Expensify, Inc. - Common Stock (EXFY) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EXFY on Nasdaq
Underlying class
Class A Common Stock
Underlying shares
1.0
Shares outstanding
80,480,315
Price per share
$1.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
29,700,347
Total reported value
$44,842,556
% of total 13F portfolios
0%
Share change
-2,130,884
Value change
-$3,600,543
Number of holders
105
Price from insider filings
$1.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Expensify, Inc. - Common Stock (EXFY) based on Schedule 13D/G filings

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.

Top 25 Institutional Shareholders

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

Institutional Holders of Expensify, Inc. - Common Stock (EXFY) across Reporting Periods

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