WAVEMAN · COMPANY

EXFY · Expensify, Inc.

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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EXFY

Name: Expensify, Inc. (EXFY) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Expensify, Inc.

SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001476840

SEC FILINGS☆ WATCH

INSIDER NET · 180D

$660.5K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+2.1%

XBRL, annual

NET MARGIN

-15.1%

CONVERSIONS · 180D

codes C/M, not in net · no price filed

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$660.5K over 180 days

-$13.7K over 90 days · +$853.1K of it by a 10%+ holder

more than 90% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

59 funds added or opened last quarter

below 62% of Software & IT

REVENUE

+2.1% year over year

below 65% of Software & IT

MARGIN

-15.1% net margin

below 68% of Software & IT

BUYBACKS

$8.5M repurchased, FY to 2026-06-30

below 77% of Software & IT

SHORT

1.2 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

59 funds added or opened positions in the latest 13F quarter, of 102 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +26.6%

+26.6%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $660.5K bought by insiders over 180 days, 59 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Expensify, Inc. insiders bought a net $660.5K of stock across 406 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Alvarez Divo Carlos Eduardo

Director

SELL

2026-06-15

10,700.0

$13.7K

Barrett David Michael

Chief Executive Officer

SELL

2026-06-01

30,000.0

$34.5K

Alvarez Divo Carlos Eduardo

Director

SELL

2026-05-15

10,000.0

$11.3K

Barrett David Michael

Chief Executive Officer

SELL

2026-05-01

30,000.0

$32.4K

Alvarez Divo Carlos Eduardo

Director

SELL

2026-04-28

30,728.0

$31.0K

406 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 401 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Parallel Advisors, LLC

2,664,037.0 sh

$4.8M

VANGUARD CAPITAL MANAGEMENT LLC

2,359,172.0 sh

$4.2M

AQR CAPITAL MANAGEMENT LLC

2,085,857.0 sh

$3.7M

Palogic Value Management, L.P.

1,768,456.0 sh

$3.2M

CastleKnight Management LP

1,730,062.0 sh

$3.1M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Ultra-Small Company Market Fund

$72.2K POSITION · AS OF 2026-03-31

0.1%

WisdomTree U.S. SmallCap Fund

$94.7K POSITION · AS OF 2026-03-31

0.0%

NVIT Small Cap Value Fund

$25.5K POSITION · AS OF 2026-03-31

0.0%

Venerable US Small Cap Fund

$14.7K POSITION · AS OF 2026-03-31

0.0%

iShares Micro-Cap ETF

$126.0K POSITION · AS OF 2026-03-31

0.0%

Clearwater Select Equity Fund

$24.9K POSITION · AS OF 2026-03-31

0.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Mr. Barrett

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$1.9M

$1.5M

-83%

—

2024

$2.1M

$2.2M

$1.2M

-62%

—

2023

$1.8M

-$910.8K

$1.0M

-72%

—

2022

$1.7M

-$22.5M

$672.7K

-80%

—

2021

$20.0M

$71.0M

$7.7M

+7%

+6%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
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 DEBT	—	—	$0	$51.4M
BUYBACKS	$9.1M	$1.5M	$3.0M	$6.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE