Expensify, Inc. (EXFY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

86,577,778Shares Outstanding

558,882Shares held by institutions

$681,836Value of institutional holdings

34.05%Institutional ownership %

-3.52%Shares Changed QoQ

100No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Expensify, Inc. (NASDAQ:EXFY) currently has 100 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Expensify owned by institutions changed from 36.8% in September 2025 to 34.0% in December 2025, marking a slight down trend.
In percentage terms, this reflects as a holdings change of -3.52% quarter on quarter, and an increase of 9.89% year over year.
Among the 100 institutional holders of Expensify, 45 added to their stakes while 37 trimmed their positions and 18 held steady.
The aggregate institutional position in Expensify now stands at 29.48Mn shares as of December 2025, after investors decreased their holdings (down by 1.08Mn shares quarter on quarter which is down 435.99K shares year over year).
As of December 31, 2025, VANGUARD GROUP INC held Expensify's largest shareholding position with over 4.68Mn shares, representing 5.40% of total outstanding shares.
Among the most significant buyers of Expensify during December 2025 were Palogic Value Management, L.P. (470.08K), XTX Topco Ltd (191.40K), VANGUARD GROUP INC (132.11K), TWO SIGMA INVESTMENTS, LP (97.58K), MARSHALL WACE, LLP (76.83K).
Leading sellers of Expensify stock in December 2025 included CastleKnight Management LP (431.24K), GSA CAPITAL PARTNERS LLP (288.07K), FORMULA GROWTH LTD (250.00K), D. E. Shaw & Co., Inc. (177.24K), DIMENSIONAL FUND ADVISORS LP (150.76K).
The top 10 institutional holders of Expensify for the quarter ending December 2025 included VANGUARD GROUP INC (4.68Mn), BlackRock, Inc. (4.07Mn), ACADIAN ASSET MANAGEMENT LLC (2.17Mn), AMERIPRISE FINANCIAL INC (1.85Mn), CastleKnight Management LP (1.73Mn), MARSHALL WACE, LLP (1.44Mn), Palogic Value Management, L.P. (1.40Mn), GEODE CAPITAL MANAGEMENT, LLC (1.40Mn), D. E. Shaw & Co., Inc. (1.35Mn), Connor, Clark & Lunn Investment Management Ltd. (980.21K).

100 Institutional Holders

558,882 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	4,675,746	132,107	2.91%	$7,060,376.00
BlackRock, Inc.	31 Dec, 2025	4,071,390	-86,207	-2.07%	$6,147,799.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	2,170,494	-101,547	-4.47%	$3,274.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	1,854,057	17,737	0.97%	$2,799,626.00
CastleKnight Management LP	31 Dec, 2025	1,730,062	-431,243	-19.95%	$2,612,394.00
MARSHALL WACE, LLP	31 Dec, 2025	1,436,707	76,833	5.65%	$2,169,425.00
Palogic Value Management, L.P.	31 Dec, 2025	1,403,065	470,078	50.38%	$2,118,628.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,401,032	-6,563	-0.47%	$2,115,900.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	1,348,750	-177,243	-11.61%	$2,036,613.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	980,208	-100,786	-9.32%	$1,480,114.00
FORMULA GROWTH LTD	31 Dec, 2025	900,000	-250,000	-21.74%	$1,359,000.00
STATE STREET CORP	31 Dec, 2025	713,578	40,445	6.01%	$1,077,503.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	679,600	-24,250	-3.45%	$1,026,196.00
MORGAN STANLEY	31 Dec, 2025	531,276	-130,036	-19.66%	$802,227.00
IEQ CAPITAL, LLC	31 Dec, 2025	482,823	-28,785	-5.63%	$729,063.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	448,331	-346	-0.08%	$676,980.00
NORTHERN TRUST CORP	31 Dec, 2025	418,095	-32,856	-7.29%	$631,324.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	370,735	97,583	35.72%	$559,810.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	294,037	-30,576	-9.42%	$443,996.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	264,400	20,100	8.23%	$399,244.00

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