Expensify, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 3.50 M | $11.74 M | 3.96% | 3.97% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 2.42 M | $8.11 M | -11.21% | 2.74% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 2.22 M | $7.43 M | 0.92% | 2.52% |
| MARSHALL WACE, LLP | 02/13/2025 | 1.44 M | $4.82 M | 71.96% | 1.63% |
| BLACKROCK, INC. | 02/07/2025 | 1.19 M | $3.97 M | 6.59% | 1.34% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 965.20 K | $3.23 M | -27.33% | 1.09% |
| FORMULA GROWTH LTD | 02/13/2025 | 950.00 K | $3.18 M | 1.60% | 1.08% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 920.95 K | $3.09 M | 100.00% | 1.04% |
| MORGAN STANLEY | 02/14/2025 | 887.74 K | $2.97 M | 228.36% | 1.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 865.00 K | $2.90 M | 853.44% | 0.98% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 860.98 K | $2.88 M | 381.28% | 0.98% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 779.34 K | $2.61 M | 4.85% | 0.88% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 757.00 K | $2.54 M | 33.59% | 0.86% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 692.23 K | $2.32 M | -52.09% | 0.79% |
| CASTLEKNIGHT MANAGEMENT LP | 02/14/2025 | 665.34 K | $2.23 M | 31.96% | 0.75% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 646.99 K | $2.17 M | 53.26% | 0.73% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 606.80 K | $2.03 M | 25.89% | 0.69% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 604.09 K | $2.02 M | 813.97% | 0.69% |
| PALOGIC VALUE MANAGEMENT, L.P. | 03/12/2025 | 550.81 K | $1.85 M | -37.05% | 0.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 544.68 K | $1.83 M | 5.77% | 0.62% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 499.17 K | $1.67 M | 167.89% | 0.57% |
| IEQ CAPITAL, LLC | 02/03/2025 | 465.80 K | $1.56 M | 0.00% | 0.53% |
| CITADEL ADVISORS LLC | 02/14/2025 | 454.87 K | $1.52 M | -61.84% | 0.52% |
| CEERA INVESTMENTS, LLC | 02/07/2025 | 439.33 K | $1.47 M | 1.00% | 0.50% |
| RBF CAPITAL, LLC | 02/14/2025 | 408.34 K | $1.37 M | -15.41% | 0.46% |
| GSA CAPITAL PARTNERS LLP | 02/07/2025 | 390.35 K | $1.31 M | 317.74% | 0.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 316.98 K | $1.06 M | 2.89% | 0.36% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 289.72 K | $970.55 K | 2,760.27% | 0.33% |
| UBS GROUP AG | 02/14/2025 | 260.78 K | $873.60 K | 2,033.84% | 0.30% |
| WALLEYE CAPITAL LLC | 02/13/2025 | 247.53 K | $829.23 K | -58.98% | 0.28% |
| STATE STREET CORP | 02/14/2025 | 228.38 K | $765.08 K | 48.46% | 0.26% |
| 683 CAPITAL MANAGEMENT, LLC | 02/14/2025 | 220.76 K | $739.54 K | 100.00% | 0.25% |
| JPMORGAN CHASE & CO | 02/12/2025 | 215.93 K | $723.38 K | 34.96% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 215.25 K | $721.09 K | 42.40% | 0.24% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/21/2025 | 206.31 K | $691.13 K | 100.00% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 199.17 K | $667.22 K | 100.00% | 0.23% |
| JANE STREET GROUP, LLC | 02/14/2025 | 196.07 K | $656.83 K | 215.60% | 0.22% |
| CITIGROUP INC | 02/12/2025 | 194.13 K | $650.33 K | -23.32% | 0.22% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 189.30 K | $634.16 K | 19.81% | 0.21% |
| FEDERATED HERMES, INC. | 02/13/2025 | 167.76 K | $562.00 K | -0.33% | 0.19% |
| MORLING FINANCIAL ADVISORS, LLC | 02/07/2025 | 149.02 K | $499.23 K | 0.00% | 0.17% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 142.24 K | $476.49 K | 100.00% | 0.16% |
| BARCLAYS PLC | 02/13/2025 | 127.83 K | $428.00 K | 113.60% | 0.15% |
| OMERS ADMINISTRATION CORP | 02/14/2025 | 120.10 K | $402.34 K | 100.00% | 0.14% |
| NORTHERN TRUST CORP | 02/14/2025 | 107.31 K | $359.47 K | 15.84% | 0.12% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/11/2025 | 87.40 K | $292.78 K | 100.00% | 0.10% |
| BAILLIE GIFFORD & CO | 01/31/2025 | 74.31 K | $248.93 K | -92.01% | 0.08% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 02/14/2025 | 68.28 K | $228.74 K | 80.13% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 68.23 K | $228.56 K | 67.69% | 0.08% |
| WEALTHSPIRE ADVISORS, LLC | 02/04/2025 | 66.21 K | $221.81 K | 0.00% | 0.08% |
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Expensify, Inc. institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Expensify, Inc.. The most heavily invested institutionals were:
683 Capital Management, LLC: 0
Alpine Global Management, LLC: 0
AQR CAPITAL MANAGEMENT LLC: 0
BAILLIE GIFFORD & CO: 0
Man Group plc: 0
Quantbot Technologies LP: 0
33.92% of Expensify, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.21 M shares in the last 24 months. This purchase volume represents approximately $19.45 M in transactions.