Expensify, Inc. (EXFY) Ownership
EXFY ownership summary
as of October 18, 2026- Institutions
- 32.7% of shares outstanding
- Insiders
- 25.59% of shares outstanding
- Shares outstanding
- 78.9M
- Float
- 54.6M shares available to trade
- Short interest
- 1.62% 1.1M shares short
- Days to cover
- 1.87 short interest down 10.0% vs prior month
- Institutions 32.73%
- Insiders 25.59%
- Other investors 41.67%
EXFY top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Palogic Value Management LP | 3.88% | 3.5M | $8.6M | +1.0M (+40.2%) | June 30, 2026 |
| 2 | Parallel Advisors, LLC | 2.92% | 2.7M | $6.4M | +2.7M (0.0%) | June 30, 2026 |
| 3 | Acadian Asset Management LLC | 2.69% | 2.5M | $5.9M | +245,816 (+11.1%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 2.59% | 2.4M | $5.7M | +53,482 (+2.3%) | June 30, 2026 |
| 5 | AQR Capital Management LLC | 2.29% | 2.1M | $5.0M | +1.3M (+152.5%) | June 30, 2026 |
| 6 | CastleKnight Management LP | 1.90% | 1.7M | $4.2M | — | June 30, 2026 |
| 7 | Vanguard Portfolio Management, LLC | 1.28% | 1.2M | $2.8M | −801,146 (−40.6%) | June 30, 2026 |
| 8 | BlackRock Inc | 1.22% | 1.1M | $2.7M | −2.9M (−72.2%) | June 30, 2026 |
| 9 | Jane Street Group LLC | 1.13% | 1.0M | $2.5M | +1.0M (0.0%) | June 30, 2026 |
| 10 | Formula Growth Ltd | 0.96% | 875K | $2.1M | −15,000 (−1.7%) | June 30, 2026 |
| 11 | Marshall Wace Asset Management Ltd | 0.82% | 752K | $1.8M | −162,536 (−17.8%) | June 30, 2026 |
| 12 | Renaissance Technologies Corp | 0.82% | 747K | $1.8M | +21,700 (+3.0%) | June 30, 2026 |
| 13 | Geode Capital Management, LLC | 0.73% | 663K | $1.6M | −706,730 (−51.6%) | June 30, 2026 |
| 14 | Millennium Management LLC | 0.56% | 508K | $1.2M | +507,991 (0.0%) | June 30, 2026 |
| 15 | Two Sigma Investments LLC | 0.56% | 507K | $1.2M | +142,756 (+39.2%) | June 30, 2026 |
| 16 | Vanguard Fiduciary Trust Co | 0.43% | 393K | $950,561 | +2,783 (+0.7%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 0.37% | 336K | $812,484 | +62,888 (+23.0%) | June 30, 2026 |
| 18 | Charles Schwab Investment Management Inc | 0.29% | 261K | $631,121 | −119,602 (−31.4%) | June 30, 2026 |
| 19 | UBS Group AG | 0.28% | 257K | $622,649 | +177,568 (+222.7%) | June 30, 2026 |
| 20 | IEQ CAPITAL, LLC | 0.28% | 254K | $615,212 | −293,801 (−53.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 7.2M shares and 7 cut 5.0M.
EXFY top mutual fund and ETF holders
19 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 1.83% | 1.7M | $4.0M | — | August 31, 2026 |
| 2 | Vanguard Information Technology ETF | 1.62% | 1.5M | $3.6M | +303,128 (+25.8%) | August 31, 2026 |
| 3 | Schwab US Small-Cap ETF™ | 0.32% | 296K | $717,065 | +198 (+0.1%) | September 30, 2026 |
| 4 | BSF Systematic US Eq Abs Ret A2 USD | 0.31% | 280K | $678,157 | — | December 31, 2025 |
| 5 | iShares Micro-Cap ETF | 0.23% | 210K | $509,231 | −1,451 (−0.7%) | September 30, 2026 |
| 6 | Fidelity Extended Market Index | 0.19% | 172K | $415,233 | −91,505 (−34.8%) | August 31, 2026 |
| 7 | Fidelity Total Market Index | 0.12% | 114K | $275,173 | +24,065 (+26.8%) | August 31, 2026 |
| 8 | WisdomTree US SmallCap Earnings ETF | 0.12% | 105K | $253,732 | — | September 30, 2026 |
| 9 | Fidelity Series Total Market Index | 0.11% | 101K | $244,691 | — | August 31, 2026 |
| 10 | EA Bridgeway Ultra-Small Company Mkt ETF | 0.09% | 82K | $198,130 | — | September 30, 2026 |
| 11 | Strategic Advisers U.S. Total Stock | 0.07% | 60K | $145,800 | — | August 31, 2026 |
| 12 | Goldman Sachs Absolute Ret Trckr Instl | 0.06% | 50K | $121,310 | +33,681 (+204.8%) | June 30, 2026 |
| 13 | Avantis US Small Cap Equity ETF | 0.05% | 45K | $108,302 | +554 (+1.3%) | September 30, 2026 |
| 14 | RAM (Lux) Sys Global Equity Inc R USD | 0.04% | 40K | $97,006 | +40,085 (0.0%) | September 30, 2026 |
| 15 | BlackRock Diversified Equity Alpha Inst | 0.03% | 30K | $73,616 | −9,053 (−22.9%) | June 30, 2026 |
| 16 | Vanguard Balanced Index Inv | 0.03% | 30K | $72,820 | — | August 31, 2026 |
| 17 | NVIT Small Cap Val I | 0.03% | 29K | $70,867 | — | March 31, 2026 |
| 18 | Vanguard MStar Inst Ttl StkMktIdxInstlPl | 0.03% | 28K | $68,002 | — | August 31, 2026 |
| 19 | DFA US Micro Cap I | 0.02% | 21K | $49,787 | +20,573 (0.0%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
EXFY insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-11 | Steven J Mclaughlin | Buy | $0.84 | 500,000 | $420,000 |
| 2026-03-09 | Steven J Mclaughlin | Buy | $0.95 | 455,911 | $433,115 |
| 2026-03-06 | Steven J Mclaughlin | Buy | $0.96 | 480,389 | $461,173 |
| 2026-03-04 | Steven J Mclaughlin | Buy | $1.02 | 327,144 | $333,687 |
| 2026-03-03 | Steven J Mclaughlin | Buy | $0.97 | 500,000 | $485,000 |
| 2026-02-02 | David Michael Barrett | Sell | $1.45 | 30,000 | $43,500 |
| 2026-01-02 | David Michael Barrett | Sell | $1.50 | 30,000 | $45,000 |
| 2025-12-31 | Divo Carlos Eduardo Alvarez | Sell | $1.50 | 6,504 | $9,756 |
| 2025-12-30 | Divo Carlos Eduardo Alvarez | Sell | $1.52 | 2,468 | $3,751 |
| 2025-12-30 | Ryan Schaffer | Sell | $1.52 | 3,923 | $5,963 |
| 2025-12-30 | Jason Fahr Mills | Sell | $1.52 | 3,821 | $5,808 |
| 2025-12-30 | David Michael Barrett | Sell | $1.52 | 14,463 | $21,984 |
| 2025-12-30 | Daniel Vidal | Sell | $1.52 | 2,825 | $4,294 |
| 2025-12-17 | Anuradha Muralidharan | Sell | $1.55 | 523 | $811 |
| 2025-12-17 | Ryan Schaffer | Sell | $1.55 | 2,632 | $4,080 |
| 2025-12-17 | Jason Fahr Mills | Sell | $1.55 | 5,853 | $9,072 |
| 2025-12-17 | Daniel Vidal | Sell | $1.55 | 4,837 | $7,497 |
| 2025-12-17 | David Michael Barrett | Sell | $1.55 | 2,544 | $3,943 |
| 2025-12-01 | David Michael Barrett | Sell | $1.52 | 30,000 | $45,600 |
| 2025-11-11 | Timothy L Christen | Buy | $1.43 | 40,000 | $57,200 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
EXFY shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns EXFY
Institutional investors own 32.7% of Expensify's shares and insiders 25.59%. The largest holder is Palogic Value Management LP with 3.88% of the shares (3.5M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 7 reduced their stake in the latest filings. Short interest is 1.62% of the float, or 1.87 days of average trading volume. The share count rose 14.4% since 2019.
Related: EXFY analyst forecast, EXFY key metrics. See the EXFY stock overview for the latest quote and news.
EXFY ownership FAQ
Who owns the most Expensify stock?
The largest shareholders of Expensify are Palogic Value Management LP (3.88%), Parallel Advisors, LLC (2.92%), Acadian Asset Management LLC (2.69%), Vanguard Capital Management, LLC (2.59%), AQR Capital Management LLC (2.29%).
What percentage of Expensify is owned by institutions?
Institutions hold 32.7% of Expensify's shares outstanding; insiders hold 25.59%.
Which funds own Expensify?
The largest fund holders of Expensify are Vanguard MStar Total Stk Mkt Idx Invest (1.83%), Vanguard Information Technology ETF (1.62%), Schwab US Small-Cap ETF™ (0.32%), BSF Systematic US Eq Abs Ret A2 USD (0.31%), iShares Micro-Cap ETF (0.23%).
What is Expensify's short interest?
1.1M shares of Expensify were sold short, 1.62% of the float; at the average daily volume it would take 1.87 days to cover.
Are insiders buying or selling Expensify?
Of the latest 20 reported insider transactions in Expensify (since November 11, 2025), 6 were purchases and 14 were sales.
How many shares of Expensify are outstanding?
Expensify has 78.9M shares outstanding, of which 54.6M are in the public float.