Expensify, Inc.
Total Trades
259
Buys
24
Sells
132
Largest Trade
N/A
Insiders
10
Institutional Funds
79
Inst. Value
$1M+
Activist Filings
21
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Barrett David Michael | CEO | SELL | $15K–$50K | 15K | $2.91 | Nov 20, 2024 |
| Muralidharan Anuradha | COO | SELL | $15K–$50K | 6K | $2.93 | Nov 19, 2024 |
| Barrett David Michael | CEO | SELL | $100K–$500K | 173K | $2.75 | Nov 19, 2024 |
| Schaffer Ryan | CFO | SELL | $15K–$50K | 13K | $2.50 | Nov 19, 2024 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 13K | $0.97 | Nov 19, 2024 |
| Barrett David Michael | CEO | SELL | $1M+ | 646K | $2.34 | Aug 30, 2024 |
| Muralidharan Anuradha | COO | SELL | $15K–$50K | 14K | $2.20 | Aug 30, 2024 |
| Muralidharan Anuradha | COO | GRANT | N/A | 33K | — | Aug 30, 2024 |
| Schaffer Ryan | CFO | GRANT | N/A | 13K | — | Aug 30, 2024 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 4K | $2.20 | Aug 30, 2024 |
| Mills Jason Fahr | Director | GRANT | N/A | 21K | — | Aug 30, 2024 |
| Mills Jason Fahr | Director | SELL | $1K–$15K | 5K | $2.20 | Aug 30, 2024 |
| Vidal Daniel | Director | GRANT | N/A | 13K | — | Aug 30, 2024 |
| Vidal Daniel | Director | SELL | $1K–$15K | 4K | $2.20 | Aug 30, 2024 |
| Muralidharan Anuradha | COO | SELL | $15K–$50K | 20K | $2.35 | Aug 21, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 23K | $2.24 | Aug 16, 2024 |
| Barrett David Michael | CEO | SELL | $15K–$50K | 13K | $1.91 | Jul 31, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $15K–$50K | 25K | $1.45 | Jul 2, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 49K | $1.51 | Jul 2, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 89K | $1.45 | Jun 28, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 50K | $1.48 | Jun 27, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $15K–$50K | 14K | $1.44 | Jun 26, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 68K | $1.44 | Jun 24, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 131K | $1.38 | Jun 24, 2024 |
| Mills Jason Fahr | Director | SELL | $1K–$15K | 2K | $1.34 | Jun 19, 2024 |
| Mills Jason Fahr | Director | EXERCISE | N/A | 4K | — | Jun 19, 2024 |
| Mills Jason Fahr | Director | GRANT | $50K–$100K | 56K | $1.13 | Jun 19, 2024 |
| Schaffer Ryan | CFO | GRANT | $1K–$15K | 10K | $0.91 | Jun 19, 2024 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 2K | $1.34 | Jun 19, 2024 |
| Schaffer Ryan | CFO | EXERCISE | N/A | 4K | — | Jun 19, 2024 |
| Vidal Daniel | Director | SELL | $1K–$15K | 2K | $1.34 | Jun 19, 2024 |
| Vidal Daniel | Director | EXERCISE | N/A | 3K | — | Jun 19, 2024 |
| Vidal Daniel | Director | GRANT | $15K–$50K | 39K | $1.10 | Jun 19, 2024 |
| Barrett David Michael | CEO | EXERCISE | N/A | 14K | — | Jun 19, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 65K | $1.35 | Jun 19, 2024 |
| Barrett David Michael | CEO | GRANT | <$1K | 82K | $0.00 | Jun 19, 2024 |
| Muralidharan Anuradha | COO | SELL | $1K–$15K | 3K | $1.34 | Jun 19, 2024 |
| Muralidharan Anuradha | COO | GRANT | <$1K | 2K | $0.00 | Jun 19, 2024 |
| Muralidharan Anuradha | COO | EXERCISE | N/A | 3K | — | Jun 19, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 53K | $1.42 | Jun 13, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 51K | $1.45 | Jun 10, 2024 |
| Liu Ying | Director | SELL | $1K–$15K | 8K | $1.45 | Jun 6, 2024 |
| Schaffer Ryan | CFO | GRANT | N/A | 15K | — | Jun 6, 2024 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 5K | $1.50 | Jun 6, 2024 |
| Muralidharan Anuradha | COO | SELL | $50K–$100K | 39K | $1.46 | Jun 6, 2024 |
| Muralidharan Anuradha | COO | GRANT | N/A | 39K | — | Jun 6, 2024 |
| Vidal Daniel | Director | SELL | $1K–$15K | 5K | $1.50 | Jun 6, 2024 |
| Vidal Daniel | Director | GRANT | N/A | 16K | — | Jun 6, 2024 |
| Mills Jason Fahr | Director | GRANT | N/A | 25K | — | Jun 6, 2024 |
| Mills Jason Fahr | Director | SELL | $1K–$15K | 7K | $1.50 | Jun 6, 2024 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 79 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | 2.2M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $1M+ | SH |
| Connor, Clark & Lunn Investment Management Ltd. | 980K | $1M+ | SH |
| FORMULA GROWTH LTD | 900K | $1M+ | SH |
| STATE STREET CORP | 714K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 680K | $1M+ | SH |
| IEQ CAPITAL, LLC | 466K | $500K+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 448K | $500K+ | SH |
| MARSHALL WACE, LLP | 226K | $100K–$500K | SH |
| EXCHANGE TRADED CONCEPTS, LLC | 174K | $100K–$500K | SH |
| MACKENZIE FINANCIAL CORP | 160K | $100K–$500K | SH |
| BlackRock, Inc. | 153K | $100K–$500K | SH |
| Bank of New York Mellon Corp | 147K | $100K–$500K | SH |
| BARCLAYS PLC | 135K | $100K–$500K | SH |
| AMERICAN CENTURY COMPANIES INC | 121K | $100K–$500K | SH |
| Wealthspire Advisors, LLC | 106K | $100K–$500K | SH |
| UBS Group AG | 84K | $100K–$500K | SH |
| HSBC HOLDINGS PLC | 84K | $100K–$500K | SH |
| Nuveen, LLC | 78K | $100K–$500K | SH |
| DIMENSIONAL FUND ADVISORS LP | 73K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Jul 29, 2025
5.4%
4.3M shares
SC 13G/A · Feb 13, 2025
6.1%
4.8M shares
SC 13G/A · Nov 20, 2024
7.1%
5.7M shares
SC 13G/A · Jul 8, 2024
1.5%
1.1M shares
SC 13G/A · Feb 14, 2024
3.8%
6 shares
SC 13G/A · Feb 14, 2024
7.1%
5.1M shares
SC 13G/A · Feb 14, 2024
0.0%
0 shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
4.2%
2.9M shares
SC 13G · Jan 29, 2024
6.1%
4.2M shares
SC 13G/A · Nov 13, 2023
14.3%
9.9M shares
SC 13G/A · Aug 29, 2023
1.7%
1.2M shares
SC 13G · Aug 11, 2023
3.9%
6 shares
SC 13G/A · Feb 14, 2023
9.4%
6.5M shares
SC 13G/A · Feb 14, 2023
8.1%
5.6M shares
SC 13G/A · Feb 14, 2023
9.4%
6.5M shares
SC 13G/A · Jan 26, 2023
9.4%
6.5M shares
SC 13G · Dec 7, 2022
5.2%
3.5M shares
SC 13G/A · Jul 26, 2022
3.1%
2.1M shares
SC 13G · May 3, 2022
10.5%
7.1M shares
SC 13G/A · Apr 13, 2022
13.4%
9.0M shares
SC 13G · Apr 12, 2022
13.4%
9.0M shares