Expensify, Inc.
Expensify, Inc. (EXFY) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · EXFY · as of Sep 30, 2025
Ownership Breakdown
109
Institutional Holders
▲ 9 vs Q2
$59.17M
Total Inst. Value
▼ $29.03M vs Q2
96.44M
Shares Outstanding
freeFloat 62.23%
31.99M
13F Shares Held
▼ 2.08M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
EXFY largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-prepackaged software | 4.54M | 4.92% | 4.92% | $8.41B | Nov 7, 2025 | ▲ 197.7K |
BLACKROCK, INC. services-prepackaged software | 4.16M | 4.51% | 4.51% | $7.69B | Nov 12, 2025 | ▲ 152.7K |
ACADIAN ASSET MANAGEMENT LLC services-prepackaged software | 2.27M | 2.46% | 2.46% | $4.20B | Nov 13, 2025 | ▲ 200.3K |
CASTLEKNIGHT MANAGEMENT LP services-prepackaged software | 2.16M | 2.34% | 2.34% | $4.00B | Nov 14, 2025 | ▲ 869.2K |
AMERIPRISE FINANCIAL INC services-prepackaged software | 1.84M | 1.99% | 1.99% | $3.40B | Nov 14, 2025 | ▼ 13.0K |
D. E. SHAW & CO., INC. services-prepackaged software | 1.53M | 1.65% | 1.65% | $2.82B | Nov 14, 2025 | ▼ 318.1K |
GEODE CAPITAL MANAGEMENT, LLC services-prepackaged software | 1.41M | 1.53% | 1.53% | $2.60B | Nov 12, 2025 | ▲ 81.5K |
MARSHALL WACE, LLP services-prepackaged software | 1.36M | 1.47% | 1.47% | $2.52B | Nov 13, 2025 | ▼ 187.9K |
FORMULA GROWTH LTD services-prepackaged software | 1.15M | 1.25% | 1.25% | $2.13B | Nov 13, 2025 | — held |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. services-prepackaged software | 1.08M | 1.17% | 1.17% | $2.00B | Nov 13, 2025 | ▼ 40.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+2.65M shares3
New Positions
first time holders21
Decreased
−2.72M shares0
Sold Out
fully exitedNet shares change (top 50)
75.7K
+2.65M / −2.72M
Net new holders
+2
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
EXFY insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
4
Sell transactions
0.25
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Barrett David Michael Chief Executive Officer | Jun 1, 2026 | Sale | 30,000 | $1.15 | $34.5K | 1.23M | Form 4 ↗ |
Alvarez Divo Carlos Eduardo director | May 15, 2026 | Sale | 10,000 | $1.13 | $11.3K | 244.8K | Form 4 ↗ |
Barrett David Michael Chief Executive Officer | May 1, 2026 | Sale | 30,000 | $1.08 | $32.4K | 1.26M | Form 4 ↗ |
Liu Ying director | Apr 5, 2026 | Award | 5,376 | — | — | 179.5K | Form 4 ↗ |
Alvarez Divo Carlos Eduardo director | Apr 28, 2026 | Sale | 30,728 | $1.01 | $31.0K | 254.8K | Form 4 ↗ |
McLaughlin Steven J. 10 percent owner | Mar 11, 2026 | Purchase | 500,000 | $0.84 | $420.0K | 12.20M | Form 4 ↗ |
McLaughlin Steven J. 10 percent owner | Mar 9, 2026 | Purchase | 455,911 | $0.95 | $432.7K | 11.70M | Form 4 ↗ |
McLaughlin Steven J. 10 percent owner | Mar 6, 2026 | Purchase | 480,389 | $0.96 | $461.7K | 11.25M | Form 4 ↗ |
McLaughlin Steven J. 10 percent owner | Mar 4, 2026 | Purchase | 327,144 | $1.02 | $335.0K | 10.77M | Form 4 ↗ |
McLaughlin Steven J. 10 percent owner | Mar 3, 2026 | Purchase | 500,000 | $0.97 | $485.0K | 10.44M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Expensify, Inc. (EXFY) is primarily owned by institutional investors, who hold approximately 33.2% of total shares outstanding. Company insiders own approximately 37.77%, while retail and public investors account for the remaining 29.06%.
The largest institutional shareholder of Expensify, Inc. is VANGUARD GROUP INC, holding approximately 4.54 million shares — equal to 4.92% of outstanding shares — as of September 30, 2025.
A total of 109 institutional investors currently hold EXFY stock, with a combined institutional value of approximately $59,170,518 as of the most recent 13F filing period.
Frequently asked questions
EXFY ownershipExpensify, Inc. (EXFY) is primarily owned by institutional investors, who hold approximately 33.2% of shares. The largest shareholder is VANGUARD GROUP INC with a 4.92% stake. Company insiders hold 37.77%. Data sourced from SEC Form 13F as of September 30, 2025.