Expensify, Inc.

NasdaqGS:EXFY Stock Report

Market Cap: US$112.8m

Expensify Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:EXFY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
11 Mar 26BuyUS$2,134,309Steve McLaughlinIndividual2,263,444US$1.02
31 Dec 25SellUS$13,507Carlos Alvarez DivoIndividual8,972US$1.52
17 Dec 25SellUS$4,080Ryan SchafferIndividual2,632US$1.55
17 Dec 25SellUS$811Anuradha MuralidharanIndividual523US$1.55
17 Dec 25SellUS$7,497Daniel VidalIndividual4,837US$1.55
17 Dec 25SellUS$9,072Jason MillsIndividual5,853US$1.55
17 Dec 25SellUS$3,943David BarrettIndividual2,544US$1.55
11 Nov 25BuyUS$57,200Timothy ChristenIndividual40,000US$1.43
19 Sep 25SellUS$28,495Anuradha MuralidharanIndividual14,688US$1.94
18 Sep 25SellUS$1,977Ryan SchafferIndividual1,014US$1.95
18 Sep 25SellUS$3,533Jason MillsIndividual1,812US$1.95
18 Sep 25SellUS$2,987Daniel VidalIndividual1,532US$1.95
16 Sep 25SellUS$2,090Jason MillsIndividual1,100US$1.90
16 Sep 25SellUS$2,250Daniel VidalIndividual1,184US$1.90
27 Aug 25SellUS$48,975Anuradha MuralidharanIndividual25,245US$1.94
20 Aug 25SellUS$2,069Ryan SchafferIndividual1,203US$1.72
20 Aug 25SellUS$2,386Jason MillsIndividual1,387US$1.72
20 Aug 25SellUS$1,806Daniel VidalIndividual1,050US$1.72
20 Aug 25SellUS$2,680Anuradha MuralidharanIndividual1,558US$1.72
18 Jun 25SellUS$4,716Daniel VidalIndividual2,110US$2.28
18 Jun 25SellUS$4,712Jason MillsIndividual2,116US$2.28
18 Jun 25SellUS$23,508David BarrettIndividual10,589US$2.22
18 Jun 25SellUS$5,697Anuradha MuralidharanIndividual2,566US$2.22
18 Jun 25SellUS$6,260Ryan SchafferIndividual2,820US$2.22

Insider Trading Volume

Insider Buying: EXFY insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EXFY?
Owner TypeNumber of SharesOwnership Percentage
Private Companies64,2500.0666%
Individual Insiders30,626,97831.8%
Institutions30,702,38431.8%
General Public35,044,50736.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.5%
Steve McLaughlin
13,987,003US$16.4m19.8%no data
6.69%
Witold Stankiewicz
6,456,400US$7.6m0%no data
5.9%
David Barrett
5,689,988US$6.7m-0.08%no data
4.14%
BlackRock, Inc.
3,994,506US$4.7m-1.89%no data
2.62%
Palogic Value Management, L.P.
2,522,566US$3.0m79.8%1.11%
2.44%
Verition Fund Management LLC
2,350,000US$2.7m0%0.03%
2.39%
Vanguard Capital Management, LLC
2,305,690US$2.7m0%no data
2.29%
Acadian Asset Management LLC
2,210,606US$2.6m1.85%no data
2.04%
Vanguard Portfolio Management, LLC
1,971,586US$2.3m0%no data
1.79%
Castleknight Management LP
1,730,062US$2.0m0%0.07%
1.72%
Jason Mills
1,662,743US$1.9m0.35%no data
1.42%
Geode Capital Management, LLC
1,369,959US$1.6m-2.22%no data
1.37%
D. E. Shaw & Co., L.P.
1,318,100US$1.5m-2.27%no data
0.95%
Marshall Wace LLP
914,309US$1.1m-36.4%no data
0.92%
Formula Growth Limited
890,000US$1.0m-1.11%0.38%
0.83%
AQR Capital Management, LLC
803,327US$939.9k415%no data
0.8%
Ryan Schaffer
773,993US$905.6k0.69%no data
0.75%
Renaissance Technologies LLC
725,000US$848.3k6.68%no data
0.75%
State Street Global Advisors, Inc.
723,598US$846.6k1.4%no data
0.67%
Daniel Vidal
643,601US$753.0k0.66%no data
0.65%
Carlos Alvarez Divo
629,918US$737.0k-7.58%no data
0.57%
IEQ Capital, LLC
548,021US$641.2k13.5%no data
0.52%
Connor, Clark & Lunn Investment Management Ltd.
504,828US$590.6k-48.5%no data
0.5%
Pale Fire Capital SE
481,051US$562.8k0%0.04%
0.43%
Northern Trust Global Investments
418,271US$489.4k0.04%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/02 11:45
End of Day Share Price 2026/06/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Expensify, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel JesterBMO Capital Markets Equity Research
Koji IkedaBofA Global Research
Steven EndersCitigroup Inc