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 |
|---|---|---|---|---|---|---|
| Schaffer Ryan | CFO | GRANT | $1K–$15K | 4K | $1.84 | Dec 22, 2023 |
| Schaffer Ryan | CFO | EXERCISE | N/A | 4K | — | Dec 22, 2023 |
| Barrett David Michael | CEO | GRANT | N/A | 28K | — | Dec 2, 2023 |
| Barrett David Michael | CEO | SELL | $15K–$50K | 7K | $2.41 | Dec 2, 2023 |
| Mills Jason Fahr | Director | SELL | $15K–$50K | 9K | $2.41 | Dec 2, 2023 |
| Mills Jason Fahr | Director | GRANT | N/A | 49K | — | Dec 2, 2023 |
| Muralidharan Anuradha | COO | GRANT | N/A | 67K | — | Dec 2, 2023 |
| Muralidharan Anuradha | COO | SELL | $15K–$50K | 20K | $2.41 | Dec 2, 2023 |
| Vidal Daniel | Director | SELL | $1K–$15K | 6K | $2.41 | Dec 2, 2023 |
| Vidal Daniel | Director | GRANT | N/A | 31K | — | Dec 2, 2023 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 4K | $0.97 | Dec 2, 2023 |
| Schaffer Ryan | CFO | SELL | $15K–$50K | 9K | $2.39 | Dec 2, 2023 |
| Schaffer Ryan | CFO | GRANT | N/A | 24K | — | Dec 2, 2023 |
| Christen Timothy L | Director | BUY | $100K–$500K | 47K | $2.13 | Nov 16, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $1M+ | 1.0M | $1.82 | Nov 13, 2023 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 30K | $1.80 | Nov 10, 2023 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 4K | $2.67 | Nov 10, 2023 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 4K | $0.97 | Nov 10, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 169K | $2.48 | Oct 31, 2023 |
| Barrett David Michael | CEO | SELL | $50K–$100K | 30K | $3.19 | Oct 13, 2023 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 4K | $3.28 | Oct 11, 2023 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 8K | $0.49 | Oct 11, 2023 |
| Schaffer Ryan | CFO | GRANT | $1K–$15K | 2K | $2.70 | Oct 11, 2023 |
| Muralidharan Anuradha | COO | SELL | $15K–$50K | 13K | $3.63 | Oct 5, 2023 |
| Barrett David Michael | CEO | SELL | $100K–$500K | 30K | $3.86 | Sep 16, 2023 |
| Barrett David Michael | CEO | SELL | $1M+ | 350K | $3.95 | Sep 13, 2023 |
| Schaffer Ryan | CFO | SELL | $15K–$50K | 4K | $4.39 | Sep 6, 2023 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 4K | $0.97 | Sep 6, 2023 |
| Vidal Daniel | Director | SELL | $15K–$50K | 5K | $4.39 | Sep 6, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 68K | $4.50 | Aug 24, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 25K | $4.50 | Aug 22, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 100K | $4.49 | Aug 18, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $100K–$500K | 94K | $4.50 | Aug 16, 2023 |
| Liu Ying | Director | SELL | $15K–$50K | 8K | $4.51 | Aug 16, 2023 |
| Barrett David Michael | CEO | SELL | $100K–$500K | 30K | $4.26 | Aug 15, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $1M+ | 263K | $4.47 | Aug 14, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $1M+ | 609K | $4.60 | Aug 10, 2023 |
| McLaughlin Steven J. | 10% Owner | BUY | $1M+ | 500K | $5.99 | Aug 8, 2023 |
| OpenView Management, LLC | 10% Owner | SELL | $1M+ | 10.0M | $6.10 | Aug 3, 2023 |
| Schaffer Ryan | CFO | SELL | <$1K | 100 | $8.00 | Aug 3, 2023 |
| Schaffer Ryan | CFO | EXERCISE | <$1K | 100 | $0.97 | Aug 3, 2023 |
| Schaffer Ryan | CFO | SELL | $50K–$100K | 7K | $8.00 | Jul 17, 2023 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 7K | $0.97 | Jul 17, 2023 |
| Barrett David Michael | CEO | SELL | $100K–$500K | 30K | $7.52 | Jul 14, 2023 |
| Schaffer Ryan | CFO | SELL | $1K–$15K | 400 | $8.00 | Jul 6, 2023 |
| Schaffer Ryan | CFO | EXERCISE | <$1K | 400 | $0.97 | Jul 6, 2023 |
| Schaffer Ryan | CFO | EXERCISE | $1K–$15K | 8K | $0.97 | Jun 23, 2023 |
| Schaffer Ryan | CFO | SELL | $50K–$100K | 8K | $8.04 | Jun 23, 2023 |
| Vidal Daniel | Director | SELL | $50K–$100K | 8K | $7.59 | Jun 21, 2023 |
| Barrett David Michael | CEO | EXERCISE | N/A | 14K | — | Jun 17, 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