$EXFY

$2.44 -$0.07 (2.79%) Live

$EXFY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 95.4M shares outstanding

Who owns EXFY?

By type of holder

Institutions 26.8% Insiders 0.0% Everyone else 73.2%

Concentration Top 10 holders own 17.8%

BlackRock, Inc. 1.2% · Parallel Advisors, LLC 2.8%

Institutional ownership

26.8%

-5.0 pts vs last qtr

Institutional holders

-6 vs last qtr

Net shares bought

−4.8M

by institutions in Q2 2026

New / sold out

25 / 31

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Parallel Advisors, LLC NEW +2.7M
Aqr Capital Management LLC +1.3M

Biggest sellers in Q2 2026

BlackRock, Inc. −2.9M
Verition Fund Management LLC SOLD OUT −2.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$559K

32 notices from 9 people

Shares covered

442.6K

0.46% of the company

Arranged in advance

50%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

David Barrett Director $283K
Carlos Alvarez Director 10b5-1 $54.4K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+256.0%

+23.57% a year

Each share's claim on the business

−71.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$19.6M vs $188M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years45% 1–3 years23% Under 1 year32%

Quarterly turnover

33.6%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting EXFY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.1M	1.16%	−2.9M (−72.2%)	2021	0.0%
Shares held by quarter Peak holding4.2M (Q3'25) Change over 8 quarters−3.2K Share of the company1.160% BlackRock, Inc.'s full portfolio →
PA Parallel Advisors, LLC	2.7M	2.79%	NEW	Q2 '26	0.1%
Shares held by quarter Peak holding2.7M (Q2'26) Change over 8 quarters+2.7M Share of the company2.790% Parallel Advisors, LLC's full portfolio →

BlackRock, Inc.

1.1M

% of company

1.16%

Change vs last qtr

−2.9M (−72.2%)

Held since

2021

Parallel Advisors, LLC

2.7M

% of company

2.79%

Change vs last qtr

NEW

Held since

Q2 '26

28 more super investors behind a free account

See every manager holding Expensify, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EXFY on Form N-PORT; together they hold 9.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.98M	1.7M	1.74%	0.00%	June 30, 2026
VI Vanguard Information Technology Index Fund Vanguard World Fund	$1.94M	1.7M	1.74%	0.00%	May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.98M

% of company

1.74%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Information Technology Index Fund

Vanguard World Fund

Position value

$1.94M

% of company

1.74%

% of the fund

0.00%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Expensify, Inc. and how much of the fund the position is.

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