EXP 2020 SPV L.P. is 10% Owner at Expensify, Inc. (EXFY). They have made 5 open-market trades across 1 company since 2024, most recently 2026-03-11.
CIK 0001988981
5 open-market purchases totalling $4.5M since 2024, never a sale. Across 5 scored buys the stock is up 20.4% at ninety days, and 12.2 points ahead of the S&P over the same stretch.
5 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| EXFY | 12,203,393 | $29.5M |
Shares reported on the most recent Form 4, priced at the 2026-03-18 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 80% | 80% | 60% |
| Avg Move | +11.9% | +9.9% | +20.4% |
| Alpha | +11.0% | +5.7% | +12.2% |
| Scored | 5 | 5 | 5 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| EXFY | BUY | 2026-03-03 | 2026-03-18 | $0.94 | $2.1M | +5.6% | +14.8% | +62.2% |
| EXFY | BUY | 2024-06-26 | 2024-06-28 | $1.45 | $129K | +49.0% | +27.5% | +35.6% |
| EXFY | BUY | 2024-04-15 | 2024-04-17 | $1.44 | $933K | +1.9% | +6.3% | +31.6% |
| EXFY | BUY | 2024-02-22 | 2024-02-26 | $1.59 | $582K | +2.8% | -17.9% | -19.3% |
| EXFY | BUY | 2024-01-26 | 2024-01-30 | $1.76 | $690K | +0.0% | +18.9% | -8.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.