EXFY | EXPENSIFY-A | Owners

S&P 500$7,520.93
-0.38%
2m
DOW 30$52,231.89
-0.30%
2m
NASDAQ 100$27,740.79
-0.60%
2m
Russell 2000$280.58
-0.68%
2m
Russell 1000$410.85
-0.36%
2m
S&P 400$3,700.81
-0.39%
2m
S&P 600$1,716.22
-0.36%
2m

EXPENSIFY-A (EXFY)

NASDAQ

$1.80+$0.07 (+4.36%)

Price as of Nov 11, 2026 7:49 PM EST

$137.7M
Market Cap
20.28%
1-Year Change
Software - Application
Industry

Top Holders

Institutional

Mutual Funds

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
VANGUARD GROUP INC	4.85%	4.7M	+132,107 (+2.83%)	Dec 31, 2025
ACADIAN ASSET MANAGEMENT LLC	3.34%	3.2M	+761,446 (+23.66%)	Sep 30, 2026
PARALLEL ADVISORS, LLC	2.86%	2.8M	+95,000 (+3.44%)	Sep 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC	2.45%	2.4M	+53,482 (+2.27%)	Jun 30, 2026
N/A	2.39%	2.3M	+2.3M (+100.00%)	Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC	2.16%	2.1M	+1.3M (+60.39%)	Jun 30, 2026
PALOGIC VALUE MANAGEMENT, L.P.	1.83%	1.8M	-754,110 (-42.64%)	Jun 30, 2026

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
VANGUARD INDEX FUNDS	2.39%	2.3M	+23,391 (+1.02%)	Jun 30, 2026
VANGUARD WORLD FUND	1.54%	1.5M	-172,257 (-11.60%)	Aug 31, 2026
FIDELITY CONCORD STREET TRUST	0.40%	386,404	-79,988 (-20.70%)	Aug 31, 2026
SCHWAB STRATEGIC TRUST	0.39%	373,632	+112,915 (+30.22%)	Aug 31, 2026
BRIDGEWAY FUNDS INC	0.09%	83,000	0 (0.00%)	Jun 30, 2026
CLEARWATER INVESTMENT TRUST	0.08%	73,336	+44,768 (+61.05%)	Jun 30, 2026
Fidelity Rutland Square Trust II	0.06%	60,248	+58,048 (+96.35%)	Aug 31, 2026

Current Ownership Distribution

Institutions586.3M (72.98%)
Mutual Funds190.5M (23.71%)
Insiders26.5M (3.30%)
Other0 (0.00%)

Insider Transactions

3.30% (26.5M)
Current InsiderOwnership (%, shares)
1
Number of InsiderBuying (last 12 months)
$51.2M
Amount of InsiderBuying (last 12 months)
6
Number of InsiderSelling (last 12 months)
$12.9M
Amount of InsiderSelling (last 12 months)

Insider Name & Title	Type	Date	Transaction Value	Shares	Share Price	Shares After Transactions
Liu Ying	Award	Jul 05, 2026	$0.00	3,731	$0.00	183,200
Mills Jason Fahr	Award	Jun 23, 2026	$0.00	1.2M	$0.00	1.2M
Schaffer Ryan Chief Financial Officer	Award	Jun 23, 2026	$0.00	1.2M	$0.00	1.2M
Barrett David Michael Chief Executive Officer	Award	Jun 23, 2026	$0.00	2.1M	$0.00	2.1M
Vidal Daniel	Award	Jun 23, 2026	$0.00	1.2M	$0.00	1.2M
Alvarez Divo Carlos Eduardo	Sell	Jun 15, 2026	$13,696.00	10,700	$1.28	234,080
Pao Ellen	Award	May 22, 2026	$0.00	123,762	$0.00	292,770
Christen Timothy L	Award	May 22, 2026	$0.00	123,762	$0.00	413,516
Alvarez Divo Carlos Eduardo	Sell	Mar 30, 2026	$10,085.31	12,451	$0.81	336,359
Vidal Daniel	Sell	Mar 24, 2026	$1,268.40	1,510	$0.84	454,545
Barrett David Michael Chief Executive Officer	Sell	Mar 24, 2026	$8,495.76	10,114	$0.84	221,144
Mills Jason Fahr	Sell	Mar 24, 2026	$1,500.24	1,786	$0.84	549,634
Alvarez Divo Carlos Eduardo	Sell	Mar 24, 2026	$1,427.16	1,699	$0.84	348,810
Alvarez Divo Carlos Eduardo	Award	Mar 20, 2026	$0.00	33,633	$0.00	350,509
Vidal Daniel	Sell	Mar 17, 2026	$4,680.08	6,158	$0.76	456,055
Barrett David Michael Chief Executive Officer	Sell	Mar 17, 2026	$2,045.92	2,692	$0.76	231,258
Mills Jason Fahr	Sell	Mar 17, 2026	$5,145.20	6,770	$0.76	551,420
Alvarez Divo Carlos Eduardo	Sell	Mar 17, 2026	$4,734.80	6,230	$0.76	316,876
Vidal Daniel	Exempt	Mar 15, 2026	$0.00	2,826	$0.00	462,213
Barrett David Michael Chief Executive Officer	Exempt	Mar 15, 2026	$0.00	14,463	$0.00	233,950
Mills Jason Fahr	Exempt	Mar 15, 2026	$0.00	3,822	$0.00	558,190
Alvarez Divo Carlos Eduardo	Exempt	Mar 15, 2026	$0.00	2,467	$0.00	323,106
Vidal Daniel	Exempt	Mar 15, 2026	$0.00	2,826	$0.00	39,554
Barrett David Michael Chief Executive Officer	Exempt	Mar 15, 2026	$0.00	14,463	$0.00	202,484
Mills Jason Fahr	Exempt	Mar 15, 2026	$0.00	3,822	$0.00	53,497
Alvarez Divo Carlos Eduardo	Exempt	Mar 15, 2026	$0.00	2,467	$0.00	34,545
Vidal Daniel	Exempt	Mar 15, 2026	$0.00	2,826	$0.00	39,554
Barrett David Michael Chief Executive Officer	Exempt	Mar 15, 2026	$0.00	14,463	$0.00	202,484
Mills Jason Fahr	Exempt	Mar 15, 2026	$0.00	3,822	$0.00	53,497
Alvarez Divo Carlos Eduardo	Exempt	Mar 15, 2026	$0.00	2,467	$0.00	34,545