Expensify, Inc.
EXFYAs of the close on Sep 25, 2026
Price
$2.21
Market cap
—
The cover-page share count does not match the latest report's share count
P/E (diluted TTM)
—
Not meaningful: the last four quarters were a loss
EPS (TTM)
−$0.16
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Expensify, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 26, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| RHUMBLINE ADVISERS | 2026-03-31 | 42,957 | $37.4K | SEC filing |
| Sunbelt Securities, Inc. | 2026-03-31 | 109 | $95 | SEC filing |
| State of Alaska, Department of Revenue | 2026-03-31 | 8,632 | Not shown | SEC filing |
| GROUP ONE TRADING LLC | 2026-03-31 | 8,015 | $6.97K | SEC filing |
| MACKENZIE FINANCIAL CORP | 2026-03-31 | 380,185 | $331K | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 97,550 | $84.9K | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 2,210,606 | Not shown | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 418,271 | $364K | SEC filing |
| Smartleaf Asset Management LLC | 2026-03-31 | 25 | $21 | SEC filing |
| Balyasny Asset Management L.P. | 2026-03-31 | 49,980 | $43.5K | SEC filing |
| SJS Investment Consulting Inc. | 2026-03-31 | 22 | $20 | SEC filing |
| Merit Financial Group, LLC | 2026-03-31 | 12,180 | $10.6K | SEC filing |
| Mutual Advisors, LLC | 2026-03-31 | 10,000 | $8.7K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 12,436 | $10.8K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 282 | $245 | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 253 | $220 | SEC filing |
| Cerity Partners LLC | 2026-03-31 | 32,602 | $28.4K | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 84,329 | $75.2K | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 167 | $145 | SEC filing |
| Qube Research & Technologies Ltd | 2026-03-31 | 121,784 | $106K | SEC filing |
- Each value is checked against Expensify, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Expensify, Inc.'s share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Palogic Value Management, L.P.: 1,403,065 shares reported 2025-12-31; 2,522,566 shares reported 2026-03-31.
- True Wealth Design, LLC: 253 shares reported 2025-12-31; 34 shares reported 2026-03-31.
- Wealthspire Advisors, LLC: 106,212 shares reported 2025-12-31; 238,530 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 59,362 shares reported 2025-12-31; 25,497 shares reported 2026-03-31.
- COLDSTREAM CAPITAL MANAGEMENT INC: 55,792 shares reported 2025-12-31; 62,209 shares reported 2026-03-31.
- NEW YORK STATE COMMON RETIREMENT FUND: 40,500 shares reported 2025-12-31; 40,500 shares reported 2026-03-31.
- Allworth Financial LP: 163 shares reported 2025-12-31; 459 shares reported 2026-03-31.
- AMERIPRISE FINANCIAL INC: 1,854,057 shares reported 2025-12-31; 16,742 shares reported 2026-03-31.
- Essential Partners LLC: 880 shares reported 2025-12-31; 4,626 shares reported 2026-03-31.
- IFP Advisors, Inc: 72 shares reported 2025-12-31; 282 shares reported 2026-03-31.
- GROUP ONE TRADING LLC: 12,915 shares reported 2025-12-31; 8,015 shares reported 2026-03-31.
- State of Alaska, Department of Revenue: 8,632 shares reported 2025-12-31; 8,632 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
94 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-15 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | S — Open market or private sale | −10,700 | 1.28 | SEC filing |
| 2026-06-01 | Barrett David Michael · Chief Executive Officer | Class A Common Stock | S — Open market or private sale | −30,000 | 1.15 | SEC filing |
| 2026-05-15 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | S — Open market or private sale | −10,000 | 1.13 | SEC filing |
| 2026-05-01 | Barrett David Michael · Chief Executive Officer | Class A Common Stock | S — Open market or private sale | −30,000 | 1.08 | SEC filing |
| 2026-04-28 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | S — Open market or private sale | −30,728 | 1.01 | SEC filing |
| 2026-04-01 | Barrett David Michael · Chief Executive Officer | Class A Common Stock | S — Open market or private sale | −30,000 | 0.85 | SEC filing |
| 2026-03-30 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | S — Open market or private sale | −12,451 | 0.81 | SEC filing |
| 2026-03-24 | Schaffer Ryan · Chief Financial Officer | Class A Common Stock | S — Open market or private sale | −2,700 | 0.84 | SEC filing |
Showing 8 of 16 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-23 | Barrett David Michael · Chief Executive Officer | Stock Option | A — Grant, award, or other acquisition | +2,094,974 | SEC filing |
| 2026-06-23 | Mills Jason Fahr · Director | Stock Option | A — Grant, award, or other acquisition | +1,160,447 | SEC filing |
| 2026-06-23 | Vidal Daniel · Director | Stock Option | A — Grant, award, or other acquisition | +1,160,447 | SEC filing |
| 2026-06-23 | Schaffer Ryan · Chief Financial Officer | Stock Option | A — Grant, award, or other acquisition | +1,164,596 | SEC filing |
| 2026-06-23 (amended) | Barrett David Michael · Chief Executive Officer | Stock Option | A — Grant, award, or other acquisition | +2,031,280 | SEC filing |
| 2026-06-23 (amended) | Barrett David Michael · Chief Executive Officer | Stock Option | A — Grant, award, or other acquisition | +63,694 | SEC filing |
| 2026-04-05 | Liu Ying · Director | Class A Common Stock | A — Grant, award, or other acquisition | +5,376 | SEC filing |
| 2026-03-20 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | A — Grant, award, or other acquisition | +33,633 | SEC filing |
Showing 8 of 20 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-01-05 | Alvarez Divo Carlos Eduardo · Director | LT10 Common Stock | J — Other acquisition or disposition | +5,312 | SEC filing |
| 2026-01-05 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | J — Other acquisition or disposition | −5,312 | SEC filing |
| 2026-01-04 | Alvarez Divo Carlos Eduardo · Director | LT10 Common Stock | J — Other acquisition or disposition | +7,839 | SEC filing |
| 2026-01-04 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | J — Other acquisition or disposition | −7,839 | SEC filing |
| 2025-12-31 | Alvarez Divo Carlos Eduardo · Director | LT10 Common Stock | J — Other acquisition or disposition | +20,441 | SEC filing |
| 2025-12-31 | Alvarez Divo Carlos Eduardo · Director | Class A Common Stock | J — Other acquisition or disposition | −20,441 | SEC filing |
Showing 6 of 6 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.