EXFY Smart Money
Expensify, Inc.
1W: -4.3%
1M: +13.5%
3M: +35.6%
YTD: +68.3%
1Y: +41.0%
3Y: -13.8%
$2.44
-0.07 (-2.79%)
Weekly Expected Move ±7.2%
$2
$2
$3
$3
$3
Credit Risk of going bust: not rated Debt: 0.0% of company value Bonds: none of note held by US funds details ▾
Not rated: no debt. Altman Z'' 3.17.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 2026130
Institutions Holding
+1 vs prior
17.8%
Ownership
+7.44%
28
New
32
Increased
58
Reduced
28
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-07-05 | Liu Ying | director | A-Grant/Award | 3,731 | $— | $0 | Filing |
| 2026-06-15 | Alvarez Divo Carlos Eduardo | director | S-Sale | 10,700 | $1.28 | $14K | Filing |
| 2026-06-01 | Barrett David Michael | officer: chief executive officer | S-Sale | 30,000 | $1.15 | $34K | Filing |
| 2026-05-22 | Christen Timothy L | director | A-Grant/Award | 123,762 | $— | $0 | Filing |
| 2026-05-22 | Liu Ying | director | A-Grant/Award | 123,762 | $— | $0 | Filing |
| 2026-05-22 | Pao Ellen | director | A-Grant/Award | 123,762 | $— | $0 | Filing |
| 2026-05-15 | Alvarez Divo Carlos Eduardo | director | S-Sale | 10,000 | $1.13 | $11K | 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 |
| 2026-04-01 | Barrett David Michael | officer: chief executive officer | S-Sale | 30,000 | $0.85 | $26K | Filing |
| 2026-03-30 | Alvarez Divo Carlos Eduardo | director | S-Sale | 12,451 | $0.81 | $10K | Filing |
| 2026-03-24 | Alvarez Divo Carlos Eduardo | director | S-Sale | 1,699 | $0.84 | $1K | Filing |
| 2026-03-24 | Vidal Daniel | director | S-Sale | 1,510 | $0.84 | $1K | Filing |
| 2026-03-24 | Schaffer Ryan | officer: chief financial officer | S-Sale | 2,700 | $0.84 | $2K | Filing |
| 2026-03-24 | Barrett David Michael | officer: chief executive officer | S-Sale | 10,114 | $0.84 | $8K | Filing |
| 2026-03-24 | Mills Jason Fahr | director | S-Sale | 1,786 | $0.84 | $2K | Filing |
| 2026-03-20 | Alvarez Divo Carlos Eduardo | director | A-Grant/Award | 33,633 | $— | $0 | Filing |
| 2026-03-17 | Schaffer Ryan | officer: chief financial officer | S-Sale | 3,333 | $0.76 | $3K | Filing |
| 2026-03-17 | Barrett David Michael | officer: chief executive officer | S-Sale | 2,692 | $0.76 | $2K | Filing |
| 2026-03-17 | Mills Jason Fahr | director | S-Sale | 6,770 | $0.76 | $5K | Filing |
| 2026-03-17 | Alvarez Divo Carlos Eduardo | director | S-Sale | 6,230 | $0.76 | $5K | Filing |
| 2026-03-17 | Vidal Daniel | director | S-Sale | 6,158 | $0.76 | $5K | Filing |
| 2026-03-13 | Vidal Daniel | director | A-Grant/Award | 72,413 | $0.82 | $59K | Filing |
| 2026-03-13 | Vidal Daniel | director | A-Grant/Award | 20,925 | $— | $0 | 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 | |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,664,037 | $5M | +2,664,037 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,359,172 | $4M | +53,482 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 2,085,857 | $4M | +1,259,624 | 2026-06-30 | Filing |
| Palogic Value Management, L.P. | 1,768,456 | $3M | -754,110 | 2026-06-30 | Filing |
| CastleKnight Management LP | 1,730,062 | $3M | — | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,170,440 | $2M | -801,146 | 2026-06-30 | Filing |
| BlackRock, Inc. | 1,109,231 | $2M | -2,885,275 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 1,032,331 | $2M | +1,032,331 | 2026-06-30 | Filing |
| FORMULA GROWTH LTD | 875,000 | $2M | -15,000 | 2026-06-30 | Filing |
| MARSHALL WACE, LLP | 751,773 | $1M | -162,536 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 746,700 | $1M | +21,700 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 663,229 | $1M | -706,730 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 507,991 | $909K | +507,991 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 506,979 | $907K | +142,756 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 392,794 | $703K | +2,783 | 2026-06-30 | Filing |
| MORGAN STANLEY | 335,737 | $601K | +62,888 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 260,794 | $467K | +260,794 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 260,794 | $467K | -119,602 | 2026-06-30 | Filing |
| UBS Group AG | 257,293 | $461K | +177,568 | 2026-06-30 | Filing |
| IEQ CAPITAL, LLC | 254,220 | $455K | -293,801 | 2026-06-30 | Filing |