Expensify Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PARALLEL ADVISORS, LLC | 08/05/2026 | 2.66 M | $4.77 M | 100.00% | 2.79% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 2.46 M | $4.39 M | 11.12% | 2.57% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.36 M | $4.22 M | 2.32% | 2.47% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.09 M | $3.73 M | 152.45% | 2.19% |
| PALOGIC VALUE MANAGEMENT, L.P. | 09/09/2026 | 1.77 M | $3.17 M | -29.89% | 1.85% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2026 | 1.73 M | $3.10 M | 0.00% | 1.81% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.17 M | $2.10 M | -40.63% | 1.23% |
| BLACKROCK, INC. | 08/07/2026 | 1.11 M | $1.99 M | -72.23% | 1.16% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.03 M | $1.85 M | 100.00% | 1.08% |
| FORMULA GROWTH LTD | 08/17/2026 | 875.00 K | $1.57 M | -1.69% | 0.92% |
| MARSHALL WACE, LLP | 08/13/2026 | 751.77 K | $1.35 M | -17.78% | 0.79% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 746.70 K | $1.34 M | 2.99% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 663.23 K | $1.19 M | -51.59% | 0.69% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 507.99 K | $909.30 K | 100.00% | 0.53% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 506.98 K | $907.49 K | 39.19% | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 392.79 K | $703.10 K | 0.71% | 0.41% |
| MORGAN STANLEY | 08/13/2026 | 335.74 K | $600.97 K | 23.05% | 0.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 260.79 K | $466.82 K | -31.44% | 0.27% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 260.79 K | $466.82 K | 100.00% | 0.27% |
| UBS GROUP AG | 08/13/2026 | 257.29 K | $460.55 K | 222.73% | 0.27% |
| IEQ CAPITAL, LLC | 08/11/2026 | 254.22 K | $455.05 K | -53.61% | 0.27% |
| STATE STREET CORP | 08/07/2026 | 243.68 K | $436.19 K | -66.32% | 0.26% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 238.53 K | $426.97 K | 0.00% | 0.25% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 204.31 K | $365.72 K | 100.00% | 0.21% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 184.14 K | $330.00 K | 532.01% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 173.56 K | $310.67 K | 100.00% | 0.18% |
| HRT FINANCIAL LP | 08/14/2026 | 170.67 K | $305.00 K | 100.00% | 0.18% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 157.93 K | $282.69 K | -46.43% | 0.17% |
| NORTHERN TRUST CORP | 08/13/2026 | 150.59 K | $269.56 K | -64.00% | 0.16% |
| PALE FIRE CAPITAL SE | 08/13/2026 | 134.41 K | $240.59 K | -72.06% | 0.14% |
| RBF CAPITAL, LLC | 08/14/2026 | 120.00 K | $214.80 K | 100.00% | 0.13% |
| ASTER CAPITAL MANAGEMENT (DIFC) LTD | 08/14/2026 | 117.99 K | $211.20 K | 100.00% | 0.12% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 110.47 K | $197.75 K | -52.30% | 0.12% |
| MARINER, LLC | 08/13/2026 | 101.89 K | $182.37 K | 204.26% | 0.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 94.30 K | $168.80 K | 0.00% | 0.10% |
| BARCLAYS PLC | 08/14/2026 | 88.93 K | $159.18 K | 70.48% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 87.77 K | $157.11 K | 80.30% | 0.09% |
| CREATIVE PLANNING | 08/13/2026 | 86.54 K | $154.90 K | 37.23% | 0.09% |
| CERITY PARTNERS LLC | 08/14/2026 | 84.14 K | $150.62 K | 158.09% | 0.09% |
| HSBC HOLDINGS PLC | 08/14/2026 | 82.77 K | $146.92 K | -1.84% | 0.09% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 78.17 K | $139.71 K | 0.00% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 64.76 K | $115.93 K | 100.00% | 0.07% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 55.61 K | $99.55 K | 229.64% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 55.36 K | $104.62 K | 219.45% | 0.06% |
| WILLIAMS & NOVAK, LLC | 07/08/2026 | 53.63 K | $96.00 K | -16.53% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 52.64 K | $94.23 K | 253.71% | 0.06% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 52.57 K | $94.10 K | -89.59% | 0.06% |
| FMR LLC | 08/13/2026 | 45.75 K | $81.90 K | 37.84% | 0.05% |
| PRENTISS SMITH & CO INC | 07/30/2026 | 42.49 K | $76.05 K | 30.78% | 0.04% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 39.43 K | $70.57 K | 92.23% | 0.04% |
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Expensify Inc institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of Expensify Inc. The most heavily invested institutionals were:
Parallel Advisors, LLC: 2.66 M
ACADIAN ASSET MANAGEMENT LLC: 2.46 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.36 M
AQR CAPITAL MANAGEMENT LLC: 2.09 M
Palogic Value Management, L.P.: 1.77 M
CastleKnight Management LP: 1.73 M
27.16% of Expensify Inc stock is owned by institutional investors.
Institutional investors have bought a total of 32.04 M shares in the last 24 months. This purchase volume represents approximately $30.44 M in transactions.