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Home › Companies › EXPENSIFY INC. › 2024-2025

EXPENSIFY INC. 2024-2025 Proxy Voting Records

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.

  • 10Ballot items
  • 82Asset managers
  • 535Fund votes
  • June 13, 2025Meeting date

Results at a glance

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.

Material dissent

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

Proxy season: 2023-2024 2024-2025 2025-2026

Explore EXPENSIFY INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by EXPENSIFY INC.

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.

EXPENSIFY INC. — official shareholder meeting results, meeting held June 13, 2025
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: David Barrett 442,361,850---- 15,709,65327,578,656 97%Not verified—
Elect Director: Ryan Schaffer 444,891,391---- 13,180,11227,578,656 97%Not verified—
Elect Director: Anuradha Muralidharan 445,280,671---- 12,790,83227,578,656 97%Not verified—
Elect Director: Jason Mills 442,992,259---- 15,079,24427,578,656 97%Not verified—
Elect Director: Daniel Vidal 445,280,869---- 12,790,63427,578,656 97%Not verified—
Elect Director: Timothy L. Christen 447,733,149---- 10,338,35427,578,656 98%Not verified—
Elect Director: Ying (Vivian) Liu 446,265,405---- 11,806,09827,578,656 97%Not verified—
Elect Director: Ellen Pao 446,263,987---- 11,807,51627,578,656 97%Not verified—
2. Ratification of Appointment of Independent Registered Public Accounting Firm 485,592,55353,2484,358 ---- 99.9%Approved—
3. Advisory Vote on the Compensation of Our Named Executive Officers 454,429,8433,546,03695,624 --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.

How asset managers voted at the EXPENSIFY INC. 2024-2025 meeting

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.

1. Elect Director: Anuradha Muralidharan

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 445,280,671WITHHELD: 12,790,832
Details: description as filed, official tally, votes by 20 asset managers

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.

FOR
FOR: 6,559,399ABSTAIN: 305,982WITHHOLD: 1,008,956
Largest asset managers voting on “Election of Directors: Anu Muralidharan” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI00 0312,157Withhold
Charles Schwab00 0311,865Withhold
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock161,9240 00For
Federated Hermes161,1460 00For
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable11,6790 00For
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO6,4650 00For
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust00 2,1450Abstain
Advisors' Inner Circle Fund III00 0217Withhold

2. Elect Director: Daniel Vidal

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 445,280,869WITHHELD: 12,790,634
Details: description as filed, official tally, votes by 20 asset managers

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.

FOR
FOR: 6,559,399ABSTAIN: 305,982WITHHOLD: 1,008,956
Largest asset managers voting on “Election of Directors: Daniel Vidal” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI00 0312,157Withhold
Charles Schwab00 0311,865Withhold
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock161,9240 00For
Federated Hermes161,1460 00For
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable11,6790 00For
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO6,4650 00For
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust00 2,1450Abstain
Advisors' Inner Circle Fund III00 0217Withhold

3. Elect Director: David Barrett

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 442,361,850WITHHELD: 15,709,653
Details: description as filed, official tally, votes by 20 asset managers

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.

FORWITHHOLD
FOR: 4,062,806ABSTAIN: 305,982WITHHOLD: 3,505,549
Largest asset managers voting on “Election of Directors: David Barrett” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle00 01,986,931Withhold
Fidelity00 0509,662Withhold
SEI00 0312,157Withhold
Charles Schwab00 0311,865Withhold
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock161,9240 00For
Federated Hermes161,1460 00For
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable11,6790 00For
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO6,4650 00For
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust00 2,1450Abstain
Advisors' Inner Circle Fund III00 0217Withhold

4. Elect Director: Ellen Pao

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 446,263,987WITHHELD: 11,807,516
Details: description as filed, official tally, votes by 20 asset managers

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.

FOR
FOR: 7,150,114ABSTAIN: 339,506WITHHOLD: 384,717
Largest asset managers voting on “Election of Directors: Ellen Pao” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI312,1570 00For
Charles Schwab311,8650 00For
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock132,7200 29,2040Mixed
Federated Hermes161,1460 00For
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable11,6790 00For
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO00 6,4650Abstain
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust2,1450 00For
Advisors' Inner Circle Fund III2170 00For

5. Elect Director: Jason Mills

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 442,992,259WITHHELD: 15,079,244
Details: description as filed, official tally, votes by 20 asset managers

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.

FORWITHHOLD
FOR: 4,572,468ABSTAIN: 305,982WITHHOLD: 2,995,887
Largest asset managers voting on “Election of Directors: Jason Mills” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle00 01,986,931Withhold
Fidelity509,6620 00For
SEI00 0312,157Withhold
Charles Schwab00 0311,865Withhold
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock161,9240 00For
Federated Hermes161,1460 00For
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable11,6790 00For
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO6,4650 00For
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust00 2,1450Abstain
Advisors' Inner Circle Fund III00 0217Withhold

6. Elect Director: Ryan Schaffer

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 444,891,391WITHHELD: 13,180,112
Details: description as filed, official tally, votes by 20 asset managers

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.

FORWITHHOLD
FOR: 6,398,253ABSTAIN: 305,982WITHHOLD: 1,170,102
Largest asset managers voting on “Election of Directors: Ryan Schaffer” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI00 0312,157Withhold
Charles Schwab00 0311,865Withhold
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock161,9240 00For
Federated Hermes00 0161,146Withhold
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable11,6790 00For
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO6,4650 00For
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust00 2,1450Abstain
Advisors' Inner Circle Fund III00 0217Withhold

7. Elect Director: Timothy L. Christen

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 447,733,149WITHHELD: 10,338,354
Details: description as filed, official tally, votes by 20 asset managers

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.

FOR
FOR: 6,381,693ABSTAIN: 472,226WITHHOLD: 1,020,418
Largest asset managers voting on “Election of Directors: Tim Christen” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI00 0312,157Withhold
Charles Schwab00 0311,865Withhold
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock00 161,9240Abstain
Federated Hermes161,1460 00For
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable00 011,679Withhold
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO00 6,4650Abstain
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust2,1450 00For
Advisors' Inner Circle Fund III2170 00For

8. Elect Director: Ying (Vivian) Liu

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 446,265,405WITHHELD: 11,806,098
Details: description as filed, official tally, votes by 20 asset managers

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.

FOR
FOR: 7,150,114ABSTAIN: 339,506WITHHOLD: 384,717
Largest asset managers voting on “Election of Directors: Vivian Liu” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI312,1570 00For
Charles Schwab311,8650 00For
Advisor Managed Portfolios00 303,8370Abstain
BRIDGEWAY FUNDS INC00 0183,000Withhold
BlackRock132,7200 29,2040Mixed
Federated Hermes161,1460 00For
American Century00 0109,754Withhold
WisdomTree00 046,673Withhold
Thrivent00 019,566Withhold
Equitable11,6790 00For
Blackstone Alternative Investment Funds00 09,900Withhold
Goldman Sachs00 06,847Withhold
MASTER INVESTMENT PORTFOLIO00 6,4650Abstain
Victory Capital00 06,277Withhold
Prudential/PGIM00 02,700Withhold
Innovator ETFs Trust2,1450 00For
Advisors' Inner Circle Fund III2170 00For

9. Advisory Vote on the Compensation of Our Named Executive Officers

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

99.2% Approved · of votes cast

FOR 99.2%
FOR: 454,429,843AGAINST: 3,546,036
Details: description as filed, official tally, votes by 82 asset managers

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).

Fund voting reports: 20 asset managers voting on “APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI312,1570 00For
Charles Schwab311,8650 00For
Advisor Managed Portfolios303,8370 00For
BRIDGEWAY FUNDS INC0183,000 00Against
BlackRock161,9240 00For
Federated Hermes161,1460 00For
American Century0109,754 00Against
WisdomTree046,673 00Against
Thrivent19,5660 00For
Equitable11,6790 00For
Blackstone Alternative Investment Funds9,9000 00For
Goldman Sachs6,8470 00For
MASTER INVESTMENT PORTFOLIO6,4650 00For
Victory Capital6,2770 00For
Prudential/PGIM2,7000 00For
Innovator ETFs Trust2,1450 00For
Advisors' Inner Circle Fund III2170 00For

Fund voting reports, all 20 managers: 7,534,910 for, 339,427 against.

Institutional-manager reports: 72 asset managers voting on “APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
DE Shaw1,978,1290 00For
Connor, Clark & Lunn Investment Management Ltd.1,007,1400 00For
FORMULA GROWTH LTD1,000,0000 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP923,6560 00For
BlackRock910,4850 00For
Two Sigma734,8040 00For
Renaissance603,9000 00For
GEODE CAPITAL MANAGEMENT, LLC600,3700 00For
MARSHALL WACE, LLP377,5490 00For
SEI312,1570 00For
Charles Schwab311,8690 00For
MILLER VALUE PARTNERS, LLC303,8370 00For
AMERIPRISE FINANCIAL INC295,3350 00For
Point72252,5280 00For
State Street225,2810 00For
Informed Momentum Co LLC222,4600 00For
BRIDGEWAY CAPITAL MANAGEMENT, LLC0194,300 00Against
Citadel175,6420 00For
Federated Hermes164,5380 00For
Goldman Sachs157,5110 00For
OMERS ADMINISTRATION Corp124,3000 00For
State of Wyoming110,3820 00For
American Century0109,754 00Against
Northern Trust96,3570 00For
Dimensional83,9120 00For

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).

10. Ratification of Appointment of Independent Registered Public Accounting Firm

Official resultAUDIT-RELATEDReported outcome: Approved

99.9% Approved · of votes cast

FOR 99.9%
FOR: 485,592,553AGAINST: 53,248
Details: description as filed, official tally, votes by 20 asset managers

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.

FOR
FOR: 7,874,337
Largest asset managers voting on “RATIFICATION OF THE APPOINTMENT OF KPMG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR” at EXPENSIFY INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard3,721,5920 00For
Columbia Threadneedle1,986,9310 00For
Fidelity509,6620 00For
SEI312,1570 00For
Charles Schwab311,8650 00For
Advisor Managed Portfolios303,8370 00For
BRIDGEWAY FUNDS INC183,0000 00For
BlackRock161,9240 00For
Federated Hermes161,1460 00For
American Century109,7540 00For
WisdomTree46,6730 00For
Thrivent19,5660 00For
Equitable11,6790 00For
Blackstone Alternative Investment Funds9,9000 00For
Goldman Sachs6,8470 00For
MASTER INVESTMENT PORTFOLIO6,4650 00For
Victory Capital6,2770 00For
Prudential/PGIM2,7000 00For
Innovator ETFs Trust2,1450 00For
Advisors' Inner Circle Fund III2170 00For

Largest EXPENSIFY INC. shareholders voting in 2024-2025

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.

Fund voting reports: top EXPENSIFY INC. shareholders by shares voted on “APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.”, 2024-2025
#Asset manager % of shares outstanding
1Vanguard 4.07%
2Columbia Threadneedle 2.17%
3Fidelity 0.56%
4SEI 0.34%
5Charles Schwab 0.34%
6Advisor Managed Portfolios 0.33%
7BRIDGEWAY FUNDS INC 0.20%
8BlackRock 0.18%
9Federated Hermes 0.18%
10American Century 0.12%
Institutional-manager reports: top EXPENSIFY INC. shareholders by shares voted on “APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.”, 2024-2025
#Asset manager % of shares outstanding
1DE Shaw 2.16%
2Connor, Clark & Lunn Investment Management Ltd. 1.10%
3FORMULA GROWTH LTD 1.09%
4ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.01%
5BlackRock 1.00%
6Two Sigma 0.80%
7Renaissance 0.66%
8GEODE CAPITAL MANAGEMENT, LLC 0.66%
9MARSHALL WACE, LLP 0.41%
10SEI 0.34%

Reported EXPENSIFY INC. holdings and ownership

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.

EXPENSIFY INC. holdings and ownership disclosed for the 2024-2025 proxy season
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.

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About this page

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.

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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.