Institutional Ownership
Expensify Inc
CUSIP 30219Q106COM CL AEXFYQ1 2026
13D / 13G Filings
25
Schedule 13D/13G on record
Beneficial Filers
12
Distinct reporting persons
Largest Stake
14.9%
Max % of class reported
Institutional Holders
100
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
25 filings · latest Jul 29, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 29, 2025 | The Vanguard Group | 13G | 5.4% | 4.35M | SEC |
| 2 | Feb 13, 2025 | David Barrett, Individually And As Trustee Of The Barrett Family Trust, Solely In Such Trust'S Capacity As The Controlling Member Of Barrett Trust LLC | 13G/A | 11.0% | 4.76M | SEC |
| 3 | Nov 20, 2024 | Barrett David Michael | 13G/A | 7.1% | 5.67M | SEC |
| 4 | Jul 8, 2024 | Blackrock Inc. | 13G/A | 1.5% | 1.11M | SEC |
| 5 | Feb 14, 2024 | Barrett David Michael | 13G/A | 7.1% | 5.09M | SEC |
| 6 | Feb 14, 2024 | Openview Management, LLC | 13G/A | — | — | SEC |
| 7 | Feb 14, 2024 | Citadel Advisors LLC | 13G/A | 3.8% | — | SEC |
| 8 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 4.2% | 2.87M | SEC |
| 9 | Jan 29, 2024 | Blackrock Inc. | 13G | 6.1% | 4.23M | SEC |
| 10 | Nov 13, 2023 | Mclaughlin Steven J. | 13G/A | 14.3% | 9.89M | SEC |
15 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Expensify Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 3.99M | $3.47M |
| 2 | Palogic Value Management, L.P. | 2.52M | $2.19M |
| 3 | Verition Fund Management LLC | 2.35M | $2.04M |
| 4 | Castleknight Management LP | 1.73M | $1.50M |
| 5 | Geode Capital Management, LLC | 1.37M | $1.19M |
| 6 | D. E. Shaw & Co., Inc. | 1.32M | $1.15M |
| 7 | Marshall Wace, LLP | 914.3K | $795.4K |
| 8 | Formula Growth Ltd | 890.0K | $774.2K |
| 9 | Aqr Capital Management LLC | 826.2K | $718.7K |
| 10 | Renaissance Technologies LLC | 725.0K | $630.7K |