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EXFY

Expensify, Inc.

NASDAQ · USTechnologySoftware - Application
$1.77-3.01%

Price as of Jul 20, 2026

EXFY ownership

Expensify, Inc. ownership & insider activity

Latest available institutional positioning and SEC Form 4 insider transactions, coalesced at the company entity level when listings share coverage.

Insider Activity

Sentiment
0/100
Buys (3m)
0
Sells (3m)
17
Net (3m)
-$192.6K
Insider trades by month Buys Sells
Jan
Feb
Mar
Apr
May
Jun
Context3-month price +150%Institutions mixed (13F)
DateInsiderTypeSharesPrice
Jul 7, 2026Liu YingdirectorGrant123,762—
Jul 7, 2026Pao EllendirectorGrant123,762—
Jul 7, 2026Christen Timothy LdirectorGrant123,762—
Jul 7, 2026Liu YingdirectorGrant3,731—
Jun 26, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerGrant2,031,280$1.75
Jun 26, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerGrant63,694$1.75
Jun 25, 2026Mills Jason FahrdirectorGrant1,160,447$1.75
Jun 25, 2026Vidal DanieldirectorGrant1,160,447$1.75
Jun 25, 2026Schaffer Ryandirector, officer: Chief Financial OfficerGrant1,164,596$1.75
Jun 25, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerGrant2,094,974$1.75
Jun 16, 2026Alvarez Divo Carlos EduardodirectorSell10,700$1.28
Jun 11, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerOption14,463—
Jun 11, 2026Schaffer Ryandirector, officer: Chief Financial OfficerGrant28,141$0.82
Jun 11, 2026Schaffer Ryandirector, officer: Chief Financial OfficerSell3,333$0.76
Jun 11, 2026Vidal DanieldirectorGrant20,925—
Jun 11, 2026Alvarez Divo Carlos EduardodirectorSell12,451$0.81
Jun 11, 2026Alvarez Divo Carlos EduardodirectorGrant33,633—
Jun 11, 2026Mills Jason FahrdirectorOption3,822—
Jun 11, 2026Vidal DanieldirectorSell6,158$0.76
Jun 11, 2026Mills Jason FahrdirectorSell6,770$0.76
Jun 11, 2026Vidal DanieldirectorGrant72,413$0.82
Jun 11, 2026Alvarez Divo Carlos EduardodirectorGrant59,500$0.82
Jun 11, 2026Vidal DanieldirectorOption2,826—
Jun 11, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerSell2,692$0.76
Jun 11, 2026Vidal DanieldirectorSell1,510$0.84
Jun 11, 2026Alvarez Divo Carlos EduardodirectorOption2,467—
Jun 11, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerGrant6,920—
Jun 11, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerSell30,000$0.85
Jun 11, 2026Schaffer Ryandirector, officer: Chief Financial OfficerOption3,922—
Jun 11, 2026Barrett David Michaeldirector, officer: Chief Executive OfficerSell10,114$0.84

Source: EXFY SEC Form 4 filings, latest Jul 7, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their EXFY positions over the last 6 months (SEC Form 13F).

Increased
70
New positions
36
Reduced
71
Sold out
42
Largest moves
InstitutionActionSharesFiled
VANGUARD GROUP INCIncreased4.7MJan 29, 2026
BLACKROCK, INC.Reduced4.1MFeb 12, 2026
BLACKROCK, INC.Reduced4.0MMay 13, 2026
PALOGIC VALUE MANAGEMENT, L.P.Increased2.5MMay 15, 2026
VERITION FUND MANAGEMENT LLCNew Position2.4MMay 15, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position2.3MMay 15, 2026
ACADIAN ASSET MANAGEMENT LLCIncreased2.2MMay 13, 2026
ACADIAN ASSET MANAGEMENT LLCReduced2.2MFeb 10, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCNew Position2.0MMay 8, 2026
AMERIPRISE FINANCIAL INCIncreased1.9MFeb 17, 2026
CASTLEKNIGHT MANAGEMENT LPUnchanged1.7MMay 15, 2026
CASTLEKNIGHT MANAGEMENT LPReduced1.7MFeb 17, 2026
MARSHALL WACE, LLPIncreased1.4MFeb 13, 2026
PALOGIC VALUE MANAGEMENT, L.P.Increased1.4MFeb 17, 2026
GEODE CAPITAL MANAGEMENT, LLCReduced1.4MFeb 9, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.