Expensify, Inc. EXFY
Institutional shares held
26.5 Million
45.7K
calls
29.5K
puts
Total value of holdings
$73.3M
$126K
calls
$81K
puts
Market Cap
$189M
68,252,496
Shares Out.
Institutional ownership
38.79%
# of Institutions
84
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$9.34 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.73MShares$7.55 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.2MShares$6.09 Million0.0% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.44MShares$4 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.33MShares$3.68 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il1.19MShares$3.3 Million0.0% of portfolio
-
Black Rock Inc. New York, NY1.11MShares$3.08 Million0.0% of portfolio
-
Formula Growth LTD Montreal, A8935KShares$2.59 Million0.67% of portfolio
-
Baillie Gifford & CO930KShares$2.58 Million0.0% of portfolio
-
Palogic Value Management, L.P. Dallas, TX875KShares$2.42 Million0.68% 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 |
|---|---|---|---|---|---|
|
Nov 20
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
15,454
-0.65%
|
$30,908
$2.91 P/Share
|
|
Nov 19
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
70,000
-2.84%
|
$140,000
$2.78 P/Share
|
|
Nov 18
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
45,094
-1.8%
|
$90,188
$2.7 P/Share
|
|
Nov 15
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
58,226
-2.27%
|
$116,452
$2.76 P/Share
|
|
Nov 14
2024
|
Anuradha Muralidharan Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
5,739
-14.68%
|
$11,478
$2.93 P/Share
|
|
Nov 08
2024
|
Ryan Schaffer Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
12,500
-7.28%
|
$25,000
$2.5 P/Share
|
|
Nov 08
2024
|
Ryan Schaffer Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
12,500
+6.78%
|
$0
$0.97 P/Share
|
|
Oct 05
2024
|
Timothy L Christen Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,631
+2.57%
|
-
|
|
Oct 05
2024
|
Ying Liu Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,252
+1.97%
|
-
|
|
Sep 17
2024
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
2,520
-1.2%
|
$5,040
$2.27 P/Share
|
|
Sep 17
2024
|
Daniel Vidal Director |
BUY
Grant, award, or other acquisition
|
Direct |
22,947
+5.3%
|
$22,947
$1.21 P/Share
|
|
Sep 17
2024
|
Jason Fahr Mills Director |
SELL
Open market or private sale
|
Direct |
2,862
-0.89%
|
$5,724
$2.27 P/Share
|
|
Sep 17
2024
|
Jason Fahr Mills Director |
BUY
Grant, award, or other acquisition
|
Direct |
32,400
+4.87%
|
$32,400
$1.21 P/Share
|
|
Sep 17
2024
|
Anuradha Muralidharan Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
198
-0.5%
|
$396
$2.27 P/Share
|
|
Sep 17
2024
|
Anuradha Muralidharan Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
438
+1.1%
|
-
|
|
Sep 17
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
2,173
-1.21%
|
$4,346
$2.27 P/Share
|
|
Sep 17
2024
|
David Michael Barrett Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
5,804
+3.13%
|
-
|
|
Sep 17
2024
|
Ryan Schaffer Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
1,120
-0.7%
|
$2,240
$2.27 P/Share
|
|
Sep 17
2024
|
Ryan Schaffer Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
6,629
+2.05%
|
$6,629
$1.21 P/Share
|
|
Sep 16
2024
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
1,805
-0.96%
|
$3,610
$2.28 P/Share
|
Last 12 Months Summary
Buy / Acquisition
6.31M
Shares
From
16
Insiders
| Grant, award, or other acquisition | 1.01M shares |
|---|---|
| Open market or private purchase | 1.85M shares |
| Exercise of conversion of derivative security | 221K shares |
| Conversion of derivative security | 3.23M shares |
Sell / Disposition
4.05M
Shares
From
11
Insiders
| Open market or private sale | 4M shares |
|---|---|
| Sale (or disposition) back to the issuer | 50.4K shares |