A detailed history of Dimensional Fund Advisors LP transactions in Expensify, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 297,856 shares of EXFY stock, worth $452,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares
297,856
Previous 380,946 21.81%
Holding current value
$452,741
Previous $986,000 44.12%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$1.7 - $2.61 $141,253 - $216,864
-83,090 Reduced 21.81%
297,856 $551,000
Q2 2025

Aug 12, 2025

BUY
$2.19 - $3.06 $497,546 - $695,201
227,190 Added 147.76%
380,946 $986,000
Q1 2025

May 13, 2025

BUY
$3.04 - $3.93 $298,306 - $385,639
98,127 Added 176.4%
153,756 $467,000
Q4 2024

Feb 13, 2025

BUY
$1.66 - $4.02 $92,344 - $223,628
55,629 New
55,629 $186,000

Others Institutions Holding EXFY

About Expensify, Inc.


  • Ticker EXFY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 68,252,496
  • Market Cap $104M
  • Description
  • Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...
More about EXFY
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