Expensify, Inc.EXFYEarnings & Financial Report
Nasdaq · Information Technology · Services-Prepackaged Software
Expensify, Inc. is a software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.
Top Holders
| Holder | % Owned | Shares | Change | As of |
|---|---|---|---|---|
| Steven J. McLaughlin | 14.30% | 9.9M | — | 2023-11-13 |
| David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust s capacity as the controllin | 7.10% | 5.7M | flat | 2024-11-20 |
| The Vanguard Group | 4.15% | 2.9M | — | 2024-02-13 |
| Citadel Advisors LLC | 3.80% | 69.2M | ▼ -0.10pp | 2024-02-14 |
| David Martirano | 1.73% | 1.2M | — | 2023-08-29 |
| BlackRock, Inc. | 1.50% | 1.1M | ▼ -4.60pp | 2024-07-08 |
| OpenView Management, LLC | 0.00% | 30.2K | — | 2024-02-14 |
Insider Transactions
Net 90d: +$2.11M · buys $2.13M / sells $27.0KRange:
Action:
Role:
| Insider | Role | Action | ||||
|---|---|---|---|---|---|---|
| 2026-03-11 | McLaughlin Steven J. | 10% Owner | Buy (open market) | 500.0K | $0.84 | $420.0K |
| 2026-03-09 | McLaughlin Steven J. | 10% Owner | Buy (open market) | 455.9K | $0.95 | $432.7K |
| 2026-03-06 | McLaughlin Steven J. | 10% Owner | Buy (open market) | 480.4K | $0.96 | $461.7K |
| 2026-03-04 | McLaughlin Steven J. | 10% Owner | Buy (open market) | 327.1K | $1.02 | $335.0K |
| 2026-03-03 | McLaughlin Steven J. | 10% Owner | Buy (open market) | 500.0K | $0.97 | $485.0K |
| 2026-03-02 | Barrett David Michael | Chief Executive Officer | Sell (open market) | 30.0K | $0.90 | $27.0K |
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