Expensify, Inc. EXFY
Institutional shares held
25.5 Million
45.7K
calls
29.5K
puts
Total value of holdings
$97.6M
$174K
calls
$112K
puts
Market Cap
$260M
68,252,496
Shares Out.
Institutional ownership
37.43%
# of Institutions
87
We take great care to ensure that the data presented and summarized in this overview for Expensify, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EXFY
View all-
Vanguard Group Inc Valley Forge, PA3.37MShares$12.8 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.73MShares$10.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.2MShares$8.37 Million0.0% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.44MShares$5.5 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.33MShares$5.06 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il1.19MShares$4.54 Million0.0% of portfolio
-
Black Rock Inc. New York, NY1.11MShares$4.23 Million0.0% of portfolio
-
Formula Growth LTD Montreal, A8935KShares$3.56 Million0.67% of portfolio
-
Palogic Value Management, L.P. Dallas, TX875KShares$3.33 Million0.68% of portfolio
-
Marshall Wace, LLP London, X0837KShares$3.19 Million0.0% of portfolio
Latest Institutional Activity in EXFY
Top Purchases
Top Sells
About EXFY
Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individuals. The company was founded in 2008 and is based in Portland, Oregon.
Insider Transactions at EXFY
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jan 23
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
16,715
-0.8%
|
$50,145
$3.27 P/Share
|
|
Jan 22
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
21,966
-1.04%
|
$65,898
$3.31 P/Share
|
|
Jan 21
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
36,289
-1.69%
|
$108,867
$3.32 P/Share
|
|
Jan 17
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
32,473
-1.49%
|
$97,419
$3.41 P/Share
|
|
Jan 16
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
24,111
-1.09%
|
$72,333
$3.4 P/Share
|
|
Jan 15
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
30,000
-1.34%
|
$90,000
$3.5 P/Share
|
|
Jan 05
2025
|
Timothy L Christen Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,541
+1.75%
|
-
|
|
Jan 05
2025
|
Ying Liu Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,416
+1.23%
|
-
|
|
Dec 24
2024
|
Daniel Vidal Director |
BUY
Exercise of conversion of derivative security
|
Direct |
50,140
+9.0%
|
$0
$0.97 P/Share
|
|
Dec 20
2024
|
Timothy L Christen Director |
SELL
Open market or private sale
|
Direct |
18,273
-8.57%
|
$54,819
$3.59 P/Share
|
|
Dec 18
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
6,152
-0.27%
|
$18,456
$3.83 P/Share
|
|
Dec 18
2024
|
Anuradha Muralidharan Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
12,320
-72.75%
|
$36,960
$3.85 P/Share
|
|
Dec 17
2024
|
Jason Fahr Mills Director |
SELL
Open market or private sale
|
Direct |
3,276
-0.91%
|
$9,828
$3.82 P/Share
|
|
Dec 17
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
70,000
-3.03%
|
$210,000
$3.81 P/Share
|
|
Dec 17
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,320
-0.27%
|
$9,960
$3.82 P/Share
|
|
Dec 17
2024
|
Ryan Schaffer Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
1,292
-0.75%
|
$3,876
$3.82 P/Share
|
|
Dec 17
2024
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
2,818
-1.2%
|
$8,454
$3.82 P/Share
|
|
Dec 17
2024
|
Anuradha Muralidharan Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
139
-0.81%
|
$417
$3.82 P/Share
|
|
Dec 16
2024
|
Jason Fahr Mills Director |
BUY
Grant, award, or other acquisition
|
Direct |
28,933
+3.94%
|
$28,933
$1.98 P/Share
|
|
Dec 16
2024
|
Jason Fahr Mills Director |
SELL
Open market or private sale
|
Direct |
1,950
-0.59%
|
$5,850
$3.84 P/Share
|
Last 12 Months Summary
Buy / Acquisition
7.64M
Shares
From
16
Insiders
| Grant, award, or other acquisition | 957K shares |
|---|---|
| Open market or private purchase | 1.61M shares |
| Exercise of conversion of derivative security | 1.85M shares |
| Conversion of derivative security | 3.23M shares |
Sell / Disposition
4.34M
Shares
From
13
Insiders
| Open market or private sale | 3.73M shares |
|---|---|
| Sale (or disposition) back to the issuer | 50.4K shares |
| Payment of exercise price or tax liability | 557K shares |