Expensify, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 3.50 M | $11.74 M | 3.96% | 3.97% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 2.42 M | $8.11 M | -11.21% | 2.74% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 2.22 M | $7.43 M | 0.92% | 2.52% |
| MARSHALL WACE, LLP | 02/13/2025 | 1.44 M | $4.82 M | 71.96% | 1.63% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.19 M | $3.97 M | 6.59% | 1.34% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 965,200 | $3.23 M | -27.33% | 1.09% |
| FORMULA GROWTH LTD | 02/13/2025 | 950,000 | $3.18 M | 1.60% | 1.08% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 920,947 | $3.09 M | 100.00% | 1.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 864,995 | $2.90 M | 853.44% | 0.98% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 860,979 | $2.88 M | 381.28% | 0.98% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 779,341 | $2.61 M | 4.85% | 0.88% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 757,001 | $2.54 M | 33.59% | 0.86% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 692,232 | $2.32 M | -52.09% | 0.79% |
| CASTLEKNIGHT MANAGEMENT LP | 02/14/2025 | 665,337 | $2.23 M | 31.96% | 0.75% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 646,987 | $2.17 M | 53.26% | 0.73% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 606,800 | $2.03 M | 25.89% | 0.69% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 604,088 | $2.02 M | 813.97% | 0.69% |
| PALOGIC VALUE MANAGEMENT, L.P. | 03/12/2025 | 550,806 | $1.85 M | -37.05% | 0.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 544,680 | $1.83 M | 5.77% | 0.62% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 499,170 | $1.67 M | 167.89% | 0.57% |
| IEQ CAPITAL, LLC | 02/03/2025 | 465,802 | $1.56 M | 0.00% | 0.53% |
| CEERA INVESTMENTS, LLC | 02/07/2025 | 439,330 | $1.47 M | 1.00% | 0.50% |
| RBF CAPITAL, LLC | 02/14/2025 | 408,341 | $1.37 M | -15.41% | 0.46% |
| GSA CAPITAL PARTNERS LLP | 02/07/2025 | 390,348 | $1.31 M | 317.74% | 0.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 316,976 | $1.06 M | 2.89% | 0.36% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 289,717 | $970,552 | 2,760.27% | 0.33% |
| UBS GROUP AG | 02/14/2025 | 260,777 | $873,603 | 2,033.84% | 0.30% |
| WALLEYE CAPITAL LLC | 02/13/2025 | 247,531 | $829,229 | -58.98% | 0.28% |
| STATE STREET CORP | 02/14/2025 | 228,381 | $765,076 | 48.46% | 0.26% |
| 683 CAPITAL MANAGEMENT, LLC | 02/14/2025 | 220,758 | $739,539 | 100.00% | 0.25% |
| JPMORGAN CHASE & CO | 02/12/2025 | 215,933 | $723,376 | 34.96% | 0.24% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/21/2025 | 206,307 | $691,128 | 100.00% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 199,170 | $667,220 | 100.00% | 0.23% |
| JANE STREET GROUP, LLC | 02/14/2025 | 196,069 | $656,831 | 215.60% | 0.22% |
| CITIGROUP INC | 02/12/2025 | 194,129 | $650,332 | -23.32% | 0.22% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 189,300 | $634,155 | 19.81% | 0.21% |
| FEDERATED HERMES, INC. | 02/13/2025 | 167,762 | $562,003 | -0.33% | 0.19% |
| MORLING FINANCIAL ADVISORS, LLC | 02/07/2025 | 149,024 | $499,230 | 0.00% | 0.17% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 142,236 | $476,490 | 100.00% | 0.16% |
| BARCLAYS PLC | 02/13/2025 | 127,834 | $428,000 | 113.60% | 0.15% |
| OMERS ADMINISTRATION CORP | 02/14/2025 | 120,100 | $402,335 | 100.00% | 0.14% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/11/2025 | 87,397 | $292,780 | 100.00% | 0.10% |
| BAILLIE GIFFORD & CO | 01/31/2025 | 74,307 | $248,929 | -92.01% | 0.08% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 02/14/2025 | 68,279 | $228,735 | 80.13% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 68,228 | $228,564 | 67.69% | 0.08% |
| WEALTHSPIRE ADVISORS, LLC | 02/04/2025 | 66,212 | $221,811 | 0.00% | 0.08% |
| HSBC HOLDINGS PLC | 02/14/2025 | 63,317 | $214,328 | -0.06% | 0.07% |
| JEFFERIES FINANCIAL GROUP INC. | 02/27/2025 | 59,722 | $200,069 | 33.31% | 0.07% |
| WINTON GROUP LTD | 02/12/2025 | 58,177 | $194,893 | 100.00% | 0.07% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 55,629 | $187,319 | 100.00% | 0.06% |
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Expensify, Inc. institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of Expensify, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 3.5 M
D. E. Shaw & Co., Inc.: 2.42 M
AMERIPRISE FINANCIAL INC: 2.22 M
MARSHALL WACE, LLP: 1.44 M
BlackRock Funding, Inc. /DE: 1.19 M
RENAISSANCE TECHNOLOGIES LLC: 965,200
33.92% of Expensify, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.12 M shares in the last 24 months. This purchase volume represents approximately $108.30 M in transactions.