Expensify, Inc. (EXFY)
NASDAQ:EXFY
Expensify (EXFY) Ownership Overview
21.69% Insiders
11.10% Mutual Funds
5.70% Other Institutional Investors
8.45% ETFs
53.06% Public Companies and
Individual Investors
The ownership structure of Expensify (EXFY) stock is a mix of institutional, retail, and individual investors. Approximately 25.25% of the company’s stock is owned by Institutional Investors, 21.69% is owned by Insiders, and 53.06% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
Mar 18, 2026 | xxxxxxxxxxxxx | $2128417 | |
Jan 12, 2026 | xxxxxxxxxxxxx | $13507 | |
Dec 18, 2025 | xxxxxxxxxxxxx | $3943 | |
Dec 18, 2025 | xxxxxxxxxxxxx | $9072 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
Dec 31, 2025 | xxxxxxxxxxxxx | $22915 | |
Dec 31, 2025 | xxxxxxxxxxxxx | $38470 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 13,987,003 | Insider | 17.29% | 11,665,161 | |
| 4,246,051 | Institution | 5.25% | 3,541,207 | |
| 2,608,628 | Institution | 3.22% | 2,175,596 | |
| 2,277,590 | Institution | 2.82% | 1,899,510 | |
| 2,092,489 | Institution | 2.59% | 1,745,136 | |
| 1,575,248 | Institution | 1.95% | 1,313,757 | |
| 1,501,047 | Insider | 1.86% | 1,251,873 | |
| 690,586 | Institution | 0.85% | 575,949 | |
| 494,918 | Institution | 0.61% | 412,762 | |
| 486,962 | Insider | 0.60% | 406,126 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 2,608,628 | Institution | 3.22% | 2,175,596 | |
| 2,277,590 | Institution | 2.82% | 1,899,510 | |
| 1,575,248 | Institution | 1.95% | 1,313,757 | |
| 690,586 | Institution | 0.85% | 575,949 | |
| 494,918 | Institution | 0.61% | 412,762 | |
| 341,782 | Institution | 0.42% | 285,046 | |
| 204,270 | Institution | 0.25% | 170,361 | |
| 184,882 | Institution | 0.23% | 154,192 | |
| 133,000 | Institution | 0.16% | 110,922 | |
| 88,163 | Institution | 0.11% | 73,528 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 1,664,862 | Institution | 2.06% | 2,414,050 | |
| 1,588,472 | Institution | 1.96% | 2,303,284 | |
| 1,378,676 | Institution | 1.70% | 1,113,419 | |
| 612,728 | Institution | 0.76% | 888,456 | |
| 285,752 | Institution | 0.35% | 414,340 | |
| 264,764 | Institution | 0.33% | 215,783 | |
| 264,672 | Institution | 0.33% | 213,749 | |
| 231,698 | Institution | 0.29% | 187,119 | |
| 161,701 | Institution | 0.20% | 130,590 | |
| 108,844 | Institution | 0.13% | 87,902 |
FAQ
Who Owns Expensify, Inc. (EXFY)?
According to the latest TipRanks data, approximately 5.70% of the company's stock is held by institutional investors, 21.69% is held by insiders, and 53.06% is held by retail investors.
What percentage of Expensify, Inc. (EXFY) stock is held by institutional investors?
According to the latest TipRanks data, approximately 5.70% of Expensify, Inc. (EXFY) stock is held by institutional investors.
What percentage of Expensify, Inc. (EXFY) stock is held by retail investors?
According to the latest TipRanks data, approximately 53.06% of Expensify, Inc. (EXFY) stock is held by retail investors.
Who owns the most shares of Expensify, Inc. (EXFY)?
Steven J. McLaughlin owns the most shares of Expensify, Inc. (EXFY).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.