Expensify, Inc. EXFY NASDAQ

NASDAQ Global Select • Technology • Software - Application • US • USD

SharesGrow Score

46/100

2/7 Pass

SharesGrow Intrinsic Value

Expensify, Inc. (EXFY) has 13 known insider and institutional holders on record. The largest holder is McLaughlin Steven J. with 10,439,949 shares. Other notable holders include Octopus Head, Inc and Unameit Trust under Declaration of Trust dated March 10, 2000.

Over the last 12 months, insiders have made 117 transactions in EXFY stock — 45 buys (valued at $2.68M) and 60 sells (valued at $1.18M). Insider selling has exceeded buying during this period.

EXFY Insider Ownership

Top Holder

McLaughlin Steven J.

10,439,949 shares

Buys (12 mo)

$2.68M value

Sells (12 mo)

$1.18M value

12-Month Transaction Activity

Buy 38%

Sell 51%

Top Insider Holders

#	Name	Role	Shares Owned	Last Filed	Relative Size
1	Mclaughlin Steven J.	10 Percent Owner	10,439,949	2026-03-18	100%
2	Octopus Head, Inc	10 Percent Owner	6,516,640	2021-11-10	62%
3	Unameit Trust Under Declaration Of Trust Dated March 10, 2000	Director	2,109,017	2022-07-26	20%
4	Barrett David Michael	Chief Executive Officer	1,288,480	2026-03-03	12%
5	Martirano David	Director	429,544	2022-06-06	4%
6	Alvarez Divo Carlos Eduardo	Director	325,604	2026-01-12	3%
7	Christen Timothy L	Director	289,754	2025-11-13	3%
8	Liu Ying	Director	174,093	2026-02-18	2%
9	Pao Ellen	Director	169,008	2025-06-17	2%
10	Schaffer Ryan	Chief Financial Officer	58,837	2026-01-05	1%
11	Mills Jason Fahr	Director	49,676	2026-01-05	0%
12	Muralidharan Anuradha	Chief Operating Officer	47,527	2026-01-05	0%
13	Vidal Daniel	Director	42,380	2026-01-05	0%

Recent Transactions (last 12 months)

Date	Name	Role	Type	Shares	Price	Value
2026-03-11	Mclaughlin Steven J.	10 Percent Owner	Informative Buy	500,000	$0.84	$420K
2026-03-09	Mclaughlin Steven J.	10 Percent Owner	Informative Buy	455,911	$0.95	$432.66K
2026-03-06	Mclaughlin Steven J.	10 Percent Owner	Informative Buy	480,389	$0.96	$461.65K
2026-03-04	Mclaughlin Steven J.	10 Percent Owner	Informative Buy	327,144	$1.02	$335K
2026-03-03	Mclaughlin Steven J.	10 Percent Owner	Informative Buy	500,000	$0.97	$485K
2026-03-02	Barrett David Michael	Chief Executive Officer	Informative Sell	30,000	$0.90	$27K
2026-01-05	Liu Ying	Director	RSU Award	3,386	-	-
2026-02-02	Barrett David Michael	Chief Executive Officer	Informative Sell	30,000	$1.45	$43.5K
2026-01-05	Alvarez Divo Carlos Eduardo	Director	Other (Buy)	5,312	-	-
2026-01-04	Alvarez Divo Carlos Eduardo	Director	Other (Buy)	7,839	-	-
2025-12-31	Alvarez Divo Carlos Eduardo	Director	Other (Buy)	20,441	-	-
2025-12-30	Alvarez Divo Carlos Eduardo	Director	Informative Sell	2,468	$1.52	$3.75K
2025-12-29	Alvarez Divo Carlos Eduardo	Director	Unknown	37,012	-	-
2026-01-02	Barrett David Michael	Chief Executive Officer	Informative Sell	30,000	$1.50	$45K
2025-12-30	Barrett David Michael	Chief Executive Officer	Informative Sell	14,463	$1.52	$21.98K
2025-12-15	Barrett David Michael	Chief Executive Officer	Option Exercise (Sell)	14,463	-	-
2025-12-30	Vidal Daniel	Director	Informative Sell	2,825	$1.52	$4.29K
2025-12-15	Vidal Daniel	Director	Option Exercise (Sell)	2,825	-	-
2025-12-30	Mills Jason Fahr	Director	Informative Sell	3,821	$1.52	$5.81K
2025-12-15	Mills Jason Fahr	Director	Option Exercise	3,821	-	-
2025-12-15	Muralidharan Anuradha	Chief Operating Officer	Option Exercise (Sell)	3,168	-	-
2025-12-30	Schaffer Ryan	Chief Financial Officer	Informative Sell	3,923	$1.52	$5.96K
2025-12-15	Schaffer Ryan	Chief Financial Officer	Option Exercise (Sell)	3,923	-	-
2025-12-17	Barrett David Michael	Chief Executive Officer	Informative Sell	2,544	$1.55	$3.94K
2025-12-15	Barrett David Michael	Chief Executive Officer	RSU Award	6,712	-	-