Expensify Ownership | Who Owns Expensify?
Expensify Ownership Summary
Expensify is owned by 33.92% institutional investors, 31.46% insiders, and 34.62% retail investors. Vanguard group is the largest institutional shareholder, holding 3.97% of EXFY shares. Columbia Small Cap Value I is the top mutual fund, with 1.78% of its assets in Expensify shares.
EXFY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Expensify | 33.92% | 31.46% | 34.62% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.50M | 3.97% | $11.74M |
| D. e. shaw | 2.42M | 2.74% | $8.11M |
| Ameriprise financial | 2.22M | 2.52% | $7.43M |
| Marshall wace, llp | 1.44M | 1.63% | $4.82M |
| Blackrock funding, inc. /de | 1.19M | 1.34% | $3.97M |
| Blackrock | 1.11M | 1.30% | $1.66M |
| Renaissance | 965.20K | 1.09% | $3.23M |
| Formula growth | 950.00K | 1.08% | $3.18M |
| Topline capital management | 920.95K | 1.04% | $3.09M |
| Jacobs levy equity management | 848.67K | 1.00% | $1.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Formula growth | 950.00K | 1.08% | $3.18M |
| Palogic value management | 550.81K | 0.72% | $1.85M |
| Topline capital management | 920.95K | 0.58% | $3.09M |
| Ceera investments | 439.33K | 0.51% | $1.47M |
| Morling financial advisors | 149.02K | 0.17% | $499.23K |
| Gsa capital partners llp | 390.35K | 0.10% | $1.31M |
| Rbf capital | 408.34K | 0.07% | $1.37M |
| Castleknight management lp | 665.34K | 0.07% | $2.23M |
| Point72 asia (singapore) pte. | 68.28K | 0.06% | $228.74K |
| 683 capital management | 220.76K | 0.05% | $739.54K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Topline capital management | 920.95K | 0.58% | 920.95K |
| Susquehanna group, llp | 865.00K | 0.00% | 774.27K |
| Acadian asset management | 860.98K | 0.01% | 682.09K |
| Marshall wace, llp | 1.44M | 0.01% | 602.57K |
| Connor, clark & lunn investment management | 604.09K | 0.01% | 537.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.11M | - | -2.90M |
| Baillie gifford | 74.31K | 0.00% | -855.98K |
| Millennium management | 692.23K | 0.00% | -752.63K |
| Optimus prime fund management | - | - | -445.00K |
| Renaissance | 965.20K | 0.00% | -363.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Topline capital management | 920.95K | 0.58% | 920.95K | $3.09M |
| 683 capital management | 220.76K | 0.05% | 220.76K | $739.54K |
| Exchange traded concepts | 206.31K | 0.01% | 206.31K | $691.13K |
| Bnp paribas arbitrage, snc | 199.17K | 0.00% | 199.17K | $667.22K |
| Omers administration | 120.10K | 0.00% | 120.10K | $402.33K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -11.00 |
| Farther finance advisors | -13.00 |
| Capital performance advisors llp | -25.00 |
| Pnc financial services group | -138.00 |
| Avion wealth | -273.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 93 | 16.25% | 29,913,017 | 13.05% | 33 | 3.77% | 62 | 47.62% | 17 | -29.17% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Columbia Small Cap Value I | 1.59M | 1.78% | 107.40K |
| Vanguard Total Stock Mkt Idx Inv | 1.58M | 1.73% | - |
| Columbia Small Cap Value I A | 1.58M | 1.73% | -8.60K |
| Vanguard Information Technology ETF | 1.18M | 1.29% | -13.57K |
| Vanguard Institutional Extnd Mkt Idx Tr | 699.30K | 0.77% | 13.35K |
| Baillie Gifford Global Discovery A Acc | 575.59K | 0.65% | -124.23K |
| Columbia VP Small Cap Value 1 | 415.02K | 0.45% | -2.90K |
| Edinburgh Worldwide Ord | 327.93K | 0.37% | -31.22K |
| SEI Tax-Managed Small/Mid Cap F (SIMT) | 331.92K | 0.36% | - |
| Miller Value Ptnrs Appreciation ETF | 303.84K | 0.33% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 28, 2025 | Vidal Daniel | - | Sell | $28.35K |
| Mar 21, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $9.28K |
| Mar 20, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $167.46K |
| Mar 19, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $120.99K |
| Mar 17, 2025 | Barrett David Michael | Chief Executive Officer | Sell | $91.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 13 |
| 2024 Q4 | - | 26 |
| 2024 Q3 | 1 | 51 |
| 2024 Q2 | 17 | 75 |
| 2024 Q1 | 3 | 26 |
EXFY Ownership FAQ
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