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Compiled from SEC Form N-PX filings and Expensify, Inc.’s Form 8-K, filed May 27, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of May 22, 2026: 11 items on Expensify, Inc.’s Form 8-K, filed May 27, 2026: 3 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
Proxy season: 2023-2024 2025-2026
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 May 27, 2026 (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 | 456,161,131 | -- | -- | 23,911,792 | 33,914,885 | 95% | Not verified | — |
| Elect Director: Ryan Schaffer | 457,329,726 | -- | -- | 22,743,197 | 33,914,885 | 95% | Not verified | — |
| Elect Director: Jason Mills | 457,506,915 | -- | -- | 22,566,008 | 33,914,885 | 95% | Not verified | — |
| Elect Director: Daniel Vidal | 457,544,874 | -- | -- | 22,528,049 | 33,914,885 | 95% | Not verified | — |
| Elect Director: Carlos Alvarez Divo | 457,821,099 | -- | -- | 22,251,824 | 33,914,885 | 95% | Not verified | — |
| Elect Director: Timothy L. Christen | 460,128,589 | -- | -- | 19,944,334 | 33,914,885 | 96% | Not verified | — |
| Elect Director: Ying (Vivian) Liu | 463,906,730 | -- | -- | 16,166,193 | 33,914,885 | 97% | Not verified | — |
| Elect Director: Ellen Pao | 463,909,648 | -- | -- | 16,163,275 | 33,914,885 | 97% | Not verified | — |
| 2. Ratification of Appointment of Independent Registered Public Accounting Firm | 507,688,387 | 79,336 | 6,220,085 | -- | -- | 99.9% | Approved | — |
| 3. Advisory Vote on the Compensation of Our Named Executive Officers | 463,816,243 | 10,148,633 | 6,108,047 | -- | 33,914,885 | 98% | Approved | — |
| 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 | 508,746,708 | 5,199,186 | 41,914 | -- | -- | 99% | Approved | — |
Source: Expensify, Inc., Form 8-K, filed with the SEC on May 27, 2026 — read the filing on EDGAR.
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.
Combines 6 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Carlos Alvarez Divo
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 May 27, 2026 (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: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 3,235,369 for, 5,079,847 withheld, 155 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 17,489 | 0 | 155 | 4,262,340 | Withhold |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 379,969 | Withhold |
| WisdomTree | 108,844 | 0 | 0 | 0 | For |
| Equitable | 102,997 | 0 | 0 | 5,100 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 7,701 | 0 | 0 | 39,784 | Mixed |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 29,133 | Withhold |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 0 | 0 | 0 | 22,009 | Withhold |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 16,742 | Withhold |
| Invesco | 0 | 0 | 0 | 12,700 | Withhold |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 0 | 0 | 0 | 9,159 | Withhold |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 6 wordings of this item as funds reported it.
95% 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”): 457,544,874 for, 22,528,049 withheld, per its Form 8-K filed May 27, 2026 (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: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 3,134,719 for, 5,171,949 withheld, 8,703 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,941 | 0 | 8,703 | 4,262,340 | Withhold |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 379,969 | Withhold |
| WisdomTree | 0 | 0 | 0 | 108,844 | Withhold |
| Equitable | 102,997 | 0 | 0 | 5,100 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 7,701 | 0 | 0 | 39,784 | Mixed |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 29,133 | Withhold |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 0 | 0 | 0 | 22,009 | Withhold |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 16,742 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 0 | 12,700 | Withhold |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 0 | 0 | 0 | 9,159 | Withhold |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 6 wordings of this item as funds reported it.
95% 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”): 456,161,131 for, 23,911,792 withheld, per its Form 8-K filed May 27, 2026 (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: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 1,948,167 for, 6,358,491 withheld, 8,713 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,931 | 0 | 8,713 | 4,262,340 | Withhold |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 0 | 0 | 0 | 1,174,900 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 379,969 | Withhold |
| WisdomTree | 0 | 0 | 0 | 108,844 | Withhold |
| Equitable | 108,097 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 7,701 | 0 | 0 | 39,784 | Mixed |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 29,133 | Withhold |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 0 | 0 | 0 | 22,009 | Withhold |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 16,742 | Withhold |
| Invesco | 0 | 0 | 0 | 12,700 | Withhold |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 0 | 0 | 0 | 9,159 | Withhold |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 6 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”): 463,909,648 for, 16,163,275 withheld, per its Form 8-K filed May 27, 2026 (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 35 asset managers below reported 7,913,588 for, 353,651 withheld, 48,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,271,325 | 0 | 8,659 | 0 | For |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 379,969 | 0 | 0 | 0 | For |
| WisdomTree | 108,844 | 0 | 0 | 0 | For |
| Equitable | 108,097 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 7,701 | 0 | 0 | 39,784 | Mixed |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 39,473 | 0 | Abstain |
| Global X | 29,133 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 4,953 | 0 | 0 | 17,056 | Mixed |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 16,742 | 0 | 0 | 0 | For |
| Invesco | 12,700 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 9,159 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 6 wordings of this item as funds reported it.
95% 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”): 457,506,915 for, 22,566,008 withheld, per its Form 8-K filed May 27, 2026 (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: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 3,117,977 for, 5,188,691 withheld, 8,703 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,941 | 0 | 8,703 | 4,262,340 | Withhold |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 379,969 | Withhold |
| WisdomTree | 0 | 0 | 0 | 108,844 | Withhold |
| Equitable | 102,997 | 0 | 0 | 5,100 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 7,701 | 0 | 0 | 39,784 | Mixed |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 29,133 | Withhold |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 0 | 0 | 0 | 22,009 | Withhold |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 16,742 | Withhold |
| Invesco | 0 | 0 | 0 | 12,700 | Withhold |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 0 | 0 | 0 | 9,159 | Withhold |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 6 wordings of this item as funds reported it.
95% 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”): 457,329,726 for, 22,743,197 withheld, per its Form 8-K filed May 27, 2026 (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: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 3,144,770 for, 5,161,896 withheld, 8,705 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 8,939 | 0 | 8,705 | 4,262,340 | Withhold |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 379,969 | Withhold |
| WisdomTree | 0 | 0 | 0 | 108,844 | Withhold |
| Equitable | 108,097 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 7,701 | 0 | 0 | 39,784 | Mixed |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 29,133 | Withhold |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 4,953 | 0 | 0 | 17,056 | Mixed |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 16,742 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 0 | 12,700 | Withhold |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 0 | 0 | 0 | 9,159 | Withhold |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 6 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Timothy L. Christen
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 May 27, 2026 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 5,607,285 for, 912,826 withheld, 1,795,260 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,267,010 | 0 | 8,665 | 4,309 | For |
| BlackRock | 0 | 0 | 1,727,389 | 0 | Abstain |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 379,969 | Withhold |
| WisdomTree | 108,844 | 0 | 0 | 0 | For |
| Equitable | 0 | 0 | 0 | 108,097 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 0 | 0 | 0 | 47,485 | Withhold |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 39,473 | 0 | Abstain |
| Global X | 0 | 0 | 0 | 29,133 | Withhold |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 0 | 0 | 0 | 22,009 | Withhold |
| Bridge Builder Trust | 0 | 0 | 19,733 | 0 | Abstain |
| Pacific Life | 0 | 0 | 0 | 18,913 | Withhold |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 16,742 | 0 | 0 | 0 | For |
| Invesco | 12,700 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 9,159 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 6 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ying (Vivian) Liu
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 May 27, 2026 (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 35 asset managers below reported 7,913,588 for, 353,651 withheld, 48,132 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,271,325 | 0 | 8,659 | 0 | For |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 379,969 | 0 | 0 | 0 | For |
| WisdomTree | 108,844 | 0 | 0 | 0 | For |
| Equitable | 108,097 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 83,000 | Withhold |
| TIAA | 0 | 0 | 0 | 77,657 | Withhold |
| Nationwide | 7,701 | 0 | 0 | 39,784 | Mixed |
| Lincoln Financial | 0 | 0 | 0 | 46,900 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 39,473 | 0 | Abstain |
| Global X | 29,133 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 28,568 | Withhold |
| Venerable Variable Insurance Trust | 4,953 | 0 | 0 | 17,056 | Mixed |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 16,742 | 0 | 0 | 0 | For |
| Invesco | 12,700 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 11,871 | Withhold |
| ProShares | 0 | 0 | 0 | 9,773 | Withhold |
| DWS | 9,159 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 6,971 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 6,798 | Withhold |
| Calvert | 0 | 0 | 0 | 6,105 | Withhold |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99% Approved · of votes cast
Description as filed by funds: 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.
Expensify, Inc.’s own tally for this item (“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”): 508,746,708 for, 5,199,186 against — passed, per its Form 8-K filed May 27, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “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 the Company's amended and restated certif…”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 8,315,345 for, 26 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,279,958 | 26 | 0 | 0 | For |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 379,969 | 0 | 0 | 0 | For |
| WisdomTree | 108,844 | 0 | 0 | 0 | For |
| Equitable | 108,097 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 83,000 | 0 | 0 | 0 | For |
| TIAA | 77,657 | 0 | 0 | 0 | For |
| Nationwide | 47,485 | 0 | 0 | 0 | For |
| Lincoln Financial | 46,900 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 29,133 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 28,568 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 22,009 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 16,742 | 0 | 0 | 0 | For |
| Invesco | 12,700 | 0 | 0 | 0 | For |
| Northern Trust | 11,871 | 0 | 0 | 0 | For |
| ProShares | 9,773 | 0 | 0 | 0 | For |
| DWS | 9,159 | 0 | 0 | 0 | For |
| Victory Capital | 6,971 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,798 | 0 | 0 | 0 | For |
| Calvert | 6,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% 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”): 463,816,243 for, 10,148,633 against — passed, per its Form 8-K filed May 27, 2026 (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: 98% 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 | 4,279,872 | 69 | 43 | 0 | For |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 379,969 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 108,844 | 0 | 0 | Against |
| Equitable | 102,997 | 5,100 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 83,000 | 0 | 0 | Against |
| TIAA | 0 | 77,657 | 0 | 0 | Against |
| Nationwide | 7,701 | 39,784 | 0 | 0 | Mixed |
| Lincoln Financial | 46,900 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 29,133 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 28,568 | 0 | 0 | Against |
| Venerable Variable Insurance Trust | 4,953 | 17,056 | 0 | 0 | Mixed |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 16,742 | 0 | 0 | Against |
| Invesco | 0 | 12,700 | 0 | 0 | Against |
| Northern Trust | 0 | 11,871 | 0 | 0 | Against |
| ProShares | 0 | 9,773 | 0 | 0 | Against |
| DWS | 0 | 9,159 | 0 | 0 | Against |
| Victory Capital | 0 | 6,971 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 6,798 | 0 | 0 | Against |
| Calvert | 6,105 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 7,869,627 for, 445,701 against, 43 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | 0 | 1,447,361 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 1,371,415 | 0 | 0 | 0 | For |
| BlackRock | 1,332,170 | 8 | 0 | 0 | For |
| DE Shaw | 0 | 1,295,146 | 0 | 0 | Against |
| Verition Fund Management LLC | 0 | 1,210,026 | 0 | 0 | Against |
| FORMULA GROWTH LTD | 890,000 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 590,922 | 0 | 0 | 0 | For |
| Vanguard | 407,053 | 19,076 | 0 | 0 | For |
| Charles Schwab | 380,219 | 0 | 0 | 0 | For |
| MACKENZIE FINANCIAL CORP | 380,185 | 0 | 0 | 0 | For |
| State Street | 323,977 | 4,024 | 0 | 0 | For |
| AQR | 0 | 302,398 | 0 | 0 | Against |
| Renaissance | 0 | 281,429 | 0 | 0 | Against |
| Northern Trust | 0 | 234,971 | 0 | 0 | Against |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | 232,144 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 0 | 181,821 | 0 | 0 | Against |
| Two Sigma | 0 | 139,182 | 0 | 0 | Against |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 94,300 | 0 | 0 | Against |
| Nuveen | 0 | 77,657 | 0 | 0 | Against |
| Pitcairn Trust Co LLC | 66,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 50,055 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 49,080 | 0 | 0 | Against |
| BALYASNY ASSET MANAGEMENT L.P. | 44,007 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 40,500 | 0 | 0 | 0 | For |
| Invesco | 0 | 29,012 | 0 | 0 | Against |
Institutional-manager reports, all 81 managers: 5,986,549 for, 5,724,809 against, 5,500 not voted. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
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, 2026.
Expensify, Inc.’s own tally for this item (“2. Ratification of Appointment of Independent Registered Public Accounting Firm”): 507,688,387 for, 79,336 against — passed, per its Form 8-K filed May 27, 2026 (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, 2026.”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 35 asset managers below reported 8,315,328 for, 43 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,279,941 | 0 | 43 | 0 | For |
| BlackRock | 1,727,389 | 0 | 0 | 0 | For |
| Fidelity | 1,174,900 | 0 | 0 | 0 | For |
| Charles Schwab | 379,969 | 0 | 0 | 0 | For |
| WisdomTree | 108,844 | 0 | 0 | 0 | For |
| Equitable | 108,097 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 83,000 | 0 | 0 | 0 | For |
| TIAA | 77,657 | 0 | 0 | 0 | For |
| Nationwide | 47,485 | 0 | 0 | 0 | For |
| Lincoln Financial | 46,900 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 39,473 | 0 | 0 | 0 | For |
| Global X | 29,133 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 28,568 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 22,009 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 19,733 | 0 | 0 | 0 | For |
| Pacific Life | 18,913 | 0 | 0 | 0 | For |
| Goldman Sachs | 17,930 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 16,742 | 0 | 0 | 0 | For |
| Invesco | 12,700 | 0 | 0 | 0 | For |
| Northern Trust | 11,871 | 0 | 0 | 0 | For |
| ProShares | 9,773 | 0 | 0 | 0 | For |
| DWS | 9,159 | 0 | 0 | 0 | For |
| Victory Capital | 6,971 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,798 | 0 | 0 | 0 | For |
| Calvert | 6,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.
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 93,719,202 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.57% |
| 2 | BlackRock | 1.84% |
| 3 | Fidelity | 1.25% |
| 4 | Charles Schwab | 0.41% |
| 5 | WisdomTree | 0.12% |
| 6 | Equitable | 0.12% |
| 7 | BRIDGEWAY FUNDS INC | 0.09% |
| 8 | TIAA | 0.08% |
| 9 | Nationwide | 0.05% |
| 10 | Lincoln Financial | 0.05% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | ACADIAN ASSET MANAGEMENT LLC | 1.54% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 1.46% |
| 3 | BlackRock | 1.42% |
| 4 | DE Shaw | 1.38% |
| 5 | Verition Fund Management LLC | 1.29% |
| 6 | FORMULA GROWTH LTD | 0.95% |
| 7 | MARSHALL WACE, LLP | 0.63% |
| 8 | Vanguard | 0.45% |
| 9 | Charles Schwab | 0.41% |
| 10 | MACKENZIE FINANCIAL CORP | 0.41% |
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 |
|---|---|---|
| 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 March 31, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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, 2026. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At Expensify, Inc.'s shareholder meeting held May 22, 2026, 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 1,175 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 98% 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 May 27, 2026.
Expensify, Inc. proxy season coverage: 2023-2024 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.