Expensify Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 4.68 M | $7.06 M | 2.91% | 5.05% |
| BLACKROCK, INC. | 02/12/2026 | 4.07 M | $6.15 M | -2.07% | 4.40% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 2.17 M | $3.27 M | -4.47% | 2.35% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.85 M | $2.80 M | 0.97% | 2.00% |
| CASTLEKNIGHT MANAGEMENT LP | 02/17/2026 | 1.73 M | $2.61 M | -19.95% | 1.87% |
| MARSHALL WACE, LLP | 02/13/2026 | 1.44 M | $2.17 M | 5.65% | 1.55% |
| PALOGIC VALUE MANAGEMENT, L.P. | 02/17/2026 | 1.40 M | $2.12 M | 50.38% | 1.52% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.40 M | $2.12 M | -0.47% | 1.51% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.35 M | $2.04 M | -11.61% | 1.46% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 980.21 K | $1.48 M | -9.32% | 1.06% |
| FORMULA GROWTH LTD | 02/13/2026 | 900.00 K | $1.36 M | -21.74% | 0.97% |
| STATE STREET CORP | 02/13/2026 | 713.58 K | $1.08 M | 6.01% | 0.77% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 679.60 K | $1.03 M | -3.45% | 0.73% |
| MORGAN STANLEY | 02/13/2026 | 531.28 K | $802.23 K | -19.66% | 0.57% |
| IEQ CAPITAL, LLC | 02/13/2026 | 482.82 K | $729.06 K | -5.63% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 448.33 K | $676.98 K | -0.08% | 0.48% |
| NORTHERN TRUST CORP | 02/17/2026 | 418.10 K | $631.32 K | -7.29% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 370.74 K | $559.81 K | 35.72% | 0.40% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 294.04 K | $444.00 K | -9.42% | 0.32% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 264.40 K | $399.24 K | 8.23% | 0.29% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 264.07 K | $398.75 K | -24.23% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 233.59 K | $352.72 K | 37.24% | 0.25% |
| XTX TOPCO LTD | 02/17/2026 | 191.40 K | $289.01 K | 5.60% | 0.21% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 173.69 K | $262.28 K | -37.37% | 0.19% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 160.81 K | $242.83 K | -37.16% | 0.17% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 160.24 K | $239.89 K | 100.00% | 0.17% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 147.09 K | $222.04 K | -50.62% | 0.16% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 144.30 K | $217.89 K | 0.00% | 0.16% |
| BARCLAYS PLC | 02/13/2026 | 134.69 K | $203.38 K | 7.23% | 0.15% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 121.44 K | $183.38 K | 0.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 108.12 K | $163.27 K | 28.32% | 0.12% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 106.21 K | $160.38 K | 60.41% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 94.79 K | $143.13 K | -10.49% | 0.10% |
| UBS GROUP AG | 01/29/2026 | 92.12 K | $139.10 K | 39.11% | 0.10% |
| HSBC HOLDINGS PLC | 03/20/2026 | 84.33 K | $126.92 K | 32.04% | 0.09% |
| NUVEEN, LLC | 02/12/2026 | 77.66 K | $117.26 K | 0.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 70.04 K | $105.76 K | 59.91% | 0.08% |
| JPMORGAN CHASE & CO | 02/11/2026 | 59.36 K | $89.64 K | -40.92% | 0.06% |
| CITIGROUP INC | 02/13/2026 | 57.84 K | $87.34 K | 3,332.88% | 0.06% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 02/09/2026 | 55.79 K | $84.25 K | 10.81% | 0.06% |
| VONTOBEL HOLDING LTD. | 02/13/2026 | 54.14 K | $81.75 K | -1.47% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 48.23 K | $72.83 K | -75.48% | 0.05% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 47.38 K | $71.55 K | -52.92% | 0.05% |
| HRT FINANCIAL LP | 02/12/2026 | 45.15 K | $68.00 K | 100.00% | 0.05% |
| RHUMBLINE ADVISERS | 02/13/2026 | 42.79 K | $64.61 K | -23.15% | 0.05% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 02/13/2026 | 42.33 K | $64.00 K | -62.01% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 40.50 K | $61.16 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 38.70 K | $58.44 K | -20.21% | 0.04% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 36.40 K | $54.96 K | 0.00% | 0.04% |
| WILLIAMS & NOVAK, LLC | 02/05/2026 | 34.94 K | $52.76 K | 14.41% | 0.04% |
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Expensify Inc institutional Ownership - FAQ's
During the previous two years, 123 institutional investors and hedge funds held shares of Expensify Inc. The most heavily invested institutionals were:
Wealthspire Advisors, LLC: 238,530
Bank of New York Mellon Corp: 231,584
HSBC HOLDINGS PLC: 84,329
UBS Group AG: 79,725
Nuveen, LLC: 77,657
Williams & Novak, LLC: 64,250
32.18% of Expensify Inc stock is owned by institutional investors.
Institutional investors have bought a total of 31.08 M shares in the last 24 months. This purchase volume represents approximately $29.53 M in transactions.