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EXFY NASDAQ

Expensify, Inc.
1W: -0.9% 1M: +29.0% 3M: -13.1% YTD: -22.1% 1Y: -54.1% 3Y: -80.3%
$1.14
+0.01 (+0.88%)
 
Weekly Expected Move ±12.4%
$1 $1 $1 $1 $1
NASDAQ · Technology · Software - Application · Alpha Radar Buy · Power 65 · $96.1M mcap · 60M float · 1.46% daily turnover · Short 53% of daily vol

🏦 Institutional Activity

Latest: Q1 2026
128
Institutions Holding
+7 vs prior
22.3%
Ownership
-20.98%
20 New
37 Increased
60 Reduced
36 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-05-01 Barrett David Michael officer: chief executive officer S-Sale 30,000 $1.08 $32K Filing
2026-04-28 Alvarez Divo Carlos Eduardo director S-Sale 30,728 $1.01 $31K Filing
2026-04-05 Liu Ying director A-Grant/Award 5,376 $— $0 Filing
2026-03-11 SF Roofdeck GP LLC 10% owner P-Purchase 500,000 $0.84 $420K Filing
2026-03-11 EXP 2020 SPV LP 10% owner P-Purchase 500,000 $0.84 $420K Filing
2026-03-11 Steven J. McLaughlin Revocable Trust 10% owner P-Purchase 500,000 $0.84 $420K Filing
2026-03-11 McLaughlin Steven J. 10% owner P-Purchase 500,000 $0.84 $420K Filing
2026-03-09 SF Roofdeck GP LLC 10% owner P-Purchase 455,911 $0.95 $433K Filing
2026-03-09 EXP 2020 SPV LP 10% owner P-Purchase 455,911 $0.95 $433K Filing
2026-03-09 Steven J. McLaughlin Revocable Trust 10% owner P-Purchase 455,911 $0.95 $433K Filing
2026-03-09 McLaughlin Steven J. 10% owner P-Purchase 455,911 $0.95 $433K Filing
2026-03-06 EXP 2020 SPV LP 10% owner P-Purchase 480,389 $0.96 $462K Filing
2026-03-06 Steven J. McLaughlin Revocable Trust 10% owner P-Purchase 480,389 $0.96 $462K Filing
2026-03-06 SF Roofdeck GP LLC 10% owner P-Purchase 480,389 $0.96 $462K Filing
2026-03-06 McLaughlin Steven J. 10% owner P-Purchase 480,389 $0.96 $462K Filing
2026-03-04 SF Roofdeck GP LLC 10% owner P-Purchase 327,144 $1.02 $335K Filing
2026-03-04 EXP 2020 SPV LP 10% owner P-Purchase 327,144 $1.02 $335K Filing
2026-03-04 Steven J. McLaughlin Revocable Trust 10% owner P-Purchase 327,144 $1.02 $335K Filing
2026-03-04 McLaughlin Steven J. 10% owner P-Purchase 327,144 $1.02 $335K Filing
2026-03-03 SF Roofdeck GP LLC 10% owner P-Purchase 500,000 $0.97 $485K Filing
2026-03-03 EXP 2020 SPV LP 10% owner P-Purchase 500,000 $0.97 $485K Filing
2026-03-03 Steven J. McLaughlin Revocable Trust 10% owner P-Purchase 500,000 $0.97 $485K Filing
2026-03-03 McLaughlin Steven J. 10% owner P-Purchase 500,000 $0.97 $485K Filing
2026-03-02 Barrett David Michael officer: chief executive officer S-Sale 30,000 $0.90 $27K Filing
2026-02-02 Barrett David Michael officer: chief executive officer S-Sale 30,000 $1.45 $44K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 3,994,506 $3M -76,884 2026-03-31 Filing
Palogic Value Management, L.P. 2,522,566 $2M +1,119,501 2026-03-31 Filing
Verition Fund Management LLC 2,350,000 $2M +2,350,000 2026-03-31 Filing
VANGUARD CAPITAL MANAGEMENT LLC 2,305,690 $2M +2,305,690 2026-03-31 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 1,971,586 $2M +1,971,586 2026-03-31 Filing
CastleKnight Management LP 1,730,062 $2M 2026-03-31 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,369,959 $1M -31,073 2026-03-31 Filing
FORMULA GROWTH LTD 890,000 $774K -10,000 2026-03-31 Filing
AQR CAPITAL MANAGEMENT LLC 826,233 $719K +665,420 2026-03-31 Filing
RENAISSANCE TECHNOLOGIES LLC 725,000 $631K +45,400 2026-03-31 Filing
STATE STREET CORP 723,598 $629K +10,020 2026-03-31 Filing
IEQ CAPITAL, LLC 548,021 $477K +65,198 2026-03-31 Filing
Pale Fire Capital SE 481,051 $418K +481,051 2026-03-31 Filing
NORTHERN TRUST CORP 418,271 $364K +176 2026-03-31 Filing
VANGUARD FIDUCIARY TRUST CO 390,011 $339K +390,011 2026-03-31 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 380,396 $331K -67,935 2026-03-31 Filing
MACKENZIE FINANCIAL CORP 380,185 $331K +219,942 2026-03-31 Filing
GOLDMAN SACHS GROUP INC 294,787 $256K +750 2026-03-31 Filing
Wealthspire Advisors, LLC 238,530 $207K +132,318 2026-03-31 Filing
Bank of New York Mellon Corp 231,584 $201K -2,004 2026-03-31 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms