Expensify, Inc. EXFY
Institutional shares held
28.7 Million
133K
calls
7.1K
puts
Total value of holdings
$89.2M
$413K
calls
$22K
puts
Market Cap
$212M
68,252,496
Shares Out.
Institutional ownership
42.03%
# of Institutions
94
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, PA3.5MShares$10.9 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.42MShares$7.52 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.22MShares$6.9 Million0.0% of portfolio
-
Marshall Wace, LLP London, X01.44MShares$4.48 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.11MShares$3.45 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny965KShares$3 Million0.01% of portfolio
-
Formula Growth LTD Montreal, A8950KShares$2.95 Million1.15% of portfolio
-
Morgan Stanley New York, NY888KShares$2.76 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA865KShares$2.69 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA861KShares$2.68 Million0.01% 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 |
|---|---|---|---|---|---|
|
Apr 05
2025
|
Ying Liu Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,515
+1.3%
|
-
|
|
Mar 28
2025
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
9,000
-3.73%
|
$27,000
$3.15 P/Share
|
|
Mar 21
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
2,900
-0.17%
|
$8,700
$3.2 P/Share
|
|
Mar 20
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
51,055
-2.82%
|
$153,165
$3.28 P/Share
|
|
Mar 19
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
37,001
-2.01%
|
$111,003
$3.27 P/Share
|
|
Mar 18
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
44,716
-2.37%
|
$134,148
$3.33 P/Share
|
|
Mar 17
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
27,331
-1.43%
|
$81,993
$3.36 P/Share
|
|
Mar 06
2025
|
Jason Fahr Mills Director |
BUY
Grant, award, or other acquisition
|
Direct |
10,438
+3.59%
|
-
|
|
Mar 06
2025
|
Anuradha Muralidharan Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
14,980
+16.72%
|
-
|
|
Mar 06
2025
|
Ryan Schaffer Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
6,125
+3.93%
|
-
|
|
Mar 06
2025
|
Daniel Vidal Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,868
+2.77%
|
-
|
|
Feb 21
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
30,093
-1.55%
|
$90,279
$3.32 P/Share
|
|
Feb 20
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
31,781
-1.61%
|
$95,343
$3.43 P/Share
|
|
Feb 19
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
47,437
-2.34%
|
$142,311
$3.48 P/Share
|
|
Feb 18
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
45,643
-2.2%
|
$136,929
$3.68 P/Share
|
|
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
|
Last 12 Months Summary
Buy / Acquisition
7.32M
Shares
From
16
Insiders
| Grant, award, or other acquisition | 838K shares |
|---|---|
| Open market or private purchase | 1.43M shares |
| Exercise of conversion of derivative security | 1.82M shares |
| Conversion of derivative security | 3.23M shares |
Sell / Disposition
3.71M
Shares
From
13
Insiders
| Open market or private sale | 3.1M shares |
|---|---|
| Sale (or disposition) back to the issuer | 50.4K shares |
| Payment of exercise price or tax liability | 557K shares |