Expensify, Inc.

EXFYNASDAQ

$2.25-0.12 (-5.06%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Expensify, Inc. price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+27.1%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Parallel Advisors, LLC	7.35%	$4.77M	0.07%	Not reported
Acadian Asset Management LLC	6.78%	$4.39M	0.01%	Not reported
Vanguard Capital Management LLC	6.51%	$4.22M	0.00%	Not reported
AQR Capital Management LLC	5.76%	$3.73M	0.00%	Not reported
Palogic Value Management, L.P.	4.88%	$3.17M	1.04%	Reduce 29.89%
CastleKnight Management LP	4.77%	$3.1M	0.04%	Not reported
Vanguard Portfolio Management LLC	3.23%	$2.1M	0.00%	Not reported
BlackRock, Inc.	3.06%	$1.99M	0.00%	Not reported
Jane Street Group, LLC	2.85%	$1.85M	0.00%	Not reported
Formula Growth Ltd	2.41%	$1.57M	0.55%	Reduce 1.69%
Marshall Wace, LLP	2.07%	$1.35M	0.00%	Not reported
Renaissance Technologies LLC	2.06%	$1.34M	0.00%	Not reported
Geode Capital Management, LLC	1.83%	$1.19M	0.00%	Not reported
Millennium Management LLC	1.40%	$909K	0.00%	Not reported
Two Sigma Investments, LP	1.40%	$907K	0.00%	Not reported
Vanguard Fiduciary Trust Co	1.08%	$703K	0.00%	Not reported
Morgan Stanley	0.93%	$601K	0.00%	Not reported
Charles Schwab Investment Management Inc	0.72%	$467K	0.00%	Not reported
UBS Group AG	0.71%	$461K	0.00%	Not reported
Ieq Capital, LLC	0.70%	$455K	0.00%	Not reported
State Street Corp	0.67%	$436K	0.00%	Not reported
Wealthspire Advisors, LLC	0.66%	$427K	0.00%	Not reported
Arrowstreet Capital, Limited Partnership	0.56%	$366K	0.00%	Not reported
Gsa Capital Partners LLP	0.51%	$330K	0.02%	Not reported
Citadel Advisors LLC	0.48%	$311K	0.00%	Not reported
Goldman Sachs Group Inc	0.44%	$283K	0.00%	Not reported
Northern Trust Corp	0.42%	$270K	0.00%	Not reported
Pale Fire Capital SE	0.37%	$241K	0.02%	Reduce 72.06%
RBF Capital, LLC	0.33%	$215K	0.01%	New Not reported
Aster Capital Management (DIFC) Ltd	0.33%	$211K	0.04%	New Not reported
Bank of New York Mellon Corp	0.30%	$198K	0.00%	Not reported
Mariner, LLC	0.28%	$182K	0.00%	Not reported
Bridgeway Capital Management, LLC	0.26%	$169K	0.00%	Not reported
Barclays PLC	0.25%	$159K	0.00%	Not reported
Bank of America Corp	0.24%	$157K	0.00%	Not reported
Creative Planning	0.24%	$155K	0.00%	Not reported
Cerity Partners LLC	0.23%	$151K	0.00%	Not reported
Dimensional Fund Advisors LP	0.22%	$140K	0.00%	Not reported
XTX Topco Ltd	0.18%	$116K	0.00%	Not reported
Wealth Enhancement Advisory Services, LLC	0.15%	$105K	0.00%	Not reported
Williams & Novak, LLC	0.15%	$96K	0.06%	Not reported
Mercer Global Advisors Inc	0.15%	$94.2K	0.00%	Not reported
FMR LLC	0.13%	$81.9K	0.00%	Not reported
Prentiss Smith & Co Inc	0.12%	$76K	0.04%	Add 30.78%
Vanguard Personalized Indexing Management, LLC	0.11%	$70.6K	0.00%	Not reported
Susquehanna International Group, LLP	0.11%	$69.3K	0.00%	Not reported
Balyasny Asset Management L.P.	0.10%	$66.9K	0.00%	Not reported
Captrust Financial Advisors	0.09%	$60K	0.00%	Not reported
Russell Investments Group, Ltd.	0.08%	$51.9K	0.00%	Not reported
Point72 Asset Management, L.P.	0.07%	$47.7K	0.00%	Not reported

50 of 94 holders

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