EdgeMarketInstruments › EXFY

EXFY — Expensify, Inc.

US Technology Software & IT services equity mkt cap 232.7M
2.64 +5.60% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 0.75 · high 2.69

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2021-11-10.

Performance

1 day+5.60%
1 week+14.78%
1 month+51.72%
3 months+133.63%
6 months+103.08%
Year to date+82.07%
1 year+54.39%
3 years-41.33%

Technicals

RSI 1471.1
vs 50-day avg+42.07%
vs 200-day avg+90.94%
Volatility 1y80.4%
Max drawdown 1y-62.46%
Avg volume 30d1.1M
Daily bars held1,199
History from2021-11-10

Measured signals that fired on EXFY

datesignal measured base rate
2026-08-07Breakout to a 52-week high
price
-1.00% over 21 days · t = -8.58 · n = 24,386
statistically distinguishable from its control group
2026-03-18Cluster buy: three or more insiders
insider
+0.63% over 21 days · t = 1.84 · n = 3,050
not distinguishable from its control group

Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →

Insider transactions (Form 4)

dateinsiderwhatshares pricevalue
2026-07-05Liu Ying
Director
Grant or award3.7K0.000
2026-06-15Alvarez Divo Carlos Eduardo
Director
Open-market sale 10b5-1 plan10.7K1.2813.7K
2026-06-01Barrett David Michael
Chief Executive Officer
Open-market sale 10b5-1 plan30.0K1.1534.5K
2026-05-22Liu Ying
Director
Grant or award123.8K0.000
2026-05-22Pao Ellen
Director
Grant or award123.8K0.000
2026-05-22Christen Timothy L
Director
Grant or award123.8K0.000
2026-05-15Alvarez Divo Carlos Eduardo
Director
Open-market sale 10b5-1 plan10.0K1.1311.3K
2026-05-01Barrett David Michael
Chief Executive Officer
Open-market sale 10b5-1 plan30.0K1.0832.4K
2026-04-28Alvarez Divo Carlos Eduardo
Director
Open-market sale 10b5-1 plan30.7K1.0131.0K
2026-04-05Liu Ying
Director
Grant or award5.4K0.000

Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →

Largest institutional holders

managervalueshares
BlackRock, Inc.3.5M4.0M
Palogic Value Management, L.P.2.2M2.5M
Verition Fund Management LLC2.0M2.4M
VANGUARD CAPITAL MANAGEMENT LLC2.0M2.3M
VANGUARD PORTFOLIO MANAGEMENT LLC1.7M2.0M
CastleKnight Management LP1.5M1.7M
GEODE CAPITAL MANAGEMENT, LLC1.2M1.4M
D. E. Shaw & Co., Inc.1.1M1.3M
MARSHALL WACE, LLP795.4K914.3K
FORMULA GROWTH LTD774.2K890.0K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d35.0% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

Ask the AI about EXFY

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