Expensify, Inc. EXFY
Institutional shares held
30.1 Million
276K
calls
0
puts
Total value of holdings
$54.2M
$497K
calls
$0
puts
Market Cap
$123M
68,252,496
Shares Out.
Institutional ownership
44.11%
# of Institutions
100
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, PA4.35MShares$7.82 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA2.07MShares$3.73 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.85MShares$3.33 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.84MShares$3.32 Million0.0% of portfolio
-
Marshall Wace, LLP London, X01.55MShares$2.79 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.33MShares$2.39 Million0.0% of portfolio
-
Castle Knight Management LP New York, NY1.29MShares$2.33 Million0.1% of portfolio
-
Formula Growth LTD Montreal, A81.15MShares$2.07 Million1.23% of portfolio
-
Connor, Clark & Lunn Investment Management Ltd.1.12MShares$2.02 Million0.01% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.12MShares$2.01 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 |
|---|---|---|---|---|---|
|
Aug 01
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
30,000
-1.96%
|
$30,000
$1.94 P/Share
|
|
Aug 01
2025
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
9,000
-3.04%
|
$9,000
$1.95 P/Share
|
|
Jul 05
2025
|
Ying Liu Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,128
+1.25%
|
-
|
|
Jul 01
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
30,000
-1.93%
|
$60,000
$2.56 P/Share
|
|
Jun 17
2025
|
Ryan Schaffer Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
1,883
-1.08%
|
$3,766
$2.28 P/Share
|
|
Jun 17
2025
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
3,354
-1.12%
|
$6,708
$2.28 P/Share
|
|
Jun 17
2025
|
Jason Fahr Mills Director |
SELL
Open market or private sale
|
Direct |
4,068
-1.1%
|
$8,136
$2.28 P/Share
|
|
Jun 17
2025
|
Anuradha Muralidharan Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
521
-0.62%
|
$1,042
$2.28 P/Share
|
|
Jun 17
2025
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
2,247
-1.06%
|
$4,494
$2.28 P/Share
|
|
Jun 15
2025
|
Ryan Schaffer Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,923
+2.21%
|
-
|
|
Jun 15
2025
|
Daniel Vidal Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,826
+0.94%
|
-
|
|
Jun 15
2025
|
Jason Fahr Mills Director |
BUY
Exercise of conversion of derivative security
|
Direct |
3,821
+1.03%
|
-
|
|
Jun 15
2025
|
Anuradha Muralidharan Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,169
+3.61%
|
-
|
|
Jun 15
2025
|
David Michael Barrett Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
14,463
+6.36%
|
-
|
|
Jun 13
2025
|
Ryan Schaffer Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
13,810
+3.97%
|
$13,810
$1.15 P/Share
|
|
Jun 13
2025
|
Daniel Vidal Director |
BUY
Grant, award, or other acquisition
|
Direct |
34,631
+5.64%
|
$34,631
$1.15 P/Share
|
|
Jun 13
2025
|
Jason Fahr Mills Director |
BUY
Grant, award, or other acquisition
|
Direct |
53,569
+6.99%
|
$53,569
$1.15 P/Share
|
|
Jun 13
2025
|
Anuradha Muralidharan Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
12,927
+7.13%
|
$12,927
$1.15 P/Share
|
|
Jun 13
2025
|
David Michael Barrett Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
6,304
+3.08%
|
-
|
|
Jun 13
2025
|
Ellen Pao Director |
BUY
Grant, award, or other acquisition
|
Direct |
51,230
+23.26%
|
-
|
Last 12 Months Summary
Buy / Acquisition
2.44M
Shares
From
13
Insiders
| Grant, award, or other acquisition | 668K shares |
|---|---|
| Exercise of conversion of derivative security | 1.77M shares |
Sell / Disposition
2.57M
Shares
From
7
Insiders
| Open market or private sale | 2.02M shares |
|---|---|
| Payment of exercise price or tax liability | 557K shares |