Expensify (EXFY)
Manages expenses, corporate cards, payments and travel in one member-facing app.
$2.35
After hours+0.00 (+0.21%)
At close$2.35(+1.08%)
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13F · 13D/G · Form 4
| Institutions | 85.27% | 77.75M shares | |
|---|---|---|---|
| 102 holders · as of Jun 30, 2026 | |||
| Insiders | 11.72% | 10.69M shares | |
| 2 holders · as of Dec 7, 2022 | |||
| Strategic holders | 9.85% | 8.98M shares | |
| 2 holders · as of Feb 13, 2025 | |||
| Adds to | 106.84% | ||
91.19M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 106.84%; nothing is left for Other.
This company has 3 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
102 holders · 25.92M shares · 28 new positions · 60 increased · 30 reduced · 30 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| Parallel Advisors, LLC | 2.66M | 2.92% | +2.66M | Aug 5, 2026 |
| Acadian Asset Management LLC | 2.46M | 2.69% | +245.8K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.36M | 2.59% | +53.5K | Aug 13, 2026 |
| AQR Capital Management LLC | 2.09M | 2.29% | +1.26M | Aug 14, 2026 |
| Palogic Value Management, L.P. | 1.77M | 1.94% | −754.1K | Sep 9, 2026 |
| Castleknight Management LP | 1.73M | 1.90% | 0 | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 1.17M | 1.28% | −801.1K | Aug 13, 2026 |
| BlackRock, Inc. | 1.11M | 1.22% | −2.89M | Aug 7, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capac | 6.10% | 4.76M | 13G | Feb 13, 2025 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 15, 2026 | Divo Carlos Eduardo Alvarezdirector | Sale | 10,700 | $1.28 | 234,080 |
| Apr 1, 2026 | David Michael Barrettdirector, officer: Chief Executive Officer | Sale | 30,000 | $0.8500 | 1,198,480 |
| Mar 24, 2026 | Jason Fahr Millsdirector | Sale | 1,786 | $0.8400 | 549,634 |
| Mar 17, 2026 | Jason Fahr Millsdirector | Sale | 6,770 | $0.7600 | 551,420 |
| Mar 24, 2026 | David Michael Barrettdirector, officer: Chief Executive Officer | Sale | 10,114 | $0.8400 | 221,144 |
| Mar 17, 2026 | David Michael Barrettdirector, officer: Chief Executive Officer | Sale | 2,692 | $0.7600 | 231,258 |
| Mar 24, 2026 | Ryan Schafferdirector, officer: Chief Financial Officer | Sale | 2,700 | $0.8400 | 238,671 |
| Mar 17, 2026 | Ryan Schafferdirector, officer: Chief Financial Officer | Sale | 3,333 | $0.7600 | 241,371 |
| Mar 24, 2026 | Daniel Vidaldirector | Sale | 1,510 | $0.8400 | 454,545 |
| Mar 17, 2026 | Daniel Vidaldirector | Sale | 6,158 | $0.7600 | 456,055 |
House and Senate disclosures
Not reported.