Expensify, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 4.54 M | $8.41 M | 4.55% | 4.92% |
| BLACKROCK, INC. | 11/12/2025 | 4.16 M | $7.69 M | 3.81% | 4.51% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 2.27 M | $4.20 M | 9.67% | 2.46% |
| CASTLEKNIGHT MANAGEMENT LP | 11/14/2025 | 2.16 M | $4.00 M | 67.26% | 2.34% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.84 M | $3.40 M | -0.70% | 1.99% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 1.53 M | $2.82 M | -17.25% | 1.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.41 M | $2.60 M | 6.14% | 1.53% |
| MARSHALL WACE, LLP | 11/13/2025 | 1.36 M | $2.52 M | -12.14% | 1.47% |
| FORMULA GROWTH LTD | 11/13/2025 | 1.15 M | $2.13 M | 0.00% | 1.25% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 1.08 M | $2.00 M | -3.57% | 1.17% |
| PALOGIC VALUE MANAGEMENT, L.P. | 11/14/2025 | 932.99 K | $1.73 M | 86.07% | 1.01% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 703.85 K | $1.30 M | -37.06% | 0.76% |
| STATE STREET CORP | 11/14/2025 | 673.13 K | $1.25 M | 15.62% | 0.73% |
| MORGAN STANLEY | 11/14/2025 | 661.31 K | $1.22 M | -29.67% | 0.72% |
| IEQ CAPITAL, LLC | 11/14/2025 | 511.61 K | $946.48 K | 9.83% | 0.55% |
| NORTHERN TRUST CORP | 11/14/2025 | 450.95 K | $834.26 K | 0.96% | 0.49% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 448.68 K | $830.05 K | -2.42% | 0.49% |
| CEERA INVESTMENTS, LLC | 11/05/2025 | 443.64 K | $820.73 K | 0.00% | 0.48% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 348.52 K | $644.76 K | 45.39% | 0.38% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 324.61 K | $600.53 K | 55.30% | 0.35% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 310.68 K | $575.00 K | -39.81% | 0.34% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 297.86 K | $551.63 K | -21.81% | 0.32% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/14/2025 | 277.34 K | $513.08 K | -6.86% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 273.15 K | $505.33 K | -32.85% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 255.92 K | $473.45 K | 100.00% | 0.28% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 244.30 K | $451.96 K | -27.72% | 0.26% |
| CITADEL ADVISORS LLC | 11/14/2025 | 196.66 K | $363.83 K | -70.34% | 0.21% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 191.76 K | $354.76 K | 154.40% | 0.21% |
| XTX TOPCO LTD | 11/14/2025 | 181.25 K | $335.31 K | 199.72% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 170.20 K | $314.88 K | 0.30% | 0.18% |
| FEDERATED HERMES, INC. | 11/03/2025 | 161.15 K | $298.12 K | -1.13% | 0.17% |
| MORLING FINANCIAL ADVISORS, LLC | 11/04/2025 | 149.02 K | $275.69 K | 0.00% | 0.16% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 144.30 K | $266.96 K | -25.73% | 0.16% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 143.18 K | $264.87 K | -12.89% | 0.16% |
| BARCLAYS PLC | 11/12/2025 | 125.61 K | $232.38 K | -13.98% | 0.14% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 121.44 K | $224.67 K | 0.00% | 0.13% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 11/13/2025 | 111.45 K | $206.00 K | 84.81% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 105.90 K | $195.91 K | -5.51% | 0.11% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 100.65 K | $186.20 K | 100.00% | 0.11% |
| JPMORGAN CHASE & CO | 11/26/2025 | 100.48 K | $185.89 K | -63.34% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 84.26 K | $155.89 K | -68.59% | 0.09% |
| NUVEEN, LLC | 11/12/2025 | 77.66 K | $143.67 K | 0.00% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 66.22 K | $122.50 K | 8.48% | 0.07% |
| WEALTHSPIRE ADVISORS, LLC | 11/14/2025 | 66.21 K | $122.49 K | 0.00% | 0.07% |
| HSBC HOLDINGS PLC | 11/13/2025 | 63.86 K | $119.43 K | 4.39% | 0.07% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 55.91 K | $103.44 K | 0.36% | 0.06% |
| RHUMBLINE ADVISERS | 11/06/2025 | 55.68 K | $103.00 K | -0.54% | 0.06% |
| VONTOBEL HOLDING LTD. | 10/15/2025 | 54.95 K | $101.65 K | 4.63% | 0.06% |
| SUGAR MAPLE ASSET MANAGEMENT, LLC | 10/29/2025 | 51.00 K | $94.35 K | 100.00% | 0.06% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11/19/2025 | 50.35 K | $93.14 K | 100.00% | 0.05% |
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Expensify, Inc. institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of Expensify, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 4.54 M
BlackRock, Inc.: 4.16 M
ACADIAN ASSET MANAGEMENT LLC: 2.27 M
CastleKnight Management LP: 2.16 M
AMERIPRISE FINANCIAL INC: 1.84 M
D. E. Shaw & Co., Inc.: 1.53 M
34.66% of Expensify, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 33.13 M shares in the last 24 months. This purchase volume represents approximately $59.63 M in transactions.