Expensify Inc
Ownership
Ownership Structure
Who owns Expensify Inc (EXFY)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 69.2% of the shares are freely tradable; institutional investors hold 36.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Palogic Value Management LP | 3.88 | 3,536,912 | +40.2 | 06/30/2026 |
| Parallel Advisors, LLC | 2.92 | 2,664,037 | +0.0 | 06/30/2026 |
| Acadian Asset Management LLC | 2.69 | 2,456,422 | +11.1 | 06/30/2026 |
| Vanguard Capital Management, LLC | 2.59 | 2,359,172 | +2.3 | 06/30/2026 |
| AQR Capital Management LLC | 2.29 | 2,085,857 | +152.5 | 06/30/2026 |
| CastleKnight Management LP | 1.90 | 1,730,062 | +0.0 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 1.28 | 1,170,440 | -40.6 | 06/30/2026 |
| BlackRock Inc | 1.22 | 1,109,231 | -72.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.83 | 1,664,862 | +0.0 | 09/30/2026 |
| Vanguard Information Technology ETF | 1.63 | 1,485,096 | +0.3 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.