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| Keyboard |
| Expensify Inc | |
|---|---|
| Ticker | EXFY |
| CIK # | 0001476840 |
| CUSIP | 30219Q106 |
| Sector | Technology - Services-Prepackaged Software |
| Address | 401 SW 5th Avenue, Portland, OR 97204 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Expensify Inc | 2009-11-16 | 1.0 M | Exemption: 506 · Duration: One year or less · Revenue: $1 - $1,000,000 |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001476840] | 10-K | |
| [0001476840] | 10-Q | |
| [0001476840] | 3 | |
| [0001476840] | 4 | |
| [0001476840] | 5 | |
| [0001476840] | 8-K | |
| [0001476840] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Vanguard Group Inc | Expensify Inc | [2025-07-29] | 0.0 |
| BlackRock Inc | Expensify Inc | [2024-01-29] | 6.1 |
| Citadel Advisors LLC | Expensify Inc | [2023-08-11] | 3.9 |
| Vanguard Group Inc | Expensify Inc | [2023-02-09] | 5.8 |
| McLaughlin Steven J | Expensify Inc | [2022-12-07] | 5.19 |
| Martirano David | Expensify Inc | [2022-05-03] | 10.5 |
| Hillsven LLC | Expensify Inc | [2022-04-13] | 13.4 |
| Barrett David Michael | Expensify Inc | [2022-02-09] | 9.7 |
| OpenView Management LLC | Expensify Inc | [2022-02-09] | 14.9 |
| Octopus Head Inc | Expensify Inc | [2022-02-04] | 0.7 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
SF Roofdeck GP LLC +3
Class A Common Stock
|
2026-03-11 | Buy | 500,000 | $0.84 | 420,000 |
|
SF Roofdeck GP LLC +3
Class A Common Stock
|
2026-03-09 | Buy | 455,911 | $0.95 | 433,115 |
|
SF Roofdeck GP LLC +3
Class A Common Stock
|
2026-03-06 | Buy | 480,389 | $0.96 | 461,173 |
|
SF Roofdeck GP LLC +3
Class A Common Stock
|
2026-03-04 | Buy | 327,144 | $1.02 | 333,687 |
|
SF Roofdeck GP LLC +3
Class A Common Stock
|
2026-03-03 | Buy | 500,000 | $0.97 | 485,000 |
|
Barrett David Michael
Class A Common Stock
|
2026-03-02 | Sell | 30,000 | $0.90 | 27,000 |
|
Barrett David Michael
Class A Common Stock
|
2026-02-02 | Sell | 30,000 | $1.45 | 43,500 |
|
Alvarez Divo Carlos Eduardo
LT10 Common Stock · derivative
|
2026-01-05 | Other | 5,312 | ||
|
Liu Ying
Class A Common Stock
|
2026-01-05 | Grant | 3,386 | $0.00 | |
|
Alvarez Divo Carlos Eduardo
Class A Common Stock
|
2026-01-05 | Other | 5,312 | ||
|
Alvarez Divo Carlos Eduardo
LT10 Common Stock · derivative
|
2026-01-04 | Other | 7,839 | ||
|
Alvarez Divo Carlos Eduardo
Class A Common Stock
|
2026-01-04 | Other | 7,839 | ||
|
Barrett David Michael
Class A Common Stock
|
2026-01-02 | Sell | 30,000 | $1.50 | 45,000 |
|
Alvarez Divo Carlos Eduardo
LT10 Common Stock · derivative
|
2025-12-31 | Other | 20,441 | ||
|
Alvarez Divo Carlos Eduardo
Class A Common Stock
|
2025-12-31 | Other | 20,441 | ||
|
Alvarez Divo Carlos Eduardo
Class A Common Stock
|
2025-12-31 | Sell | 6,504 | $1.50 | 9,756 |
|
Barrett David Michael
Class A Common Stock
|
2025-12-30 | Sell | 14,463 | $1.52 | 21,984 |
|
Mills Jason Fahr
Class A Common Stock
|
2025-12-30 | Sell | 3,821 | $1.52 | 5,808 |
|
Schaffer Ryan
Class A Common Stock
|
2025-12-30 | Sell | 3,923 | $1.52 | 5,963 |
|
Alvarez Divo Carlos Eduardo
Class A Common Stock
|
2025-12-30 | Sell | 2,468 | $1.52 | 3,751 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 104 | 30,384,255 |
| 2025-12-31 | 109 | 27,759,373 |
| 2025-09-30 | 105 | 29,854,382 |
| 2025-06-30 | 97 | 32,245,376 |
| 2025-03-31 | 99 | 30,388,992 |
| 2024-12-31 | 91 | 29,205,447 |
| 2024-09-30 | 79 | 26,689,146 |
| 2024-06-30 | 81 | 26,650,959 |
| 2024-03-31 | 89 | 31,731,565 |
| 2023-12-31 | 101 | 34,298,857 |
| 2023-09-30 | 105 | 31,577,563 |
| 2023-06-30 | 98 | 36,366,791 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 1,873 | 55,355 |
| Williams & Novak LLC | [2026-06-30] | SOLE | 0 | 53,630 |
| Merit Financial Group LLC | [2026-06-30] | OTR | 0 | 21,239 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 8,632 | 8,632 |
| Merit Financial Group LLC | [2026-06-30] | SOLE | 8 | 1,931 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 752 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 701 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 486 | 486 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 179 | 179 |
| BFSG LLC | [2026-06-30] | SOLE | 0 | 16 | Prev | Page 1 | Next |