Expensify, Inc. (EXFY) Insider Trading
Over the last 3 months, EXFY insiders made 0 open-market buys and 13 sales, a net sale of -$83K (SEC Form 4). Over the last 6 months, 37 institutions increased and 34 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
13
Net (3m)
-$83.4K
Insider trades by month Buys Sells
Jan
Feb
Mar
Apr
May
Jun
Context3-month price +116.3%Institutions reducing (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 7, 2026 | Liu Yingdirector | Grant | 123,762 | — |
| Jul 7, 2026 | Pao Ellendirector | Grant | 123,762 | — |
| Jul 7, 2026 | Christen Timothy Ldirector | Grant | 123,762 | — |
| Jul 7, 2026 | Liu Yingdirector | Grant | 3,731 | — |
| Jun 26, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Grant | 2,031,280 | $1.75 |
| Jun 26, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Grant | 63,694 | $1.75 |
| Jun 25, 2026 | Mills Jason Fahrdirector | Grant | 1,160,447 | $1.75 |
| Jun 25, 2026 | Vidal Danieldirector | Grant | 1,160,447 | $1.75 |
| Jun 25, 2026 | Schaffer Ryandirector, officer: Chief Financial Officer | Grant | 1,164,596 | $1.75 |
| Jun 25, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Grant | 2,094,974 | $1.75 |
| Jun 16, 2026 | Alvarez Divo Carlos Eduardodirector | Sell | 10,700 | $1.28 |
| Jun 11, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Option | 14,463 | — |
| Jun 11, 2026 | Schaffer Ryandirector, officer: Chief Financial Officer | Grant | 28,141 | $0.82 |
| Jun 11, 2026 | Schaffer Ryandirector, officer: Chief Financial Officer | Sell | 3,333 | $0.76 |
| Jun 11, 2026 | Vidal Danieldirector | Grant | 20,925 | — |
| Jun 11, 2026 | Alvarez Divo Carlos Eduardodirector | Sell | 12,451 | $0.81 |
| Jun 11, 2026 | Alvarez Divo Carlos Eduardodirector | Grant | 33,633 | — |
| Jun 11, 2026 | Mills Jason Fahrdirector | Option | 3,822 | — |
| Jun 11, 2026 | Vidal Danieldirector | Sell | 6,158 | $0.76 |
| Jun 11, 2026 | Mills Jason Fahrdirector | Sell | 6,770 | $0.76 |
| Jun 11, 2026 | Vidal Danieldirector | Grant | 72,413 | $0.82 |
| Jun 11, 2026 | Alvarez Divo Carlos Eduardodirector | Grant | 59,500 | $0.82 |
| Jun 11, 2026 | Vidal Danieldirector | Option | 2,826 | — |
| Jun 11, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 2,692 | $0.76 |
| Jun 11, 2026 | Vidal Danieldirector | Sell | 1,510 | $0.84 |
| Jun 11, 2026 | Alvarez Divo Carlos Eduardodirector | Option | 2,467 | — |
| Jun 11, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Grant | 6,920 | — |
| Jun 11, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 30,000 | $0.85 |
| Jun 11, 2026 | Schaffer Ryandirector, officer: Chief Financial Officer | Option | 3,922 | — |
| Jun 11, 2026 | Barrett David Michaeldirector, officer: Chief Executive Officer | Sell | 10,114 | $0.84 |
Source: EXFY SEC Form 4 filings, latest Jul 7, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their EXFY positions over the last 6 months (SEC Form 13F).
Increased
37
New positions
23
Reduced
34
Sold out
103
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BLACKROCK, INC. | Reduced | 4.0M | May 13, 2026 |
| PALOGIC VALUE MANAGEMENT, L.P. | Increased | 2.5M | May 15, 2026 |
| VERITION FUND MANAGEMENT LLC | New Position | 2.4M | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 2.3M | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 2.2M | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 2.0M | May 8, 2026 |
| CASTLEKNIGHT MANAGEMENT LP | Unchanged | 1.7M | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.4M | May 15, 2026 |
| D. E. SHAW & CO., INC. | Reduced | 1.3M | May 15, 2026 |
| MARSHALL WACE, LLP | Reduced | 914K | May 15, 2026 |
| FORMULA GROWTH LTD | Reduced | 890K | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | Increased | 826K | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 725K | May 14, 2026 |
| STATE STREET CORP | Increased | 724K | May 15, 2026 |
| IEQ CAPITAL, LLC | Increased | 548K | May 15, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.