Expensify, Inc.
EXFY- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001476840
No open-market purchases or sales by Expensify, Inc. insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $49.1M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −2 vs. previous quarter
- 100
- 13F valueReported value at the end of Q2 2026
- $49.1M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding EXFY, Q2 2026
No superinvestor reported holding EXFY at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Expensify, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 16, 2026 (view filing) | Jun 15 | 1 day | Alvarez Divo Carlos EduardoDirector | SSaleClass A Common Stock | −10.7K | $1.28 | −$13.7K | −4.4%234.1K after | 10b5-1 |
| Jun 11, 2026 (view filing) | Mar 17-30 | 86 daysLate | Alvarez Divo Carlos EduardoDirector | SSaleClass A Common Stock | −20.4K | $0.7972 | −$16.2K | −5.7%336.4K after | 3 lots |
| Jun 11, 2026 (view filing) | Mar 17-24 | 86 daysLate | Barrett David MichaelChief Executive Officer | SSaleClass A Common Stock | −12.8K | $0.8232 | −$10.5K | −5.5%221.1K after | 2 lots |
| Jun 11, 2026 (view filing) | Apr 1 | 71 daysLate | Barrett David MichaelChief Executive Officer | SSaleClass A Common Stock | −30.0K | $0.85 | −$25.5K | −2.4%1.20M after | 10b5-1 |
| Jun 11, 2026 (view filing) | Mar 17-24 | 86 daysLate | Vidal DanielDirector | SSaleClass A Common Stock | −7.67K | $0.7758 | −$5.95K | −1.7%454.5K after | 2 lots |
| Jun 11, 2026 (view filing) | Mar 17-24 | 86 daysLate | Mills Jason FahrDirector | SSaleClass A Common Stock | −8.56K | $0.7767 | −$6.65K | −1.5%549.6K after | 2 lots |
| Jun 11, 2026 (view filing) | Mar 17-24 | 86 daysLate | Schaffer RyanChief Financial Officer | SSaleClass A Common Stock | −6.03K | $0.7958 | −$4.80K | −2.5%238.7K after | 2 lots |
| Jun 2, 2026 (view filing) | Jun 1 | 1 day | Barrett David MichaelChief Executive Officer | SSaleClass A Common Stock | −30.0K | $1.15 | −$34.5K | −2.4%1.23M after | 10b5-1 |
| May 28, 2026 (view filing) | May 15 | 13 daysLate | Alvarez Divo Carlos EduardoDirector | SSaleClass A Common Stock | −10.0K | $1.13 | −$11.3K | −3.9%244.8K after | 10b5-1 |
| May 11, 2026 (view filing) | May 1 | 10 daysLate | Barrett David MichaelChief Executive Officer | SSaleClass A Common Stock | −30.0K | $1.08 | −$32.4K | −2.3%1.26M after | 10b5-1 |
Top 10 13F holders, Q2 2026
The largest institutional positions in Expensify, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Palogic Value Management, L.P. | 3,536,912 | $6.33M | 1.13% | +1,014,346+40.2% | Added |
| Parallel Advisors, LLC | 2,664,037 | $4.77M | 0.07% | +2,664,037 | New |
| Acadian Asset Management LLC | 2,456,422 | $4.39M | 0.01% | +245,816+11.1% | Added |
| Vanguard Capital Management LLC | 2,359,172 | $4.22M | 0.00% | +53,482+2.3% | Added |
| AQR Capital Management LLC | 2,085,857 | $3.73M | 0.00% | +1,259,624+152.5% | Added |
| CastleKnight Management LP | 1,730,062 | $3.10M | 0.11% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 1,170,440 | $2.10M | 0.00% | −801,146−40.6% | Reduced |
| BlackRock, Inc. | 1,109,231 | $1.99M | 0.00% | −2,885,275−72.2% | Reduced |
| Jane Street Group, LLC | 1,032,331 | $1.85M | 0.00% | +1,032,331 | New |
| Formula Growth Ltd | 875,000 | $1.57M | 0.55% | −15,000−1.7% | Reduced |