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EXPE Expedia

Consumer Discretionary, filed as EXPEDIA GROUP INC (COM NEW), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 3 Owners
  • Max 4.7%
  • $410M
  • 1 new 1 exit 2 small

In 2026 Q2 Richard Pzena opened a position in Expedia, while Lee Ainslie sold out.

Who owns this now

Largest portfolio weights among holders, up to 4.7% (Lyrical Asset Management). Not free-float ownership.

  1. Lyrical Asset Management Reduce 4.7%
  2. Samantha Mclemore Add 1.4%

Who owns EXPE

Sorted by value, long equity only, as of 2026 Q2.

History
Lyrical Asset Management 4.7%, was 5.3% Small trim −3.7% 1,434,628 $367M History
Samantha Mclemore, Patient Capital Management 1.4% Small add 0.0% 167,814 $43M History
Richard Pzena, Pzena Investment Management <0.01% New <0.01% 1,060 $271K History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 9,513 $2.2M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by EXPE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EXPE insider trades
  • None no insider bought on the open market
  • $8.5M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Robert J Dzielak Chief Legal Officer & Sec'y
    Sale
    $336K 1,004 shares at $335.00 1% of stake
    Traded Aug 24 Filed Aug 25
  2. Lance A Soliday SVP & Chief Accounting Officer
    Sale
    $909K 2,810 shares at $323.65 19% of stake
    Traded Aug 18 Filed Aug 20
  3. Robert J Dzielak Chief Legal Officer & Sec'y
    Sale
    $661K 2,000 shares at $330.50 1.9% of stake
    Traded Aug 17 Filed Aug 18
  4. Craig A Jacobson Director
    Sale
    $1M 3,133 shares at $328.52 9.5% of stake
    Traded Aug 13 Filed Aug 17
  5. Robert J Dzielak Chief Legal Officer & Sec'y
    Sale
    $946K 3,003 shares at $315.00 2.8% of stake
    Traded Aug 11 Filed Aug 13
  6. Robert J Dzielak Chief Legal Officer & Sec'y
    Sale
    $1.1M 4,702 shares at $233.00 4.3% of stake
    Traded Jun 5 Filed Jun 8
  7. Lance A Soliday SVP & Chief Accounting Officer
    Sale
    $209K 940 shares at $221.86 6.3% of stake
    Traded May 26 Filed May 28
  8. Robert J Dzielak Chief Legal Officer & Sec'y
    Sale
    $1.8M 8,225 shares at $220.82 7.4% of stake
    Traded Mar 4 Filed Mar 5
  9. Madhumita Moina Banerjee Director
    Sale
    $258K 1,000 shares at $258.00 26% of stake
    Traded Dec 1, 2025 Filed Dec 2, 2025
  10. Lance A Soliday SVP & Chief Accounting Officer
    Sale
    $220K 856 shares at $256.93 7.3% of stake
    Traded Nov 25, 2025 Filed Nov 26, 2025
  11. Lance A Soliday SVP & Chief Accounting Officer
    Sale
    $211K 849 shares at $248.08 6.8% of stake
    Traded Nov 21, 2025 Filed Nov 24, 2025
  12. Craig A Jacobson Director
    Sale
    $815K 3,000 shares at $271.55 8.9% of stake
    Traded Nov 13, 2025 Filed Nov 14, 2025

Also filed in the last 12 months, not counted as buying or selling: 106 option exercises, 27 share withholdings for taxes, and 3 gifts.

Congress

1 member of Congress traded EXPE in the last three years: 0 buys and 1 sale. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Sell $15K–$50K Mar 27 filed Jul 21

SEC filings

Recent issuer filings from EDGAR, 3 shown.

Filed Form Detail Links
10-Q
8-K 2.02,7.01,8.01,9.01
8-K 5.07

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12.84B $13.69B $14.73B
Net income $0.797B $1.23B $1.29B
Net margin * 6.2% 9.0% 8.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $9.23B $9.82B $12.2B
Total non-current assets * $12.41B $12.57B $12.25B
Total assets $21.64B $22.39B $24.45B
Total current liabilities $11.78B $13.61B $16.66B
Total equity $1.53B $1.56B $1.28B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.69B $3.08B $3.88B
Cash from investing -$0.8B -$1.26B -$0.531B
Cash from financing -$2.1B -$1.74B -$2.14B
Net change in cash -$0.19B -$0.087B $1.4B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.