Expensify Ownership | Who Owns Expensify?
Expensify Ownership Summary
Expensify is owned by 30.01% institutional investors, 30.08% insiders, and 39.91% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Expensify | 30.01% | 30.08% | 39.91% |
| Sector | Technology Stocks | 54.56% | 11.38% | 34.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.15M | 3.69% | $4.69M |
| D. e. shaw | 2.70M | 3.17% | $4.02M |
| Ameriprise financial | 2.13M | 2.50% | $3.17M |
| Palogic value management | 1.50M | 1.76% | $2.23M |
| Millennium management | 1.15M | 1.35% | $1.72M |
| Blackrock | 1.11M | 1.30% | $1.66M |
| Renaissance | 1.08M | 1.26% | $1.60M |
| Aqr capital management | 1.05M | 1.23% | $1.56M |
| Jacobs levy equity management | 848.67K | 1.00% | $1.26M |
| Formula growth | 700.00K | 0.82% | $1.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palogic value management | 1.50M | 0.95% | $2.23M |
| Formula growth | 700.00K | 0.38% | $1.04M |
| Ceera investments | 435.00K | 0.27% | $648.15K |
| Morling financial advisors | 149.02K | 0.10% | $222.05K |
| Rbf capital | 435.37K | 0.04% | $648.69K |
| Castleknight management lp | 386.20K | 0.03% | $575.44K |
| Point72 asia (singapore) pte. | 57.45K | 0.02% | $85.60K |
| Occudo quantitative strategies lp | 58.76K | 0.02% | $87.56K |
| Ieq capital | 465.80K | 0.02% | $1.56M |
| Exchange traded concepts | 206.31K | 0.01% | $691.13K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 2.13M | 0.00% | 1.39M |
| Rbf capital | 435.37K | 0.04% | 435.37K |
| Goldman sachs group | 691.66K | 0.00% | 368.27K |
| Castleknight management lp | 386.20K | 0.03% | 255.00K |
| Palogic value management | 1.50M | 0.95% | 232.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.11M | - | -2.90M |
| State street | 153.83K | - | -891.32K |
| Baillie gifford | 74.31K | 0.00% | -855.98K |
| Geode capital management | 462.56K | 0.00% | -623.77K |
| Optimus prime fund management | - | - | -445.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rbf capital | 435.37K | 0.04% | 435.37K | $648.69K |
| Exchange traded concepts | 206.31K | 0.01% | 206.31K | $691.13K |
| Point72 asia (singapore) pte. | 57.45K | 0.02% | 57.45K | $85.60K |
| Bank of new york mellon | 51.99K | - | 51.99K | $174.16K |
| Bailard | 43.62K | 0.00% | 43.62K | $146.13K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -11.00 |
| Farther finance advisors | -13.00 |
| Capital performance advisors llp | -25.00 |
| Avion wealth | -273.00 |
| New york state common retirement fund | -482.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 80 | 1.27% | 26,460,683 | -0.30% | 30 | 3.09% | 42 | 23.53% | 24 | -25.00% |
| Jun 30, 2024 | 79 | -12.22% | 26,541,377 | -13.04% | 31 | 2.34% | 34 | -22.73% | 32 | 3.23% |
| Mar 31, 2024 | 90 | -12.62% | 30,519,843 | -8.32% | 36 | 2.24% | 44 | -26.67% | 31 | 19.23% |
| Dec 31, 2023 | 103 | -3.74% | 33,290,523 | 6.57% | 40 | 2.78% | 60 | -9.09% | 26 | 36.84% |
| Sep 30, 2023 | 107 | 8.08% | 31,237,333 | -13.82% | 38 | 1.94% | 66 | 4.76% | 19 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.58M | 1.78% | - |
| Columbia Small Cap Value I | 1.48M | 1.66% | 20.40K |
| Columbia Small Cap Value I A | 1.48M | 1.66% | 2.80K |
| Vanguard Information Technology ETF | 1.17M | 1.31% | 15.65K |
| Vanguard Institutional Extnd Mkt Idx Tr | 683.72K | 0.77% | - |
| Baillie Gifford Global Discovery A Acc | 575.59K | 0.65% | -124.23K |
| Columbia VP Small Cap Value 1 | 430.32K | 0.48% | -14.40K |
| SEI Tax-Managed Small/Mid Cap F (SIMT) | 331.92K | 0.37% | - |
| Edinburgh Worldwide Ord | 327.93K | 0.37% | -31.22K |
| Miller Value Ptnrs Appreciation ETF | 289.27K | 0.33% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 23, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $54.66K |
| Jan 22, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $72.71K |
| Jan 21, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $120.48K |
| Jan 17, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $110.73K |
| Jan 16, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $81.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 26 |
| 2024 Q3 | 1 | 51 |
| 2024 Q2 | 17 | 75 |
| 2024 Q1 | 3 | 26 |
EXFY Ownership FAQ
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