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EXFY Insider Trading

Insider Ownership Percentage: 21.12%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,502,353.88

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: $9.97
Price Change: ▼ Price Decrease of -0.44 (-4.23%)
As of 02/6/2023 06:33 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
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Expensify Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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
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SEC Filings (Institutional Ownership Changes) for Expensify (NASDAQ:EXFY)

52.29% 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
2/3/2023Morling Financial Advisors LLC167,652$1.48M1.9%N/A0.246%Search for SEC Filing on Google Icon
1/24/2023Baillie Gifford & Co.1,098,385$9.70M0.0%+1.1%1.609%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
12/8/2022Bank of New York Mellon Corp18,233$0.27M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/15/2022State Street Corp214,995$3.20M0.0%+348.0%0.315%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
11/15/2022Jacobs Levy Equity Management Inc.19,413$0.29M0.0%N/A0.028%Search for SEC Filing on Google Icon
11/15/2022Trexquant Investment LP45,949$0.68M0.0%N/A0.067%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.3,866,629$57.54M0.0%+58.8%5.665%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
11/15/2022Ensign Peak Advisors Inc5,950$89K0.0%N/A0.009%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp18,233$0.27M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.1,349,717$20.08M0.0%+61.2%1.978%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada2,178$33K0.0%+117.8%0.003%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC183,800$2.74M0.0%+100.9%0.269%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
11/10/2022Tower Research Capital LLC TRC 7,420$0.11M0.0%+9,175.0%0.011%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG3,774$56K0.0%N/A0.006%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
11/7/2022Quantbot Technologies LP4,150$61K0.0%+137.6%0.006%Search for SEC Filing on Google Icon
11/7/2022Jump Financial LLC49,600$0.74M0.0%N/A0.073%Search for SEC Filing on Google Icon
11/4/2022Ieq Capital LLC465,802$6.93M0.2%-20.2%0.682%Search for SEC Filing on Google Icon
11/3/2022Coastline Trust Co95,886$1.43M0.2%N/A0.140%Search for SEC Filing on Google Icon
11/2/2022Victory Capital Management Inc.73,646$1.10M0.0%-1.2%0.108%Search for SEC Filing on Google Icon
10/27/2022Baillie Gifford & Co.1,086,920$16.17M0.0%+0.1%1.593%Search for SEC Filing on Google Icon
10/26/2022Allspring Global Investments Holdings LLC189,140$2.81M0.0%N/A0.277%Search for SEC Filing on Google Icon
10/26/2022Parsons Capital Management Inc. RI27,396$0.41M0.0%N/A0.040%Search for SEC Filing on Google Icon
10/24/2022Amica Retiree Medical Trust36,117$0.54M0.7%N/A0.053%Search for SEC Filing on Google Icon
10/24/2022Amica Mutual Insurance Co.408,115$6.07M0.9%N/A0.598%Search for SEC Filing on Google Icon
10/18/2022Stanley Laman Group Ltd.117,003$1.74M0.3%N/A0.171%Search for SEC Filing on Google Icon
8/22/2022Legal & General Group Plc8,655$0.15M0.0%N/A0.013%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.65,746$1.17M0.0%-9.9%0.096%Search for SEC Filing on Google Icon
8/16/2022SVB Wealth LLC3,061,230$54.46M0.8%N/A4.499%Search for SEC Filing on Google Icon
8/16/2022Woodline Partners LP133,802$2.38M0.0%+13.4%0.197%Search for SEC Filing on Google Icon
8/15/2022State Street Corp47,993$0.85M0.0%+34.3%0.071%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC18,188$0.32M0.0%N/A0.027%Search for SEC Filing on Google Icon
8/15/2022Citadel Advisors LLC348,431$6.20M0.0%-22.3%0.512%Search for SEC Filing on Google Icon
8/15/2022Light Street Capital Management LLC1,952,461$34.73M2.8%-7.1%2.870%Search for SEC Filing on Google Icon
8/15/2022Alpha Paradigm Partners LLC42,767$0.76M0.3%N/A0.063%Search for SEC Filing on Google Icon
8/13/2022Massachusetts Financial Services Co. MA1,076,054$19.14M0.0%+12.2%1.582%Search for SEC Filing on Google Icon
8/13/2022Quantbot Technologies LP1,747$31K0.0%-64.7%0.003%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC91,495$1.63M0.0%-25.9%0.134%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp22,828$0.41M0.0%+40.3%0.034%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG8,967$0.16M0.0%N/A0.013%Search for SEC Filing on Google Icon
8/12/2022Security Benefit Life Insurance Co. KS355,853$6.33M0.4%N/A0.523%Search for SEC Filing on Google Icon
8/9/2022Swiss National Bank32,100$0.57M0.0%N/A0.047%Search for SEC Filing on Google Icon
8/8/2022Baillie Gifford & Co.1,085,524$19.31M0.0%-0.1%1.595%Search for SEC Filing on Google Icon
8/5/2022Roubaix Capital LLC121,294$2.16M1.9%N/A0.178%Search for SEC Filing on Google Icon
7/29/2022Russell Investments Group Ltd.107,916$1.92M0.0%N/A0.159%Search for SEC Filing on Google Icon
7/27/2022Ieq Capital LLC583,576$10.38M0.3%N/A0.858%Search for SEC Filing on Google Icon
5/19/2022Capital Research Global Investors2,120,087$37.23M0.0%+27.3%3.116%Search for SEC Filing on Google Icon
5/17/2022Jane Street Group LLC31,343$0.55M0.0%N/A0.046%Search for SEC Filing on Google Icon
5/17/2022Alyeska Investment Group L.P.13,994$0.25M0.0%N/A0.021%Search for SEC Filing on Google Icon
5/17/2022Quantbot Technologies LP4,950$86K0.0%N/A0.007%Search for SEC Filing on Google Icon
5/16/2022Goldman Sachs Group Inc.72,991$1.28M0.0%+1.8%0.107%Search for SEC Filing on Google Icon
5/16/2022State Street Corp35,731$0.63M0.0%+505.6%0.053%Search for SEC Filing on Google Icon
5/16/2022Invesco Ltd.221,088$3.88M0.0%-26.2%0.325%Search for SEC Filing on Google Icon
5/13/2022Renaissance Technologies LLC123,400$2.17M0.0%N/A0.181%Search for SEC Filing on Google Icon
5/13/2022Charles Schwab Investment Management Inc.46,958$0.83M0.0%+2.5%0.069%Search for SEC Filing on Google Icon
5/13/2022Durable Capital Partners LP2,069,629$36.34M0.3%+27.5%3.042%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.876,072$15.38M0.0%+2.5%1.288%Search for SEC Filing on Google Icon
5/12/2022BlackRock Inc.744,682$13.08M0.0%-22.1%1.095%Search for SEC Filing on Google Icon
5/12/2022Bank of Montreal Can149,000$2.91M0.0%+71.0%0.219%Search for SEC Filing on Google Icon
5/11/2022Massachusetts Financial Services Co. MA958,697$16.84M0.0%+107.1%1.409%Search for SEC Filing on Google Icon
5/10/2022Pier Capital LLC434,230$7.63M1.0%N/A0.638%Search for SEC Filing on Google Icon
5/5/2022Baillie Gifford & Co.1,086,875$19.09M0.0%+20.8%1.598%Search for SEC Filing on Google Icon
5/4/2022Advisor Group Holdings Inc.2,720$48K0.0%-39.6%0.004%Search for SEC Filing on Google Icon
5/4/2022Victory Capital Management Inc.74,546$1.12M0.0%+5.3%0.110%Search for SEC Filing on Google Icon
2/19/2022Woodline Partners LP117,996$5.19M0.1%N/A0.175%Search for SEC Filing on Google Icon
2/15/2022Light Street Capital Management LLC1,564,597$68.84M4.1%N/A2.317%Search for SEC Filing on Google Icon
2/15/2022Laurion Capital Management LP17,300$0.76M0.0%N/A0.026%Search for SEC Filing on Google Icon
2/15/2022Capital Research Global Investors1,665,061$73.26M0.0%N/A2.466%Search for SEC Filing on Google Icon
2/15/2022Davidson Kempner Capital Management LP26,000$1.14M0.0%N/A0.039%Search for SEC Filing on Google Icon
2/15/2022Adage Capital Partners GP L.L.C.100,000$4.40M0.0%N/A0.148%Search for SEC Filing on Google Icon
2/14/2022Squarepoint Ops LLC25,000$1.10M0.0%N/A0.037%Search for SEC Filing on Google Icon
2/14/2022Ghisallo Capital Management LLC250,000$11M0.5%N/A0.370%Search for SEC Filing on Google Icon
2/14/2022HBK Investments L P50,000$2.20M0.0%N/A0.074%Search for SEC Filing on Google Icon
2/14/2022Optimus Prime Fund Management Co. Ltd.130,000$5.72M0.3%N/A0.193%Search for SEC Filing on Google Icon
2/14/2022Rokos Capital Management LLP25,000$1.06M0.1%N/A0.037%Search for SEC Filing on Google Icon
2/14/2022Invesco Ltd.299,508$13.18M0.0%N/A0.444%Search for SEC Filing on Google Icon
2/11/2022Bank of Montreal Can87,135$3.72M0.0%N/A0.129%Search for SEC Filing on Google Icon
2/10/2022Massachusetts Financial Services Co. MA462,956$20.37M0.0%N/A0.686%Search for SEC Filing on Google Icon
2/8/2022Northern Trust Corp16,636$0.73M0.0%N/A0.025%Search for SEC Filing on Google Icon
2/7/2022Victory Capital Management Inc.70,798$3.12M0.0%N/A0.105%Search for SEC Filing on Google Icon
2/3/2022Advisor Group Holdings Inc.4,502$0.20M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/3/2022OpenView Management LLC10,044,250$441.95M85.1%N/A14.876%Search for SEC Filing on Google Icon
1/24/2022West Branch Capital LLC1,000$44K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/20/2022Baillie Gifford & Co.900,000$39.60M0.0%N/A1.333%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, small businesses, and corporations 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: $9.97
Low: $9.95
High: $10.63

50 Day Range

MA: $9.20
Low: $8.15
High: $11.45

52 Week Range

Now: $9.97
Low: $7.98
High: $29.01

Volume

208,031 shs

Average Volume

300,905 shs

Market Capitalization

$680.45 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.12

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

Expensify's top insider shareholders include:
  1. David Michael Barrett (CEO)
  2. Daniel Vidal (Director)
  3. Anuradha Muralidharan (COO)
  4. Ryan Schaffer (CFO)
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. — 1.61%
  2. Morling Financial Advisors LLC — 0.25%
  3. Stanley Laman Group Ltd. — 0.15%
  4. Simplex Trading LLC — 0.00%
  5. Concourse Financial Group Securities Inc. — 0.00%
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. Stanley Laman Group Ltd.
During the last year, company insiders that have sold Expensify company stock include:
  1. David Michael Barrett (CEO)
  2. Daniel Vidal (Director)
  3. Anuradha Muralidharan (COO)
  4. 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. Morling Financial Advisors LLC
  2. Baillie Gifford & Co.
  3. Simplex Trading LLC
Profit From the Commercial Solar Boom?
From Investing Trends   |   Ad
Solar energy had its best year ever in 2021, with a record 24 gigawatts of power installed. That's enough to power 18 million homes! Analysts expect the global solar farm market to reach $356 billion by 2028. The utility segment of the solar market is expected to grow at the highest annual growth rate in the industry, especially with the many tax incentives now offered.
See What's Going on With the Solar Industry