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 Mar 31, 2025
Ownership Breakdown
102
Institutional Holders
▲ 9 vs Q4
$96.66M
Total Inst. Value
▼ $3.56M vs Q4
96.44M
Shares Outstanding
freeFloat 62.23%
31.80M
13F Shares Held
▲ 1.88M vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-prepackaged software | 3.57M | 3.90% | 3.90% | $10.85B | May 9, 2025 | ▲ 65.9K |
AMERIPRISE FINANCIAL INC services-prepackaged software | 2.29M | 2.51% | 2.51% | $6.97B | May 14, 2025 | ▲ 76.0K |
D. E. SHAW & CO., INC. services-prepackaged software | 2.08M | 2.28% | 2.28% | $6.33B | May 15, 2025 | ▼ 336.4K |
MARSHALL WACE, LLP services-prepackaged software | 1.67M | 1.82% | 1.82% | $5.07B | May 15, 2025 | ▲ 228.9K |
ACADIAN ASSET MANAGEMENT LLC services-prepackaged software | 1.42M | 1.55% | 1.55% | $4.31B | May 21, 2025 | ▲ 557.5K |
MILLENNIUM MANAGEMENT LLC services-prepackaged software | 1.41M | 1.54% | 1.54% | $4.28B | May 15, 2025 | ▲ 714.2K |
BLACKROCK, INC. services-prepackaged software | 1.18M | 1.29% | 1.29% | $3.59B | May 2, 2025 | ▼ 5.4K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP services-prepackaged software | 1.07M | 1.17% | 1.17% | $3.25B | May 14, 2025 | ▲ 204.7K |
FORMULA GROWTH LTD services-prepackaged software | 1.00M | 1.09% | 1.09% | $3.04B | May 14, 2025 | ▲ 50.0K |
TOPLINE CAPITAL MANAGEMENT, LLC services-prepackaged software | 941.6K | 1.03% | 1.03% | $2.86B | May 14, 2025 | ▲ 20.7K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
30
Increased
+3.55M shares2
New Positions
first time holders15
Decreased
−1.27M shares0
Sold Out
fully exitedNet shares change (top 50)
+2.28M
+3.55M / −1.27M
Net new holders
+17
2 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 33.0% of total shares outstanding. Company insiders own approximately 37.77%, while retail and public investors account for the remaining 29.26%.
The largest institutional shareholder of Expensify, Inc. is VANGUARD GROUP INC, holding approximately 3.57 million shares — equal to 3.90% of outstanding shares — as of March 31, 2025.
A total of 102 institutional investors currently hold EXFY stock, with a combined institutional value of approximately $96,656,038 as of the most recent 13F filing period.
Frequently asked questions
EXFY ownershipExpensify, Inc. (EXFY) is primarily owned by institutional investors, who hold approximately 33.0% of shares. The largest shareholder is VANGUARD GROUP INC with a 3.90% stake. Company insiders hold 37.77%. Data sourced from SEC Form 13F as of March 31, 2025.