expensify, Inc. - Common Stock (EXFY) together control 34% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5.8% | 4,675,746 | +2.9% | 0% | $7,060,376 |
| BlackRock, Inc. | 5.1% | 4,071,390 | -2.1% | 0% | $6,147,799 |
| ACADIAN ASSET MANAGEMENT LLC | 2.7% | 2,170,494 | -4.5% | 0.01% | $3,274,000 |
| AMERIPRISE FINANCIAL INC | 2.3% | 1,854,057 | +0.97% | 0% | $2,799,626 |
| CastleKnight Management LP | 2.1% | 1,730,062 | -20% | 0.15% | $2,612,394 |
| MARSHALL WACE, LLP | 1.8% | 1,436,707 | +5.7% | 0% | $2,169,425 |
| Palogic Value Management, L.P. | 1.7% | 1,403,065 | +50% | 0.91% | $2,118,628 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 1,401,032 | -0.47% | 0% | $2,115,900 |
| D. E. Shaw & Co., Inc. | 1.7% | 1,348,750 | -12% | 0% | $2,036,613 |
| Connor, Clark & Lunn Investment Management Ltd. | 1.2% | 980,208 | -9.3% | 0% | $1,480,114 |
| FORMULA GROWTH LTD | 1.1% | 900,000 | -22% | 0.52% | $1,359,000 |
| STATE STREET CORP | 0.89% | 713,578 | +6% | 0% | $1,077,503 |
| RENAISSANCE TECHNOLOGIES LLC | 0.84% | 679,600 | -3.4% | 0% | $1,026,196 |
| MORGAN STANLEY | 0.66% | 531,276 | -20% | 0% | $802,227 |
| IEQ CAPITAL, LLC | 0.6% | 482,823 | -5.6% | 0% | $729,063 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.56% | 448,331 | -0.08% | 0% | $676,980 |
| NORTHERN TRUST CORP | 0.52% | 418,095 | -7.3% | 0% | $631,324 |
| TWO SIGMA INVESTMENTS, LP | 0.46% | 370,735 | +36% | 0% | $559,810 |
| GOLDMAN SACHS GROUP INC | 0.37% | 294,037 | -9.4% | 0% | $443,996 |
| TWO SIGMA ADVISERS, LP | 0.33% | 264,400 | +8.2% | 0% | $399,244 |
| Qube Research & Technologies Ltd | 0.33% | 264,070 | -24% | 0% | $398,746 |
| Bank of New York Mellon Corp | 0.29% | 233,588 | +37% | 0% | $352,719 |
| XTX Topco Ltd | 0.24% | 191,397 | +5.6% | 0.01% | $289,009 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.22% | 173,693 | -37% | 0% | $262,276 |
| AQR CAPITAL MANAGEMENT LLC | 0.2% | 160,813 | -37% | 0% | $242,828 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 29,700,347 | $44,842,556 | -$3,600,543 | $1.51 | 105 |
| 2025 Q3 | 31,985,527 | $59,169,212 | -$5,441,869 | $1.85 | 105 |
| 2025 Q2 | 34,061,265 | $88,197,124 | +$4,591,345 | $2.59 | 97 |
| 2025 Q1 | 31,795,529 | $96,655,791 | +$5,493,235 | $3.04 | 97 |
| 2024 Q4 | 29,913,692 | $100,212,180 | +$8,848,558 | $3.35 | 89 |
| 2024 Q3 | 26,460,528 | $51,766,102 | +$376,451 | $1.96 | 76 |
| 2024 Q2 | 26,541,377 | $39,545,131 | -$6,319,149 | $1.49 | 78 |
| 2024 Q1 | 30,519,420 | $56,152,777 | -$7,633,935 | $1.84 | 87 |
| 2023 Q4 | 33,290,398 | $82,231,654 | +$2,068,297 | $2.47 | 99 |
| 2023 Q3 | 31,237,178 | $101,523,078 | -$71,059,785 | $3.25 | 103 |
| 2023 Q2 | 36,275,498 | $289,480,189 | +$18,041,106 | $7.98 | 97 |
| 2023 Q1 | 33,966,389 | $276,816,820 | +$4,251,218 | $8.15 | 97 |
| 2022 Q4 | 33,432,133 | $295,202,786 | -$11,076,016 | $8.83 | 74 |
| 2022 Q3 | 32,155,054 | $478,468,675 | -$28,571,797 | $14.88 | 80 |
| 2022 Q2 | 32,905,582 | $585,387,664 | +$125,609,311 | $17.79 | 63 |
| 2022 Q1 | 25,836,696 | $453,800,756 | +$8,045,983 | $17.56 | 48 |
| 2021 Q4 | 24,251,035 | $1,066,891,400 | +$624,940,000 | $44.00 | 55 |