Expensify Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.99 M | $3.47 M | -1.89% | 4.31% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/15/2026 | 2.52 M | $2.19 M | 79.79% | 2.72% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 2.35 M | $2.04 M | 100.00% | 2.53% |
| 05/15/2026 | 2.31 M | $2.01 M | 100.00% | 2.48% | |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 2.21 M | $1.92 M | 1.85% | 2.38% |
| 05/08/2026 | 1.97 M | $1.72 M | 100.00% | 2.12% | |
| CASTLEKNIGHT MANAGEMENT LP | 05/15/2026 | 1.73 M | $1.50 M | 0.00% | 1.86% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.37 M | $1.19 M | -2.22% | 1.48% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.32 M | $1.15 M | -2.27% | 1.42% |
| MARSHALL WACE, LLP | 05/15/2026 | 914.31 K | $795.45 K | -36.36% | 0.99% |
| FORMULA GROWTH LTD | 05/14/2026 | 890.00 K | $774.21 K | -1.11% | 0.96% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 826.23 K | $718.74 K | 413.79% | 0.89% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 725.00 K | $630.68 K | 6.68% | 0.78% |
| STATE STREET CORP | 05/15/2026 | 723.60 K | $629.46 K | 1.40% | 0.78% |
| IEQ CAPITAL, LLC | 05/15/2026 | 548.02 K | $476.72 K | 13.50% | 0.59% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 504.83 K | $439.15 K | -48.50% | 0.54% |
| PALE FIRE CAPITAL SE | 05/14/2026 | 481.05 K | $418.47 K | 100.00% | 0.52% |
| NORTHERN TRUST CORP | 05/14/2026 | 418.27 K | $363.85 K | 0.04% | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 390.01 K | $339.31 K | 100.00% | 0.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 380.40 K | $330.91 K | -15.15% | 0.41% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 380.19 K | $330.72 K | 137.26% | 0.41% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 364.22 K | $316.84 K | -1.76% | 0.39% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 294.79 K | $256.44 K | 0.26% | 0.32% |
| MORGAN STANLEY | 05/15/2026 | 272.85 K | $237.35 K | -48.64% | 0.29% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 238.53 K | $207.50 K | 124.58% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 231.58 K | $201.46 K | -0.86% | 0.25% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 129.38 K | $112.56 K | 173.07% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 121.78 K | $105.94 K | -53.88% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 97.55 K | $84.86 K | -9.78% | 0.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 94.30 K | $82.03 K | -34.65% | 0.10% |
| HSBC HOLDINGS PLC | 04/30/2026 | 84.33 K | $75.17 K | 0.00% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 79.73 K | $69.36 K | -13.45% | 0.09% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 78.17 K | $67.67 K | -46.86% | 0.08% |
| NUVEEN, LLC | 04/30/2026 | 77.66 K | $67.55 K | 0.00% | 0.08% |
| WILLIAMS & NOVAK, LLC | 04/21/2026 | 64.25 K | $56.00 K | 83.89% | 0.07% |
| CREATIVE PLANNING | 05/12/2026 | 63.06 K | $54.86 K | 100.00% | 0.07% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 05/08/2026 | 62.21 K | $54.12 K | 11.50% | 0.07% |
| BARCLAYS PLC | 05/15/2026 | 52.16 K | $45.38 K | -61.27% | 0.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 49.98 K | $43.48 K | 58.09% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 48.68 K | $42.30 K | -48.65% | 0.05% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 47.82 K | $41.60 K | 205.87% | 0.05% |
| INVESCO LTD. | 05/12/2026 | 43.59 K | $37.92 K | 36.12% | 0.05% |
| RHUMBLINE ADVISERS | 05/12/2026 | 42.96 K | $37.37 K | 0.39% | 0.05% |
| CWM, LLC | 05/14/2026 | 41.10 K | $35.75 K | 312.11% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 40.50 K | $35.23 K | 0.00% | 0.04% |
| NINE MASTS CAPITAL LTD | 05/13/2026 | 37.56 K | $32.67 K | 100.00% | 0.04% |
| MARINER, LLC | 05/13/2026 | 33.49 K | $29.12 K | 116.09% | 0.04% |
| FMR LLC | 05/15/2026 | 33.19 K | $28.88 K | 63.36% | 0.04% |
| CERITY PARTNERS LLC | 05/15/2026 | 32.60 K | $28.36 K | 100.00% | 0.04% |
| PRENTISS SMITH & CO INC | 05/07/2026 | 32.49 K | $28.26 K | 0.00% | 0.04% |
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Expensify Inc institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of Expensify Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 3.99 M
Palogic Value Management, L.P.: 2.52 M
Verition Fund Management LLC: 2.35 M
ACADIAN ASSET MANAGEMENT LLC: 2.21 M
CastleKnight Management LP: 1.73 M
GEODE CAPITAL MANAGEMENT, LLC: 1.37 M
32.75% of Expensify Inc stock is owned by institutional investors.
Institutional investors have bought a total of 32.16 M shares in the last 24 months. This purchase volume represents approximately $30.55 M in transactions.