Expensify
Manages expenses, corporate cards, payments and travel in one member-facing app.
$2.56
After-hours close−0.01 (−0.39%)
At close$2.57(+0.39%)
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Breakdown13F · Form 4
Institutions 31.51%30.38M sharesInsiders 4.90%4.73M sharesOther 63.59%61.33M shares
Shares outstanding 96.44M · Float 59.84M · 62.1% free float
Institutions13F, as of Mar 31, 2026
104 holders · 30.38M shares · 22 new positions · 59 increased · 31 reduced · 27 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.99M | 4.14% | −76.9K | May 13, 2026 |
| Palogic Value Management, L.P. | 2.52M | 2.62% | +1.12M | May 15, 2026 |
| Verition Fund Management LLC | 2.35M | 2.44% | +2.35M | May 15, 2026 |
| Vanguard Capital Management LLC | 2.31M | 2.39% | +2.31Mnew | May 15, 2026 |
| Acadian Asset Management LLC | 2.21M | 2.29% | +40.1K | May 13, 2026 |
| Vanguard Portfolio Management LLC | 1.97M | 2.04% | +1.97Mnew | May 8, 2026 |
| Castleknight Management LP | 1.73M | 1.79% | 0 | May 15, 2026 |
| Geode Capital Management, LLC | 1.37M | 1.42% | −31.1K | May 15, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capac | 6.10% | 4.76M | 13G | Feb 13, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| McLaughlin Steven J. | 10 percent owner | 12.20M | 12.65% | Mar 18, 2026 |
| David Michael Barrett | director, officer: Chief Executive Officer | 1.68M | 1.74% | Jun 11, 2026 |
| Daniel Vidal | director | 618.0K | 0.64% | Jun 11, 2026 |
| Jason Fahr Mills | director | 603.1K | 0.63% | Jun 11, 2026 |
| Timothy L. Christen | director | 413.5K | 0.43% | Jul 7, 2026 |
| Divo Carlos Eduardo Alvarez | director | 400.6K | 0.42% | Jun 16, 2026 |
| Ryan Schaffer | director, officer: Chief Financial Officer | 309.3K | 0.32% | Jun 11, 2026 |
| Ellen Pao | director | 292.8K | 0.30% | Jul 7, 2026 |
| Anuradha Muralidharan | director, officer: Chief Operating Officer | 224.7K | 0.23% | Jan 5, 2026 |
| Ying Liu | director | 183.2K | 0.19% | Jul 7, 2026 |
3 ten-percent owners hold 27.77M shares by Form 4, outside the officers-and-directors figure above · 2 people have not refiled in the last 18 months (2.54M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 15, 2026 | Divo Carlos Eduardo Alvarezdirector | Sale | 10,700 | $1.28 | 234,080 |
| Apr 1, 2026 | David Michael Barrettdirector, officer: Chief Executive Officer | Sale | 30,000 | $0.8500 | 1,198,480 |
| Mar 24, 2026 | Jason Fahr Millsdirector | Sale | 1,786 | $0.8400 | 549,634 |
| Mar 17, 2026 | Jason Fahr Millsdirector | Sale | 6,770 | $0.7600 | 551,420 |
| Mar 24, 2026 | David Michael Barrettdirector, officer: Chief Executive Officer | Sale | 10,114 | $0.8400 | 221,144 |
| Mar 17, 2026 | David Michael Barrettdirector, officer: Chief Executive Officer | Sale | 2,692 | $0.7600 | 231,258 |
| Mar 24, 2026 | Ryan Schafferdirector, officer: Chief Financial Officer | Sale | 2,700 | $0.8400 | 238,671 |
| Mar 17, 2026 | Ryan Schafferdirector, officer: Chief Financial Officer | Sale | 3,333 | $0.7600 | 241,371 |
| Mar 24, 2026 | Daniel Vidaldirector | Sale | 1,510 | $0.8400 | 454,545 |
| Mar 17, 2026 | Daniel Vidaldirector | Sale | 6,158 | $0.7600 | 456,055 |
CongressHouse and Senate disclosures
Not reported.