​
​

Expensify Ownership | Who Owns Expensify?

OverviewForecastRevenueFinancialsChartTranscripts

Expensify Ownership Summary

Expensify is owned by 31.17% institutional investors, 28.19% insiders, and 40.64% retail investors. Vanguard group is the largest institutional shareholder, holding 3.69% of EXFY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.78% of its assets in Expensify shares.

EXFY Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockExpensify31.17%28.19%40.64%
SectorTechnology Stocks 52.86%10.49%36.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.58M1.78%-
Columbia Small Cap Value I1.46M1.66%1.46M
Columbia Small Cap Value I A1.46M1.64%-
Vanguard Information Technology ETF1.13M1.27%45.21K
Vanguard Institutional Extnd Mkt Idx Tr634.09K0.72%-
Baillie Gifford Global Discovery A Acc575.59K0.65%-124.23K
Columbia VP Small Cap Value 1454.92K0.51%-7.50K
Edinburgh Worldwide Ord359.14K0.41%-
Fidelity Extended Market Index291.54K0.33%28.28K
Schwab US Small-Cap ETF™221.76K0.25%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 16, 2024Muralidharan Anuradha Chief Operating OfficerSell$6.68K
Sep 17, 2024Muralidharan Anuradha Chief Operating OfficerSell$449.46
Sep 17, 2024Mills Jason Fahr-Sell$6.50K
Sep 16, 2024Mills Jason Fahr-Sell$4.87K
Sep 17, 2024Vidal Daniel-Sell$5.72K

Insider Transactions Trends

DateBuySell
2024 Q3151
2024 Q21775
2024 Q1326
2023 Q4329
2023 Q31315

EXFY Ownership FAQ

Who owns the most shares of Expensify?

Expensify’s largest shareholders are Vanguard group (3.15M shares, 3.69%), D. e. shaw (2.7M shares, 3.17%), and Ameriprise financial (2.13M shares, 2.50%). Together, they hold 9.37% of Expensify’s total shares outstanding.

Does Blackrock own Expensify?

Yes, BlackRock owns 1.30% of Expensify, totaling 1.11M shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.66M$. In the last quarter, BlackRock decreased its holdings by -2.898M shares, a -72.29% change.

Who is Expensify’s biggest shareholder by percentage of total assets invested?

Palogic value management is Expensify’s biggest shareholder by percentage of total assets invested, with 0.95% of its assets in 1.5M Expensify shares, valued at 2.24M$.

Who is the top mutual fund holder of Expensify shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Expensify shares, with 1.78% of its total shares outstanding invested in 1.58M Expensify shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools