Expensify (EXFY)
Expensify on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as services-prepackaged software.
1.0M
Short interest
settlement 2026-10-15
2.6
Days to cover
+0.8 days vs prior
10.7%
Short share of volume
2026-11-02
12
Fails to deliver
settlement 2026-10-14
Thu 5 Nov
Next earnings
estimated date
$0
Insider flow, 90 days
0 buys, 0 sells
As of 2026-11-02.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in EXFY is 1,013,592 shares, down 171,733 shares over the last month. Over the last 48 readings it ranged from 457,647 shares (15 November 2024) to 4,478,511 shares (15 June 2026). At the reported average volume of 387K shares a day that is 2.6 days to cover.
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| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 1,013,592 | -5.0% | 387,017 | 2.62 |
| 2026-09-30 | 1,066,823 | -10.0% | 570,048 | 1.87 |
| 2026-09-15 | 1,185,325 | +1.1% | 572,543 | 2.07 |
| 2026-08-31 | 1,171,820 | +48.8% | 728,725 | 1.61 |
| 2026-08-14 | 787,346 | -3.9% | 1,746,889 | 1.00 |
| 2026-07-31 | 819,111 | +9.3% | 653,740 | 1.25 |
| 2026-07-15 | 749,354 | -49.8% | 1,288,884 | 1.00 |
| 2026-06-30 | 1,491,932 | -66.7% | 3,696,655 | 1.00 |
| 2026-06-15 | 4,478,511 | +12.3% | 1,082,169 | 4.14 |
| 2026-05-29 | 3,988,571 | +6.6% | 525,680 | 7.59 |
| 2026-05-15 | 3,741,723 | +5.4% | 803,811 | 4.65 |
| 2026-04-30 | 3,549,140 | -15.6% | 552,277 | 6.43 |
| 2026-04-15 | 4,206,703 | +11.7% | 582,001 | 7.23 |
| 2026-03-31 | 3,765,183 | +6.2% | 1,071,038 | 3.52 |
| 2026-03-13 | 3,543,978 | +36.0% | 1,186,696 | 2.99 |
| 2026-02-27 | 2,604,818 | -5.6% | 961,384 | 2.71 |
| 2026-02-13 | 2,760,015 | +2.0% | 605,643 | 4.56 |
| 2026-01-30 | 2,706,039 | +6.7% | 380,487 | 7.11 |
| 2026-01-15 | 2,536,500 | +17.7% | 421,818 | 6.01 |
| 2025-12-31 | 2,155,506 | -8.9% | 606,241 | 3.56 |
| 2025-12-15 | 2,365,926 | -6.7% | 479,292 | 4.94 |
| 2025-11-28 | 2,536,914 | +11.2% | 438,262 | 5.79 |
| 2025-11-14 | 2,281,775 | +2.1% | 540,931 | 4.22 |
| 2025-10-31 | 2,235,678 | -3.7% | 344,386 | 6.49 |
| 2025-10-15 | 2,320,903 | -12.5% | 508,007 | 4.57 |
| 2025-09-30 | 2,651,812 | -0.3% | 589,736 | 4.50 |
| 2025-09-15 | 2,660,104 | -5.3% | 379,342 | 7.01 |
| 2025-08-29 | 2,809,127 | +2.9% | 592,398 | 4.74 |
| 2025-08-15 | 2,731,298 | -5.0% | 876,761 | 3.12 |
| 2025-07-31 | 2,875,569 | -9.1% | 592,507 | 4.85 |
| 2025-07-15 | 3,162,956 | +23.0% | 821,630 | 3.85 |
| 2025-06-30 | 2,571,128 | +279.9% | 1,498,825 | 1.72 |
| 2025-06-13 | 676,750 | -2.9% | 411,637 | 1.64 |
| 2025-05-30 | 696,773 | -3.0% | 417,557 | 1.67 |
| 2025-05-15 | 718,655 | +3.0% | 495,924 | 1.45 |
| 2025-04-30 | 697,567 | +15.3% | 285,403 | 2.44 |
| 2025-04-15 | 604,818 | +1.0% | 338,427 | 1.79 |
| 2025-03-31 | 599,013 | +21.4% | 367,301 | 1.63 |
| 2025-03-14 | 493,546 | -27.4% | 531,958 | 1.00 |
| 2025-02-28 | 680,191 | +1.5% | 653,061 | 1.04 |
| 2025-02-14 | 670,091 | -0.1% | 312,285 | 2.15 |
| 2025-01-31 | 670,716 | -13.6% | 303,017 | 2.21 |
| 2025-01-15 | 776,243 | +24.5% | 332,232 | 2.34 |
| 2024-12-31 | 623,372 | -11.9% | 466,529 | 1.34 |
| 2024-12-13 | 708,002 | +40.4% | 745,658 | 1.00 |
| 2024-11-29 | 504,340 | +10.2% | 779,851 | 1.00 |
| 2024-11-15 | 457,647 | -0.6% | 938,234 | 1.00 |
| 2024-10-31 | 460,368 | +1.4% | 397,482 | 1.16 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 2 November 2026, the short share of EXFY volume is 10.7%, down 11.1 points over the last five sessions. Over the last 30 readings it ranged from 4.9% (28 September 2026) to 44.3% (14 October 2026). The latest reading is 13.2 points below the 30-session average of 23.9%, on 75K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-11-02 | 8K | 75K | 10.7% | 44 |
| 2026-10-30 | 26K | 133K | 19.3% | 854 |
| 2026-10-29 | 32K | 224K | 14.5% | 0 |
| 2026-10-28 | 27K | 167K | 16.0% | 0 |
| 2026-10-27 | 32K | 104K | 31.2% | 0 |
| 2026-10-26 | 58K | 265K | 21.9% | 4,073 |
| 2026-10-23 | 35K | 80K | 43.9% | 0 |
| 2026-10-22 | 26K | 114K | 22.9% | 0 |
| 2026-10-21 | 52K | 173K | 30.2% | 0 |
| 2026-10-20 | 20K | 78K | 25.8% | 0 |
| 2026-10-19 | 22K | 95K | 23.5% | 0 |
| 2026-10-16 | 43K | 128K | 34.0% | 0 |
| 2026-10-15 | 47K | 156K | 29.9% | 0 |
| 2026-10-14 | 88K | 199K | 44.3% | 0 |
| 2026-10-13 | 32K | 109K | 29.6% | 0 |
| 2026-10-12 | 45K | 119K | 37.8% | 0 |
| 2026-10-09 | 57K | 195K | 29.3% | 0 |
| 2026-10-08 | 14K | 75K | 19.0% | 0 |
| 2026-10-07 | 19K | 92K | 21.0% | 0 |
| 2026-10-06 | 19K | 105K | 18.1% | 1 |
| 2026-10-05 | 30K | 190K | 16.0% | 0 |
| 2026-10-02 | 22K | 98K | 23.0% | 0 |
| 2026-10-01 | 45K | 223K | 19.9% | 500 |
| 2026-09-30 | 25K | 184K | 13.5% | 0 |
| 2026-09-29 | 23K | 128K | 18.2% | 0 |
| 2026-09-28 | 17K | 349K | 4.9% | 0 |
| 2026-09-25 | 46K | 183K | 25.0% | 145 |
| 2026-09-24 | 33K | 118K | 27.9% | 0 |
| 2026-09-23 | 32K | 143K | 22.3% | 0 |
| 2026-09-22 | 28K | 122K | 23.1% | 0 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 14 October 2026, the fails-to-deliver balance in EXFY is 12 shares, down 745 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (28 July 2026) to 424,460 shares (15 June 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-10-14 | 12 | $2.44 | $29 |
| 2026-09-03 | 757 | $2.46 | $2K |
| 2026-08-25 | 1,158 | $2.72 | $3K |
| 2026-08-20 | 4,987 | $2.44 | $12K |
| 2026-08-17 | 15 | $2.30 | $35 |
| 2026-08-12 | 1,924 | $2.31 | $4K |
| 2026-08-05 | 7,652 | $1.93 | $15K |
| 2026-08-04 | 1,288 | $1.85 | $2K |
| 2026-07-28 | 1 | $1.81 | $2 |
| 2026-07-20 | 94 | $1.83 | $172 |
| 2026-07-14 | 208 | $1.79 | $372 |
| 2026-07-08 | 8,455 | $1.71 | $14K |
| 2026-07-07 | 975 | $1.86 | $2K |
| 2026-07-06 | 975 | $1.70 | $2K |
| 2026-07-01 | 2,364 | $1.79 | $4K |
| 2026-06-30 | 350,402 | $1.76 | $617K |
| 2026-06-26 | 199 | $1.41 | $281 |
| 2026-06-24 | 1,080 | $1.56 | $2K |
| 2026-06-23 | 44,466 | $1.64 | $73K |
| 2026-06-22 | 81,093 | $1.56 | $127K |
| 2026-06-18 | 3,145 | $1.20 | $4K |
| 2026-06-17 | 114,987 | $1.26 | $145K |
| 2026-06-15 | 424,460 | $1.26 | $535K |
| 2026-06-08 | 217,635 | $1.15 | $250K |
| 2026-06-05 | 50,054 | $1.15 | $58K |
| 2026-06-03 | 240 | $1.18 | $283 |
| 2026-05-28 | 1,290 | $1.14 | $1K |
| 2026-05-27 | 133 | $1.15 | $153 |
| 2026-05-21 | 851 | $1.14 | $970 |
| 2026-05-18 | 6,162 | $1.14 | $7K |
Insider trades
SEC Form 4, newest first. JSONNo open-market insider trades were reported for EXFY in the last 90 days. The most recent filings are listed below. Latest filing: Liu Ying (Director) on 2026-07-05.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-07-05 | Liu Ying | Director | Grant | 4K | $0.00 | $0 | 183K |
| 2026-06-15 | Alvarez Divo Carlos Eduardo | Director | Sell | 11K | $1.28 | $14K | 234K |
| 2026-06-01 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $1.15 | $35K | 1.2M |
| 2026-05-22 | Pao Ellen | Director | Grant | 124K | $0.00 | $0 | 293K |
| 2026-05-22 | Liu Ying | Director | Grant | 124K | $0.00 | $0 | 307K |
| 2026-05-22 | Christen Timothy L | Director | Grant | 124K | $0.00 | $0 | 414K |
| 2026-05-15 | Alvarez Divo Carlos Eduardo | Director | Sell | 10K | $1.13 | $11K | 245K |
| 2026-05-01 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $1.08 | $32K | 1.3M |
| 2026-04-28 | Alvarez Divo Carlos Eduardo | Director | Sell | 31K | $1.01 | $31K | 255K |
| 2026-04-05 | Liu Ying | Director | Grant | 5K | $0.00 | $0 | 179K |
| 2026-04-01 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $0.85 | $26K | 1.2M |
| 2026-03-30 | Alvarez Divo Carlos Eduardo | Director | Sell | 12K | $0.81 | $10K | 336K |
| 2026-03-24 | Mills Jason Fahr | Director | Sell | 2K | $0.84 | $2K | 550K |
| 2026-03-24 | Barrett David Michael | Chief Executive Officer | Sell | 10K | $0.84 | $8K | 221K |
| 2026-03-24 | Schaffer Ryan | Chief Financial Officer | Sell | 3K | $0.84 | $2K | 239K |
| 2026-03-24 | Vidal Daniel | Director | Sell | 2K | $0.84 | $1K | 455K |
| 2026-03-24 | Alvarez Divo Carlos Eduardo | Director | Sell | 2K | $0.84 | $1K | 349K |
| 2026-03-20 | Alvarez Divo Carlos Eduardo | Director | Grant | 34K | $0.00 | $0 | 351K |
| 2026-03-17 | Mills Jason Fahr | Director | Sell | 7K | $0.76 | $5K | 551K |
| 2026-03-17 | Barrett David Michael | Chief Executive Officer | Sell | 3K | $0.76 | $2K | 231K |
| 2026-03-17 | Schaffer Ryan | Chief Financial Officer | Sell | 3K | $0.76 | $3K | 241K |
| 2026-03-17 | Vidal Daniel | Director | Sell | 6K | $0.76 | $5K | 456K |
| 2026-03-17 | Alvarez Divo Carlos Eduardo | Director | Sell | 6K | $0.76 | $5K | 317K |
| 2026-03-15 | Mills Jason Fahr | Director | Exercise or conversion | 4K | price not stated in the filing | not stated | 558K |
| 2026-03-15 | Barrett David Michael | Chief Executive Officer | Exercise or conversion | 14K | price not stated in the filing | not stated | 234K |
| 2026-03-15 | Schaffer Ryan | Chief Financial Officer | Exercise or conversion | 4K | price not stated in the filing | not stated | 245K |
| 2026-03-15 | Vidal Daniel | Director | Exercise or conversion | 3K | price not stated in the filing | not stated | 462K |
| 2026-03-15 | Alvarez Divo Carlos Eduardo | Director | Exercise or conversion | 2K | price not stated in the filing | not stated | 323K |
| 2026-03-13 | Vidal Daniel | Director | Grant | 21K | $0.00 | $0 | 459K |
| 2026-03-13 | Vidal Daniel | Director | Grant | 72K | $0.82 | $59K | 438K |
| 2026-03-13 | Mills Jason Fahr | Director | Grant | 26K | $0.00 | $0 | 554K |
| 2026-03-13 | Mills Jason Fahr | Director | Grant | 41K | $0.82 | $34K | 528K |
| 2026-03-13 | Schaffer Ryan | Chief Financial Officer | Grant | 9K | $0.00 | $0 | 241K |
| 2026-03-13 | Schaffer Ryan | Chief Financial Officer | Grant | 28K | $0.82 | $23K | 232K |
| 2026-03-13 | Barrett David Michael | Chief Executive Officer | Grant | 7K | $0.00 | $0 | 219K |
| 2026-03-13 | Alvarez Divo Carlos Eduardo | Director | Grant | 16K | $0.00 | $0 | 321K |
| 2026-03-13 | Alvarez Divo Carlos Eduardo | Director | Grant | 60K | $0.82 | $49K | 304K |
| 2026-03-11 | EXP 2020 SPV LP | TenPercentOwner | Buy | 500K | $0.84 | $420K | 12.2M |
| 2026-03-11 | McLaughlin Steven J. | 10% owner | Buy | 500K | $0.84 | $420K | 12.2M |
| 2026-03-09 | EXP 2020 SPV LP | TenPercentOwner | Buy | 456K | $0.95 | $433K | 11.7M |
| 2026-03-09 | McLaughlin Steven J. | 10% owner | Buy | 456K | $0.95 | $433K | 11.7M |
| 2026-03-06 | EXP 2020 SPV LP | TenPercentOwner | Buy | 480K | $0.96 | $461K | 11.2M |
| 2026-03-06 | McLaughlin Steven J. | 10% owner | Buy | 480K | $0.96 | $462K | 11.2M |
| 2026-03-04 | EXP 2020 SPV LP | TenPercentOwner | Buy | 327K | $1.02 | $334K | 10.8M |
| 2026-03-04 | McLaughlin Steven J. | 10% owner | Buy | 327K | $1.02 | $335K | 10.8M |
| 2026-03-03 | EXP 2020 SPV LP | TenPercentOwner | Buy | 500K | $0.97 | $485K | 10.4M |
| 2026-03-03 | McLaughlin Steven J. | 10% owner | Buy | 500K | $0.97 | $485K | 10.4M |
| 2026-03-02 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $0.90 | $27K | 1.3M |
| 2026-02-02 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $1.45 | $44K | 1.3M |
| 2026-01-05 | Alvarez Divo Carlos Eduardo | Director | Other transaction | 5K | price not stated in the filing | not stated | 286K |
| 2026-01-05 | Liu Ying | Director | Grant | 3K | $0.00 | $0 | 174K |
| 2026-01-04 | Alvarez Divo Carlos Eduardo | Director | Other transaction | 8K | price not stated in the filing | not stated | 291K |
| 2026-01-02 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $1.50 | $45K | 1.3M |
| 2025-12-31 | Alvarez Divo Carlos Eduardo | Director | Other transaction | 20K | price not stated in the filing | not stated | 299K |
| 2025-12-31 | Alvarez Divo Carlos Eduardo | Director | Sell | 7K | $1.50 | $10K | 319K |
| 2025-12-30 | Schaffer Ryan | Chief Financial Officer | Sell | 4K | $1.52 | $6K | 204K |
| 2025-12-30 | Mills Jason Fahr | Director | Sell | 4K | $1.52 | $6K | 487K |
| 2025-12-30 | Barrett David Michael | Chief Executive Officer | Sell | 14K | $1.52 | $22K | 213K |
| 2025-12-30 | Vidal Daniel | Director | Sell | 3K | $1.52 | $4K | 366K |
| 2025-12-30 | Alvarez Divo Carlos Eduardo | Director | Sell | 2K | $1.52 | $4K | 326K |
| 2025-12-17 | Vidal Daniel | Director | Sell | 5K | $1.55 | $7K | 366K |
| 2025-12-17 | Mills Jason Fahr | Director | Sell | 6K | $1.55 | $9K | 487K |
| 2025-12-17 | Muralidharan Anuradha | Chief Operating Officer | Sell | 523 | $1.55 | $811 | 78K |
| 2025-12-17 | Schaffer Ryan | Chief Financial Officer | Sell | 3K | $1.55 | $4K | 204K |
| 2025-12-17 | Barrett David Michael | Chief Executive Officer | Sell | 3K | $1.55 | $4K | 213K |
| 2025-12-15 | Schaffer Ryan | Chief Financial Officer | Exercise or conversion | 4K | price not stated in the filing | not stated | 208K |
| 2025-12-15 | Mills Jason Fahr | Director | Exercise or conversion | 4K | price not stated in the filing | not stated | 491K |
| 2025-12-15 | Muralidharan Anuradha | Chief Operating Officer | Exercise or conversion | 3K | price not stated in the filing | not stated | 81K |
| 2025-12-15 | Barrett David Michael | Chief Executive Officer | Exercise or conversion | 14K | price not stated in the filing | not stated | 227K |
| 2025-12-15 | Vidal Daniel | Director | Exercise or conversion | 3K | price not stated in the filing | not stated | 369K |
| 2025-12-15 | Vidal Daniel | Director | Grant | 17K | $0.00 | $0 | 371K |
| 2025-12-15 | Vidal Daniel | Director | Grant | 36K | $1.65 | $60K | 354K |
| 2025-12-15 | Mills Jason Fahr | Director | Grant | 23K | $0.00 | $0 | 493K |
| 2025-12-15 | Mills Jason Fahr | Director | Grant | 43K | $1.65 | $71K | 470K |
| 2025-12-15 | Muralidharan Anuradha | Chief Operating Officer | Grant | 1K | $0.00 | $0 | 78K |
| 2025-12-15 | Muralidharan Anuradha | Chief Operating Officer | Grant | 19K | $1.65 | $31K | 77K |
| 2025-12-15 | Schaffer Ryan | Chief Financial Officer | Grant | 7K | $0.00 | $0 | 207K |
| 2025-12-15 | Schaffer Ryan | Chief Financial Officer | Grant | 14K | $1.65 | $22K | 199K |
| 2025-12-15 | Barrett David Michael | Chief Executive Officer | Grant | 7K | $0.00 | $0 | 215K |
| 2025-12-01 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $1.52 | $46K | 1.4M |
| 2025-11-11 | Christen Timothy L | Director | Buy | 40K | $1.43 | $57K | 290K |
| 2025-11-03 | Vidal Daniel | Director | Sell | 9K | $1.60 | $14K | 318K |
| 2025-11-03 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $1.60 | $48K | 1.4M |
| 2025-10-05 | Liu Ying | Director | Grant | 3K | $0.00 | $0 | 171K |
| 2025-10-01 | Barrett David Michael | Chief Executive Officer | Sell | 30K | $1.79 | $54K | 1.4M |
| 2025-09-19 | Muralidharan Anuradha | Chief Operating Officer | Sell | 15K | $1.94 | $29K | 58K |
| 2025-09-18 | Barrett David Michael | Chief Executive Officer | Sell | 10K | $1.95 | $20K | 208K |
| 2025-09-18 | Schaffer Ryan | Chief Financial Officer | Sell | 3K | $1.95 | $5K | 186K |
| 2025-09-18 | Vidal Daniel | Director | Sell | 2K | $1.95 | $3K | 327K |
| 2025-09-18 | Mills Jason Fahr | Director | Sell | 2K | $1.95 | $4K | 427K |
| 2025-09-18 | Muralidharan Anuradha | Chief Operating Officer | Sell | 2K | $1.95 | $5K | 73K |
| 2025-09-16 | Barrett David Michael | Chief Executive Officer | Sell | 2K | $1.90 | $5K | 219K |
| 2025-09-16 | Schaffer Ryan | Chief Financial Officer | Sell | 2K | $1.90 | $4K | 189K |
| 2025-09-16 | Vidal Daniel | Director | Sell | 4K | $1.90 | $8K | 328K |
| 2025-09-16 | Mills Jason Fahr | Director | Sell | 5K | $1.90 | $9K | 428K |
| 2025-09-16 | Muralidharan Anuradha | Chief Operating Officer | Sell | 409 | $1.90 | $777 | 76K |
| 2025-09-15 | Barrett David Michael | Chief Executive Officer | Exercise or conversion | 14K | price not stated in the filing | not stated | 221K |
| 2025-09-15 | Schaffer Ryan | Chief Financial Officer | Exercise or conversion | 4K | price not stated in the filing | not stated | 191K |
| 2025-09-15 | Vidal Daniel | Director | Exercise or conversion | 3K | price not stated in the filing | not stated | 332K |
| 2025-09-15 | Mills Jason Fahr | Director | Exercise or conversion | 4K | price not stated in the filing | not stated | 433K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON27 Form 144 notices on file for EXFY worth $596K at the prices reported; 0 in the last 90 days worth $0. Latest: CARLOS ALVAREZ filed on 2026-06-15 to sell 10,700 shares ($13K) from 2026-06-15.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-06-15 | CARLOS ALVAREZDirector | 11K | $13K | 0.013% | 2026-06-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-15 | CARLOS ALVAREZDirector | 10K | $11K | 0.012% | 2026-05-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-28 | CARLOS ALVAREZDirector | 31K | $30K | 0.038% | 2026-04-28 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-18 | Daniel VidalDirector | 9K | $7K | 0.011% | 2026-03-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-18 | Jason MillsDirector | 11K | $8K | 0.013% | 2026-03-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-18 | Ryan SchafferDirector, Officer | 7K | $6K | 0.009% | 2026-03-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-18 | David BarrettDirector, Officer | 17K | $13K | 0.021% | 2026-03-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-18 | Carlos Alvarez DivoDirector | 9K | $7K | 0.011% | 2026-03-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-01-09 | Carlos Alvarez DivoDirector | 9K | $14K | 0.011% | 2025-12-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-01-06 | David BarrettDirector, Officer | 90K | $135K | 0.111% | 2026-01-02 | Raymod James & Associates Inc |
| 2025-12-31 | Daniel VidalDirector | 3K | $4K | 0.003% | 2025-12-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-31 | Jason MillsDirector | 4K | $6K | 0.005% | 2025-12-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-31 | Anu MuralidharanFormer Director, Former Officer | 3K | $5K | 0.004% | 2025-12-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-31 | Ryan SchafferDirector, Officer | 4K | $6K | 0.005% | 2025-12-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-31 | David BarrettDirector, Officer | 14K | $22K | 0.018% | 2025-12-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-18 | Daniel VidalDirector | 5K | $7K | 0.006% | 2025-12-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-18 | Jason MillsDirector | 6K | $9K | 0.007% | 2025-12-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-18 | Anu MuralidharanDirector, Officer | 523 | $811 | 0.001% | 2025-12-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-18 | Ryan SchafferDirector, Officer | 3K | $4K | 0.003% | 2025-12-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-18 | David BarrettDirector, Officer | 3K | $4K | 0.003% | 2025-12-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-03 | DANIEL VIDALOFFICER | 9K | $14K | 0.011% | 2025-11-03 | MERRILL LYNCH |
| 2025-09-19 | ANURADHA MURALIDHARANOfficer | 15K | $29K | 0.016% | 2025-09-19 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-15 | Daniel VidalDirector | 6K | $11K | 0.007% | 2025-09-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-15 | Jason MillsDirector | 7K | $13K | 0.009% | 2025-09-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-15 | Anu MuralidharanDirector, Officer | 3K | $7K | 0.004% | 2025-09-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-15 | Ryan SchafferDirector, Officer | 6K | $11K | 0.007% | 2025-09-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-15 | David BarrettDirector, Officer | 105K | $200K | 0.130% | 2025-09-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSONNo holder on file reports 5% or more of EXFY in its latest filing.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-03-26 | 13G/Ano. 1 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
13F holders
Tracked managers holding EXFY at their latest 13F. JSON6 of the 30 tracked managers held EXFY at their latest 13F, $7.2M in total at quarter-end prices. AQR Capital Management is the largest at $3.7M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 6 added shares and 0 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| AQR Capital Management | 2026-06-30 | 2.1M | $3.7M | 0.00% | +1.3M |
| Renaissance Technologies | 2026-06-30 | 747K | $1.3M | 0.00% | +22K |
| Millennium Management | 2026-06-30 | 508K | $909K | 0.00% | new |
| Two Sigma Investments | 2026-06-30 | 507K | $907K | 0.00% | +143K |
| Citadel Advisors | 2026-06-30 | 174K | $311K | 0.00% | new |
| Point72 Asset Management | 2026-06-30 | 27K | $48K | 0.00% | new |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
What this page is
Expensify in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Expensify (EXFY), SEC CIK 1476840, listed on Nasdaq, classified by the SEC as services-prepackaged software. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-11-02.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-10-14.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-06-15.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-03-26.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-08-06.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-07-05.JSON and CSV
- Company record
- EDGAR filing index for CIK 1476840Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as services-prepackaged software
Other company pages
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- SUISun Communities
- SUNBSunbelt Rentals Holdings
- SWSmurfit Westrock
- SWKStanley Black & Decker
- SWKSSkyworks Solutions
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- SYFSynchrony Financial
- SYKStryker
- SYNASynaptics
Datasets
Frequently Asked Questions
How much of EXFY is sold short?
1,013,592 shares were held short at the 2026-10-15 settlement, 2.6 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is EXFY's daily short volume?
On 2026-11-02, 8,022 of the 74,758 EXFY shares reported to FINRA were sold short, 10.7% of the day's reported volume. Short volume is a flow for one day, not a position.
Does EXFY have fails to deliver?
The SEC's latest file shows 12 EXFY shares failed to deliver at settlement 2026-10-14. Fails are reported per settlement date and published twice a month with a lag.
Are EXFY insiders buying or selling?
No open-market insider trades were reported for EXFY in the last 90 days. The most recent filings are listed below. Latest filing: Liu Ying (Director) on 2026-07-05.
Have EXFY insiders filed to sell?
27 Form 144 notices on file for EXFY worth $596K at the prices reported; 0 in the last 90 days worth $0. Latest: CARLOS ALVAREZ filed on 2026-06-15 to sell 10,700 shares ($13K) from 2026-06-15.
Who owns 5% or more of EXFY?
No holder on file reports 5% or more of EXFY in its latest filing.
Which tracked 13F managers own EXFY?
6 of the 30 tracked 13F managers held EXFY shares at their latest filing, $7.2M in all. The largest: Cliff Asness's AQR Capital Management (2.1M shares, $3.7M), Renaissance Technologies (747K shares, $1.3M), Izzy Englander's Millennium Management (508K shares, $909K), Two Sigma Investments (507K shares, $907K), Ken Griffin's Citadel Advisors (174K shares, $311K), Steve Cohen's Point72 Asset Management (27K shares, $48K).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.