Expensify, Inc. EXFY
Institutional shares held
30.4 Million
0
calls
26.7K
puts
Total value of holdings
$45.9M
$0
calls
$40K
puts
Market Cap
$103M
68,252,496
Shares Out.
Institutional ownership
44.53%
# of Institutions
91
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-
Black Rock Inc. New York, NY4.01MShares$6.05 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.35MShares$5.05 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.81MShares$4.24 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il1.48MShares$2.23 Million0.0% of portfolio
-
Palogic Value Management, L.P. Dallas, TX1.27MShares$1.91 Million1.01% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.24MShares$1.87 Million0.0% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.18MShares$1.78 Million0.0% of portfolio
-
Baillie Gifford & CO1.09MShares$1.64 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.09MShares$1.64 Million0.0% of portfolio
-
Aqr Capital Management LLC Greenwich, CT1.08MShares$1.63 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 |
|---|---|---|---|---|---|
|
May 31
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
1,500
-0.2%
|
$1,500
$1.53 P/Share
|
|
May 30
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
1,500
-0.2%
|
$1,500
$1.63 P/Share
|
|
May 29
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
11,230
-1.51%
|
$11,230
$1.65 P/Share
|
|
May 28
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,390
-1.89%
|
$14,390
$1.74 P/Share
|
|
May 24
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
15,030
-1.94%
|
$15,030
$1.66 P/Share
|
|
May 23
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,982
-1.9%
|
$14,982
$1.67 P/Share
|
|
May 22
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,680
-1.82%
|
$14,680
$1.7 P/Share
|
|
May 21
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,290
-1.74%
|
$14,290
$1.76 P/Share
|
|
May 20
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,643
-1.76%
|
$14,643
$1.7 P/Share
|
|
May 17
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,805
-1.74%
|
$14,805
$1.69 P/Share
|
|
May 16
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,650
-1.7%
|
$14,650
$1.71 P/Share
|
|
May 15
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,346
-1.63%
|
$14,346
$1.75 P/Share
|
|
May 14
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,340
-1.61%
|
$14,340
$1.75 P/Share
|
|
May 13
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,091
-1.55%
|
$14,091
$1.78 P/Share
|
|
May 10
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,530
-1.58%
|
$14,530
$1.73 P/Share
|
|
May 09
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,640
-1.57%
|
$14,640
$1.71 P/Share
|
|
May 08
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,453
-1.52%
|
$14,453
$1.74 P/Share
|
|
May 07
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
13,945
-1.45%
|
$13,945
$1.8 P/Share
|
|
May 06
2024
|
David Michael Barrett Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,510
-1.48%
|
$14,510
$1.72 P/Share
|
|
May 03
2024
|
Daniel Vidal Director |
SELL
Open market or private sale
|
Direct |
15,000
-9.94%
|
$15,000
$1.62 P/Share
|
Last 12 Months Summary
Buy / Acquisition
5.02M
Shares
From
16
Insiders
| Grant, award, or other acquisition | 536K shares |
|---|---|
| Open market or private purchase | 4.34M shares |
| Exercise of conversion of derivative security | 148K shares |
| Conversion of derivative security | 1.35K shares |
Sell / Disposition
12.8M
Shares
From
12
Insiders
| Open market or private sale | 12.8M shares |
|---|---|
| Payment of exercise price or tax liability | 61.6K shares |