Expensify Ownership

EXFY Stock  USD 2.33  0.04  1.75%   
Expensify holds a total of 80.4 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.
 
Shares in Circulation  
First Issued
2020-03-31
Previous Quarter
89.6 M
Current Value
91.5 M
Avarage Shares Outstanding
64.3 M
Quarterly Volatility
26.3 M
 
Covid
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 24.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.49. Some equities with similar Price to Book (P/B) outperform the market in the long run. Expensify recorded a loss per share of 0.11. The entity 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.

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
Arrowstreet Capital Limited Partnership2025-03-31
938 K
Morgan Stanley - Brokerage Accounts2025-03-31
929.4 K
Connor Clark & Lunn Inv Mgmt Ltd2025-03-31
926.7 K
Castleknight Management Lp2025-03-31
767.9 K
Citadel Advisors Llc2025-03-31
591.5 K
Two Sigma Investments Llc2025-03-31
580.3 K
Geode Capital Management, Llc2025-03-31
566.1 K
Goldman Sachs Group Inc2025-03-31
484.1 K
Two Sigma Advisers, Llc2025-03-31
475.5 K
Vanguard Group Inc2025-03-31
3.6 M
Ameriprise Financial Inc2025-03-31
2.3 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.

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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.