| 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 30 Sep 2025, 105 institutional investors reported holding 31,985,527 shares of Expensify, Inc. - Common Stock (EXFY). This represents 40% of the company’s total 80,480,315 outstanding shares.
The largest institutional shareholders of Expensify, Inc. - Common Stock (EXFY) together control 35% 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 | 5.6% | 4,543,639 | +4.5% | 0% | $8,405,733 |
| BlackRock, Inc. | 5.2% | 4,157,597 | +3.8% | 0% | $7,691,556 |
| ACADIAN ASSET MANAGEMENT LLC | 2.8% | 2,272,041 | +9.7% | 0.01% | $4,199,000 |
| CastleKnight Management LP | 2.7% | 2,161,305 | +67% | 0.21% | $3,998,414 |
| AMERIPRISE FINANCIAL INC | 2.3% | 1,836,320 | -0.7% | 0% | $3,397,192 |
| D. E. Shaw & Co., Inc. | 1.9% | 1,525,993 | -17% | 0% | $2,823,087 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 1,407,595 | +6.1% | 0% | $2,604,492 |
| MARSHALL WACE, LLP | 1.7% | 1,359,874 | -12% | 0% | $2,515,767 |
| FORMULA GROWTH LTD | 1.4% | 1,150,000 | 0% | 0.76% | $2,127,500 |
| Connor, Clark & Lunn Investment Management Ltd. | 1.3% | 1,080,994 | -3.6% | 0.01% | $1,999,839 |
| Palogic Value Management, L.P. | 1.2% | 932,987 | +86% | 0.73% | $1,726,026 |
| RENAISSANCE TECHNOLOGIES LLC | 0.87% | 703,850 | -37% | 0% | $1,302,123 |
| STATE STREET CORP | 0.84% | 673,133 | +16% | 0% | $1,245,296 |
| MORGAN STANLEY | 0.82% | 661,312 | -30% | 0% | $1,223,427 |
| IEQ CAPITAL, LLC | 0.64% | 511,608 | +9.8% | 0% | $946,475 |
| NORTHERN TRUST CORP | 0.56% | 450,951 | +0.96% | 0% | $834,259 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.56% | 448,677 | -2.4% | 0% | $830,052 |
| CEERA INVESTMENTS, LLC | 0.55% | 443,640 | 0% | 0.26% | $820,734 |
| Qube Research & Technologies Ltd | 0.43% | 348,521 | +45% | 0% | $644,764 |
| GOLDMAN SACHS GROUP INC | 0.4% | 324,613 | +55% | 0% | $600,534 |
| GSA CAPITAL PARTNERS LLP | 0.39% | 310,681 | -40% | 0.05% | $575,000 |
| DIMENSIONAL FUND ADVISORS LP | 0.37% | 297,856 | -22% | 0% | $551,625 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.34% | 277,340 | -6.9% | 0% | $513,079 |
| TWO SIGMA INVESTMENTS, LP | 0.34% | 273,152 | -33% | 0% | $505,331 |
| AQR CAPITAL MANAGEMENT LLC | 0.32% | 255,917 | 0% | $473,446 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 191,711 | $289,659 | -$151,119 | $1.51 | 3 |
| 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 |