Expensify, Inc. EXFY
Institutional shares held
28.9 Million
133K
calls
7.1K
puts
Total value of holdings
$84.5M
$389K
calls
$20K
puts
Market Cap
$200M
68,252,496
Shares Out.
Institutional ownership
42.27%
# of Institutions
95
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$10.3 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.42MShares$7.09 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.22MShares$6.5 Million0.0% of portfolio
-
Marshall Wace, LLP London, X01.44MShares$4.22 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.11MShares$3.25 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny965KShares$2.83 Million0.01% of portfolio
-
Formula Growth LTD Montreal, A8950KShares$2.78 Million1.15% of portfolio
-
Morgan Stanley New York, NY888KShares$2.6 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA865KShares$2.53 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA861KShares$2.52 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 23
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
22,873
-1.42%
|
$45,746
$2.84 P/Share
|
|
Apr 22
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
22,992
-1.41%
|
$45,984
$2.79 P/Share
|
|
Apr 21
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
39,399
-2.35%
|
$78,798
$2.75 P/Share
|
|
Apr 17
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
32,079
-1.88%
|
$64,158
$2.79 P/Share
|
|
Apr 16
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
22,767
-1.32%
|
$45,534
$2.7 P/Share
|
|
Apr 15
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
25,686
-1.46%
|
$51,372
$2.83 P/Share
|
|
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
|
Direct |
2,411
-1.24%
|
$7,233
$3.27 P/Share
|
|
Mar 20
2025
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
3,193
-1.22%
|
$9,579
$3.27 P/Share
|
|
Mar 20
2025
|
Anuradha Muralidharan Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
143
-0.21%
|
$429
$3.27 P/Share
|
|
Mar 20
2025
|
Ryan Schaffer Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
1,474
-0.94%
|
$4,422
$3.27 P/Share
|
|
Mar 20
2025
|
Jason Fahr Mills Director |
SELL
Open market or private sale
|
Direct |
3,774
-1.21%
|
$11,322
$3.27 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
|
Direct |
11,303
-5.49%
|
$33,909
$3.31 P/Share
|
|
Mar 19
2025
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
1,674
-0.63%
|
$5,022
$3.31 P/Share
|
|
Mar 19
2025
|
Anuradha Muralidharan Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
2,738
-3.84%
|
$8,214
$3.31 P/Share
|
|
Mar 19
2025
|
Ryan Schaffer Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
2,494
-1.57%
|
$7,482
$3.31 P/Share
|
|
Mar 19
2025
|
Jason Fahr Mills Director |
SELL
Open market or private sale
|
Direct |
1,996
-0.64%
|
$5,988
$3.31 P/Share
|
Last 12 Months Summary
Buy / Acquisition
6.93M
Shares
From
16
Insiders
| Grant, award, or other acquisition | 907K shares |
|---|---|
| Open market or private purchase | 943K shares |
| Exercise of conversion of derivative security | 1.85M shares |
| Conversion of derivative security | 3.23M shares |
Sell / Disposition
3.72M
Shares
From
13
Insiders
| Open market or private sale | 3.11M shares |
|---|---|
| Sale (or disposition) back to the issuer | 50.4K shares |
| Payment of exercise price or tax liability | 557K shares |