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At EXPENSIFY INC.'s shareholder meeting held June 13, 2025, in the 2024-2025 proxy season, 82 asset managers reported how they voted on 10 ballot items in their SEC Form N-PX filings, covering 535 separate fund positions. On the most widely held item on that ballot — APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. — EXPENSIFY INC.'s filing reports the proposal as approved, with 99.2% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: EXPENSIFY INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 16, 2025.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and EXPENSIFY INC.’s Form 8-K, filed June 16, 2025 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of June 13, 2025: 10 items on EXPENSIFY INC.’s Form 8-K, filed June 16, 2025: 2 approved · 8 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore EXPENSIFY INC. in the interactive database Compare manager voting policies
These tallies are EXPENSIFY INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 16, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: David Barrett | 442,361,850 | -- | -- | 15,709,653 | 27,578,656 | 97% | Not verified | — |
| Elect Director: Ryan Schaffer | 444,891,391 | -- | -- | 13,180,112 | 27,578,656 | 97% | Not verified | — |
| Elect Director: Anuradha Muralidharan | 445,280,671 | -- | -- | 12,790,832 | 27,578,656 | 97% | Not verified | — |
| Elect Director: Jason Mills | 442,992,259 | -- | -- | 15,079,244 | 27,578,656 | 97% | Not verified | — |
| Elect Director: Daniel Vidal | 445,280,869 | -- | -- | 12,790,634 | 27,578,656 | 97% | Not verified | — |
| Elect Director: Timothy L. Christen | 447,733,149 | -- | -- | 10,338,354 | 27,578,656 | 98% | Not verified | — |
| Elect Director: Ying (Vivian) Liu | 446,265,405 | -- | -- | 11,806,098 | 27,578,656 | 97% | Not verified | — |
| Elect Director: Ellen Pao | 446,263,987 | -- | -- | 11,807,516 | 27,578,656 | 97% | Not verified | — |
| 2. Ratification of Appointment of Independent Registered Public Accounting Firm | 485,592,553 | 53,248 | 4,358 | -- | -- | 99.9% | Approved | — |
| 3. Advisory Vote on the Compensation of Our Named Executive Officers | 454,429,843 | 3,546,036 | 95,624 | -- | 27,578,656 | 99.2% | Approved | — |
Source: EXPENSIFY INC., Form 8-K, filed with the SEC on June 16, 2025 — read the filing on EDGAR.
Each item below shows how the 82 asset managers that disclosed a EXPENSIFY INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Anu Muralidharan
EXPENSIFY INC.’s own tally for this item (“Elect Director: Anuradha Muralidharan”): 445,280,671 for, 12,790,832 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 6,559,399 for, 1,008,956 withheld, 305,982 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 312,157 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 311,865 | Withhold |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 161,924 | 0 | 0 | 0 | For |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 6,465 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 0 | 0 | 2,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 217 | Withhold |
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Daniel Vidal
EXPENSIFY INC.’s own tally for this item (“Elect Director: Daniel Vidal”): 445,280,869 for, 12,790,634 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 6,559,399 for, 1,008,956 withheld, 305,982 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 312,157 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 311,865 | Withhold |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 161,924 | 0 | 0 | 0 | For |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 6,465 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 0 | 0 | 2,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 217 | Withhold |
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: David Barrett
EXPENSIFY INC.’s own tally for this item (“Elect Director: David Barrett”): 442,361,850 for, 15,709,653 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 4,062,806 for, 3,505,549 withheld, 305,982 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 1,986,931 | Withhold |
| Fidelity | 0 | 0 | 0 | 509,662 | Withhold |
| SEI | 0 | 0 | 0 | 312,157 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 311,865 | Withhold |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 161,924 | 0 | 0 | 0 | For |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 6,465 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 0 | 0 | 2,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 217 | Withhold |
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ellen Pao
EXPENSIFY INC.’s own tally for this item (“Elect Director: Ellen Pao”): 446,263,987 for, 11,807,516 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 7,150,114 for, 384,717 withheld, 339,506 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 312,157 | 0 | 0 | 0 | For |
| Charles Schwab | 311,865 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 132,720 | 0 | 29,204 | 0 | Mixed |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 6,465 | 0 | Abstain |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 2,145 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 217 | 0 | 0 | 0 | For |
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Jason Mills
EXPENSIFY INC.’s own tally for this item (“Elect Director: Jason Mills”): 442,992,259 for, 15,079,244 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 4,572,468 for, 2,995,887 withheld, 305,982 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 1,986,931 | Withhold |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 312,157 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 311,865 | Withhold |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 161,924 | 0 | 0 | 0 | For |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 6,465 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 0 | 0 | 2,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 217 | Withhold |
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ryan Schaffer
EXPENSIFY INC.’s own tally for this item (“Elect Director: Ryan Schaffer”): 444,891,391 for, 13,180,112 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 6,398,253 for, 1,170,102 withheld, 305,982 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 312,157 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 311,865 | Withhold |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 161,924 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 0 | 0 | 161,146 | Withhold |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 6,465 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 0 | 0 | 2,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 217 | Withhold |
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Tim Christen
EXPENSIFY INC.’s own tally for this item (“Elect Director: Timothy L. Christen”): 447,733,149 for, 10,338,354 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 6,381,693 for, 1,020,418 withheld, 472,226 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 312,157 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 311,865 | Withhold |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 0 | 0 | 161,924 | 0 | Abstain |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 0 | 0 | 0 | 11,679 | Withhold |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 6,465 | 0 | Abstain |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 2,145 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 217 | 0 | 0 | 0 | For |
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Vivian Liu
EXPENSIFY INC.’s own tally for this item (“Elect Director: Ying (Vivian) Liu”): 446,265,405 for, 11,806,098 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 7,150,114 for, 384,717 withheld, 339,506 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 312,157 | 0 | 0 | 0 | For |
| Charles Schwab | 311,865 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 0 | 0 | 303,837 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 183,000 | Withhold |
| BlackRock | 132,720 | 0 | 29,204 | 0 | Mixed |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 109,754 | Withhold |
| WisdomTree | 0 | 0 | 0 | 46,673 | Withhold |
| Thrivent | 0 | 0 | 0 | 19,566 | Withhold |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 9,900 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 6,847 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 6,465 | 0 | Abstain |
| Victory Capital | 0 | 0 | 0 | 6,277 | Withhold |
| Prudential/PGIM | 0 | 0 | 0 | 2,700 | Withhold |
| Innovator ETFs Trust | 2,145 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 217 | 0 | 0 | 0 | For |
Combines 3 wordings of this item as funds reported it.
99.2% Approved · of votes cast
Description as filed by funds: APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.
EXPENSIFY INC.’s own tally for this item (“3. Advisory Vote on the Compensation of Our Named Executive Officers”): 454,429,843 for, 3,546,036 against — passed, per its Form 8-K filed June 16, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3: Advisory Vote on the Compensation of Our Named Executive Officers The Company's stockholders approved, on an advisory basis, the compensation paid to the Company's named executive officers.”
Support: 99.2% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 312,157 | 0 | 0 | 0 | For |
| Charles Schwab | 311,865 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 303,837 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 183,000 | 0 | 0 | Against |
| BlackRock | 161,924 | 0 | 0 | 0 | For |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 0 | 109,754 | 0 | 0 | Against |
| WisdomTree | 0 | 46,673 | 0 | 0 | Against |
| Thrivent | 19,566 | 0 | 0 | 0 | For |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 9,900 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,847 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 6,465 | 0 | 0 | 0 | For |
| Victory Capital | 6,277 | 0 | 0 | 0 | For |
| Prudential/PGIM | 2,700 | 0 | 0 | 0 | For |
| Innovator ETFs Trust | 2,145 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 217 | 0 | 0 | 0 | For |
Fund voting reports, all 20 managers: 7,534,910 for, 339,427 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| DE Shaw | 1,978,129 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 1,007,140 | 0 | 0 | 0 | For |
| FORMULA GROWTH LTD | 1,000,000 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 923,656 | 0 | 0 | 0 | For |
| BlackRock | 910,485 | 0 | 0 | 0 | For |
| Two Sigma | 734,804 | 0 | 0 | 0 | For |
| Renaissance | 603,900 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 600,370 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 377,549 | 0 | 0 | 0 | For |
| SEI | 312,157 | 0 | 0 | 0 | For |
| Charles Schwab | 311,869 | 0 | 0 | 0 | For |
| MILLER VALUE PARTNERS, LLC | 303,837 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 295,335 | 0 | 0 | 0 | For |
| Point72 | 252,528 | 0 | 0 | 0 | For |
| State Street | 225,281 | 0 | 0 | 0 | For |
| Informed Momentum Co LLC | 222,460 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 194,300 | 0 | 0 | Against |
| Citadel | 175,642 | 0 | 0 | 0 | For |
| Federated Hermes | 164,538 | 0 | 0 | 0 | For |
| Goldman Sachs | 157,511 | 0 | 0 | 0 | For |
| OMERS ADMINISTRATION Corp | 124,300 | 0 | 0 | 0 | For |
| State of Wyoming | 110,382 | 0 | 0 | 0 | For |
| American Century | 0 | 109,754 | 0 | 0 | Against |
| Northern Trust | 96,357 | 0 | 0 | 0 | For |
| Dimensional | 83,912 | 0 | 0 | 0 | For |
Institutional-manager reports, all 72 managers: 11,393,124 for, 308,188 against. Showing the 25 largest; every one is in the interactive database (link above).
99.9% Approved · of votes cast
Description as filed by funds: RATIFICATION OF THE APPOINTMENT OF KPMG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2025.
EXPENSIFY INC.’s own tally for this item (“2. Ratification of Appointment of Independent Registered Public Accounting Firm”): 485,592,553 for, 53,248 against — passed, per its Form 8-K filed June 16, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm The Company's stockholders ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025.”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 7,874,337 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,721,592 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,986,931 | 0 | 0 | 0 | For |
| Fidelity | 509,662 | 0 | 0 | 0 | For |
| SEI | 312,157 | 0 | 0 | 0 | For |
| Charles Schwab | 311,865 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 303,837 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 183,000 | 0 | 0 | 0 | For |
| BlackRock | 161,924 | 0 | 0 | 0 | For |
| Federated Hermes | 161,146 | 0 | 0 | 0 | For |
| American Century | 109,754 | 0 | 0 | 0 | For |
| WisdomTree | 46,673 | 0 | 0 | 0 | For |
| Thrivent | 19,566 | 0 | 0 | 0 | For |
| Equitable | 11,679 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 9,900 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,847 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 6,465 | 0 | 0 | 0 | For |
| Victory Capital | 6,277 | 0 | 0 | 0 | For |
| Prudential/PGIM | 2,700 | 0 | 0 | 0 | For |
| Innovator ETFs Trust | 2,145 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 217 | 0 | 0 | 0 | For |
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 91,501,083 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.07% |
| 2 | Columbia Threadneedle | 2.17% |
| 3 | Fidelity | 0.56% |
| 4 | SEI | 0.34% |
| 5 | Charles Schwab | 0.34% |
| 6 | Advisor Managed Portfolios | 0.33% |
| 7 | BRIDGEWAY FUNDS INC | 0.20% |
| 8 | BlackRock | 0.18% |
| 9 | Federated Hermes | 0.18% |
| 10 | American Century | 0.12% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | DE Shaw | 2.16% |
| 2 | Connor, Clark & Lunn Investment Management Ltd. | 1.10% |
| 3 | FORMULA GROWTH LTD | 1.09% |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.01% |
| 5 | BlackRock | 1.00% |
| 6 | Two Sigma | 0.80% |
| 7 | Renaissance | 0.66% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 0.66% |
| 9 | MARSHALL WACE, LLP | 0.41% |
| 10 | SEI | 0.34% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| David Barrett, individually and as trustee of the Barrett Family Trust, solely in such tru | 5.20% | 13G |
| Vanguard Group | 3.90% | 13F |
| D.E. Shaw | 2.28% | 13F |
| Millennium Management | 1.54% | 13F |
| BlackRock | 1.29% | 13F |
| Renaissance Technologies | 1.03% | 13F |
| Morgan Stanley | 1.02% | 13F |
| Citadel Advisors | 0.67% | 13F |
| Two Sigma | 0.63% | 13F |
| Geode Capital | 0.62% | 13F |
Percentages above are of 91,501,083 shares outstanding, as reported by EXPENSIFY INC. on its Form 10-Q dated March 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from EXPENSIFY INC.’s 10-Q dated March 31, 2025. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
EXPENSIFY INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.
proxyvotesnow.com, “EXPENSIFY (EXFY) 2025 Annual Meeting: Vote Results & How Funds Voted”, https://proxyvotesnow.com/company/expensify-inc/2025 (version of November 8, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.