Expensify, Inc. (EXFY) Insider Trading
Over the last 3 months, EXFY insiders made 4 open-market buys and 4 sales, a net purchase of $1.6M (SEC Form 4). Over the last 6 months, 77 institutions increased and 70 reduced their position (13F).
Insider Activity
Sentiment
92/100
Buys (3m)
4
Sells (3m)
4
Net (3m)
$1.6M
Insiders buying
Insider trades by month Buys Sells
Jan
Feb
Mar
Apr
May
Jun
Context3-month price +19.7%Institutions mixed (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 30,000 | $1.15 |
| May 28, 2026 | Alvarez Divo Carlos Eduardodirector | Sell | 10,000 | $1.13 |
| May 11, 2026 | Liu Yingdirector | Grant | 5,376 | — |
| May 11, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 30,000 | $1.08 |
| Apr 30, 2026 | Alvarez Divo Carlos Eduardodirector | Sell | 30,728 | $1.01 |
| Mar 18, 2026 | McLaughlin Steven J.10 percent owner | Buy | 327,144 | $1.02 |
| Mar 18, 2026 | McLaughlin Steven J.10 percent owner | Buy | 500,000 | $0.97 |
| Mar 18, 2026 | McLaughlin Steven J.10 percent owner | Buy | 480,389 | $0.96 |
| Mar 18, 2026 | McLaughlin Steven J.10 percent owner | Buy | 455,911 | $0.95 |
| Mar 3, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 30,000 | $0.90 |
| Feb 18, 2026 | Liu Yingdirector | Grant | 3,386 | — |
| Feb 4, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 30,000 | $1.45 |
| Jan 12, 2026 | Alvarez Divo Carlos Eduardodirector | Sell | 6,504 | $1.50 |
| Jan 12, 2026 | Alvarez Divo Carlos Eduardodirector | Sell | 2,468 | $1.52 |
| Jan 5, 2026 | Mills Jason Fahrdirector | Option | 3,821 | — |
| Jan 5, 2026 | Vidal Danieldirector | Sell | 2,825 | $1.52 |
| Jan 5, 2026 | Mills Jason Fahrdirector | Sell | 3,821 | $1.52 |
| Jan 5, 2026 | Schaffer Ryandirector, officer: Chief Financial Officer | Sell | 3,923 | $1.52 |
| Jan 5, 2026 | Schaffer Ryandirector, officer: Chief Financial Officer | Option | 3,923 | — |
| Jan 5, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 30,000 | $1.50 |
| Jan 5, 2026 | Vidal Danieldirector | Option | 2,825 | — |
| Jan 5, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Option | 14,463 | — |
| Jan 5, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 14,463 | $1.52 |
| Jan 5, 2026 | Muralidharan Anuradhadirector, officer: Chief Operating Officer | Option | 3,168 | — |
| Dec 18, 2025 | Schaffer Ryandirector, officer: Chief Financial Officer | Sell | 2,632 | $1.55 |
| Dec 18, 2025 | Schaffer Ryandirector, officer: Chief Financial Officer | Grant | 7,076 | — |
| Dec 18, 2025 | Schaffer Ryandirector, officer: Chief Financial Officer | Grant | 13,555 | $1.65 |
| Dec 18, 2025 | Muralidharan Anuradhadirector, officer: Chief Operating Officer | Grant | 18,571 | $1.65 |
| Dec 18, 2025 | Muralidharan Anuradhadirector, officer: Chief Operating Officer | Sell | 523 | $1.55 |
| Dec 18, 2025 | Barrett David Michaeldirector, officer: Chief Executive Officer | Grant | 6,712 | — |
Source: EXFY SEC Form 4 filings, latest Jun 2, 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
77
New positions
33
Reduced
70
Sold out
39
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| VANGUARD GROUP INC | Increased | 4.7M | Jan 29, 2026 |
| BLACKROCK, INC. | Reduced | 4.1M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 4.0M | May 13, 2026 |
| PALOGIC VALUE MANAGEMENT, L.P. | Increased | 2.5M | May 15, 2026 |
| VERITION FUND MANAGEMENT LLC | Increased | 2.4M | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 2.3M | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 2.2M | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 2.2M | Feb 10, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 2.0M | May 8, 2026 |
| AMERIPRISE FINANCIAL INC | Increased | 1.9M | Feb 17, 2026 |
| CASTLEKNIGHT MANAGEMENT LP | Unchanged | 1.7M | May 15, 2026 |
| CASTLEKNIGHT MANAGEMENT LP | Reduced | 1.7M | Feb 17, 2026 |
| MARSHALL WACE, LLP | Increased | 1.4M | Feb 13, 2026 |
| PALOGIC VALUE MANAGEMENT, L.P. | Increased | 1.4M | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.4M | Feb 9, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.