NasdaqTechnologyServices-Prepackaged SoftwareSAN FRANCISCO, CA

Expensify, Inc. EXFY

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The company’s share classes in its SEC filing could not be matched to a countCIK 1476840

Insider trades, 12 mo

5 buys · 35 sells

$1.42M sold, open market

Congress trades, 24 mo

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No disclosed trades

13F holders, Q3 2026

17 added · 25 trimmed

13F holders

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Lobbying, 12 mo

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No lobbying filings

Federal contracts, 12 mo

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None matched

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Latest 10-Q

Q3 2026

What changed in Expensify, Inc.'s latest quarterly report, compared with the one before.

Filed Nov 5, 2026 · Quarter ended Sep 30, 2026

Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.

Read the 10-Q on sec.gov ↗Filing index ↗

Latest 10-Q

What changed in Expensify, Inc.'s latest quarterly report, compared with the one before.

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Insider trades

40 in 12 mo

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

Recent insider trades

Steven J. McLaughlin 10% owner	Nov 11 Form 4/A ↗	Sale	−$319.1K 179,186 sh @ $1.78	+4.1%
Steven J. McLaughlin 10% owner	Nov 10 Form 4/A ↗	Sale	−$333.2K 196,809 sh @ $1.69	+6.4%
Steven J. McLaughlin 10% owner	Nov 9 Form 4/A ↗	Sale	−$336.4K 181,553 sh @ $1.85	-0.8%
Carlos Eduardo Alvarez Divo Director	Jun 15 Form 4 ↗	Sale 10b5-1 plan	−$13.7K 10,700 sh @ $1.28	+40.5%
David Michael Barrett Chief Executive Officer, Director	Apr 1 Form 4 ↗	Sale 10b5-1 plan	−$25.5K 30,000 sh @ $0.85	+96.0%

All EXFY insider trades →Planned sales (Form 144): see notices

Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

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13F holders

21.16M shares

69 funds report EXFY. Values checked against market prices.

Funds own 33% of Class A shares (Q2 2026)

101 funds hold the Class A shares.

Q3 2026: 26% · 5,560 of ~8,900 funds reported so far

Q1 202638%
Q2 202633%
Q3 2026 (so far)26%

Q3 2026. 17 new, 17 added to, 25 trimmed, 49 exited since Q2 2026.

Top 13F holders
#
1	Acadian Asset Management LLC 13F ↗	3.22M	$7.2M	+31.0%
2	Parallel Advisors, LLC 13F ↗	2.76M	$6.2M	+3.6%
3	Vanguard Capital Management LLC 13F ↗	2.36M	$5.3M	unchanged
4	Arrowstreet Capital, Limited Partnership 13F ↗	2.09M	$4.7M	+921.6%
5	Marshall Wace, LLP 13F ↗	1.90M	$4.3M	+152.4%
6	Vanguard Portfolio Management LLC 13F ↗	1.49M	$3.3M	+26.9%
7	BlackRock, Inc. 13F ↗	949,669	$2.1M	-14.4%
8	Formula Growth Ltd 13F ↗	825,000	$1.9M	-5.7%
9	Renaissance Technologies LLC 13F ↗	763,900	$1.7M	+2.3%
10	Morgan Stanley 13F ↗	626,291	$1.4M	+86.5%

One of these funds reports its values in thousands of dollars; its figures are shown in dollars.

Download CSV Every fund that holds EXFY, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.

13F holders

Funds that report this stock, checked against market prices.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

No recent congressional trades for this company.

Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

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Lobbying

What Expensify, Inc. and its lobbying firms report each quarter.

No recent lobbying filings for this company.

Lobbying

What Expensify, Inc. and its lobbying firms report each quarter.

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Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

Funds holding the stock

Shares they report

Funds holding the stock by quarter

Q4 2021	55	—	24.25M	$1.1B
Q1 2022	48	-7	25.84M	$453.8M
Q2 2022	65	+17	32.91M	$585.4M
Q3 2022	83	+18	32.86M	$488.9M
Q4 2022	75	-8	33.43M	$295.2M
Q1 2023	97	+22	34.24M	$279.1M
Q2 2023	97	0	36.55M	$291.7M
Q3 2023	104	+7	31.51M	$102.4M
Q4 2023	100	-4	34.32M	$84.8M
Q1 2024	88	-12	31.72M	$58.4M
Q2 2024	80	-8	26.66M	$39.7M
Q3 2024	77	-3	26.62M	$52.1M
Q4 2024	90	+13	29.93M	$100.3M
Q1 2025	98	+8	31.80M	$96.7M
Q2 2025	97	-1	34.07M	$88.2M
Q3 2025	105	+8	32.07M	$59.3M
Q4 2025	109	+4	29.89M	$45.1M
Q1 2026	104	-5	30.38M	$26.4M
Q2 2026	101	-3	25.66M	$45.9M
Q3 2026	69	-32	21.16M	$47.6M

Each point is a quarter-end, from Q4 2021 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.

Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.

The history follows the company's current CUSIP number (30219Q106). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q4 2021) can be later than the stock's first appearance in 13F reports.

Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.

A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

Ownership stakes2 in 12 mo 8-K events1 in 90 days Patents7 patents granted Short interestFINRA · updated Oct 15 Planned insider salesForm 144 · 31 in 12 mo Executive pay3 fiscal years Wikipedia attentionLatest Nov 13 SEC enforcementNone on record Pending deal1 deal filed lately IPO history1 registration Ownership stakes…8-K events…Patents…Short interest…Planned insider sales…Executive pay…Wikipedia attention…SEC enforcement…

About the company

The basics from the company’s SEC registration.

Legal name: Expensify, Inc.
Address: 88 KEARNY ST, STE 1600, SAN FRANCISCO, CA 94108
Phone: (520) 271-0858
Fiscal year ends: Dec 31
Filer category: Accelerated filer, smaller reporting company
Incorporated in: DE
Listed as: EXFY (Nasdaq)
SEC filings: All filings on SEC EDGAR ↗

About the company

The basics from the company’s SEC registration.

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$1.84−$0.02 (−1.08%) Nov 13 close

1M3M1Y

Oct 13, 2026Low $1.72 · High $2.61Nov 13, 2026

Aug 13, 2026Low $1.72 · High $2.72Nov 13, 2026

Nov 13, 2025Low $0.7471 · High $2.72Nov 13, 2026

Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

Live chart

Intraday and historical prices from TradingView. Quotes may be delayed.

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Information, not investment advice. Company matching is automatic; check the source before relying on one row.