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Expensify Inc
EXFYAdd to Watchlist
1.560USD
+0.360+30.00%
Close 06/18, 16:00（ET）Quotes delayed by 15 min
150.44MMarket Cap
LossP/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Mclaughlin (Steven J)
11.74%
Octopus Head Inc
7.66%
BlackRock Institutional Trust Company, N.A.
4.25%
Vanguard Capital Management, LLC
2.74%
Acadian Asset Management LLC
2.58%
Other
71.04%
Shareholders
Shareholders
Proportion
Mclaughlin (Steven J)
11.74%
Octopus Head Inc
7.66%
BlackRock Institutional Trust Company, N.A.
4.25%
Vanguard Capital Management, LLC
2.74%
Acadian Asset Management LLC
2.58%
Other
71.04%
Shareholder Types
Shareholders
Proportion
Individual Investor
16.32%
Investment Advisor/Hedge Fund
15.16%
Investment Advisor
12.49%
Corporation
7.66%
Hedge Fund
5.73%
Research Firm
1.22%
Family Office
0.57%
Venture Capital
0.23%
Bank and Trust
0.11%
Other
40.50%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
247
29.54M
35.05%
-9.21M
2025Q4
231
33.90M
42.98%
--
2025Q3
252
33.90M
47.75%
-4.91K
2025Q2
266
33.90M
61.53%
+2.34M
2025Q1
267
31.52M
61.09%
-17.59M
2024Q4
260
29.61M
56.96%
+3.26M
2024Q3
262
26.11M
62.16%
-146.70K
2024Q2
263
26.25M
77.41%
-4.05M
2024Q1
260
30.29M
82.78%
-28.14M
2023Q4
261
33.08M
74.92%
+2.13M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Mclaughlin (Steven J)
9.89M
12.23%
-1.83M
-15.62%
Apr 22, 2025
Octopus Head Inc
6.46M
7.98%
--
--
Apr 22, 2025
BlackRock Institutional Trust Company, N.A.
3.59M
4.43%
-49.24K
-1.35%
Dec 31, 2025
Acadian Asset Management LLC
2.17M
2.68%
-101.55K
-4.47%
Dec 31, 2025
Columbia Threadneedle Investments (US)
1.85M
2.29%
+17.74K
+0.97%
Dec 31, 2025
Castleknight Management LP
1.73M
2.14%
-431.24K
-19.95%
Dec 31, 2025
Barrett (David Michael)
1.91M
2.37%
+4.17K
+0.22%
Dec 30, 2025
Marshall Wace LLP
1.44M
1.78%
+76.83K
+5.65%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Miller Value Partners Appreciation ETF
0.65%
Royce Quant Small-Cap Quality Value ETF
0.16%
VictoryShares Small Cap Free Cash Flow ETF
0.09%
iShares Micro-Cap ETF
0.02%
Avantis US Small Cap Equity ETF
0.01%
WisdomTree US SmallCap Fund
0.01%
DFA Dimensional US Sustainability Core 1 ETF
0%
Schwab U.S. Broad Market ETF
0%
Schwab U.S. Small-Cap ETF
0%
iShares Russell 2000 Value ETF
0%
View more
Miller Value Partners Appreciation ETF
Proportion0.65%
Royce Quant Small-Cap Quality Value ETF
Proportion0.16%
VictoryShares Small Cap Free Cash Flow ETF
Proportion0.09%
iShares Micro-Cap ETF
Proportion0.02%
Avantis US Small Cap Equity ETF
Proportion0.01%
WisdomTree US SmallCap Fund
Proportion0.01%
DFA Dimensional US Sustainability Core 1 ETF
Proportion0%
Schwab U.S. Broad Market ETF
Proportion0%
Schwab U.S. Small-Cap ETF
Proportion0%
iShares Russell 2000 Value ETF
Proportion0%
