Cross-institution positioning
Mar 26, 2026Reduction leaning. 2 exited, 1 unchanged across 3 comparable institutions.
Source: Schedule 13 researchEXFY Institutional Ownership
Expensify, Inc.
Latest stored close $2.40 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Sell
34/100
3 tracked · 3 comparable
Latest filing
Mar 26, 2026
Positive breadth
0 positive · 2 negative
Recent close
$2.40
Research confidence
Limited
Institutional Research 26/100 · 0 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 26, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating0
Newly reported0
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 34/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 2 reducing/exited.
Institutional
25/100
Insiders
45/100
Fundamentals
48/100
Events
50/100
Quarterly 13F activity
Jun 30, 20260 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Jul 5, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 6, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 6, 2026Revenue -5.3% YoY; Net income +56.2% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 76% through its reported 52-week range; +21.6% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Mar 26, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Mar 26, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Citadel Advisors
Filed Feb 14, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
BlackRock
Filed Jul 8, 2024
Direction locked
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No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Citadel Advisors
Filed Feb 14, 2024
Vanguard Group
Filed Mar 26, 2026
BlackRock
Filed Jul 8, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 5, 2026 | Liu Ying | AGrant, award, or other acquisition | Class A Common Stock | 3.7K | $0.00 | Direct | Jul 7, 2026 |
| Jun 23, 2026 | Barrett David Michael | AGrant, award, or other acquisition · derivative · amendment | Stock Option | 2.0M | $0.00 | Direct | Jun 26, 2026 |
| Jun 23, 2026 | Barrett David Michael | AGrant, award, or other acquisition · derivative · amendment | Stock Option | 63.7K | $0.00 | Direct | Jun 26, 2026 |
| Jun 23, 2026 | Vidal Daniel | AGrant, award, or other acquisition · derivative | Stock Option | 1.2M | $0.00 | Direct | Jun 25, 2026 |
| Jun 23, 2026 | Schaffer Ryan | AGrant, award, or other acquisition · derivative | Stock Option | 1.2M | $0.00 | Direct | Jun 25, 2026 |
| Jun 23, 2026 | Mills Jason Fahr | AGrant, award, or other acquisition · derivative | Stock Option | 1.2M | $0.00 | Direct | Jun 25, 2026 |
| Jun 23, 2026 | Barrett David Michael | AGrant, award, or other acquisition · derivative | Stock Option | 2.1M | $0.00 | Direct | Jun 25, 2026 |
| Jun 15, 2026 | Alvarez Divo Carlos Eduardo | SOpen-market or private sale | Class A Common Stock | 10.7K | $1.28 | Direct | Jun 16, 2026 |
| Jun 1, 2026 | Barrett David Michael | SOpen-market or private sale | Class A Common Stock | 30.0K | $1.15 | Indirect | Jun 2, 2026 |
| May 22, 2026 | Pao Ellen | AGrant, award, or other acquisition | Class A Common Stock | 123.8K | $0.00 | Direct | Jul 7, 2026 |
| May 22, 2026 | Liu Ying | AGrant, award, or other acquisition | Class A Common Stock | 123.8K | $0.00 | Direct | Jul 7, 2026 |
| May 22, 2026 | Christen Timothy L | AGrant, award, or other acquisition | Class A Common Stock | 123.8K | $0.00 | Direct | Jul 7, 2026 |
| May 15, 2026 | Alvarez Divo Carlos Eduardo | SOpen-market or private sale | Class A Common Stock | 10.0K | $1.13 | Direct | May 28, 2026 |
| May 1, 2026 | Barrett David Michael | SOpen-market or private sale | Class A Common Stock | 30.0K | $1.08 | Indirect | May 11, 2026 |
| Apr 28, 2026 | Alvarez Divo Carlos Eduardo | SOpen-market or private sale | Class A Common Stock | 30.7K | $1.01 | Direct | Apr 30, 2026 |
| Apr 5, 2026 | Liu Ying | AGrant, award, or other acquisition | Class A Common Stock | 5.4K | $0.00 | Direct | May 11, 2026 |
| Apr 1, 2026 | Barrett David Michael | SOpen-market or private sale | Class A Common Stock | 30.0K | $0.85 | Indirect | Jun 11, 2026 |
| Mar 30, 2026 | Alvarez Divo Carlos Eduardo | SOpen-market or private sale | Class A Common Stock | 12.5K | $0.81 | Direct | Jun 11, 2026 |
| Mar 24, 2026 | Alvarez Divo Carlos Eduardo | SOpen-market or private sale | Class A Common Stock | 1.7K | $0.84 | Direct | Jun 11, 2026 |
| Mar 24, 2026 | Vidal Daniel | SOpen-market or private sale | Class A Common Stock | 1.5K | $0.84 | Direct | Jun 11, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 6, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 29, 2026 | 8-K | 8.01 | Other event | — | Filing |
| May 27, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 13, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 7, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 21, 2026 | 8-K | 3.01 | Listing or continued-listing notice | — | Filing |
| Feb 26, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Dec 30, 2025 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Nov 6, 2025 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 15, 2025 | 8-K | 1.01, 2.03 | Material definitive agreement; New direct financial obligation | Debt | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$33.9M
Q2 2026
-5.3% YoY 10-Q filed Aug 6, 2026
Operating income
$-2.9M
Q2 2026
+71.7% YoY 10-Q filed Aug 6, 2026
Operating margin
-8.6%
Q2 2026
+20.3 pts YoY 10-Q filed Aug 6, 2026
Net income
$-3.9M
Q2 2026
+56.2% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$-0.04
Q2 2026
+60.0% YoY 10-Q filed Aug 6, 2026
Operating cash flow
$8.6M
YTD through Jun 30, 2026
-46.7% YoY 10-Q filed Aug 6, 2026
Free cash flow
$8.6M
YTD through Jun 30, 2026
-46.6% YoY 10-Q filed Aug 6, 2026
Cash & equivalents
$65.8M
As of Jun 30, 2026
+8.7% YoY 10-Q filed Aug 6, 2026
Long-term debt
$7.6M
As of Jun 30, 2024
-82.6% YoY 10-Q filed Aug 9, 2024
Assets
$185.4M
As of Jun 30, 2026
-0.9% YoY 10-Q filed Aug 6, 2026
Liabilities
$50.8M
As of Jun 30, 2026
-8.1% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity
$134.6M
As of Jun 30, 2026
+2.1% YoY 10-Q filed Aug 6, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $33.9M | -5.3% |
| Ended Mar 31, 2026 | $34.0M | -5.8% |
| Ended Sep 30, 2025 | $35.1M | -1.0% |
| Ended Jun 30, 2025 | $35.8M | +7.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $142.1M | +2.1% |
| Ended Dec 31, 2024 | $139.2M | -7.6% |
| Ended Dec 31, 2023 | $150.7M | -11.1% |
| Ended Dec 31, 2022 | $169.5M | +18.7% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$2.31
View live quote ↗
52-week low
$0.69
Mar 18, 2026
52-week high
$2.81
Aug 10, 2026
Below 52-week high
17.8%
1W return
-2.5%
1M return
+0.4%
3M return
+76.3%
6M return
+185.9%
YTD return
+53.0%
1Y return
+21.6%
30-day volatility
105.5%
90-day volatility
94.4%
1Y max drawdown
-62.5%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 11 filing(s) · 8 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -4.3M | 0.00% -5.40 pts | $0.81 | $0.85 | $2.40 |
| Vanguard Group CIK0000102909 | Jun 30, 2025 observed Jul 29, 2025 filed · 29d Initial Schedule 13G | Initial Schedule 13G | 4.3M +1.5M | 5.40% +1.25 pts | $2.59 | $2.12 | $2.40 |
| BlackRock CIK0001364742 | Jun 30, 2024 observed Jul 8, 2024 filed · 8d Schedule 13G amendment | Exit below reporting threshold | 1.1M -3.1M | 1.50% -4.60 pts | $1.49 | $1.45 | $2.40 |
Explore more institutional activity
Related research
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