// company-profile
Expensify, Inc.
EXFYExchangeNasdaqSectorServices-Prepackaged SoftwareInc.DEFilings281Insiders17
// api This Expensify, Inc. insider-trading data is served live by the Form4API insider trading API. Get the same data via API.
// activity-summary
Mixed insider activity over the last 30 days: 0 purchases and 0 sales (0 transactions total).
// 90-day insight
Over the last 90 days, Expensify, Inc. insiders bought $0 (1 transaction) and sold $10K (1 transaction).
- Most active insider: Alvarez Divo Carlos Eduardo with 4 transactions totaling $66K.
- Largest single sale: $35K by Barrett David Michael on Jun 1, 2026.
- 86% of recent sales were pre-scheduled 10b5-1 trades — typically less informative than open-market activity.
Activity is mixed — buys and sales are roughly balanced.
Institutional Ownership
Top 13F-HR holders of Expensify, Inc. as of 2026-03-31
Total reported AUM
$22.4M
QoQ change
-36.9%
Reporting period
2026-03-31
#1
Palogic Value Management, L.P.
CIK 1532943
$2.2M
2.5M shares
#2
Verition Fund Management LLC
CIK 1454027
$2.0M
2.4M shares
#3
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
$2.0M
2.3M shares
Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | Alvarez Divo Carlos Eduardo | EXFY | Sale10b5 | 10,700 | $1.28 | $14K |
| Jun 1, 2026 | Barrett David Michael | EXFY | Sale10b5 | 30,000 | $1.15 | $35K |
| May 15, 2026 | Alvarez Divo Carlos Eduardo | EXFY | Sale10b5 | 10,000 | $1.13 | $11K |
| May 1, 2026 | Barrett David Michael | EXFY | Sale10b5 | 30,000 | $1.08 | $32K |
| Apr 28, 2026 | Alvarez Divo Carlos Eduardo | EXFY | Sale10b5 | 30,728 | $1.01 | $31K |
45 more transactions hidden
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