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EXFY Insider Trading

Insider Ownership Percentage: 17.33%
Insider Buying (Last 12 Months): $2,294,421.67
Insider Selling (Last 12 Months): $5,124,722.06

Expensify Insider Trading History Chart

This chart shows the insider buying and selling history at Expensify by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Expensify Share Price & Price History

Current Price: $2.75
Price Change: ▼ Price Decrease of -0.11 (-3.85%)
As of 11/15/2024 01:00 AM ET

This chart shows the closing price history over time for EXFY up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Expensify Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/17/2024Anuradha MuralidharanCOOSell198$2.27$449.4639,090View SEC Filing Icon  
9/16/2024David Michael BarrettCEOSell11,095$2.28$25,296.60173,820View SEC Filing Icon  
9/16/2024Jason Fahr MillsDirectorSell2,134$2.28$4,865.52288,994View SEC Filing Icon  
9/16/2024Ryan SchafferCFOSell2,667$2.28$6,080.76153,786View SEC Filing Icon  
9/5/2024Anuradha MuralidharanCOOSell20,000$2.24$44,800.0038,610View SEC Filing Icon  
9/3/2024Ryan SchafferCFOSell12,500$2.27$28,375.00152,531View SEC Filing Icon  
8/28/2024David Michael BarrettCEOSell645,938$2.34$1,511,494.922,567,093View SEC Filing Icon  
8/19/2024Anuradha MuralidharanCOOSell20,000$2.35$47,000.0040,224View SEC Filing Icon  
8/12/2024David Michael BarrettCEOSell11,203$2.28$25,542.843,224,701View SEC Filing Icon  
8/9/2024David Michael BarrettCEOSell12,801$1.98$25,345.983,235,904View SEC Filing Icon  
8/7/2024David Michael BarrettCEOSell16,260$1.52$24,715.203,264,870View SEC Filing Icon  
8/5/2024David Michael BarrettCEOSell16,330$1.51$24,658.303,297,315View SEC Filing Icon  
8/2/2024David Michael BarrettCEOSell15,475$1.61$24,914.753,313,645View SEC Filing Icon  
8/1/2024Daniel VidalDirectorSell10,000$1.81$18,100.00176,649View SEC Filing Icon  
7/31/2024David Michael BarrettCEOSell1,500$1.84$2,760.003,342,995View SEC Filing Icon  
7/29/2024David Michael BarrettCEOSell9,994$1.92$19,188.483,345,995View SEC Filing Icon  
7/26/2024David Michael BarrettCEOSell13,140$1.93$25,360.203,355,989View SEC Filing Icon  
7/24/2024David Michael BarrettCEOSell12,850$1.98$25,443.003,382,429View SEC Filing Icon  
7/22/2024David Michael BarrettCEOSell13,560$1.87$25,357.201,666,197View SEC Filing Icon  
7/19/2024David Michael BarrettCEOSell13,350$1.89$25,231.501,679,757View SEC Filing Icon  
7/17/2024David Michael BarrettCEOSell12,385$2.07$25,636.951,705,322View SEC Filing Icon  
7/15/2024David Michael BarrettCEOSell11,470$2.25$25,807.501,729,947View SEC Filing Icon  
7/12/2024David Michael BarrettCEOSell11,550$2.24$25,872.001,741,417View SEC Filing Icon  
7/10/2024David Michael BarrettCEOSell12,300$2.07$25,461.001,765,703View SEC Filing Icon  
7/9/2024Ryan SchafferCFOSell75,000$2.00$150,000.00144,635View SEC Filing Icon  
7/8/2024David Michael BarrettCEOSell16,874$1.46$24,636.041,790,273View SEC Filing Icon  
7/8/2024Steven J MclaughlinMajor ShareholderBuy123,217$1.45$178,664.659,939,949View SEC Filing Icon  
7/5/2024David Michael BarrettCEOSell16,660$1.48$24,656.801,807,147View SEC Filing Icon  
7/3/2024David Michael BarrettCEOSell16,474$1.50$24,711.001,823,807View SEC Filing Icon  
7/1/2024David Michael BarrettCEOSell16,200$1.53$24,786.001,856,837View SEC Filing Icon  
6/28/2024David Michael BarrettCEOSell16,630$1.49$24,778.701,873,037View SEC Filing Icon  
6/28/2024Steven J MclaughlinMajor ShareholderBuy24,529$1.45$35,567.059,816,732View SEC Filing Icon  
6/26/2024David Michael BarrettCEOSell16,300$1.51$24,613.001,906,277View SEC Filing Icon  
6/26/2024Steven J MclaughlinMajor ShareholderBuy12,999$1.45$18,848.559,716,363View SEC Filing Icon  
6/24/2024David Michael BarrettCEOSell16,860$1.46$24,615.601,939,407View SEC Filing Icon  
6/24/2024Steven J MclaughlinMajor ShareholderBuy7,208$1.44$10,379.529,696,679View SEC Filing Icon  
6/20/2024David Michael BarrettCEOSell18,430$1.32$24,327.601,973,937View SEC Filing Icon  
6/20/2024Steven J MclaughlinMajor ShareholderBuy39,845$1.32$52,595.409,598,124View SEC Filing Icon  
6/17/2024Anuradha MuralidharanCOOSell2,682$1.34$3,593.8860,347View SEC Filing Icon  
6/17/2024David Michael BarrettCEOSell11,072$1.34$14,836.48218,680View SEC Filing Icon  
6/17/2024Jason Fahr MillsDirectorSell1,955$1.34$2,619.70272,681View SEC Filing Icon  
6/17/2024Ryan SchafferCFOSell2,443$1.34$3,273.62144,635View SEC Filing Icon  
6/14/2024David Michael BarrettCEOSell17,740$1.38$24,481.202,044,497View SEC Filing Icon  
6/12/2024David Michael BarrettCEOSell16,970$1.45$24,606.50595,507View SEC Filing Icon  
6/10/2024David Michael BarrettCEOSell17,110$1.44$24,638.40629,973View SEC Filing Icon  
6/7/2024David Michael BarrettCEOSell16,780$1.47$24,666.60647,083View SEC Filing Icon  
6/5/2024Anuradha MuralidharanCOOSell21,118$1.43$30,198.7458,259View SEC Filing Icon  
6/5/2024David Michael BarrettCEOSell17,060$1.44$24,566.40680,957View SEC Filing Icon  
6/4/2024Ying LiuDirectorSell8,000$1.45$11,600.0029,645View SEC Filing Icon  
6/3/2024Anuradha MuralidharanCOOSell17,520$1.50$26,280.0079,377View SEC Filing Icon  
6/3/2024David Michael BarrettCEOSell16,910$1.46$24,688.60714,862View SEC Filing Icon  
6/3/2024Ryan SchafferCFOSell5,046$1.50$7,569.00132,796View SEC Filing Icon  
5/30/2024David Michael BarrettCEOSell1,500$1.63$2,445.00733,272View SEC Filing Icon  
5/30/2024Timothy L ChristenDirectorBuy19,162$1.61$30,850.82122,604View SEC Filing Icon  
5/28/2024David Michael BarrettCEOSell14,390$1.74$25,038.60746,002View SEC Filing Icon  
5/24/2024David Michael BarrettCEOSell15,030$1.66$24,949.80760,392View SEC Filing Icon  
5/22/2024David Michael BarrettCEOSell14,680$1.70$24,956.00790,404View SEC Filing Icon  
5/20/2024David Michael BarrettCEOSell14,643$1.70$24,893.10819,374View SEC Filing Icon  
5/17/2024David Michael BarrettCEOSell14,805$1.69$25,020.45834,017View SEC Filing Icon  
5/15/2024David Michael BarrettCEOSell14,346$1.75$25,105.50863,472View SEC Filing Icon  
5/13/2024David Michael BarrettCEOSell14,091$1.78$25,081.98892,158View SEC Filing Icon  
5/10/2024David Michael BarrettCEOSell14,530$1.73$25,136.90906,249View SEC Filing Icon  
5/8/2024David Michael BarrettCEOSell14,453$1.74$25,148.22935,419View SEC Filing Icon  
5/6/2024David Michael BarrettCEOSell14,510$1.72$24,957.20963,817View SEC Filing Icon  
5/3/2024Daniel VidalDirectorSell15,000$1.62$24,300.00135,933View SEC Filing Icon  
5/3/2024David Michael BarrettCEOSell15,180$1.64$24,895.20978,327View SEC Filing Icon  
5/1/2024David Michael BarrettCEOSell15,480$1.61$24,922.801,008,931View SEC Filing Icon  
5/1/2024Steven J MclaughlinMajor ShareholderBuy11,972$1.60$19,155.209,558,279View SEC Filing Icon  
4/29/2024David Michael BarrettCEOSell1,500$1.61$2,415.001,025,911View SEC Filing Icon  
4/29/2024Steven J MclaughlinMajor ShareholderBuy418,446$1.56$652,775.769,434,282View SEC Filing Icon  
4/26/2024David Michael BarrettCEOSell12,437$1.63$20,272.311,027,411View SEC Filing Icon  
4/25/2024Steven J MclaughlinMajor ShareholderBuy17,511$1.59$27,842.499,015,636View SEC Filing Icon  
4/24/2024David Michael BarrettCEOSell15,910$1.56$24,819.601,055,448View SEC Filing Icon  
4/22/2024David Michael BarrettCEOSell14,844$1.68$24,937.921,086,605View SEC Filing Icon  
4/19/2024David Michael BarrettCEOSell15,800$1.57$24,806.001,101,449View SEC Filing Icon  
4/17/2024David Michael BarrettCEOSell16,575$1.49$24,696.751,132,249View SEC Filing Icon  
4/17/2024Steven J MclaughlinMajor ShareholderBuy135,158$1.50$202,737.008,989,644View SEC Filing Icon  
4/15/2024David Michael BarrettCEOSell17,190$1.44$24,753.601,165,774View SEC Filing Icon  
4/15/2024Steven J MclaughlinMajor ShareholderBuy248,712$1.43$355,658.168,778,407View SEC Filing Icon  
4/11/2024David Michael BarrettCEOSell16,740$1.48$24,775.201,199,804View SEC Filing Icon  
4/8/2024David Michael BarrettCEOSell15,992$1.55$24,787.601,232,447View SEC Filing Icon  
4/5/2024David Michael BarrettCEOSell15,985$1.55$24,776.751,248,439View SEC Filing Icon  
4/3/2024David Michael BarrettCEOSell15,792$1.57$24,793.441,279,828View SEC Filing Icon  
4/1/2024David Michael BarrettCEOSell13,300$1.75$23,275.001,311,138View SEC Filing Icon  
3/27/2024David Michael BarrettCEOSell54,685$1.74$95,151.901,324,438View SEC Filing Icon  
3/25/2024David Michael BarrettCEOSell85,730$1.77$151,742.101,468,192View SEC Filing Icon  
3/22/2024David Michael BarrettCEOSell83,289$1.82$151,585.981,553,922View SEC Filing Icon  
3/20/2024Anuradha MuralidharanCOOSell2,816$1.91$5,378.5658,259View SEC Filing Icon  
3/20/2024David Michael BarrettCEOSell11,627$1.91$22,207.57133,668View SEC Filing Icon  
3/20/2024Jason Fahr MillsDirectorSell2,053$1.91$3,921.23196,660View SEC Filing Icon  
3/20/2024Ryan SchafferCFOSell2,565$1.91$4,899.15122,721View SEC Filing Icon  
3/18/2024David Michael BarrettCEOSell81,301$1.86$151,219.861,886,447View SEC Filing Icon  
3/15/2024Anuradha MuralidharanCOOSell608$2.00$1,216.0057,907View SEC Filing Icon  
3/15/2024Daniel VidalDirectorSell20,000$2.00$40,000.00129,727View SEC Filing Icon  
3/15/2024David Michael BarrettCEOSell80,082$1.97$157,761.541,967,748View SEC Filing Icon  
3/15/2024Ryan SchafferCFOSell538$2.00$1,076.00121,364View SEC Filing Icon  
3/13/2024Anuradha MuralidharanCOOSell20,000$2.15$43,000.0057,080View SEC Filing Icon  
3/11/2024Anuradha MuralidharanCOOSell16,584$2.14$35,489.7677,080View SEC Filing Icon  
3/11/2024Daniel VidalDirectorSell5,202$2.14$11,132.28149,727View SEC Filing Icon  
3/11/2024David Michael BarrettCEOSell7,311$2.14$15,645.54127,711View SEC Filing Icon  
3/11/2024Ryan SchafferCFOSell4,498$2.14$9,625.72116,786View SEC Filing Icon  
2/22/2024Steven J MclaughlinMajor ShareholderBuy182,941$1.59$290,876.198,529,695View SEC Filing Icon  
1/30/2024Steven J MclaughlinMajor ShareholderBuy41,456$1.77$73,377.128,346,754View SEC Filing Icon  
1/26/2024Steven J MclaughlinMajor ShareholderBuy196,076$1.76$345,093.768,305,298View SEC Filing Icon  
12/19/2023Anuradha MuralidharanCOOSell2,659$2.31$6,142.2956,697View SEC Filing Icon  
12/19/2023David Michael BarrettCEOSell10,978$2.31$25,359.18115,925View SEC Filing Icon  
12/19/2023Jason Fahr MillsDirectorSell1,938$2.31$4,476.78171,039View SEC Filing Icon  
12/19/2023Ryan SchafferCFOSell2,423$2.31$5,597.13105,817View SEC Filing Icon  
12/15/2023Anuradha MuralidharanCOOSell584$2.44$1,424.9656,188View SEC Filing Icon  
12/15/2023David Michael BarrettCEOSell71,970$2.49$179,205.302,047,830View SEC Filing Icon  
12/15/2023Jason Fahr MillsDirectorSell829$2.44$2,022.76169,156View SEC Filing Icon  
12/15/2023Ryan SchafferCFOSell292$2.44$712.48104,317View SEC Filing Icon  
12/13/2023David Michael BarrettCEOSell110,000$2.32$255,200.002,203,800View SEC Filing Icon  
12/11/2023David Michael BarrettCEOSell83,000$2.34$194,220.002,398,800View SEC Filing Icon  
12/7/2023David Michael BarrettCEOSell58,221$2.49$144,970.292,565,800View SEC Filing Icon  
12/6/2023Anuradha MuralidharanCOOSell26,580$2.56$68,044.8055,376View SEC Filing Icon  
11/30/2023Anuradha MuralidharanCOOSell19,503$2.41$47,002.2381,956View SEC Filing Icon  
11/30/2023David Michael BarrettCEOSell7,391$2.41$17,812.31109,743View SEC Filing Icon  
11/30/2023Jason Fahr MillsDirectorSell8,714$2.41$21,000.74165,856View SEC Filing Icon  
11/30/2023Ryan SchafferCFOSell9,212$2.39$22,016.68101,052View SEC Filing Icon  
11/13/2023Timothy L ChristenDirectorBuy47,050$2.13$100,216.5091,834View SEC Filing Icon  
11/8/2023David Michael BarrettCEOSell30,000$1.80$54,000.002,624,021View SEC Filing Icon  
10/31/2023Ryan SchafferCFOSell4,000$2.67$10,680.0084,285View SEC Filing Icon  
10/27/2023Steven J MclaughlinMajor ShareholderBuy168,894$2.48$418,857.127,095,025View SEC Filing Icon  
10/11/2023David Michael BarrettCEOSell30,000$3.19$95,700.002,654,021View SEC Filing Icon  
9/29/2023Ryan SchafferCFOSell4,000$3.28$13,120.0084,285View SEC Filing Icon  
9/15/2023Anuradha MuralidharanCOOSell13,000$3.63$47,190.0042,060View SEC Filing Icon  
9/13/2023David Michael BarrettCEOSell30,000$3.86$115,800.002,683,348View SEC Filing Icon  
9/11/2023David Michael BarrettCEOSell66,667$3.88$258,667.962,733,348View SEC Filing Icon  
9/8/2023David Michael BarrettCEOSell263,333$3.96$1,042,798.682,800,015View SEC Filing Icon  
9/1/2023Daniel VidalDirectorSell5,000$4.39$21,950.0089,232View SEC Filing Icon  
8/31/2023Ryan SchafferCFOSell3,900$4.39$17,121.0081,050View SEC Filing Icon  
8/21/2023Steven J MclaughlinMajor ShareholderBuy22,952$4.50$103,284.006,858,470View SEC Filing Icon  
8/18/2023Steven J MclaughlinMajor ShareholderBuy1,576$4.48$7,060.486,835,518View SEC Filing Icon  
8/14/2023Steven J MclaughlinMajor ShareholderBuy91,013$4.50$409,558.506,730,582View SEC Filing Icon  
8/14/2023Ying LiuDirectorSell8,400$4.51$37,884.0031,680View SEC Filing Icon  
8/10/2023Steven J MclaughlinMajor ShareholderBuy227,473$4.47$1,016,804.316,603,604View SEC Filing Icon  
8/9/2023David Michael BarrettCEOSell30,000$4.26$127,800.003,063,348View SEC Filing Icon  
8/7/2023Steven J MclaughlinMajor ShareholderBuy74,946$5.83$436,935.185,766,972View SEC Filing Icon  
8/4/2023Steven J MclaughlinMajor ShareholderBuy425,000$6.02$2,558,500.005,692,026View SEC Filing Icon  
8/1/2023Openview Management, LlcMajor ShareholderSell10,044,250$6.10$61,269,925.00View SEC Filing Icon  
8/1/2023Ryan SchafferCFOSell100$8.00$800.0081,050View SEC Filing Icon  
7/13/2023Ryan SchafferCFOSell7,350$8.00$58,800.0078,742View SEC Filing Icon  
7/12/2023David Michael BarrettCEOSell30,000$7.52$225,600.003,093,348View SEC Filing Icon  
7/3/2023Ryan SchafferCFOSell400$8.00$3,200.0078,742View SEC Filing Icon  
6/21/2023Ryan SchafferCFOSell7,750$8.04$62,310.0078,742View SEC Filing Icon  
6/20/2023Daniel VidalDirectorSell8,000$7.59$60,720.0091,226View SEC Filing Icon  
6/14/2023David Michael BarrettCEOSell30,000$6.99$209,700.003,122,676View SEC Filing Icon  
6/13/2023Anuradha MuralidharanCOOSell14,390$7.00$100,730.0048,767View SEC Filing Icon  
6/1/2023David Michael BarrettCEOSell200,000$6.55$1,310,000.003,152,676View SEC Filing Icon  
5/10/2023David Michael BarrettCEOSell30,000$5.99$179,700.003,352,676View SEC Filing Icon  
4/12/2023David Michael BarrettCEOSell30,000$8.17$245,100.003,382,676View SEC Filing Icon  
3/9/2023David Michael BarrettCEOSell30,000$8.28$248,400.003,412,003View SEC Filing Icon  
2/15/2023Daniel VidalDirectorSell5,000$9.82$49,100.0087,792View SEC Filing Icon  
2/8/2023David Michael BarrettCEOSell30,000$9.80$294,000.003,442,003View SEC Filing Icon  
1/26/2023Anuradha MuralidharanCOOSell20,000$10.00$200,000.0062,289View SEC Filing Icon  
1/11/2023David Michael BarrettCEOSell30,000$9.08$272,400.003,472,003View SEC Filing Icon  
12/20/2022Daniel VidalDirectorSell5,000$8.97$44,850.0092,792View SEC Filing Icon  
12/14/2022David Michael BarrettCEOSell30,000$9.56$286,800.003,501,331View SEC Filing Icon  
10/12/2022David Michael BarrettCEOSell30,000$13.86$415,800.003,561,331View SEC Filing Icon  
8/24/2022Ryan SchafferCFOSell4,699$20.00$93,980.0060,399View SEC Filing Icon  
7/29/2022Ryan SchafferCFOSell4,699$20.01$94,026.9960,399View SEC Filing Icon  
7/8/2022Ryan SchafferCFOSell4,699$20.11$94,496.8960,399View SEC Filing Icon  
See Full Table
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
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Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as we wait for Trump's agenda to kick in…
>> YES! Send Me My FREE Gold Guide!

SEC Filings (Institutional Ownership Changes) for Expensify (NASDAQ:EXFY)

68.42% of Expensify stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at EXFY by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Expensify Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024Geode Capital Management LLC514,948$1.01M0.0%+11.3%0.667%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd68,789$0.14M0.0%+29.6%0.089%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC62,126$0.12M0.0%-64.3%0.081%Search for SEC Filing on Google Icon
11/15/2024Quadrature Capital Ltd53,236$0.11M0.0%-48.6%0.069%Search for SEC Filing on Google Icon
11/15/2024RBF Capital LLC482,754$0.95M0.0%+10.9%0.626%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.76,945$0.15M0.0%-90.9%0.100%Search for SEC Filing on Google Icon
11/15/2024Point72 Asia Singapore Pte. Ltd.37,906$74K0.0%-34.0%0.049%Search for SEC Filing on Google Icon
11/14/2024Walleye Capital LLC603,506$1.18M0.0%+42.1%0.782%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd44,880$88K0.0%+100.6%0.058%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.308,065$0.60M0.0%+25.7%0.401%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.66,095$0.13M0.0%+76.9%0.086%Search for SEC Filing on Google Icon
11/5/2024Baillie Gifford & Co.930,285$1.82M0.0%-14.4%1.211%Search for SEC Filing on Google Icon
11/5/2024GSA Capital Partners LLP93,442$0.18M0.0%N/A0.122%Search for SEC Filing on Google Icon
9/16/2024Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050%Search for SEC Filing on Google Icon
9/16/2024Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC1,045,351$1.56M0.0%-2.9%1.209%Search for SEC Filing on Google Icon
8/15/2024Point72 Asia Singapore Pte. Ltd.57,447$86K0.0%N/A0.066%Search for SEC Filing on Google Icon
8/14/2024Cubist Systematic Strategies LLC43,668$65K0.0%-21.4%0.050%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP35,899$53K0.0%N/A0.042%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd53,059$79K0.0%-52.7%0.061%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC1,077,000$1.61M0.0%-13.2%1.245%Search for SEC Filing on Google Icon
8/8/2024Wealthspire Advisors LLC66,212$99K0.0%+40.7%0.077%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers22,799$34K0.0%-66.7%0.026%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.952,487$1.75M0.0%-8.5%1.327%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd35,242$65K0.0%N/A0.049%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC303,892$0.56M0.0%+74.4%0.431%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.3,346,715$6.16M0.0%+16.6%4.742%Search for SEC Filing on Google Icon
5/1/2024Baillie Gifford & Co.1,087,013$2M0.0%-1.0%1.540%Search for SEC Filing on Google Icon
2/15/2024Palogic Value Management L.P.800,000$1.98M0.9%+33.3%1.156%Search for SEC Filing on Google Icon
2/14/2024Azora Capital LP24,583$61K0.0%N/A0.036%Search for SEC Filing on Google Icon
2/14/2024CastleKnight Management LP131,200$0.32M0.0%+79.5%0.190%Search for SEC Filing on Google Icon
2/13/2024Aristides Capital LLC54,104$0.13M0.0%N/A0.078%Search for SEC Filing on Google Icon
2/9/2024Aigen Investment Management LP18,674$46K0.0%-54.8%0.027%Search for SEC Filing on Google Icon
2/8/2024Ceera Investments LLC125,000$0.31M0.1%N/A0.181%Search for SEC Filing on Google Icon
2/7/2024Wealthspire Advisors LLC47,055$0.12M0.0%N/A0.068%Search for SEC Filing on Google Icon
2/2/2024Morling Financial Advisors LLC149,024$0.37M0.3%-11.1%0.215%Search for SEC Filing on Google Icon
1/31/2024Federated Hermes Inc.161,146$0.40M0.0%+57,044.0%0.233%Search for SEC Filing on Google Icon
1/30/2024SVB Wealth LLC3,359,037$8.30M0.2%+63.9%4.855%Search for SEC Filing on Google Icon
1/30/2024Mackenzie Financial Corp30,461$75K0.0%N/A0.044%Search for SEC Filing on Google Icon
1/12/2024FNY Investment Advisers LLC12,500$30K0.0%+212.5%0.018%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.49,589$0.16M0.0%+186.5%0.072%Search for SEC Filing on Google Icon
11/21/2023Walleye Capital LLC714,537$2.32M0.0%+396.1%1.033%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd10,742$35K0.0%N/A0.016%Search for SEC Filing on Google Icon
11/14/2023Corton Capital Inc.11,257$37K0.0%N/A0.016%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.108,415$0.35M0.0%+287.1%0.157%Search for SEC Filing on Google Icon
11/13/2023Algert Global LLC90,170$0.29M0.0%-59.0%0.130%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP48,044$0.16M0.0%N/A0.069%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC55,876$0.18M0.0%+63.5%0.081%Search for SEC Filing on Google Icon
11/13/2023Aigen Investment Management LP41,325$0.13M0.0%N/A0.060%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP47,396$0.15M0.0%+93.5%0.069%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC105,759$0.34M0.0%+433.4%0.155%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC54,700$0.18M0.0%N/A0.080%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp220,490$0.72M0.0%+15.2%0.322%Search for SEC Filing on Google Icon
10/23/2023SVB Wealth LLC2,050,000$6.66M0.1%-18.0%2.996%Search for SEC Filing on Google Icon
10/13/2023SG Americas Securities LLC15,673$51K0.0%N/A0.023%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC19,828$0.16M0.0%+112.9%0.029%Search for SEC Filing on Google Icon
8/24/2023Alamar Capital Management LLC27,000$0.22M0.2%+28.6%0.039%Search for SEC Filing on Google Icon
8/15/2023KADENSA CAPITAL Ltd549,664$4.39M0.8%+18.3%0.803%Search for SEC Filing on Google Icon
8/14/2023Invenomic Capital Management LP1,363,964$10.88M0.6%-7.4%1.994%Search for SEC Filing on Google Icon
8/14/2023Lombard Odier Asset Management USA Corp28,388$0.23M0.0%N/A0.041%Search for SEC Filing on Google Icon
8/11/2023Formula Growth Ltd.200,000$1.60M0.5%+11.1%0.241%Search for SEC Filing on Google Icon
8/10/2023Metropolitan Life Insurance Co NY3,096$25K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/7/2023Acadian Asset Management LLC100,245$0.80M0.0%+62.3%0.121%Search for SEC Filing on Google Icon
8/7/2023Royce & Associates LP116,560$0.93M0.0%+23.2%0.141%Search for SEC Filing on Google Icon
8/4/2023American International Group Inc.26,587$0.21M0.0%N/A0.032%Search for SEC Filing on Google Icon
7/24/2023SVB Wealth LLC2,500,000$19.95M0.4%-25.6%3.019%Search for SEC Filing on Google Icon
7/17/2023Harel Insurance Investments & Financial Services Ltd.6,476$51K0.0%N/A0.008%Search for SEC Filing on Google Icon
7/11/2023Harbor Capital Advisors Inc.9,059$72K0.0%N/A0.011%Search for SEC Filing on Google Icon
6/1/2023Prelude Capital Management LLC22,470$0.18M0.0%N/A0.033%Search for SEC Filing on Google Icon
5/31/2023Coastline Trust Co86,236$0.70M0.1%-42.8%0.126%Search for SEC Filing on Google Icon
5/23/2023Royce & Associates LP94,600$0.77M0.0%N/A0.138%Search for SEC Filing on Google Icon
5/16/2023Azora Capital LP19,356$0.16M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/15/2023KADENSA CAPITAL Ltd464,464$3.79M0.8%+77.9%0.678%Search for SEC Filing on Google Icon
5/15/2023Optimus Prime Fund Management Co. Ltd.160,000$1.30M0.2%-31.9%0.234%Search for SEC Filing on Google Icon
5/15/2023Formula Growth Ltd.180,000$1.47M0.5%N/A0.263%Search for SEC Filing on Google Icon
5/12/2023Hall Kathryn A.1,977,136$16.11M4.7%-15.6%2.886%Search for SEC Filing on Google Icon
5/11/2023Acadian Asset Management LLC61,760$0.50M0.0%N/A0.090%Search for SEC Filing on Google Icon
5/10/2023Connor Clark & Lunn Investment Management Ltd.28,560$0.23M0.0%N/A0.042%Search for SEC Filing on Google Icon
5/9/2023Y Intercept Hong Kong Ltd13,817$0.11M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/8/2023Federated Hermes Inc.40,000$0.33M0.0%+33.3%0.058%Search for SEC Filing on Google Icon
5/4/2023Royce & Associates LP94,600$0.77M0.0%N/A0.139%Search for SEC Filing on Google Icon
5/3/2023Jump Financial LLC32,200$0.26M0.0%-5.6%0.047%Search for SEC Filing on Google Icon
4/21/2023Cornerstone Investment Partners LLC19,516$0.16M0.0%N/A0.029%Search for SEC Filing on Google Icon
4/18/2023Stanley Laman Group Ltd.75,692$0.62M0.1%-25.2%0.111%Search for SEC Filing on Google Icon
4/17/2023Parsons Capital Management Inc. RI10,958$89K0.0%-60.0%0.016%Search for SEC Filing on Google Icon
2/10/2023HRT Financial LP41,545$0.37M0.0%N/A0.061%Search for SEC Filing on Google Icon
2/10/2023SVB Wealth LLC3,360,230$29.67M0.4%N/A4.923%Search for SEC Filing on Google Icon
2/9/2023Landscape Capital Management L.L.C.12,039$0.11M0.0%N/A0.018%Search for SEC Filing on Google Icon
2/9/2023Coastline Trust Co150,678$1.33M0.2%+57.1%0.221%Search for SEC Filing on Google Icon
2/3/2023Morling Financial Advisors LLC167,652$1.48M1.9%N/A0.246%Search for SEC Filing on Google Icon
1/19/2023Stanley Laman Group Ltd.101,135$0.89M0.2%-13.6%0.148%Search for SEC Filing on Google Icon
11/15/2022Pier Capital LLC444,170$6.61M1.1%+2.1%0.651%Search for SEC Filing on Google Icon
11/15/2022Marshall Wace LLP754,584$11.23M0.0%+452.6%1.106%Search for SEC Filing on Google Icon
11/14/2022Durable Capital Partners LP2,549,831$37.94M0.4%-3.9%3.736%Search for SEC Filing on Google Icon
11/14/2022Light Street Capital Management LLC1,603,710$23.86M6.1%-17.9%2.350%Search for SEC Filing on Google Icon
11/10/2022North Reef Capital Management LP336,591$5.01M1.2%N/A0.493%Search for SEC Filing on Google Icon
11/10/2022ExodusPoint Capital Management LP18,281$0.27M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/9/2022Massachusetts Financial Services Co. MA1,155,490$17.19M0.0%+7.4%1.693%Search for SEC Filing on Google Icon
11/8/2022Hamilton Lane Advisors LLC273,959$4.08M1.5%N/A0.401%Search for SEC Filing on Google Icon
11/7/2022Sensible Financial Planning & Management LLC.13,698$0.20M0.1%N/A0.020%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Expensify logo
Expensify, Inc. provides a cloud-based expense management software platform to individuals and corporations, small and midsized businesses, and enterprises 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.
Read More on Expensify

Today's Range

Now: $2.75
Low: $2.70
High: $2.89

50 Day Range

MA: $2.08
Low: $1.70
High: $2.86

52 Week Range

Now: $2.75
Low: $1.24
High: $2.99

Volume

642,127 shs

Average Volume

699,627 shs

Market Capitalization

$212.19 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.51

Who are the company insiders with the largest holdings of Expensify?

Expensify's top insider shareholders include:
  1. Steven J Mclaughlin (Major Shareholder)
  2. David Michael Barrett (CEO)
  3. Jason Fahr Mills (Director)
  4. Daniel Vidal (Director)
  5. Ryan Schaffer (CFO)
  6. Timothy L Christen (Director)
  7. Anuradha Muralidharan (COO)
  8. Ying Liu (Director)
  9. Openview Management, Llc (Major Shareholder)
Learn More about top insider investors at Expensify.

Who are the major institutional investors of Expensify?

Expensify's top institutional investors include:
  1. Baillie Gifford & Co. — 1.21%
  2. Walleye Capital LLC — 0.78%
  3. Geode Capital Management LLC — 0.67%
  4. RBF Capital LLC — 0.63%
  5. Charles Schwab Investment Management Inc. — 0.40%
  6. GSA Capital Partners LLP — 0.12%
Learn More about top institutional investors of Expensify stock.

Which institutional investors are selling Expensify stock?

In the last quarter, EXFY stock was sold by these institutional investors:
  1. Jacobs Levy Equity Management Inc.
  2. Baillie Gifford & Co.
  3. Jane Street Group LLC
  4. Quadrature Capital Ltd
  5. Point72 Asia Singapore Pte. Ltd.
During the last year, company insiders that have sold Expensify company stock include:
  1. Steven J Mclaughlin (Major Shareholder)
  2. David Michael Barrett (CEO)
  3. Jason Fahr Mills (Director)
  4. Daniel Vidal (Director)
  5. Ryan Schaffer (CFO)
  6. Timothy L Christen (Director)
Learn More investors selling Expensify stock.

Which institutional investors are buying Expensify stock?

During the previous quarter, EXFY stock was purchased by institutional investors including:
  1. Walleye Capital LLC
  2. GSA Capital Partners LLP
  3. Charles Schwab Investment Management Inc.
  4. Geode Capital Management LLC
  5. RBF Capital LLC
  6. Connor Clark & Lunn Investment Management Ltd.
  7. Dynamic Technology Lab Private Ltd
  8. XTX Topco Ltd
During the previous year, these company insiders have bought Expensify stock:
  1. Steven J Mclaughlin (Major Shareholder)
  2. David Michael Barrett (CEO)
Learn More investors buying Expensify stock.
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