EXFY · Expensify, Inc. · Shareholders & Ownership

$1.89 -0.17 (-8.05%) Play latest call Q3 2026 earnings call transcript

Market Cap

$189.41M

92.39M

Volume · Nov 9 219.92K Avg daily vol (3M) 705.03K

Every disclosed holder of EXFY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EXFY

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	98	25,918,894	28.05%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	14,647,838	15.85%	Yes
Remaining	—	51,826,807	56.09%	Rest
Registered funds (N-PORT, not summed)	25	5,372,318	5.81%	No

Shares outstanding: 92,393,539, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EXFY

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	McLaughlin Steven J. Insider CIK 1847224 · Mar 11, 2026 10% Owner, issuer-wide, not summed	13,987,003	15.14%	+2,263,444	Mar 11, 2026	10% Owner, issuer-wide, not summed
1.1	Steven J. McLaughlin 13G CIK 1847224 · Unknown · Nov 8, 2023 unconfirmed, last confirmed Nov 8, 2023	9,892,832	10.71%	—	Nov 8, 2023	unconfirmed, last confirmed Nov 8, 2023
2	Parallel Advisors, LLC 13F CIK 1690010 · Registered investment adviser · Sep 30, 2026	2,759,037	2.99%	+95,000	Sep 30, 2026
3	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,456,422	2.66%	+245,816	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,359,172	2.55%	+53,482	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,085,857	2.26%	+1,259,624	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Palogic Value Management, L.P. 13F CIK 1532943 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,768,456	1.91%	-754,110	Jun 30, 2026	carried, not yet filed for the newest quarter
7	CastleKnight Management LP 13F CIK 1835751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,730,062	1.87%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,664,862	1.80%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	1,484,705	1.61%	-172,257	Aug 31, 2026	VANGUARD WORLD FUND, not summed
10	Barrett David Michael Insider CIK 1892682 · Jun 1, 2026 Director, Chief Executive Officer, issuer-wide, not summed	1,441,047	1.56%	-30,000	Jun 1, 2026	Director, Chief Executive Officer, issuer-wide, not summed
10.1	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 CIK 1892682 · Unknown · Dec 31, 2024 Rule 13d-1(d), exempt investor	4,755,006	5.15%	-919,448	Dec 31, 2024	Rule 13d-1(d), exempt investor
11	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,170,440	1.27%	-801,146	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,109,231	1.20%	-2,885,275	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	235,258	0.25%	+90,421	Jun 30, 2026	iShares Trust, not summed
12.2	Diversified Equity Alpha Master Portfolio Fund S000004282 · Registered fund · Jun 30, 2026 Master Investment Portfolio, not summed	30,420	0.03%	-9,053	Jun 30, 2026	Master Investment Portfolio, not summed
13	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,032,331	1.12%	+1,032,331	Jun 30, 2026	carried, not yet filed for the newest quarter
14	FORMULA GROWTH LTD 13F CIK 1093219 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,000	0.95%	-15,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	751,773	0.81%	-162,536	Jun 30, 2026	carried, not yet filed for the newest quarter
16	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	746,700	0.81%	+21,700	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	636,119	0.69%	+23,391	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	605,060	0.65%	-58,169	Sep 30, 2026
19	Mills Jason Fahr Insider CIK 1891197 · Mar 24, 2026 Director, issuer-wide, not summed	549,634	0.59%	+62,672	Mar 24, 2026	Director, issuer-wide, not summed
20	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	507,991	0.55%	+507,991	Jun 30, 2026	carried, not yet filed for the newest quarter
21	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	506,979	0.55%	+142,756	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Vidal Daniel Insider CIK 1891862 · Mar 24, 2026 Director, issuer-wide, not summed	454,545	0.49%	+88,496	Mar 24, 2026	Director, issuer-wide, not summed
23	Christen Timothy L Insider CIK 1776003 · May 22, 2026 Director, issuer-wide, not summed	413,516	0.45%	+123,762	May 22, 2026	Director, issuer-wide, not summed
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	392,794	0.43%	+2,783	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	335,737	0.36%	+62,888	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Pao Ellen Insider CIK 1892081 · May 22, 2026 Director, issuer-wide, not summed	292,770	0.32%	+123,762	May 22, 2026	Director, issuer-wide, not summed
27	BARCLAYS PLC 13F CIK 312069 · Bank · Sep 30, 2026	283,693	0.31%	+194,767	Sep 30, 2026
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,794	0.28%	-119,602	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	258,380	0.28%	-2,337	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	115,252	0.12%	—	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	257,293	0.28%	+177,568	Jun 30, 2026	carried, not yet filed for the newest quarter
30	IEQ CAPITAL, LLC 13F CIK 1779789 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,220	0.28%	-293,801	Jun 30, 2026	carried, not yet filed for the newest quarter
31	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	243,681	0.26%	-479,917	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Schaffer Ryan Insider CIK 1891061 · Mar 24, 2026 Director, Chief Financial Officer, issuer-wide, not summed	238,671	0.26%	+34,735	Mar 24, 2026	Director, Chief Financial Officer, issuer-wide, not summed
33	Wealthspire Advisors, LLC 13F CIK 1646247 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	238,530	0.26%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Alvarez Divo Carlos Eduardo Insider CIK 2104456 · Jun 15, 2026 Director, issuer-wide, not summed	234,080	0.25%	-10,700	Jun 15, 2026	Director, issuer-wide, not summed
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	204,313	0.22%	+204,313	Jun 30, 2026	carried, not yet filed for the newest quarter
36	GSA CAPITAL PARTNERS LLP 13F CIK 1362033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	184,143	0.20%	+155,007	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Liu Ying Insider CIK 1891182 · Jul 5, 2026 Director, issuer-wide, not summed	183,200	0.20%	-123,762	Jul 5, 2026	Director, issuer-wide, not summed
38	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	173,558	0.19%	+173,558	Jun 30, 2026	carried, not yet filed for the newest quarter
39	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	171,191	0.19%	+93,018	Sep 30, 2026
40	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	170,666	0.18%	+170,666	Jun 30, 2026	carried, not yet filed for the newest quarter
41	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	157,928	0.17%	-136,859	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	48,389	0.05%	-1,739	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
42	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	150,590	0.16%	-267,681	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Pale Fire Capital SE 13F CIK 1922318 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	134,409	0.15%	-346,642	Jun 30, 2026	carried, not yet filed for the newest quarter
44	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	120,000	0.13%	+120,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Aster Capital Management (DIFC) Ltd 13F CIK 2040915 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	117,990	0.13%	+117,990	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	108,974	0.12%	-1,499	Sep 30, 2026
47	WisdomTree U.S. SmallCap Fund Fund S000015507 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	106,347	0.12%	-2,497	Jun 30, 2026	WisdomTree Trust, not summed
48	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,888	0.11%	+68,401	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	94,300	0.10%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	83,000	0.09%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	87,768	0.10%	+39,089	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 123 holders

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Key facts CIK 1476840 CUSIP 30219Q106 13F (30d) 39 filings 28 filers Visit website Investor relations