Expensify, Inc.· EXFY

🇺🇸 US · MicroBroad USNASDAQ

TechnologySoftware - ApplicationWebsite

Price: $1.93
Day: +4.32%
Mkt Cap: $186.13M
52W Range: $0.69 – $2.13
Volume: 1.04M
Beta: 1.69

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Blog

stockoscope.com

Expensify, Inc.

EXFY|Technology|Software - Application

Current price: $2

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$148.4K

Net share flow-141.4K

Purchases0 ($0)

Sales6 ($148.4K)

Top Notable Transactions

Insider

Type

Value

Date

Barrett David Michael

Sale

$1.5M

Aug 28

McLaughlin Steven J.

Purchase

$485.0K

Mar 3

McLaughlin Steven J.

Purchase

$461.7K

Mar 6

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership32.7%

13F share flow-70.2%

Investors holding104

+81 adding-58 reducing

New 22Inc 59Red 31Closed 27

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$3.5M

-2.1%

PALOGIC VALUE MANAGEMENT, L.P.

$2.2M

+79.3%

VERITION FUND MANAGEMENT LLC

$2.0M

+100.0%

ACADIAN ASSET MANAGEMENT LLC

$1.9M

+1.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting63

Total shares held10.4M

Share flow+4.9%

6 buying5 selling

Buying 6Unchanged 52Selling 5

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

2.1M

0.01%

VANGUARD WORLD FUND

1.7M

0.57%

+47.4K

MFS SERIES TRUST I

746.7K

3.36%

FIDELITY CONCORD STREET TRUST

466.4K

0.17%

-2.1K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore EXFY on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EXFY Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+34

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for EXFY

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

6 sales totaling $148.4K (141.4K shares)

Share volume is at a routine pace (0.5x average)

Buying seen in 2 of 7 quarters

Notable Recent Transactions, EXFY

Top 8 highest-value recent insider trades

Barrett David Michael

Director

Sell

645,938 shares at $2.34

Aug 28, 2024$1.51M

McLaughlin Steven J.

Insider

Buy

500,000 shares at $0.97

Mar 3, 2026$485.00K

McLaughlin Steven J.

Insider

Buy

480,389 shares at $0.96

Mar 6, 2026$461.65K

McLaughlin Steven J.

Insider

Buy

455,911 shares at $0.95

Mar 9, 2026$432.66K

McLaughlin Steven J.

Insider

Buy

500,000 shares at $0.84

Mar 11, 2026$420.00K

McLaughlin Steven J.

Insider

Buy

327,144 shares at $1.02

Mar 4, 2026$335.00K

Barrett David Michael

Director

Sell

70,000 shares at $3.81

Dec 17, 2024$266.70K

Barrett David Michael

Director

Sell

68,380 shares at $3.84

Dec 16, 2024$262.58K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for EXFY

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

32.7% institutional ownership

Slight accumulation: 81 adding vs 58 reducing

13F shares increased by 1.9%, a modest change

Position Changes

Q1 2026: how are institutions adjusting their positions?

+81 growing-58 shrinkingNet: +23

New (22)

Increased (59)

Reduced (31)

Closed (27)

Top Institutional Holders, EXFY

Largest 3 institutional positions by ownership percentage as of Q2 2026

POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY

Ownership

0.00%

-100.0%

NEW YORK STATE COMMON RETIREMENT FUND

Ownership

0.00%

-100.0%

STERLING CAPITAL MANAGEMENT LLC

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 63 ETFs and mutual funds reporting

6 buying5 sellingNet: +1

Buying (6)

Unchanged (52)

Selling (5)

Neutral

Mixed fund activity in Q2 2026

63 ETFs and mutual funds reporting

6 buying vs 5 selling (balanced)

Top Fund Holders, EXFY

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

2.1M

Weight

0.01%

No change

VANGUARD WORLD FUND

1.7M

Weight

0.57%

Increased

MFS SERIES TRUST I

746.7K

Weight

3.36%

No change

FIDELITY CONCORD STREET TRUST

466.4K

Weight

0.17%

Decreased

VANGUARD SCOTTSDALE FUNDS

364.3K

Weight

0.01%

Increased

SCHWAB STRATEGIC TRUST

260.7K

Weight

0.08%

Decreased

FIDELITY MT VERNON STREET TRUST

200.2K

Weight

0.58%

No change

AMERICAN CENTURY ETF TRUST

121.4K

Weight

0.05%

No change

Expensify, Inc.· EXFY

Holdings Analysis

Insider Trading Activity

1.3Transaction History232Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings26Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History232Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings26Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights