EXFY Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 20.32%

Insider Buying (Last 12 Months): $6,318,958.32

Insider Selling (Last 12 Months): $67,442,060.02

Expensify Insider Trading History Chart

Expensify Share Price & Price History

^$1.64

▼ -0.01 (-0.61%)

As of 04/25/2024 01:00 AM ET

Days: 30 | 90 | 365

Better than Bitcoin? The Biotech Stock with 46,751% Potential

From Behind the Markets | Ad

4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.

Get the name of the stock here >>>

Expensify Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/22/2024	David Michael Barrett	CEO	Sell	14,844	$1.68	$24,937.92	1,086,605
4/19/2024	David Michael Barrett	CEO	Sell	15,800	$1.57	$24,806.00	1,101,449
4/17/2024	David Michael Barrett	CEO	Sell	16,575	$1.49	$24,696.75	1,132,249
4/17/2024	Steven J Mclaughlin	Major Shareholder	Buy	135,158	$1.50	$202,737.00	8,989,644
4/15/2024	David Michael Barrett	CEO	Sell	17,190	$1.44	$24,753.60	1,165,774
4/15/2024	Steven J Mclaughlin	Major Shareholder	Buy	248,712	$1.43	$355,658.16	8,778,407
4/11/2024	David Michael Barrett	CEO	Sell	16,740	$1.48	$24,775.20	1,199,804
4/8/2024	David Michael Barrett	CEO	Sell	15,992	$1.55	$24,787.60	1,232,447
4/5/2024	David Michael Barrett	CEO	Sell	15,985	$1.55	$24,776.75	1,248,439
4/3/2024	David Michael Barrett	CEO	Sell	15,792	$1.57	$24,793.44	1,279,828
4/1/2024	David Michael Barrett	CEO	Sell	13,300	$1.75	$23,275.00	1,311,138
3/27/2024	David Michael Barrett	CEO	Sell	54,685	$1.74	$95,151.90	1,324,438
3/25/2024	David Michael Barrett	CEO	Sell	85,730	$1.77	$151,742.10	1,468,192
3/22/2024	David Michael Barrett	CEO	Sell	83,289	$1.82	$151,585.98	1,553,922
3/20/2024	Anuradha Muralidharan	COO	Sell	2,816	$1.91	$5,378.56	58,259
3/20/2024	David Michael Barrett	CEO	Sell	11,627	$1.91	$22,207.57	133,668
3/20/2024	Jason Fahr Mills	Director	Sell	2,053	$1.91	$3,921.23	196,660
3/20/2024	Ryan Schaffer	CFO	Sell	2,565	$1.91	$4,899.15	122,721
3/18/2024	David Michael Barrett	CEO	Sell	81,301	$1.86	$151,219.86	1,886,447
3/15/2024	Anuradha Muralidharan	COO	Sell	608	$2.00	$1,216.00	57,907
3/15/2024	Daniel Vidal	Director	Sell	20,000	$2.00	$40,000.00	129,727
3/15/2024	David Michael Barrett	CEO	Sell	80,082	$1.97	$157,761.54	1,967,748
3/15/2024	Ryan Schaffer	CFO	Sell	538	$2.00	$1,076.00	121,364
3/13/2024	Anuradha Muralidharan	COO	Sell	20,000	$2.15	$43,000.00	57,080
3/11/2024	Anuradha Muralidharan	COO	Sell	16,584	$2.14	$35,489.76	77,080
3/11/2024	Daniel Vidal	Director	Sell	5,202	$2.14	$11,132.28	149,727
3/11/2024	David Michael Barrett	CEO	Sell	7,311	$2.14	$15,645.54	127,711
3/11/2024	Ryan Schaffer	CFO	Sell	4,498	$2.14	$9,625.72	116,786
2/22/2024	Steven J Mclaughlin	Major Shareholder	Buy	182,941	$1.59	$290,876.19	8,529,695
1/30/2024	Steven J Mclaughlin	Major Shareholder	Buy	41,456	$1.77	$73,377.12	8,346,754
1/26/2024	Steven J Mclaughlin	Major Shareholder	Buy	196,076	$1.76	$345,093.76	8,305,298
12/19/2023	Anuradha Muralidharan	COO	Sell	2,659	$2.31	$6,142.29	56,697
12/19/2023	David Michael Barrett	CEO	Sell	10,978	$2.31	$25,359.18	115,925
12/19/2023	Jason Fahr Mills	Director	Sell	1,938	$2.31	$4,476.78	171,039
12/19/2023	Ryan Schaffer	CFO	Sell	2,423	$2.31	$5,597.13	105,817
12/15/2023	Anuradha Muralidharan	COO	Sell	584	$2.44	$1,424.96	56,188
12/15/2023	David Michael Barrett	CEO	Sell	71,970	$2.49	$179,205.30	2,047,830
12/15/2023	Jason Fahr Mills	Director	Sell	829	$2.44	$2,022.76	169,156
12/15/2023	Ryan Schaffer	CFO	Sell	292	$2.44	$712.48	104,317
12/13/2023	David Michael Barrett	CEO	Sell	110,000	$2.32	$255,200.00	2,203,800
12/11/2023	David Michael Barrett	CEO	Sell	83,000	$2.34	$194,220.00	2,398,800
12/7/2023	David Michael Barrett	CEO	Sell	58,221	$2.49	$144,970.29	2,565,800
12/6/2023	Anuradha Muralidharan	COO	Sell	26,580	$2.56	$68,044.80	55,376
11/30/2023	Anuradha Muralidharan	COO	Sell	19,503	$2.41	$47,002.23	81,956
11/30/2023	David Michael Barrett	CEO	Sell	7,391	$2.41	$17,812.31	109,743
11/30/2023	Jason Fahr Mills	Director	Sell	8,714	$2.41	$21,000.74	165,856
11/30/2023	Ryan Schaffer	CFO	Sell	9,212	$2.39	$22,016.68	101,052
11/13/2023	Timothy L Christen	Director	Buy	47,050	$2.13	$100,216.50	91,834
11/8/2023	David Michael Barrett	CEO	Sell	30,000	$1.80	$54,000.00	2,624,021
10/31/2023	Ryan Schaffer	CFO	Sell	4,000	$2.67	$10,680.00	84,285
10/27/2023	Steven J Mclaughlin	Major Shareholder	Buy	168,894	$2.48	$418,857.12	7,095,025
10/11/2023	David Michael Barrett	CEO	Sell	30,000	$3.19	$95,700.00	2,654,021
9/29/2023	Ryan Schaffer	CFO	Sell	4,000	$3.28	$13,120.00	84,285
9/15/2023	Anuradha Muralidharan	COO	Sell	13,000	$3.63	$47,190.00	42,060
9/13/2023	David Michael Barrett	CEO	Sell	30,000	$3.86	$115,800.00	2,683,348
9/11/2023	David Michael Barrett	CEO	Sell	66,667	$3.88	$258,667.96	2,733,348
9/8/2023	David Michael Barrett	CEO	Sell	263,333	$3.96	$1,042,798.68	2,800,015
9/1/2023	Daniel Vidal	Director	Sell	5,000	$4.39	$21,950.00	89,232
8/31/2023	Ryan Schaffer	CFO	Sell	3,900	$4.39	$17,121.00	81,050
8/21/2023	Steven J Mclaughlin	Major Shareholder	Buy	22,952	$4.50	$103,284.00	6,858,470
8/18/2023	Steven J Mclaughlin	Major Shareholder	Buy	1,576	$4.48	$7,060.48	6,835,518
8/14/2023	Steven J Mclaughlin	Major Shareholder	Buy	91,013	$4.50	$409,558.50	6,730,582
8/14/2023	Ying Liu	Director	Sell	8,400	$4.51	$37,884.00	31,680
8/10/2023	Steven J Mclaughlin	Major Shareholder	Buy	227,473	$4.47	$1,016,804.31	6,603,604
8/9/2023	David Michael Barrett	CEO	Sell	30,000	$4.26	$127,800.00	3,063,348
8/7/2023	Steven J Mclaughlin	Major Shareholder	Buy	74,946	$5.83	$436,935.18	5,766,972
8/4/2023	Steven J Mclaughlin	Major Shareholder	Buy	425,000	$6.02	$2,558,500.00	5,692,026
8/1/2023	Openview Management, Llc	Major Shareholder	Sell	10,044,250	$6.10	$61,269,925.00
8/1/2023	Ryan Schaffer	CFO	Sell	100	$8.00	$800.00	81,050
7/13/2023	Ryan Schaffer	CFO	Sell	7,350	$8.00	$58,800.00	78,742
7/12/2023	David Michael Barrett	CEO	Sell	30,000	$7.52	$225,600.00	3,093,348
7/3/2023	Ryan Schaffer	CFO	Sell	400	$8.00	$3,200.00	78,742
6/21/2023	Ryan Schaffer	CFO	Sell	7,750	$8.04	$62,310.00	78,742
6/20/2023	Daniel Vidal	Director	Sell	8,000	$7.59	$60,720.00	91,226
6/14/2023	David Michael Barrett	CEO	Sell	30,000	$6.99	$209,700.00	3,122,676
6/13/2023	Anuradha Muralidharan	COO	Sell	14,390	$7.00	$100,730.00	48,767
6/1/2023	David Michael Barrett	CEO	Sell	200,000	$6.55	$1,310,000.00	3,152,676
5/10/2023	David Michael Barrett	CEO	Sell	30,000	$5.99	$179,700.00	3,352,676
4/12/2023	David Michael Barrett	CEO	Sell	30,000	$8.17	$245,100.00	3,382,676
3/9/2023	David Michael Barrett	CEO	Sell	30,000	$8.28	$248,400.00	3,412,003
2/15/2023	Daniel Vidal	Director	Sell	5,000	$9.82	$49,100.00	87,792
2/8/2023	David Michael Barrett	CEO	Sell	30,000	$9.80	$294,000.00	3,442,003
1/26/2023	Anuradha Muralidharan	COO	Sell	20,000	$10.00	$200,000.00	62,289
1/11/2023	David Michael Barrett	CEO	Sell	30,000	$9.08	$272,400.00	3,472,003
12/20/2022	Daniel Vidal	Director	Sell	5,000	$8.97	$44,850.00	92,792
12/14/2022	David Michael Barrett	CEO	Sell	30,000	$9.56	$286,800.00	3,501,331
10/12/2022	David Michael Barrett	CEO	Sell	30,000	$13.86	$415,800.00	3,561,331
8/24/2022	Ryan Schaffer	CFO	Sell	4,699	$20.00	$93,980.00	60,399
7/29/2022	Ryan Schaffer	CFO	Sell	4,699	$20.01	$94,026.99	60,399
7/8/2022	Ryan Schaffer	CFO	Sell	4,699	$20.11	$94,496.89	60,399

World’s biggest multibillionaire investor is buying THIS by the ton [picture]

From Stansberry Research | Ad

Don't Buy Bullion or Mining Stocks. Do THIS Instead As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea.

Click here to find out what to do.

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

Expensify Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/15/2024	Palogic Value Management L.P.	800,000	$1.98M	0.9%	+33.3%	1.156%
2/14/2024	Azora Capital LP	24,583	$61K	0.0%	N/A	0.036%
2/14/2024	CastleKnight Management LP	131,200	$0.32M	0.0%	+79.5%	0.190%
2/13/2024	Aristides Capital LLC	54,104	$0.13M	0.0%	N/A	0.078%
2/9/2024	Aigen Investment Management LP	18,674	$46K	0.0%	-54.8%	0.027%
2/8/2024	Ceera Investments LLC	125,000	$0.31M	0.1%	N/A	0.181%
2/7/2024	Wealthspire Advisors LLC	47,055	$0.12M	0.0%	N/A	0.068%
2/2/2024	Morling Financial Advisors LLC	149,024	$0.37M	0.3%	-11.1%	0.215%
1/31/2024	Federated Hermes Inc.	161,146	$0.40M	0.0%	+57,044.0%	0.233%
1/30/2024	SVB Wealth LLC	3,359,037	$8.30M	0.2%	+63.9%	4.855%
1/30/2024	Mackenzie Financial Corp	30,461	$75K	0.0%	N/A	0.044%
1/12/2024	FNY Investment Advisers LLC	12,500	$30K	0.0%	+212.5%	0.018%
12/6/2023	Citigroup Inc.	49,589	$0.16M	0.0%	+186.5%	0.072%
11/21/2023	Walleye Capital LLC	714,537	$2.32M	0.0%	+396.1%	1.033%
11/14/2023	Quadrature Capital Ltd	10,742	$35K	0.0%	N/A	0.016%
11/14/2023	Corton Capital Inc.	11,257	$37K	0.0%	N/A	0.016%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	108,415	$0.35M	0.0%	+287.1%	0.157%
11/13/2023	Algert Global LLC	90,170	$0.29M	0.0%	-59.0%	0.130%
11/13/2023	Dark Forest Capital Management LP	48,044	$0.16M	0.0%	N/A	0.069%
11/13/2023	Hsbc Holdings PLC	55,876	$0.18M	0.0%	+63.5%	0.081%
11/13/2023	Aigen Investment Management LP	41,325	$0.13M	0.0%	N/A	0.060%
11/7/2023	Quantbot Technologies LP	47,396	$0.15M	0.0%	+93.5%	0.069%
11/7/2023	Barclays PLC	105,759	$0.34M	0.0%	+433.4%	0.155%
11/7/2023	Jump Financial LLC	54,700	$0.18M	0.0%	N/A	0.080%
10/24/2023	Bank of New York Mellon Corp	220,490	$0.72M	0.0%	+15.2%	0.322%
10/23/2023	SVB Wealth LLC	2,050,000	$6.66M	0.1%	-18.0%	2.996%
10/13/2023	SG Americas Securities LLC	15,673	$51K	0.0%	N/A	0.023%
9/21/2023	Barclays PLC	19,828	$0.16M	0.0%	+112.9%	0.029%
8/24/2023	Alamar Capital Management LLC	27,000	$0.22M	0.2%	+28.6%	0.039%
8/15/2023	KADENSA CAPITAL Ltd	549,664	$4.39M	0.8%	+18.3%	0.803%
8/14/2023	Invenomic Capital Management LP	1,363,964	$10.88M	0.6%	-7.4%	1.994%
8/14/2023	Lombard Odier Asset Management USA Corp	28,388	$0.23M	0.0%	N/A	0.041%
8/11/2023	Formula Growth Ltd.	200,000	$1.60M	0.5%	+11.1%	0.241%
8/10/2023	Metropolitan Life Insurance Co NY	3,096	$25K	0.0%	N/A	0.004%
8/7/2023	Acadian Asset Management LLC	100,245	$0.80M	0.0%	+62.3%	0.121%
8/7/2023	Royce & Associates LP	116,560	$0.93M	0.0%	+23.2%	0.141%
8/4/2023	American International Group Inc.	26,587	$0.21M	0.0%	N/A	0.032%
7/24/2023	SVB Wealth LLC	2,500,000	$19.95M	0.4%	-25.6%	3.019%
7/17/2023	Harel Insurance Investments & Financial Services Ltd.	6,476	$51K	0.0%	N/A	0.008%
7/11/2023	Harbor Capital Advisors Inc.	9,059	$72K	0.0%	N/A	0.011%
6/1/2023	Prelude Capital Management LLC	22,470	$0.18M	0.0%	N/A	0.033%
5/31/2023	Coastline Trust Co	86,236	$0.70M	0.1%	-42.8%	0.126%
5/23/2023	Royce & Associates LP	94,600	$0.77M	0.0%	N/A	0.138%
5/16/2023	Azora Capital LP	19,356	$0.16M	0.0%	N/A	0.028%
5/15/2023	KADENSA CAPITAL Ltd	464,464	$3.79M	0.8%	+77.9%	0.678%
5/15/2023	Optimus Prime Fund Management Co. Ltd.	160,000	$1.30M	0.2%	-31.9%	0.234%
5/15/2023	Formula Growth Ltd.	180,000	$1.47M	0.5%	N/A	0.263%
5/12/2023	Hall Kathryn A.	1,977,136	$16.11M	4.7%	-15.6%	2.886%
5/11/2023	Acadian Asset Management LLC	61,760	$0.50M	0.0%	N/A	0.090%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	28,560	$0.23M	0.0%	N/A	0.042%
5/9/2023	Y Intercept Hong Kong Ltd	13,817	$0.11M	0.0%	N/A	0.020%
5/8/2023	Federated Hermes Inc.	40,000	$0.33M	0.0%	+33.3%	0.058%
5/4/2023	Royce & Associates LP	94,600	$0.77M	0.0%	N/A	0.139%
5/3/2023	Jump Financial LLC	32,200	$0.26M	0.0%	-5.6%	0.047%
4/21/2023	Cornerstone Investment Partners LLC	19,516	$0.16M	0.0%	N/A	0.029%
4/18/2023	Stanley Laman Group Ltd.	75,692	$0.62M	0.1%	-25.2%	0.111%
4/17/2023	Parsons Capital Management Inc. RI	10,958	$89K	0.0%	-60.0%	0.016%
2/10/2023	HRT Financial LP	41,545	$0.37M	0.0%	N/A	0.061%
2/10/2023	SVB Wealth LLC	3,360,230	$29.67M	0.4%	N/A	4.923%
2/9/2023	Landscape Capital Management L.L.C.	12,039	$0.11M	0.0%	N/A	0.018%
2/9/2023	Coastline Trust Co	150,678	$1.33M	0.2%	+57.1%	0.221%
2/3/2023	Morling Financial Advisors LLC	167,652	$1.48M	1.9%	N/A	0.246%
1/19/2023	Stanley Laman Group Ltd.	101,135	$0.89M	0.2%	-13.6%	0.148%
11/15/2022	Pier Capital LLC	444,170	$6.61M	1.1%	+2.1%	0.651%
11/15/2022	Marshall Wace LLP	754,584	$11.23M	0.0%	+452.6%	1.106%
11/14/2022	Durable Capital Partners LP	2,549,831	$37.94M	0.4%	-3.9%	3.736%
11/14/2022	Light Street Capital Management LLC	1,603,710	$23.86M	6.1%	-17.9%	2.350%
11/10/2022	North Reef Capital Management LP	336,591	$5.01M	1.2%	N/A	0.493%
11/10/2022	ExodusPoint Capital Management LP	18,281	$0.27M	0.0%	N/A	0.027%
11/9/2022	Massachusetts Financial Services Co. MA	1,155,490	$17.19M	0.0%	+7.4%	1.693%
11/8/2022	Hamilton Lane Advisors LLC	273,959	$4.08M	1.5%	N/A	0.401%
11/7/2022	Sensible Financial Planning & Management LLC.	13,698	$0.20M	0.1%	N/A	0.020%
11/7/2022	Quantbot Technologies LP	4,150	$61K	0.0%	+137.6%	0.006%
11/7/2022	Jump Financial LLC	49,600	$0.74M	0.0%	N/A	0.073%
11/4/2022	Ieq Capital LLC	465,802	$6.93M	0.2%	-20.2%	0.682%
11/3/2022	Coastline Trust Co	95,886	$1.43M	0.2%	N/A	0.140%
11/2/2022	Victory Capital Management Inc.	73,646	$1.10M	0.0%	-1.2%	0.108%
10/27/2022	Baillie Gifford & Co.	1,086,920	$16.17M	0.0%	+0.1%	1.593%
10/26/2022	Allspring Global Investments Holdings LLC	189,140	$2.81M	0.0%	N/A	0.277%
10/26/2022	Parsons Capital Management Inc. RI	27,396	$0.41M	0.0%	N/A	0.040%
10/24/2022	Amica Retiree Medical Trust	36,117	$0.54M	0.7%	N/A	0.053%
10/24/2022	Amica Mutual Insurance Co.	408,115	$6.07M	0.9%	N/A	0.598%
10/18/2022	Stanley Laman Group Ltd.	117,003	$1.74M	0.3%	N/A	0.171%
8/16/2022	SVB Wealth LLC	3,061,230	$54.46M	0.8%	N/A	4.499%
8/16/2022	Woodline Partners LP	133,802	$2.38M	0.0%	+13.4%	0.197%
8/15/2022	Light Street Capital Management LLC	1,952,461	$34.73M	2.8%	-7.1%	2.870%
8/15/2022	Alpha Paradigm Partners LLC	42,767	$0.76M	0.3%	N/A	0.063%
8/13/2022	Massachusetts Financial Services Co. MA	1,076,054	$19.14M	0.0%	+12.2%	1.582%
8/12/2022	Security Benefit Life Insurance Co. KS	355,853	$6.33M	0.4%	N/A	0.523%
8/9/2022	Swiss National Bank	32,100	$0.57M	0.0%	N/A	0.047%
8/8/2022	Baillie Gifford & Co.	1,085,524	$19.31M	0.0%	-0.1%	1.595%
8/5/2022	Roubaix Capital LLC	121,294	$2.16M	1.9%	N/A	0.178%
7/29/2022	Russell Investments Group Ltd.	107,916	$1.92M	0.0%	N/A	0.159%
7/27/2022	Ieq Capital LLC	583,576	$10.38M	0.3%	N/A	0.858%
5/11/2022	Massachusetts Financial Services Co. MA	958,697	$16.84M	0.0%	+107.1%	1.409%
5/10/2022	Pier Capital LLC	434,230	$7.63M	1.0%	N/A	0.638%
5/5/2022	Baillie Gifford & Co.	1,086,875	$19.09M	0.0%	+20.8%	1.598%
5/4/2022	Victory Capital Management Inc.	74,546	$1.12M	0.0%	+5.3%	0.110%
2/19/2022	Woodline Partners LP	117,996	$5.19M	0.1%	N/A	0.175%
2/15/2022	Light Street Capital Management LLC	1,564,597	$68.84M	4.1%	N/A	2.317%

Data available starting January 2016

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.

Today's Range

Now: $1.64

$1.55

$1.65

50 Day Range

MA: $1.80

$1.43

$2.49

52 Week Range

Now: $1.64

$1.40

$8.25

Volume

497,609 shs

Average Volume

637,703 shs

Market Capitalization

$115.75 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.49

Who are the company insiders with the largest holdings of Expensify?: Expensify's top insider shareholders include:
Steven J Mclaughlin (Major Shareholder)
David Michael Barrett (CEO)
Jason Fahr Mills (Director)
Daniel Vidal (Director)
Ryan Schaffer (CFO)
Timothy L Christen (Director)
Anuradha Muralidharan (COO)
Ying Liu (Director)
Openview Management, Llc (Major Shareholder)
Learn More about top insider investors at Expensify.