Expensify, Inc. (EXFY)

Price$2.38Cached quote
EXFYNasdaq
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Financial charts

Revenue

Total cash / debt

CashTotal debt

Financial statements

7 annual periodsNewest to oldest
2025202420232022202120202019
Revenue$142.1M$139.2M$150.7M$169.5M$142.8M$88.1M$80.5M
Gross profit$71.5M$75.0M$83.8M$106.8M$89.1M$55.7M$48.5M
Gross margin50.34%53.86%55.61%63.03%62.41%63.20%60.25%
Research & development$20.7M$24.6M$23.4M$13.7M$11.0M$6.7M$4.1M
Operating expenses$89.5M$75.8M$116.9M$122.1M$99.4M$50.0M$47.2M
Operating income−$18.0M−$820,000−$33.1M−$15.2M−$10.3M$5.7M$1.2M
Operating margin−12.68%−0.59%−22.00%−8.99%−7.18%6.44%1.55%
EBITDA−$9.6M$6.0M−$28.0M−$9.8M−$5.1M$8.9M$4.1M
EBITDA margin−6.73%4.30%−18.57%−5.81%−3.54%10.13%5.09%
Net income−$21.4M−$10.1M−$41.5M−$27.0M−$13.6M−$1.7M$1.2M
Net profit margin−15.05%−7.22%−27.51%−15.93%−9.49%−1.94%1.54%
Basic EPSper basic share-$0.23-$0.12-$0.50-$0.33-$0.36-$0.06$0.00
Diluted EPSper diluted share-$0.23-$0.12-$0.50-$0.33-$0.36-$0.06$0.00

Owners

Reported shareholders

Reference date Jun 30, 2026
Parallel Advisors, LLC · 3.34% of listed sharesACADIAN ASSET MANAGEMENT LLC · 3.08% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · 2.96% of listed sharesAQR CAPITAL MANAGEMENT LLC · 2.62% of listed sharesPalogic Value Management, L.P. · 2.22% of listed sharesCastleKnight Management LP · 2.17% of listed sharesBarrett David Michael · ≈1.81% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · 1.47% of listed sharesBlackRock, Inc. · 1.39% of listed sharesJANE STREET GROUP, LLC · 1.30% of listed sharesFORMULA GROWTH LTD · 1.10% of listed sharesMARSHALL WACE, LLP · 0.94% of listed sharesRENAISSANCE TECHNOLOGIES LLC · 0.94% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · 0.83% of listed sharesMills Jason Fahr · ≈0.69% of listed sharesMILLENNIUM MANAGEMENT LLC · 0.64% of listed sharesTWO SIGMA INVESTMENTS, LP · 0.64% of listed sharesVidal Daniel · ≈0.57% of listed sharesVANGUARD FIDUCIARY TRUST CO · 0.49% of listed sharesMORGAN STANLEY · 0.42% of listed shares
3.34%of listed shares
Parallel Advisors, LLC2.66M shares · Jun 30, 2026
View holders
Top 20 reported holders of EXFY
Holder% owned
Parallel Advisors, LLC
3.34%2.66M shares
ACADIAN ASSET MANAGEMENT LLC
3.08%2.46M shares
VANGUARD CAPITAL MANAGEMENT LLC
2.96%2.36M shares
AQR CAPITAL MANAGEMENT LLC
2.62%2.09M shares
Palogic Value Management, L.P.
2.22%1.77M shares
CastleKnight Management LP
2.17%1.73M shares
Barrett David Michael
≈1.81%1.44M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
1.47%1.17M shares
BlackRock, Inc.
1.39%1.11M shares
JANE STREET GROUP, LLC
1.30%1.03M shares
FORMULA GROWTH LTD
1.10%875K shares
MARSHALL WACE, LLP
0.94%751.77K shares
RENAISSANCE TECHNOLOGIES LLC
0.94%746.7K shares
GEODE CAPITAL MANAGEMENT, LLC
0.83%663.23K shares
Mills Jason Fahr
≈0.69%549.63K shares
MILLENNIUM MANAGEMENT LLC
0.64%507.99K shares
TWO SIGMA INVESTMENTS, LP
0.64%506.98K shares
Vidal Daniel
≈0.57%454.55K shares
VANGUARD FIDUCIARY TRUST CO
0.49%392.79K shares
MORGAN STANLEY
0.42%335.74K shares

Percentages use 79.65M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys8$2.40M disclosed value
Sells (SEC code S)189$7.58M disclosed value
197 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Jun 15, 2026Form 4 · 10b5-1Alvarez Divo Carlos EduardoDirectorSellClass A Common Stock10.7K$1.28$13.7K234.1K
Jun 1, 2026Form 4 · 10b5-1Barrett David MichaelChief Executive OfficerSellClass A Common Stock · indirect30.0K$1.15$34.5K1.23M
May 15, 2026Form 4 · 10b5-1Alvarez Divo Carlos EduardoDirectorSellClass A Common Stock10.0K$1.13$11.3K244.8K
May 1, 2026Form 4 · 10b5-1Barrett David MichaelChief Executive OfficerSellClass A Common Stock · indirect30.0K$1.08$32.4K1.26M
Apr 28, 2026Form 4 · 10b5-1Alvarez Divo Carlos EduardoDirectorSellClass A Common Stock30.7K$1.01$31.0K254.8K

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