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EXFY · Expensify, Inc.
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EXFY Expensify (EXFY) Insider Trading, Ownership & Congress Trades

Software & IT · Services-prepackaged software · CIK 0001476840
Quote by TradingView
Form 144 · 5
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
59
13F, latest reported quarter

What the filings say about EXFY

Insiders, 180 days
-$91.9K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$68.1K
5 notices

Expensify insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Expensify, Inc. insiders sold a net $91.9K of stock across 406 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Alvarez Divo Carlos Eduardo
Director
SELL
2026-06-16 SECtraded 2026-06-15
10,700
$13.7K
+109.2%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on May 15, 2026.
  • The trade is 4.6% of the 234,080 shares held after it.
  • 1 other insider sold within 30 days.
  • 59 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Alvarez Divo Carlos Eduardo sold about $13.7K of EXFY on Jun 15, 2026; 1 other insider sold within 30 days and 59 funds added in the latest 13F quarter.
Barrett David Michael
Chief Executive Officer
SELL
2026-06-02 SECtraded 2026-06-01
30,000
$34.5K
+116.4%
Context
  • 192 earlier Form 4 trades (code P or S) here by this insider (192 sales), the last on May 1, 2026.
  • The trade is 2.4% of the 1,228,480 shares held after it.
  • 1 other insider sold within 30 days.
  • 59 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Barrett David Michael sold about $34.5K of EXFY on Jun 1, 2026; 1 other insider sold within 30 days and 59 funds added in the latest 13F quarter.
Alvarez Divo Carlos Eduardo
Director
SELL
2026-05-28 SECtraded 2026-05-15
10,000
$11.3K
+114.5%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Apr 28, 2026.
  • The trade is 4.1% of the 244,780 shares held after it.
  • 1 other insider sold within 30 days.
  • 59 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Alvarez Divo Carlos Eduardo sold about $11.3K of EXFY on May 15, 2026; 1 other insider sold within 30 days and 59 funds added in the latest 13F quarter.
Barrett David Michael
Chief Executive Officer
SELL
2026-05-11 SECtraded 2026-05-01
30,000
$32.4K
+159.8%
Context
  • 191 earlier Form 4 trades (code P or S) here by this insider (191 sales), the last on Apr 1, 2026.
  • The trade is 2.4% of the 1,258,480 shares held after it.
  • 1 other insider sold within 30 days.
  • 59 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Barrett David Michael sold about $32.4K of EXFY on May 1, 2026; 1 other insider sold within 30 days and 59 funds added in the latest 13F quarter.
Alvarez Divo Carlos Eduardo
Director
SELL
2026-04-30 SECtraded 2026-04-28
30,728
$31.0K
+124.1%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Mar 30, 2026.
  • The trade is 12.1% of the 254,780 shares held after it.
  • 1 other insider sold within 30 days.
  • 59 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Alvarez Divo Carlos Eduardo sold about $31.0K of EXFY on Apr 28, 2026; 1 other insider sold within 30 days and 59 funds added in the latest 13F quarter.
406 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 401 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$91.9K over 180 days
more than 73% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
59 funds bought in last quarter
below 61% of Software & IT
Revenue
+2.1% year over year
below 66% of Software & IT
Margin
-15.1% net margin
below 64% of Software & IT
Buybacks
$8.5M repurchased, FY to 2026-06-30
below 78% of Software & IT
Short interest
1.9% of the float short (float per yahoo 2026-10-26) · 1.9 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch EXFY

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+49.4%12M
-56%-16%+23%+62%2025-102025-122026-022026-042026-062026-082026-10 2026-03-03 · EXP 2020 SPV LP bought $485.0K2026-03-06 · EXP 2020 SPV LP bought $461.2K2026-03-09 · EXP 2020 SPV LP bought $433.1K2026-03-11 · EXP 2020 SPV LP bought $420.0K2026-03-04 · EXP 2020 SPV LP bought $333.7K2025-11-11 · Christen Timothy L bought $57.2K2025-11-03 · Barrett David Michael sold $48.0K2025-12-01 · Barrett David Michael sold $45.6K2026-01-02 · Barrett David Michael sold $45.0K2026-02-02 · Barrett David Michael sold $43.5K2026-06-01 · Barrett David Michael sold $34.5K2026-05-01 · Barrett David Michael sold $32.4K2026-04-28 · Alvarez Divo Carlos Eduardo sold $31.0K2026-03-02 · Barrett David Michael sold $27.0K2026-04-01 · Barrett David Michael sold $25.5K2025-12-30 · Barrett David Michael sold $22.0K2025-11-03 · Vidal Daniel sold $14.4K2026-06-15 · Alvarez Divo Carlos Eduardo sold $13.7K2026-05-15 · Alvarez Divo Carlos Eduardo sold $11.3K2026-03-30 · Alvarez Divo Carlos Eduardo sold $10.1K2025-12-31 · Alvarez Divo Carlos Eduardo sold $9.8K2025-12-17 · Mills Jason Fahr sold $9.1K2026-03-24 · Barrett David Michael sold $8.5K2025-12-17 · Vidal Daniel sold $7.5K2025-12-30 · Schaffer Ryan sold $6.0K2025-12-30 · Mills Jason Fahr sold $5.8K2026-03-17 · Mills Jason Fahr sold $5.1K2026-03-17 · Alvarez Divo Carlos Eduardo sold $4.7K2026-03-17 · Vidal Daniel sold $4.7K2025-12-30 · Vidal Daniel sold $4.3K2025-12-17 · Schaffer Ryan sold $4.1K2025-12-17 · Barrett David Michael sold $3.9K2025-12-30 · Alvarez Divo Carlos Eduardo sold $3.8K2026-03-17 · Schaffer Ryan sold $2.5K2026-03-24 · Schaffer Ryan sold $2.3K2026-03-17 · Barrett David Michael sold $2.0K2026-03-24 · Mills Jason Fahr sold $1.5K2026-03-24 · Alvarez Divo Carlos Eduardo sold $1.4K2026-03-24 · Vidal Daniel sold $1.3K2025-12-17 · Muralidharan Anuradha sold $8112026-09-18 · Carlos Alvarez filed to sell $23.5K2026-09-18 · David Barrett filed to sell $6.1K2026-09-18 · Ryan Schaffer filed to sell $7.7K2026-09-18 · Jason Mills filed to sell $16.1K2026-09-18 · Daniel Vidal filed to sell $14.6K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns EXFY: institutional holders (13F)

13F holdings, latest reported quarter
Palogic Value Management, L.P.
3,536,912 sh
$6.3M
Parallel Advisors, LLC
2,664,037 sh
$4.8M
VANGUARD CAPITAL MANAGEMENT LLC
2,359,172 sh
$4.2M
AQR CAPITAL MANAGEMENT LLC
2,085,857 sh
$3.7M
CastleKnight Management LP
1,730,062 sh
$3.1M

Congress trades in EXFY

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

EXFY planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Carlos Alvarez
Filed 2026-09-18
$23.5K
David Barrett
Filed 2026-09-18
$6.1K
Ryan Schaffer
Filed 2026-09-18
$7.7K
Jason Mills
Filed 2026-09-18
$16.1K
Daniel Vidal
Filed 2026-09-18
$14.6K

EXFY mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Ultra-Small Company Market Fund
$148.6K position · as of 2026-06-30
0.1%
Venerable US Small Cap Fund
$99.5K position · as of 2026-06-30
0.1%
iShares Micro-Cap ETF
$421.1K position · as of 2026-06-30
0.0%
WisdomTree U.S. SmallCap Fund
$190.4K position · as of 2026-06-30
0.0%
Clearwater Select Equity Fund
$131.3K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$28.4K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Barrett
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$1.9M
$1.9M
$1.5M
-83%
n/a
2024
$2.1M
$2.2M
$1.2M
-62%
n/a
2023
$1.8M
-$910.8K
$1.0M
-72%
n/a
2022
$1.7M
-$22.5M
$672.7K
-80%
n/a
2021
$20.0M
$71.0M
$7.7M
+7%
+6%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $91.9K sold by insiders over 180 days, 59 funds added last quarter, $68.1K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
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EXFY financials

Revenue growth
+2.1%
XBRL, annual
Net margin
-15.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$138.1M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-11.3%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
0.00x
long-term 2024-06-30 (24 months older than the period end) plus current 2024-12-31 (18 months older than the period end); equity 2026-06-30
Cash flow to debt
n/a
no debt to cover
Return on equity
-11.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-8.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-7.9%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$142.1M$139.2M$150.7M$169.5M
Gross profit$71.5M$75.0M$83.8M$106.8M
Operating income-$18.0M-$820.0K-$33.1M-$15.2M
Net income-$21.4M-$10.1M-$41.5M-$27.0M
EPS (diluted)-0.23-0.12-0.50-0.33
Operating cash flow$20.1M$23.9M$1.6M$32.9M
Cash$63.1M$48.8M$47.5M$103.8M
Long-term debtn/an/a$0$51.4M
Buybacks$9.1M$1.5M$3.0M$6.0M
SEC XBRL, fiscal years, as known on 2026-10-28

EXFY Stock Sonar score 6/7 axes

Find similar shapesCompare

EXFY ranks highest on financial health (99th percentile) and risk and compliance (75th), and lowest on growth (34th), among Software & IT peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
40
Inputs
  • Return on equity-11.7% · 37 pct, sector of 286
  • Return on assets-8.4% · 43 pct, sector of 381
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-7.9% · 39 pct, sector of 294
Financial health
100
Inputs
  • Debt to equity0.00x · 100 pct, sector of 288
  • Cash flow to debtno debt to cover
Growth
34
Inputs
  • Revenue growth, YoY+2.1% · 34 pct, sector of 480
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
36
Inputs
  • Net Form 4 buying (codes P and S), 180d-$92K · 73 pct, sector of 285
  • Insider buyers, 180d0 · 0 pct, sector of 290
Institutional and government
39
Inputs
  • Funds adding, latest quarter59 · 39 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
75
Inputs
  • Short interest, % of float+1.9% · 69 pct, sector of 530
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+5.8% · 81 pct, sector of 316
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

EXFY filings, in plain words

Are Expensify insiders buying or selling EXFY?

In the 180 days to 2026-10-28, Expensify insiders were net sellers, a net $91.9K across purchases and sales reported on Form 4, by 2 sellers.

Are there planned insider sales of EXFY?

Yes. 5 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $68.1K of stock; the latest, by Carlos Alvarez, was filed 2026-09-18.

Read the full summary

In the 180 days to 2026-10-28, Expensify insiders were net sellers of EXFY, a net $91.9K across purchases and sales reported on Form 4 by 2 sellers. None of the 4 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 5 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $68.1K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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