EXFY Insider Trading

Insider Ownership Percentage: 20.32%
Insider Buying (Last 12 Months): $4,532,142.47
Insider Selling (Last 12 Months): $67,159,956.64

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: $3.31
Price Change: Price Increase of +0.04 (1.22%)
As of 09/22/2023 01:00 AM 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
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  
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

SEC Filings (Institutional Ownership Changes) for Expensify (NASDAQ:EXFY)

56.70% 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
9/21/2023Barclays PLC19,828$0.16M0.0%+112.9%0.029%Search for SEC Filing on Google Icon
8/24/2023Alamar Capital Management LLC27,000$0.22M0.2%+28.6%0.039%Search for SEC Filing on Google Icon
8/22/2023Virginia Retirement Systems ET AL21,100$0.17M0.0%N/A0.031%Search for SEC Filing on Google Icon
8/21/2023California State Teachers Retirement System48,403$0.39M0.0%+302.4%0.071%Search for SEC Filing on Google Icon
8/15/2023Alliancebernstein L.P.12,900$0.10M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/15/2023Wells Fargo & Company MN24,370$0.19M0.0%+3,327.6%0.036%Search for SEC Filing on Google Icon
8/15/2023Walleye Capital LLC144,042$1.15M0.0%N/A0.211%Search for SEC Filing on Google Icon
8/15/2023Woodline Partners LP118,302$0.94M0.0%-7.8%0.173%Search for SEC Filing on Google Icon
8/15/2023Goldman Sachs Group Inc.67,428$0.54M0.0%-60.6%0.099%Search for SEC Filing on Google Icon
8/15/2023Royal Bank of Canada6,107$48K0.0%+120.8%0.009%Search for SEC Filing on Google Icon
8/15/2023KADENSA CAPITAL Ltd549,664$4.39M0.8%+18.3%0.803%Search for SEC Filing on Google Icon
8/14/2023PDT Partners LLC52,569$0.42M0.1%+28.3%0.077%Search for SEC Filing on Google Icon
8/14/2023Invenomic Capital Management LP1,363,964$10.88M0.6%-7.4%1.994%Search for SEC Filing on Google Icon
8/14/2023State of Wyoming11,072$88K0.0%+63.5%0.016%Search for SEC Filing on Google Icon
8/14/2023Schonfeld Strategic Advisors LLC14,259$0.11M0.0%-67.1%0.021%Search for SEC Filing on Google Icon
8/14/2023Marshall Wace LLP246,396$1.97M0.0%-43.9%0.360%Search for SEC Filing on Google Icon
8/14/2023State Street Corp1,118,721$8.93M0.0%+252.3%1.635%Search for SEC Filing on Google Icon
8/14/2023Nuveen Asset Management LLC156,447$1.25M0.0%N/A0.229%Search for SEC Filing on Google Icon
8/14/2023Lombard Odier Asset Management USA Corp28,388$0.23M0.0%N/A0.041%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC339,700$2.71M0.0%+174.4%0.410%Search for SEC Filing on Google Icon
8/11/2023Credit Suisse AG23,037$0.18M0.0%N/A0.028%Search for SEC Filing on Google Icon
8/11/2023BlackRock Inc.4,116,270$32.85M0.0%+287.3%4.970%Search for SEC Filing on Google Icon
8/11/2023Ameritas Investment Partners Inc.4,561$36K0.0%N/A0.006%Search for SEC Filing on Google Icon
8/11/2023Formula Growth Ltd.200,000$1.60M0.5%+11.1%0.241%Search for SEC Filing on Google Icon
8/11/2023State Board of Administration of Florida Retirement System15,680$0.13M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/11/2023The Manufacturers Life Insurance Company 22,827$0.18M0.0%N/A0.028%Search for SEC Filing on Google Icon
8/11/2023Hsbc Holdings PLC34,176$0.28M0.0%-15.0%0.041%Search for SEC Filing on Google Icon
8/11/2023Geode Capital Management LLC1,015,984$8.11M0.0%+135.6%1.227%Search for SEC Filing on Google Icon
8/11/2023JPMorgan Chase & Co.96,790$0.77M0.0%+29.8%0.117%Search for SEC Filing on Google Icon
8/11/2023Northern Trust Corp492,329$3.93M0.0%+437.4%0.594%Search for SEC Filing on Google Icon
8/10/2023MetLife Investment Management LLC29,879$0.24M0.0%N/A0.036%Search for SEC Filing on Google Icon
8/10/2023Metropolitan Life Insurance Co NY3,096$25K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/10/2023Mirae Asset Global Investments Co. Ltd.27,194$0.22M0.0%N/A0.033%Search for SEC Filing on Google Icon
8/10/2023Russell Investments Group Ltd.9,565$76K0.0%N/A0.012%Search for SEC Filing on Google Icon
8/10/2023Charles Schwab Investment Management Inc.353,871$2.82M0.0%+56.3%0.427%Search for SEC Filing on Google Icon
8/10/2023Citigroup Inc.17,310$0.14M0.0%+4,917.4%0.021%Search for SEC Filing on Google Icon
8/9/2023Swiss National Bank74,400$0.59M0.0%+151.4%0.090%Search for SEC Filing on Google Icon
8/8/2023Rhumbline Advisers62,346$0.50M0.0%N/A0.075%Search for SEC Filing on Google Icon
8/7/2023Acadian Asset Management LLC100,245$0.80M0.0%+62.3%0.121%Search for SEC Filing on Google Icon
8/7/2023Royce & Associates LP116,560$0.93M0.0%+23.2%0.141%Search for SEC Filing on Google Icon
8/4/2023American International Group Inc.26,587$0.21M0.0%N/A0.032%Search for SEC Filing on Google Icon
8/3/2023Barclays PLC19,828$0.16M0.0%+112.9%0.024%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp191,359$1.53M0.0%+201.5%0.231%Search for SEC Filing on Google Icon
7/24/2023SVB Wealth LLC2,500,000$19.95M0.4%-25.6%3.019%Search for SEC Filing on Google Icon
7/17/2023Harel Insurance Investments & Financial Services Ltd.6,476$51K0.0%N/A0.008%Search for SEC Filing on Google Icon
7/11/2023Harbor Capital Advisors Inc.9,059$72K0.0%N/A0.011%Search for SEC Filing on Google Icon
6/1/2023Prelude Capital Management LLC22,470$0.18M0.0%N/A0.033%Search for SEC Filing on Google Icon
5/31/2023Coastline Trust Co86,236$0.70M0.1%-42.8%0.126%Search for SEC Filing on Google Icon
5/23/2023Royce & Associates LP94,600$0.77M0.0%N/A0.138%Search for SEC Filing on Google Icon
5/18/2023JPMorgan Chase & Co.74,543$0.61M0.0%+281.8%0.109%Search for SEC Filing on Google Icon
5/16/2023Susquehanna International Group LLP274,690$2.24M0.0%+928.8%0.401%Search for SEC Filing on Google Icon
5/16/2023Jane Street Group LLC86,774$0.71M0.0%+444.1%0.127%Search for SEC Filing on Google Icon
5/16/2023State Street Corp317,538$2.59M0.0%+12.2%0.464%Search for SEC Filing on Google Icon
5/16/2023Squarepoint Ops LLC18,987$0.16M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/16/2023AQR Capital Management LLC144,591$1.18M0.0%+65.8%0.211%Search for SEC Filing on Google Icon
5/16/2023Alyeska Investment Group L.P.121,379$0.99M0.0%N/A0.177%Search for SEC Filing on Google Icon
5/16/2023Azora Capital LP19,356$0.16M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/16/2023Balyasny Asset Management L.P.55,105$0.45M0.0%+312.1%0.080%Search for SEC Filing on Google Icon
5/15/2023Schonfeld Strategic Advisors LLC43,339$0.35M0.0%-22.6%0.063%Search for SEC Filing on Google Icon
5/15/2023Cubist Systematic Strategies LLC70,897$0.58M0.0%-7.6%0.103%Search for SEC Filing on Google Icon
5/15/2023KADENSA CAPITAL Ltd464,464$3.79M0.8%+77.9%0.678%Search for SEC Filing on Google Icon
5/15/2023Optimus Prime Fund Management Co. Ltd.160,000$1.30M0.2%-31.9%0.234%Search for SEC Filing on Google Icon
5/15/2023Atom Investors LP10,841$88K0.0%N/A0.016%Search for SEC Filing on Google Icon
5/15/2023Formula Growth Ltd.180,000$1.47M0.5%N/A0.263%Search for SEC Filing on Google Icon
5/12/2023Renaissance Technologies LLC123,800$1.01M0.0%-43.9%0.181%Search for SEC Filing on Google Icon
5/12/2023BlackRock Inc.1,062,688$8.66M0.0%-23.9%1.551%Search for SEC Filing on Google Icon
5/12/2023Bank of America Corp DE128,137$1.04M0.0%+277.4%0.187%Search for SEC Filing on Google Icon
5/12/2023Hall Kathryn A.1,977,136$16.11M4.7%-15.6%2.886%Search for SEC Filing on Google Icon
5/12/2023HRT Financial LP202,930$1.65M0.0%+388.5%0.296%Search for SEC Filing on Google Icon
5/12/2023Charles Schwab Investment Management Inc.226,462$1.85M0.0%-1.4%0.331%Search for SEC Filing on Google Icon
5/11/2023Acadian Asset Management LLC61,760$0.50M0.0%N/A0.090%Search for SEC Filing on Google Icon
5/11/2023ExodusPoint Capital Management LP19,110$0.16M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/10/2023Swiss National Bank29,600$0.24M0.0%-7.8%0.043%Search for SEC Filing on Google Icon
5/10/2023Connor Clark & Lunn Investment Management Ltd.28,560$0.23M0.0%N/A0.042%Search for SEC Filing on Google Icon
5/9/2023Bank of New York Mellon Corp63,463$0.52M0.0%-6.3%0.093%Search for SEC Filing on Google Icon
5/9/2023Y Intercept Hong Kong Ltd13,817$0.11M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/8/2023Federated Hermes Inc.40,000$0.33M0.0%+33.3%0.058%Search for SEC Filing on Google Icon
5/4/2023Barclays PLC9,314$76K0.0%N/A0.014%Search for SEC Filing on Google Icon
5/4/2023Royce & Associates LP94,600$0.77M0.0%N/A0.139%Search for SEC Filing on Google Icon
5/3/2023Jump Financial LLC32,200$0.26M0.0%-5.6%0.047%Search for SEC Filing on Google Icon
4/21/2023Cornerstone Investment Partners LLC19,516$0.16M0.0%N/A0.029%Search for SEC Filing on Google Icon
4/18/2023Stanley Laman Group Ltd.75,692$0.62M0.1%-25.2%0.111%Search for SEC Filing on Google Icon
4/17/2023Parsons Capital Management Inc. RI10,958$89K0.0%-60.0%0.016%Search for SEC Filing on Google Icon
2/16/2023State of Wyoming8,596$76K0.0%N/A0.013%Search for SEC Filing on Google Icon
2/15/2023Jane Street Group LLC15,947$0.14M0.0%N/A0.023%Search for SEC Filing on Google Icon
2/15/2023Susquehanna Fundamental Investments LLC27,162$0.24M0.0%N/A0.040%Search for SEC Filing on Google Icon
2/15/2023Schonfeld Strategic Advisors LLC56,017$0.50M0.0%+213.6%0.082%Search for SEC Filing on Google Icon
2/15/2023Legal & General Group Plc54,506$0.48M0.0%+1,452.4%0.080%Search for SEC Filing on Google Icon
2/15/2023Millennium Management LLC702,507$6.20M0.0%+60.0%1.029%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley77,346$0.68M0.0%+41.3%0.113%Search for SEC Filing on Google Icon
2/15/2023Durable Capital Partners LP1,599,905$14.13M0.1%-37.3%2.344%Search for SEC Filing on Google Icon
2/15/2023AQR Capital Management LLC87,228$0.77M0.0%N/A0.128%Search for SEC Filing on Google Icon
2/14/2023Marshall Wace LLP446,002$3.94M0.0%-40.9%0.653%Search for SEC Filing on Google Icon
2/14/2023Engineers Gate Manager LP10,331$91K0.0%N/A0.015%Search for SEC Filing on Google Icon
2/13/2023Charles Schwab Investment Management Inc.229,756$2.03M0.0%+2.5%0.337%Search for SEC Filing on Google Icon
2/13/2023Renaissance Technologies LLC220,600$1.95M0.0%+20.0%0.323%Search for SEC Filing on Google Icon
2/13/2023Geode Capital Management LLC431,250$3.81M0.0%+4.9%0.632%Search for SEC Filing on Google Icon
2/13/2023JPMorgan Chase & Co.19,522$0.17M0.0%+31,903.3%0.029%Search for SEC Filing on Google Icon
2/10/2023Bank of America Corp DE33,955$0.30M0.0%+94.3%0.050%Search for SEC Filing on Google Icon
2/10/2023HRT Financial LP41,545$0.37M0.0%N/A0.061%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: $3.31
Low: $3.21
High: $3.34

50 Day Range

MA: $5.18
Low: $3.27
High: $8.06

52 Week Range

Now: $3.31
Low: $3.21
High: $16.33

Volume

719,722 shs

Average Volume

656,484 shs

Market Capitalization

$226.47 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.43

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. Daniel Vidal (Director)
  4. Ryan Schaffer (CFO)
  5. Anuradha Muralidharan (COO)
  6. Ying Liu (Director)
  7. Openview Management, Llc (Major Shareholder)
Learn More about top insider investors at Expensify.

Who are the major institutional investors of Expensify?

Expensify's top institutional investors include:
  1. BlackRock Inc. — 4.97%
  2. SVB Wealth LLC — 3.02%
  3. Invenomic Capital Management LP — 1.99%
  4. State Street Corp — 1.64%
  5. Geode Capital Management LLC — 1.23%
  6. KADENSA CAPITAL Ltd — 0.80%
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. SVB Wealth LLC
  2. Marshall Wace LLP
  3. Invenomic Capital Management LP
  4. Goldman Sachs Group Inc.
  5. Schonfeld Strategic Advisors LLC
  6. Simplex Trading LLC
  7. Woodline Partners LP
  8. Hsbc Holdings PLC
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. Daniel Vidal (Director)
  4. Ryan Schaffer (CFO)
  5. Anuradha Muralidharan (COO)
  6. Ying Liu (Director)
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. BlackRock Inc.
  2. State Street Corp
  3. Geode Capital Management LLC
  4. Northern Trust Corp
  5. Renaissance Technologies LLC
  6. Nuveen Asset Management LLC
  7. Walleye Capital LLC
  8. Bank of New York Mellon Corp
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