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EXFY Insider Trading

Insider Ownership Percentage: 12.27%
Insider Buying (Last 12 Months): $57,200.00
Insider Selling (Last 12 Months): $2,017,586.25

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: $1.62
Price Change: +0.30 (1.20%)
As of 12/4/2025 05:00 PM 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

Expensify Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/11/2025Timothy L ChristenDirectorBuy40,000$1.43$57,200.00289,754View SEC Filing Icon  
11/3/2025Daniel VidalDirectorSell9,000$1.60$14,400.00317,857View SEC Filing Icon  
11/3/2025David Michael BarrettCEOSell30,000$1.60$48,000.001,408,480View SEC Filing Icon  
9/19/2025Anuradha MuralidharanCOOSell14,961$1.94$29,024.3458,475View SEC Filing Icon  
9/18/2025Anuradha MuralidharanCOOSell2,486$1.95$4,847.7073,436View SEC Filing Icon  
9/18/2025Daniel VidalDirectorSell1,532$1.95$2,987.40326,857View SEC Filing Icon  
9/18/2025David Michael BarrettCEOSell10,262$1.95$20,010.90208,399View SEC Filing Icon  
9/18/2025Jason Fahr MillsDirectorSell1,812$1.95$3,533.40426,573View SEC Filing Icon  
9/18/2025Ryan SchafferCFOSell2,732$1.95$5,327.40185,937View SEC Filing Icon  
9/16/2025Anuradha MuralidharanCOOSell409$1.90$777.1075,922View SEC Filing Icon  
9/16/2025Daniel VidalDirectorSell4,009$1.90$7,617.10328,389View SEC Filing Icon  
9/16/2025David Michael BarrettCEOSell2,396$1.90$4,552.40218,661View SEC Filing Icon  
9/16/2025Jason Fahr MillsDirectorSell4,921$1.90$9,349.90428,385View SEC Filing Icon  
9/16/2025Ryan SchafferCFOSell2,204$1.90$4,187.60188,669View SEC Filing Icon  
9/2/2025David Michael BarrettCEOSell30,000$1.92$57,600.001,468,480View SEC Filing Icon  
8/27/2025Anuradha MuralidharanCOOSell25,245$1.94$48,975.3061,041View SEC Filing Icon  
8/20/2025Anuradha MuralidharanCOOSell1,558$1.72$2,679.7686,286View SEC Filing Icon  
8/20/2025Daniel VidalDirectorSell1,050$1.72$1,806.00289,474View SEC Filing Icon  
8/20/2025Jason Fahr MillsDirectorSell1,387$1.72$2,385.64368,401View SEC Filing Icon  
8/20/2025Ryan SchafferCFOSell1,203$1.72$2,069.16174,104View SEC Filing Icon  
8/1/2025Daniel VidalDirectorSell9,000$1.95$17,550.00286,817View SEC Filing Icon  
8/1/2025David Michael BarrettCEOSell30,000$1.94$58,200.001,498,480View SEC Filing Icon  
7/1/2025David Michael BarrettCEOSell30,000$2.56$76,800.001,528,480View SEC Filing Icon  
6/17/2025Anuradha MuralidharanCOOSell521$2.28$1,187.8884,039View SEC Filing Icon  
6/17/2025Daniel VidalDirectorSell3,354$2.28$7,647.12295,817View SEC Filing Icon  
6/17/2025David Michael BarrettCEOSell2,247$2.28$5,123.16210,676View SEC Filing Icon  
6/17/2025Jason Fahr MillsDirectorSell4,068$2.28$9,275.04364,184View SEC Filing Icon  
6/17/2025Ryan SchafferCFOSell1,883$2.28$4,293.24171,998View SEC Filing Icon  
5/30/2025Anuradha MuralidharanCOOSell90$2.22$199.8068,464View SEC Filing Icon  
5/30/2025Daniel VidalDirectorSell909$2.22$2,017.98261,714View SEC Filing Icon  
5/30/2025Jason Fahr MillsDirectorSell821$2.22$1,822.62310,862View SEC Filing Icon  
5/30/2025Ryan SchafferCFOSell716$2.22$1,589.52156,148View SEC Filing Icon  
5/15/2025David Michael BarrettCEOSell30,000$2.35$70,500.001,558,480View SEC Filing Icon  
4/23/2025David Michael BarrettCEOSell22,873$2.84$64,959.321,588,480View SEC Filing Icon  
4/21/2025David Michael BarrettCEOSell39,399$2.75$108,347.251,634,345View SEC Filing Icon  
4/17/2025David Michael BarrettCEOSell32,079$2.79$89,500.411,673,744View SEC Filing Icon  
4/15/2025David Michael BarrettCEOSell25,686$2.83$72,691.381,728,590View SEC Filing Icon  
3/28/2025Daniel VidalDirectorSell9,000$3.15$28,350.00232,428View SEC Filing Icon  
3/21/2025David Michael BarrettCEOSell2,900$3.20$9,280.001,754,276View SEC Filing Icon  
3/19/2025Anuradha MuralidharanCOOSell2,738$3.31$9,062.7868,477View SEC Filing Icon  
3/19/2025David Michael BarrettCEOSell37,001$3.27$120,993.271,808,231View SEC Filing Icon  
3/19/2025Jason Fahr MillsDirectorSell1,996$3.31$6,606.76312,132View SEC Filing Icon  
3/19/2025Ryan SchafferCFOSell2,494$3.31$8,255.14156,365View SEC Filing Icon  
3/17/2025David Michael BarrettCEOSell27,331$3.36$91,832.161,889,948View SEC Filing Icon  
2/20/2025David Michael BarrettCEOSell31,781$3.43$109,008.831,947,372View SEC Filing Icon  
2/18/2025David Michael BarrettCEOSell45,643$3.68$167,966.242,026,590View SEC Filing Icon  
1/23/2025David Michael BarrettCEOSell16,715$3.27$54,658.052,072,233View SEC Filing Icon  
1/21/2025David Michael BarrettCEOSell36,289$3.32$120,479.482,110,914View SEC Filing Icon  
1/17/2025David Michael BarrettCEOSell32,473$3.41$110,732.932,147,203View SEC Filing Icon  
1/15/2025David Michael BarrettCEOSell30,000$3.50$105,000.002,203,787View SEC Filing Icon  
12/20/2024Timothy L ChristenDirectorSell18,273$3.59$65,600.07194,983View SEC Filing Icon  
12/18/2024Anuradha MuralidharanCOOSell12,320$3.85$47,432.004,614View SEC Filing Icon  
12/18/2024David Michael BarrettCEOSell6,152$3.83$23,562.162,233,787View SEC Filing Icon  
12/16/2024Anuradha MuralidharanCOOSell2,676$3.84$10,275.8416,754View SEC Filing Icon  
12/16/2024Daniel VidalDirectorSell1,649$3.84$6,332.16213,992View SEC Filing Icon  
12/16/2024David Michael BarrettCEOSell13,272$3.84$50,964.481,207,675View SEC Filing Icon  
12/16/2024Ryan SchafferCFOSell2,437$3.84$9,358.08166,497View SEC Filing Icon  
12/3/2024Anuradha MuralidharanCOOSell29,410$3.40$99,994.003,941View SEC Filing Icon  
11/20/2024David Michael BarrettCEOSell15,454$2.91$44,971.142,378,319View SEC Filing Icon  
11/18/2024David Michael BarrettCEOSell45,094$2.70$121,753.802,463,773View SEC Filing Icon  
11/15/2024David Michael BarrettCEOSell58,226$2.76$160,703.762,508,867View SEC Filing Icon  
11/14/2024Anuradha MuralidharanCOOSell5,739$2.93$16,815.2733,351View SEC Filing Icon  
11/8/2024Ryan SchafferCFOSell12,500$2.50$31,250.00159,295View SEC Filing Icon  
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  
See Full Table

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
11/19/2025Coldstream Capital Management Inc.50,347$93K0.0%N/A0.062%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd348,521$0.65M0.0%+45.4%0.431%Search for SEC Filing on Google Icon
11/17/2025Prelude Capital Management LLC36,400$67K0.0%+68.5%0.045%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.1,836,320$3.40M0.0%-0.7%2.272%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP273,152$0.51M0.0%-32.9%0.338%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC144,300$0.27M0.0%-25.7%0.179%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC14,499$27K0.0%-50.5%0.018%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets143,175$0.27M0.0%-12.9%0.177%Search for SEC Filing on Google Icon
11/13/2025Franklin Resources Inc.18,428$34K0.0%N/A0.023%Search for SEC Filing on Google Icon
11/13/2025Dynamic Technology Lab Private Ltd111,449$0.21M0.0%+84.8%0.138%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP297,856$0.55M0.0%-21.8%0.368%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.191,764$0.36M0.0%+154.4%0.237%Search for SEC Filing on Google Icon
11/12/2025Royce & Associates LP30,109$56K0.0%+52.4%0.037%Search for SEC Filing on Google Icon
11/10/2025Hillsdale Investment Management Inc.27,038$50K0.0%-68.2%0.034%Search for SEC Filing on Google Icon
11/7/2025GSA Capital Partners LLP310,681$0.58M0.0%-39.8%0.386%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.4,543,639$8.41M0.0%+4.5%5.641%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.100,479$0.19M0.0%-63.3%0.125%Search for SEC Filing on Google Icon
11/5/2025Savant Capital LLC16,423$30K0.0%N/A0.020%Search for SEC Filing on Google Icon
10/30/2025Williams & Novak LLC30,540$56K0.0%N/A0.038%Search for SEC Filing on Google Icon
10/29/2025Sugar Maple Asset Management LLC51,000$94K0.1%N/A0.063%Search for SEC Filing on Google Icon
10/15/2025CWM LLC19,524$36K0.0%N/A0.024%Search for SEC Filing on Google Icon
10/14/2025Exchange Traded Concepts LLC277,340$0.51M0.0%-6.9%0.344%Search for SEC Filing on Google Icon
8/19/2025State of Wyoming92,708$0.24M0.0%-27.1%0.115%Search for SEC Filing on Google Icon
8/15/2025Topline Capital Management LLC776,796$2.01M0.3%-17.5%0.964%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets164,363$0.43M0.0%-14.6%0.204%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE112,078$0.29M0.0%+72.2%0.139%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.1,849,320$4.79M0.0%-19.4%2.296%Search for SEC Filing on Google Icon
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,693$85K0.0%N/A0.041%Search for SEC Filing on Google Icon
8/14/2025Globeflex Capital L P326,444$0.85M0.1%N/A0.405%Search for SEC Filing on Google Icon
8/14/2025RBF Capital LLC210,722$0.55M0.0%-12.2%0.262%Search for SEC Filing on Google Icon
8/14/2025Qube Research & Technologies Ltd239,720$0.62M0.0%-45.8%0.298%Search for SEC Filing on Google Icon
8/14/2025WINTON GROUP Ltd23,965$62K0.0%-63.7%0.030%Search for SEC Filing on Google Icon
8/14/2025Formula Growth Ltd.1,150,000$2.98M1.1%+15.0%1.428%Search for SEC Filing on Google Icon
8/13/2025Marshall Wace LLP1,547,751$4.01M0.0%-7.3%1.921%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.37,928$98K0.0%N/A0.047%Search for SEC Filing on Google Icon
8/13/2025Arrowstreet Capital Limited Partnership730,888$1.89M0.0%-22.1%0.907%Search for SEC Filing on Google Icon
8/13/2025Millington Financial Advisors LLC40,000$0.10M0.1%N/A0.050%Search for SEC Filing on Google Icon
8/13/2025New York State Common Retirement Fund40,500$0.11M0.0%N/A0.050%Search for SEC Filing on Google Icon
8/12/2025XTX Topco Ltd60,472$0.16M0.0%N/A0.075%Search for SEC Filing on Google Icon
8/12/2025American Century Companies Inc.121,441$0.32M0.0%+22.0%0.151%Search for SEC Filing on Google Icon
8/12/2025Heron Bay Capital Management14,143$37K0.0%N/A0.018%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.274,085$0.71M0.0%-9.3%0.341%Search for SEC Filing on Google Icon
8/12/2025Dynamic Technology Lab Private Ltd60,304$0.16M0.0%+28.5%0.075%Search for SEC Filing on Google Icon
8/11/2025Integrated Quantitative Investments LLC141,182$0.37M0.1%+215.1%0.176%Search for SEC Filing on Google Icon
8/8/2025Intech Investment Management LLC28,729$74K0.0%N/A0.036%Search for SEC Filing on Google Icon
8/8/2025Police & Firemen s Retirement System of New Jersey12,436$32K0.0%N/A0.015%Search for SEC Filing on Google Icon
8/8/2025Geode Capital Management LLC1,326,129$3.44M0.0%+134.2%1.650%Search for SEC Filing on Google Icon
8/7/2025ProShare Advisors LLC12,263$32K0.0%N/A0.015%Search for SEC Filing on Google Icon
8/7/2025Acadian Asset Management LLC2,071,772$5.36M0.0%+46.1%2.577%Search for SEC Filing on Google Icon
8/7/2025Connor Clark & Lunn Investment Management Ltd.1,120,990$2.90M0.0%+21.0%1.395%Search for SEC Filing on Google Icon
8/5/2025Palogic Value Management L.P.501,420$1.30M0.5%+24.0%0.624%Search for SEC Filing on Google Icon
7/14/2025Kapitalo Investimentos Ltda11,496$30K0.0%N/A0.014%Search for SEC Filing on Google Icon
6/27/2025Goldman Sachs Group Inc.484,058$1.47M0.0%-25.2%0.602%Search for SEC Filing on Google Icon
5/21/2025Acadian Asset Management LLC1,418,512$4.31M0.0%+64.8%1.765%Search for SEC Filing on Google Icon
5/19/2025Palogic Value Management L.P.404,485$1.23M0.5%-26.6%0.503%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.484,058$1.47M0.0%-25.2%0.602%Search for SEC Filing on Google Icon
5/16/2025Dynamic Technology Lab Private Ltd46,916$0.14M0.0%N/A0.058%Search for SEC Filing on Google Icon
5/16/2025Millennium Management LLC1,406,476$4.28M0.0%+103.2%1.750%Search for SEC Filing on Google Icon
5/15/2025Cubist Systematic Strategies LLC117,397$0.36M0.0%+261.8%0.146%Search for SEC Filing on Google Icon
5/15/2025Palogic Value Management L.P.724,485$2.20M0.9%+31.5%0.901%Search for SEC Filing on Google Icon
5/15/2025State of Wyoming127,093$0.39M0.1%+142.7%0.158%Search for SEC Filing on Google Icon
5/15/2025Topline Capital Management LLC941,609$2.86M0.6%+2.2%1.172%Search for SEC Filing on Google Icon
5/15/2025OMERS ADMINISTRATION Corp125,800$0.38M0.0%+4.7%0.157%Search for SEC Filing on Google Icon
5/14/2025Hsbc Holdings PLC55,492$0.17M0.0%-12.4%0.069%Search for SEC Filing on Google Icon
5/13/2025American Century Companies Inc.99,529$0.30M0.0%+45.9%0.124%Search for SEC Filing on Google Icon
5/13/2025Informed Momentum Co LLC222,460$0.68M0.1%N/A0.277%Search for SEC Filing on Google Icon
5/12/2025Virtu Financial LLC13,413$41K0.0%N/A0.017%Search for SEC Filing on Google Icon
5/12/2025Connor Clark & Lunn Investment Management Ltd.926,669$2.82M0.0%+53.4%1.153%Search for SEC Filing on Google Icon
5/9/2025Charles Schwab Investment Management Inc.308,738$0.94M0.0%-2.6%0.384%Search for SEC Filing on Google Icon
5/9/2025R Squared Ltd18,790$57K0.1%+38.2%0.023%Search for SEC Filing on Google Icon
5/8/2025Jefferies Financial Group Inc.50,485$0.15M0.0%-15.5%0.063%Search for SEC Filing on Google Icon
5/8/2025GSA Capital Partners LLP378,217$1.15M0.1%-3.1%0.471%Search for SEC Filing on Google Icon
5/2/2025Victory Capital Management Inc.29,580$90K0.0%N/A0.037%Search for SEC Filing on Google Icon
4/28/2025Vontobel Holding Ltd.52,174$0.16M0.0%N/A0.066%Search for SEC Filing on Google Icon
4/17/2025Exchange Traded Concepts LLC303,837$0.92M0.0%+47.3%0.382%Search for SEC Filing on Google Icon
3/12/2025Palogic Value Management L.P.550,806$1.85M0.0%-37.1%0.693%Search for SEC Filing on Google Icon
2/27/2025Jefferies Financial Group Inc.59,722$0.20M0.0%+33.3%0.077%Search for SEC Filing on Google Icon
2/18/2025Alpine Global Management LLC11,820$40K0.0%N/A0.015%Search for SEC Filing on Google Icon
2/17/2025Squarepoint Ops LLC46,452$0.16M0.0%-28.2%0.060%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP606,800$2.03M0.0%+25.9%0.786%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP779,341$2.61M0.0%+4.8%1.010%Search for SEC Filing on Google Icon
2/17/2025State of Wyoming52,364$0.18M0.0%+13.3%0.068%Search for SEC Filing on Google Icon
2/17/2025Point72 Asia Singapore Pte. Ltd.68,279$0.23M0.1%+80.1%0.088%Search for SEC Filing on Google Icon
2/17/2025Man Group plc50,316$0.17M0.0%+68.6%0.065%Search for SEC Filing on Google Icon
2/17/2025Occudo Quantitative Strategies LP45,497$0.15M0.0%-5.9%0.059%Search for SEC Filing on Google Icon
2/17/2025OMERS ADMINISTRATION Corp120,100$0.40M0.0%N/A0.156%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC692,232$2.32M0.0%-52.1%0.897%Search for SEC Filing on Google Icon
2/17/2025Jefferies Financial Group Inc.59,722$0.20M0.0%+33.3%0.077%Search for SEC Filing on Google Icon
2/17/2025D. E. Shaw & Co. Inc.2,419,558$8.11M0.0%-11.2%3.136%Search for SEC Filing on Google Icon
2/17/2025Cubist Systematic Strategies LLC32,449$0.11M0.0%-57.2%0.042%Search for SEC Filing on Google Icon
2/17/2025CastleKnight Management LP665,337$2.23M0.1%+32.0%0.862%Search for SEC Filing on Google Icon
2/17/2025Bridgeway Capital Management LLC189,300$0.63M0.0%+19.8%0.245%Search for SEC Filing on Google Icon
2/17/2025Balyasny Asset Management L.P.54,367$0.18M0.0%N/A0.070%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE215,251$0.72M0.0%+42.4%0.279%Search for SEC Filing on Google Icon
2/17/2025BNP Paribas Financial Markets199,170$0.67M0.0%N/A0.258%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.2,218,204$7.43M0.0%+0.9%2.875%Search for SEC Filing on Google Icon
2/17/2025683 Capital Management LLC220,758$0.74M0.0%N/A0.286%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC196,069$0.66M0.0%+215.6%0.254%Search for SEC Filing on Google Icon
2/14/2025Schonfeld Strategic Advisors LLC142,236$0.48M0.0%N/A0.184%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp107,305$0.36M0.0%+15.8%0.139%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: $1.62
Low: $1.60
High: $1.63

50 Day Range

MA: $1.62
Low: $1.36
High: $1.95

52 Week Range

Now: $1.62
Low: $1.33
High: $4.13

Volume

274,813 shs

Average Volume

461,390 shs

Market Capitalization

$130.96 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.69

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. Timothy L Christen (Director)
  6. Ryan Schaffer (CFO)
  7. Anuradha Muralidharan (COO)
  8. Ying Liu (Director)
Learn More about top insider investors at Expensify.

Who are the major institutional investors of Expensify?

Expensify's top institutional investors include:
  1. Vanguard Group Inc. — 5.64%
  2. Ameriprise Financial Inc. — 2.27%
  3. Qube Research & Technologies Ltd — 0.43%
  4. GSA Capital Partners LLP — 0.39%
  5. Dimensional Fund Advisors LP — 0.37%
  6. Exchange Traded Concepts LLC — 0.34%
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. GSA Capital Partners LLP
  2. JPMorgan Chase & Co.
  3. Two Sigma Investments LP
  4. Dimensional Fund Advisors LP
  5. Hillsdale Investment Management Inc.
  6. Bridgeway Capital Management LLC
  7. BNP Paribas Financial Markets
  8. Exchange Traded Concepts LLC
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. Timothy L Christen (Director)
  6. Ryan Schaffer (CFO)
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. Vanguard Group Inc.
  2. Victory Capital Management Inc.
  3. Qube Research & Technologies Ltd
  4. Dynamic Technology Lab Private Ltd
  5. Sugar Maple Asset Management LLC
  6. Coldstream Capital Management Inc.
  7. Williams & Novak LLC
  8. CWM LLC
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.