Expensify Ownership

EXFY Stock  USD 3.40  0.05  1.49%   
Expensify holds a total of 77.16 Million outstanding shares. Expensify retains significant amount of outstanding shares owned by insiders. An insider is usually defined as a CEO, other corporate executive, director, or institutional investor who own at least 10% of the company's outstanding shares. Please note that no matter how many assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Some institutional investors establish a significant position in stocks such as Expensify in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Expensify, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Expensify. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For more information on how to buy Expensify Stock please use our How to Invest in Expensify guide.

Expensify Stock Ownership Analysis

About 31.0% of the company shares are held by company insiders. The book value of Expensify was currently reported as 1.35. The company recorded a loss per share of 0.18. Expensify had not issued any dividends in recent years. Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company was founded in 2008 and is based in Portland, Oregon. Expensify Inc operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 144 people. To learn more about Expensify call David Barrett at 971 365 3939 or check out https://www.expensify.com.
Besides selling stocks to institutional investors, Expensify also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Expensify's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Expensify's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Expensify Quarterly Liabilities And Stockholders Equity

176.25 Million

Expensify Insider Trades History

About 31.0% of Expensify are currently held by insiders. Unlike Expensify's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Expensify's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Expensify's insider trades
 
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Expensify Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Expensify is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Expensify backward and forwards among themselves. Expensify's institutional investor refers to the entity that pools money to purchase Expensify's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Two Sigma Investments Llc2024-09-30
743.3 K
Walleye Trading Advisors, Llc2024-09-30
603.5 K
Arrowstreet Capital Limited Partnership2024-09-30
566.7 K
Geode Capital Management, Llc2024-09-30
514.9 K
Castleknight Management Lp2024-09-30
504.2 K
Rbf Llc2024-09-30
482.8 K
Two Sigma Advisers, Llc2024-09-30
482 K
Ieq Capital, Llc2024-09-30
465.8 K
Ceera Investments, Llc2024-09-30
435 K
Vanguard Group Inc2024-09-30
3.4 M
D. E. Shaw & Co Lp2024-09-30
2.7 M
Note, although Expensify's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Expensify Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Expensify insiders, such as employees or executives, is commonly permitted as long as it does not rely on Expensify's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Expensify insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Expensify Outstanding Bonds

Expensify issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Expensify uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Expensify bonds can be classified according to their maturity, which is the date when Expensify has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Expensify Corporate Filings

F4
7th of January 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
19th of December 2024
Other Reports
ViewVerify
13A
20th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
10Q
8th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify

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Additional Tools for Expensify Stock Analysis

When running Expensify's price analysis, check to measure Expensify's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Expensify is operating at the current time. Most of Expensify's value examination focuses on studying past and present price action to predict the probability of Expensify's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Expensify's price. Additionally, you may evaluate how the addition of Expensify to your portfolios can decrease your overall portfolio volatility.