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Expensify, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Expensify, Inc.’s Form 8-K, filed 2026-05-27 (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 11Ballot items
  • 105Asset managers
  • 1,174Fund votes
  • 2026-05-22Meeting date

Proxy season: 2023-2024 2025-2026

Explore Expensify, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 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 2026-05-27 (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 2026-05-22
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: David Barrett 456,161,131---- 23,911,79233,914,885 Majority: yes
Elect Director: Ryan Schaffer 457,329,726---- 22,743,19733,914,885 Majority: yes
Elect Director: Jason Mills 457,506,915---- 22,566,00833,914,885 Majority: yes
Elect Director: Daniel Vidal 457,544,874---- 22,528,04933,914,885 Majority: yes
Elect Director: Carlos Alvarez Divo 457,821,099---- 22,251,82433,914,885 Majority: yes
Elect Director: Timothy L. Christen 460,128,589---- 19,944,33433,914,885 Majority: yes
Elect Director: Ying (Vivian) Liu 463,906,730---- 16,166,19333,914,885 Majority: yes
Elect Director: Ellen Pao 463,909,648---- 16,163,27533,914,885 Majority: yes
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, 2026 507,688,38779,3366,220,085 ---- Majority: yes
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 463,816,24310,148,6336,108,047 --33,914,885 Majority: yes
Proposal 4: Approval and Adoption of Amendments to Our Amended and Restated Certificate of Incorporation to Effect (i) a Reverse Stock Split and (ii) a Corresponding Decrease in Authorized Shares The Company's stockholders approved and adopted amendments to th 508,746,7085,199,18641,914 ---- Majority: yes

Source: Expensify, Inc., Form 8-K, filed with the SEC on 2026-05-27 — read the filing on EDGAR.

How asset managers voted at the Expensify, Inc. 2025-2026 meeting

Each item below shows how the 105 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. Approval, on an advisory basis, of the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 463,816,243AGAINST: 10,148,633

Expensify, Inc.’s own tally for this item (“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”): 463,816,243 for, 10,148,633 against, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 105 asset managers below cast 69% of the shares they voted on this item FOR (13,856,133 for, 6,170,510 against).

FOR 69%AGAINST 31%
FOR: 13,856,133 (69.2%)AGAINST: 6,170,510 (30.8%)ABSTAIN: 43 (0.0%)NOT VOTED: 5,500 (0.0%)
Largest asset managers voting on “Approval, on an advisory basis, of the compensation of our named executive officers.” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard4,686,88219,145 430For
BlackRock3,059,5598 00For
ACADIAN ASSET MANAGEMENT LLC01,447,361 00Against
GEODE CAPITAL MANAGEMENT, LLC1,371,4150 00For
DE Shaw01,295,146 00Against
Verition Fund Management LLC01,210,026 00Against
Fidelity1,194,9830 00For
FORMULA GROWTH LTD890,0000 00For
Charles Schwab760,1880 00For
MARSHALL WACE, LLP590,9220 00For
MACKENZIE FINANCIAL CORP380,1850 00For
State Street326,9734,024 00For
AQR0302,398 00Against
Renaissance0281,429 00Against
Northern Trust0246,842 00Against
Connor, Clark & Lunn Investment Management Ltd.0232,144 00Against
MELLON INVESTMENTS Corp0181,821 00Against
Two Sigma0139,182 00Against
WisdomTree0108,844 00Against
Equitable102,9975,100 00For
BRIDGEWAY CAPITAL MANAGEMENT, LLC094,300 00Against
BRIDGEWAY FUNDS INC083,000 00Against
Nuveen077,657 00Against
TIAA077,657 00Against
Goldman Sachs67,9850 00For

Showing the 25 largest of 105 asset managers. See all 105 in the interactive database.

2. APPROVAL AND ADOPTION OF AMENDMENTS TO OUR AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO EFFECT (I) A REVERSE STOCK SPLIT AND (II) A CORRESPONDING DECREASE IN AUTHORIZED SHARES.

CAPITAL STRUCTUREMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 508,746,708AGAINST: 5,199,186

Expensify, Inc.’s own tally for this item (“Proposal 4: Approval and Adoption of Amendments to Our Amended and Restated Certificate of Incorporation to Effect (i) a Reverse Stock Split and (ii) a Corresponding Decrease in Authorized Shares The Company's stockholde”): 508,746,708 for, 5,199,186 against, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 99.9% of the shares they voted on this item FOR (8,315,345 for, 26 against).

FOR 99.9%
FOR: 8,315,345 (100.0%)AGAINST: 26 (0.0%)
Largest asset managers voting on “APPROVAL AND ADOPTION OF AMENDMENTS TO OUR AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO EFFECT (I) A R” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard4,279,95826 00For
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab379,9690 00For
WisdomTree108,8440 00For
Equitable108,0970 00For
BRIDGEWAY FUNDS INC83,0000 00For
TIAA77,6570 00For
Nationwide47,4850 00For
Lincoln Financial46,9000 00For
MASTER INVESTMENT PORTFOLIO39,4730 00For
Global X29,1330 00For
CLEARWATER INVESTMENT TRUST28,5680 00For
Venerable Variable Insurance Trust22,0090 00For
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle16,7420 00For
Invesco12,7000 00For
Northern Trust11,8710 00For
ProShares9,7730 00For
DWS9,1590 00For
Victory Capital6,9710 00For
AIG/SunAmerica6,7980 00For
Calvert6,1050 00For

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

3. Election of Directors: Carlos Alvarez Divo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 457,821,099WITHHELD: 22,251,824

Expensify, Inc.’s own tally for this item (“Elect Director: Carlos Alvarez Divo”): 457,821,099 for, 22,251,824 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (3,235,369 for, 0 against).

FOR 39%ABSTAIN 61%
FOR: 3,235,369 (38.9%)ABSTAIN: 5,080,002 (61.1%)
Largest asset managers voting on “Election of Directors: Carlos Alvarez Divo” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard17,4890 4,262,4950Abstain
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab00 379,9690Abstain
WisdomTree108,8440 00For
Equitable102,9970 5,1000For
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide7,7010 39,7840Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO39,4730 00For
Global X00 29,1330Abstain
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust00 22,0090Abstain
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle00 16,7420Abstain
Invesco00 12,7000Abstain
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS00 9,1590Abstain
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

4. Election of Directors: Daniel Vidal

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 457,544,874WITHHELD: 22,528,049

Expensify, Inc.’s own tally for this item (“Elect Director: Daniel Vidal”): 457,544,874 for, 22,528,049 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (3,134,719 for, 0 against).

FOR 38%ABSTAIN 62%
FOR: 3,134,719 (37.7%)ABSTAIN: 5,180,652 (62.3%)
Largest asset managers voting on “Election of Directors: Daniel Vidal” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard8,9410 4,271,0430Abstain
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab00 379,9690Abstain
WisdomTree00 108,8440Abstain
Equitable102,9970 5,1000For
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide7,7010 39,7840Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO39,4730 00For
Global X00 29,1330Abstain
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust00 22,0090Abstain
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle16,7420 00For
Invesco00 12,7000Abstain
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS00 9,1590Abstain
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

5. Election of Directors: David Barrett

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 456,161,131WITHHELD: 23,911,792

Expensify, Inc.’s own tally for this item (“Elect Director: David Barrett”): 456,161,131 for, 23,911,792 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (1,948,167 for, 0 against).

FOR 23%ABSTAIN 77%
FOR: 1,948,167 (23.4%)ABSTAIN: 6,367,204 (76.6%)
Largest asset managers voting on “Election of Directors: David Barrett” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard8,9310 4,271,0530Abstain
BlackRock1,727,3890 00For
Fidelity00 1,174,9000Abstain
Charles Schwab00 379,9690Abstain
WisdomTree00 108,8440Abstain
Equitable108,0970 00For
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide7,7010 39,7840Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO39,4730 00For
Global X00 29,1330Abstain
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust00 22,0090Abstain
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle00 16,7420Abstain
Invesco00 12,7000Abstain
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS00 9,1590Abstain
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

6. Election of Directors: Ellen Pao

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 463,909,648WITHHELD: 16,163,275

Expensify, Inc.’s own tally for this item (“Elect Director: Ellen Pao”): 463,909,648 for, 16,163,275 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (7,913,588 for, 0 against).

FOR 95%
FOR: 7,913,588 (95.2%)ABSTAIN: 401,783 (4.8%)
Largest asset managers voting on “Election of Directors: Ellen Pao” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard4,271,3250 8,6590For
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab379,9690 00For
WisdomTree108,8440 00For
Equitable108,0970 00For
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide7,7010 39,7840Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO00 39,4730Abstain
Global X29,1330 00For
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust4,9530 17,0560Abstain
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle16,7420 00For
Invesco12,7000 00For
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS9,1590 00For
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

7. Election of Directors: Jason Mills

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 457,506,915WITHHELD: 22,566,008

Expensify, Inc.’s own tally for this item (“Elect Director: Jason Mills”): 457,506,915 for, 22,566,008 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (3,117,977 for, 0 against).

FOR 37%ABSTAIN 63%
FOR: 3,117,977 (37.5%)ABSTAIN: 5,197,394 (62.5%)
Largest asset managers voting on “Election of Directors: Jason Mills” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard8,9410 4,271,0430Abstain
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab00 379,9690Abstain
WisdomTree00 108,8440Abstain
Equitable102,9970 5,1000For
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide7,7010 39,7840Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO39,4730 00For
Global X00 29,1330Abstain
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust00 22,0090Abstain
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle00 16,7420Abstain
Invesco00 12,7000Abstain
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS00 9,1590Abstain
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

8. Election of Directors: Ryan Schaffer

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 457,329,726WITHHELD: 22,743,197

Expensify, Inc.’s own tally for this item (“Elect Director: Ryan Schaffer”): 457,329,726 for, 22,743,197 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (3,144,770 for, 0 against).

FOR 38%ABSTAIN 62%
FOR: 3,144,770 (37.8%)ABSTAIN: 5,170,601 (62.2%)
Largest asset managers voting on “Election of Directors: Ryan Schaffer” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard8,9390 4,271,0450Abstain
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab00 379,9690Abstain
WisdomTree00 108,8440Abstain
Equitable108,0970 00For
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide7,7010 39,7840Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO39,4730 00For
Global X00 29,1330Abstain
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust4,9530 17,0560Abstain
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle16,7420 00For
Invesco00 12,7000Abstain
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS00 9,1590Abstain
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

9. Election of Directors: Timothy L. Christen

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 460,128,589WITHHELD: 19,944,334

Expensify, Inc.’s own tally for this item (“Elect Director: Timothy L. Christen”): 460,128,589 for, 19,944,334 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (5,607,285 for, 0 against).

FOR 67%ABSTAIN 33%
FOR: 5,607,285 (67.4%)ABSTAIN: 2,708,086 (32.6%)
Largest asset managers voting on “Election of Directors: Timothy L. Christen” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard4,267,0100 12,9740For
BlackRock00 1,727,3890Abstain
Fidelity1,174,9000 00For
Charles Schwab00 379,9690Abstain
WisdomTree108,8440 00For
Equitable00 108,0970Abstain
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide00 47,4850Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO00 39,4730Abstain
Global X00 29,1330Abstain
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust00 22,0090Abstain
Bridge Builder Trust00 19,7330Abstain
Pacific Life00 18,9130Abstain
Goldman Sachs17,9300 00For
Columbia Threadneedle16,7420 00For
Invesco12,7000 00For
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS9,1590 00For
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

10. Election of Directors: Ying (Vivian) Liu

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 463,906,730WITHHELD: 16,166,193

Expensify, Inc.’s own tally for this item (“Elect Director: Ying (Vivian) Liu”): 463,906,730 for, 16,166,193 withheld, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (7,913,588 for, 0 against).

FOR 95%
FOR: 7,913,588 (95.2%)ABSTAIN: 401,783 (4.8%)
Largest asset managers voting on “Election of Directors: Ying (Vivian) Liu” at Expensify, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard4,271,3250 8,6590For
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab379,9690 00For
WisdomTree108,8440 00For
Equitable108,0970 00For
BRIDGEWAY FUNDS INC00 83,0000Abstain
TIAA00 77,6570Abstain
Nationwide7,7010 39,7840Abstain
Lincoln Financial00 46,9000Abstain
MASTER INVESTMENT PORTFOLIO00 39,4730Abstain
Global X29,1330 00For
CLEARWATER INVESTMENT TRUST00 28,5680Abstain
Venerable Variable Insurance Trust4,9530 17,0560Abstain
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle16,7420 00For
Invesco12,7000 00For
Northern Trust00 11,8710Abstain
ProShares00 9,7730Abstain
DWS9,1590 00For
Victory Capital00 6,9710Abstain
AIG/SunAmerica00 6,7980Abstain
Calvert00 6,1050Abstain

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

11. RATIFICATION OF THE APPOINTMENT OF KPMG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2026.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%
FOR: 507,688,387AGAINST: 79,336

Expensify, Inc.’s own tally for this item (“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 ”): 507,688,387 for, 79,336 against, per its Form 8-K filed 2026-05-27 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 35 asset managers below cast 100% of the shares they voted on this item FOR (8,315,328 for, 0 against).

FOR 99.9%
FOR: 8,315,328 (100.0%)ABSTAIN: 43 (0.0%)
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., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard4,279,9410 430For
BlackRock1,727,3890 00For
Fidelity1,174,9000 00For
Charles Schwab379,9690 00For
WisdomTree108,8440 00For
Equitable108,0970 00For
BRIDGEWAY FUNDS INC83,0000 00For
TIAA77,6570 00For
Nationwide47,4850 00For
Lincoln Financial46,9000 00For
MASTER INVESTMENT PORTFOLIO39,4730 00For
Global X29,1330 00For
CLEARWATER INVESTMENT TRUST28,5680 00For
Venerable Variable Insurance Trust22,0090 00For
Bridge Builder Trust19,7330 00For
Pacific Life18,9130 00For
Goldman Sachs17,9300 00For
Columbia Threadneedle16,7420 00For
Invesco12,7000 00For
Northern Trust11,8710 00For
ProShares9,7730 00For
DWS9,1590 00For
Victory Capital6,9710 00For
AIG/SunAmerica6,7980 00For
Calvert6,1050 00For

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

Largest Expensify, Inc. shareholders voting in 2025-2026

Ranked by the number of Expensify, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 93,719,202 shares outstanding at the time of that meeting.

Top Expensify, Inc. shareholders by shares voted, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 5.02%
2BlackRock 3.26%
3ACADIAN ASSET MANAGEMENT LLC 1.54%
4GEODE CAPITAL MANAGEMENT, LLC 1.46%
5DE Shaw 1.38%
6Verition Fund Management LLC 1.29%
7Fidelity 1.28%
8FORMULA GROWTH LTD 0.95%
9Charles Schwab 0.81%
10MARSHALL WACE, LLP 0.63%

Reported Expensify, Inc. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Expensify, Inc. beneficial owners on record for the 2025-2026 proxy season
Holder % outstanding Disclosure
Vanguard Group 4.99% 13F
BlackRock 4.26% 13F
Geode Capital 1.46% 13F
D.E. Shaw 1.41% 13F
AQR Capital 0.88% 13F
Renaissance Technologies 0.77% 13F
State Street 0.77% 13F
Morgan Stanley 0.57% 13F
Northern Trust 0.45% 13F
Charles Schwab 0.41% 13F

Percentages above are of 93,719,202 shares outstanding, as reported by Expensify, Inc. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2026-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At Expensify, Inc.'s shareholder meeting held 2026-05-22, in the 2025-2026 proxy season, 105 asset managers reported how they voted on 11 ballot items in their SEC Form N-PX filings, covering 1,174 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. — FOR was 98% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Expensify, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-05-27.

Expensify, Inc. proxy season coverage: 2023-2024 · 2025-2026 (this page).