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 | $50K–$100K | 51K | $1.45 | Jun 5, 2024 |
| Christen Timothy L | Director | BUY | $15K–$50K | 19K | $1.61 | Jun 4, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 59K | $1.68 | May 31, 2024 |
| Vidal Daniel | Director | SELL | $15K–$50K | 15K | $1.62 | May 22, 2024 |
| Barrett David Michael | CEO | SELL | $100K–$500K | 116K | $1.73 | May 22, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $15K–$50K | 12K | $1.60 | May 3, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $500K+ | 530K | $1.57 | May 1, 2024 |
| Barrett David Michael | CEO | SELL | $15K–$50K | 15K | $1.62 | Apr 30, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $15K–$50K | 18K | $1.59 | Apr 29, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 47K | $1.59 | Apr 25, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 46K | $1.64 | Apr 22, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 144K | $1.51 | Apr 19, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 51K | $1.46 | Apr 17, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 325K | $1.44 | Apr 17, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 49K | $1.50 | Apr 13, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 47K | $1.57 | Apr 9, 2024 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 45K | $1.64 | Apr 3, 2024 |
| Muralidharan Anuradha | COO | SELL | $1K–$15K | 3K | $1.93 | Mar 29, 2024 |
| Muralidharan Anuradha | COO | EXERCISE | N/A | 3K | — | Mar 29, 2024 |
| Muralidharan Anuradha | COO | GRANT | N/A | 1K | — | Mar 29, 2024 |
| Mills Jason Fahr | Director | SELL | $1K–$15K | 3K | $1.94 | Mar 29, 2024 |
| Mills Jason Fahr | Director | EXERCISE | N/A | 4K | — | Mar 29, 2024 |
| Mills Jason Fahr | Director | GRANT | $1K–$15K | 7K | $0.71 | Mar 29, 2024 |
| Vidal Daniel | Director | GRANT | $15K–$50K | 21K | $1.65 | Mar 29, 2024 |
| Vidal Daniel | Director | EXERCISE | N/A | 3K | — | Mar 29, 2024 |
| Vidal Daniel | Director | SELL | $1K–$15K | 3K | $1.95 | Mar 29, 2024 |
| Barrett David Michael | CEO | EXERCISE | N/A | 14K | — | Mar 29, 2024 |
| Barrett David Michael | CEO | SELL | $500K+ | 490K | $1.79 | Mar 29, 2024 |
| Barrett David Michael | CEO | GRANT | N/A | 5K | — | Mar 29, 2024 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 3K | $1.93 | Mar 29, 2024 |
| Schaffer Ryan | CFO | EXERCISE | N/A | 4K | — | Mar 29, 2024 |
| Schaffer Ryan | CFO | GRANT | $1K–$15K | 5K | $1.37 | Mar 29, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 183K | $1.59 | Feb 26, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $50K–$100K | 41K | $1.77 | Feb 1, 2024 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 196K | $1.76 | Jan 30, 2024 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 4K | $2.50 | Jan 4, 2024 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 4K | $0.97 | Jan 4, 2024 |
| Muralidharan Anuradha | COO | SELL | $1K–$15K | 3K | $2.33 | Dec 22, 2023 |
| Muralidharan Anuradha | COO | EXERCISE | N/A | 3K | — | Dec 22, 2023 |
| Muralidharan Anuradha | COO | GRANT | <$1K | 1K | $0.00 | Dec 22, 2023 |
| Mills Jason Fahr | Director | SELL | $1K–$15K | 3K | $2.35 | Dec 22, 2023 |
| Mills Jason Fahr | Director | GRANT | $1K–$15K | 4K | $0.52 | Dec 22, 2023 |
| Mills Jason Fahr | Director | EXERCISE | N/A | 4K | — | Dec 22, 2023 |
| Barrett David Michael | CEO | EXERCISE | N/A | 14K | — | Dec 22, 2023 |
| Barrett David Michael | CEO | SELL | $15K–$50K | 13K | $2.33 | Dec 22, 2023 |
| Barrett David Michael | CEO | GRANT | <$1K | 4K | $0.00 | Dec 22, 2023 |
| Vidal Daniel | Director | SELL | $1K–$15K | 2K | $2.35 | Dec 22, 2023 |
| Vidal Daniel | Director | GRANT | $15K–$50K | 17K | $2.13 | Dec 22, 2023 |
| Vidal Daniel | Director | EXERCISE | N/A | 3K | — | Dec 22, 2023 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 3K | $2.32 | Dec 22, 2023 |
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