As of the latest SEC filings, Expensify, Inc. (EXFY) is held by 84 institutional funds. The largest fund shareholder is VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VITAX), holding an estimated $1,529,269.56 in market value, representing a significant portion of its portfolio.
Funds holding Expensify, Inc. (EXFY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EXFY
- CIK:
- 0001476840
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.00% | $1,529,269.56 | 1,609,588 | Feb 28, 2026 | Apr 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,448,263.45 | 1,664,862 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,253,244.05 | 1,440,676 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $600,872.82 | 589,091 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $533,012.09 | 612,728 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $281,490.88 | 296,275 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $251,642.54 | 264,859 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $246,769.47 | 259,730 | Feb 28, 2026 | Apr 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $227,885.96 | 261,968 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $202,477.92 | 232,760 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $125,993.71 | 144,837 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $116,927.70 | 114,635 | Apr 30, 2026 | Jun 25, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.01% | $94,683.40 | 108,844 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $90,123.38 | 103,602 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $85,237.27 | 89,714 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $79,657.33 | 83,841 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $79,210.14 | 77,657 | Apr 30, 2026 | Jun 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.06% | $72,201.70 | 83,000 | Mar 31, 2026 | May 21, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $58,017.98 | 66,695 | Mar 31, 2026 | May 26, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $40,798.31 | 46,900 | Mar 31, 2026 | May 18, 2026 |
|
-
Diversified Equity Master Portfolio
|
ETF | Independent / Boutique | 0.00% | $34,337.56 | 39,473 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $33,421.67 | 35,177 | Feb 28, 2026 | Apr 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.00% | $29,881.93 | 34,351 | Mar 31, 2026 | May 26, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.00% | $28,717.72 | 30,226 | Feb 28, 2026 | Apr 28, 2026 |
|
RSSL
Global X Russell 2000 ETF
|
ETF | Independent / Boutique | 0.00% | $27,573.66 | 27,033 | Apr 30, 2026 | Jun 29, 2026 |
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