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The company

Expensify, Inc.

EXFY · Nasdaq

TechnologySoftwareLeading

EXFY stood above a rising 150-day average in 16 of the last 52 weekly readings, including each of the last 16 weeks. It is 56.0% above that average now. Software: 44% of its 234 stocks in an uptrend (+4 points in four weeks); Technology: 31% (−4 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
16 in a row
Industry in uptrend
44% +4 in 4 wk
Insider buys, 12 months
$4.3M
Insider sales, 12 months
$853K
Officials’ trades on record
0
Institutions holding
96 (-2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 16 of 52 weeks.

22 Apr – 21 Oct
10%26%43%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$766K$0$4.1MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months11
Sale orders, 12 months34
Buyers · sellers3 · 6
WhoDidSharesTraded
Divo Carlos Eduardo AlvarezDirectorsold10,700at $1.2815 Jun 2026filed 16 Jun 2026
David Michael BarrettChief Executive Officersold30,000at $1.151 Jun 2026filed 2 Jun 2026
Divo Carlos Eduardo AlvarezDirectorsold10,000at $1.1315 May 2026filed 28 May 2026
David Michael BarrettChief Executive Officersold30,000at $1.081 May 2026filed 11 May 2026
Divo Carlos Eduardo AlvarezDirectorsold30,728at $1.0128 Apr 2026filed 30 Apr 2026
David Michael BarrettChief Executive Officersold30,000at $0.851 Apr 2026filed 11 Jun 2026
Divo Carlos Eduardo AlvarezDirectorsold12,451at $0.8130 Mar 2026filed 11 Jun 2026
Ryan SchafferChief Financial Officersold2,700at $0.8424 Mar 2026filed 11 Jun 2026
Jason Fahr MillsDirectorsold1,786at $0.8424 Mar 2026filed 11 Jun 2026
Daniel VidalDirectorsold1,510at $0.8424 Mar 2026filed 11 Jun 2026
David Michael BarrettChief Executive Officersold10,114at $0.8424 Mar 2026filed 11 Jun 2026
Divo Carlos Eduardo AlvarezDirectorsold1,699at $0.8424 Mar 2026filed 11 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders96-2 on the quarter
New · exited26 · 29
Reported value$41.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Parallel Advisors, LLCnew · filed 5 Aug 20262,664,037$4.8M+2,664,037
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,359,172$4.2M+53,482+2.3%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20262,085,857$3.7M+1,259,624+152.5%
Palogic Value Management, L.P.reduced · filed 14 Aug 20261,768,456$3.2M-754,110−29.9%
CastleKnight Management LPunchanged · filed 14 Aug 20261,730,062$3.1M00.0%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20261,170,440$2.1M-801,146−40.6%
BlackRock, Inc.reduced · filed 7 Aug 20261,109,231$2.0M-2,885,275−72.2%
JANE STREET GROUP, LLCnew · filed 14 Aug 20261,032,331$1.8M+1,032,331
FORMULA GROWTH LTDreduced · filed 17 Aug 2026875,000$1.6M-15,000−1.7%
MARSHALL WACE, LLPreduced · filed 13 Aug 2026751,773$1.3M-162,536−17.8%
31 Mar 2023 – 30 Jun 2026
738699Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Ying Liu Company insiderDirector · last 5 Jul 20260 · 2
Daniel Vidal Company insiderDirector · last 23 Jun 20260 · 38
David Michael Barrett Company insiderChief Executive Officer · last 23 Jun 20260 · 188
Jason Fahr Mills Company insiderDirector · last 23 Jun 20260 · 28
Ryan Schaffer Company insiderChief Financial Officer · last 23 Jun 20260 · 43
Divo Carlos Eduardo Alvarez Company insiderDirector · last 15 Jun 20260 · 8
Ellen Pao Company insiderDirector · last 22 May 20260 · 0
Timothy L. Christen Company insiderDirector · last 22 May 20263 · 1
Exp 2020 Spv Lp Company insider10% owner · last 11 Mar 202611 · 0
Steven J. McLaughlin Company insider10% owner · last 11 Mar 202614 · 0
Anuradha Muralidharan Company insiderChief Operating Officer · last 17 Dec 20250 · 38
Steven J. Mclaughlin Revocable Trust Company insider10% owner · last 8 Jul 202411 · 0

Same industry

APPN AppianLeading+70%
AMPL AmplitudeLeading+70%
RSKD RiskifiedLeading+62%
GTLB GitLabLeading+61%
SMWB SimilarwebLeading+52%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202550.3%
Operating profit marginFY 2025 · to 31 Dec 2025-12.7%
Free cash flow marginFY 2025 · to 31 Dec 202514.1%
Return on capital employedFY 2025 · to 31 Dec 2025-12.9%
Research spendFY 2025 · to 31 Dec 202514.6%
Cash and equivalentsFY 2025 · to 31 Dec 2025$63.1M
Free cash flowFY 2025 · to 31 Dec 2025$20.1M

Analyst forecasts

No analyst forecasts yet.