Expensify (EXFY): which funds own it

Who owns Expensify?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capacity as the controlling member of Barrett Trust (13G/A filed Feb 13, 2025). Exp 2020 Spv Lp is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were Parallel Advisors (3.2% of Class A), Acadian Asset Management (2.9%) and Vanguard Capital Management (2.8%).

Sources:13G/A by David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capacity as the controlling member of Barrett Trust (Feb 13, 2025) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (May 4, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

• Parallel Advisors2.7 MType not verified · 3.16% of the company+2.7 M
• Acadian Asset Management2.5 MQuant or multi-manager · 2.91% of the company+246 K
• Vanguard Capital Management2.4 MIndex manager · 2.80% of the company+53 K
• AQR Capital Management2.1 MQuant or multi-manager · 2.48% of the company+1.3 M
• Palogic Value Management1.8 MType not verified · 2.10% of the company−754 K
• CastleKnight Management1.7 MType not verified · 2.05% of the company0
• Vanguard Portfolio Management1.2 MIndex manager · 1.39% of the company−801 K
• BlackRock1.1 MIndex manager · 1.32% of the company−2.9 M
• Jane Street Group1.0 MBank or trading desk · 1.22% of the company+1.0 M
• Formula Growth875 KType not verified · 1.04% of the company−15 K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Shares outstanding: buybacks and dilution

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

• Apr 21, 2026Seriousfiling ↗

  Notice of delisting or failure to meet a listing rule (Item 3.01)

• Dec 30, 2025Routinefiling ↗

  Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.