Expensify, Inc. is a software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.
| trading_symbol | registrant_name | time | price | change | percentage_change |
|---|---|---|---|---|---|
| EXFY | Expensify, Inc. | 2026-03-03 19:53:03 | 0.99 | 0 | -0.31 |
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EXFY | 0001476840 | Expensify, Inc. | US30219Q1067 | — | 270239450 | Nasdaq | 7372 | Services-Prepackaged Software | 1231 | DE | 88 KEARNY ST | SAN FRANCISCO | CA | 94108 | UNITED STATES | US | (520) 271-0858 | 88 KEARNY ST, SAN FRANCISCO, CA, 94108 | 88 KEARNY ST, SAN FRANCISCO, CA, 94108 | — | Expense management | 2008 | David Barrett | 138 | https://expensify.com | 88,000,000 | 36,240,800 | — | Expensify, Inc. is a software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card. | 2026-02-26 20:04:27 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2025 | 173,000,000 | 85,000,000 | 96.5909 | — | — | — |
| 2024 | 88,000,000 | -348,000,000 | -79.8165 | — | — | — |
| 2023 | 436,000,000 | -518,788,374.92 | -54.3354 | — | — | — |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Anu Muralidharan | Chief Operating Officer | 2024 | 860,371 | 0 | 319,242 | — | 9,665 | 1,189,278 |
| Ryan Schaffer | Chief Financial Officer | 2024 | 1,064,689 | 0 | 164,395 | — | 7,772 | 1,236,856 |
| David Barrett | Chief Executive Officer | 2024 | 1,859,229 | 0 | 221,526 | — | 0 | 2,080,755 |
| David Barrett | Chief Executive Officer | 2023 | 1,670,564 | 0 | 166,550 | — | 0 | 1,837,114 |
| Anu Muralidharan | Chief Operating Officer | 2023 | 710,601 | 0 | 220,354 | — | 12,556 | 943,511 |
| Fiscal Year | Employee Count |
|---|---|
| 2025 | 117 |
| 2024 | 115 |
| 2023 | 133 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Revenue | 142,101,000 | 139,236,000 | 150,687,000 |
| Cost Of Revenue | 70,574,000 | 64,239,000 | 66,888,000 |
| Gross Profit | 71,527,000 | 74,997,000 | 83,799,000 |
| Research And Development Expenses | 20,683,000 | 24,638,000 | 23,368,000 |
| General And Administrative Expenses | 42,121,000 | 38,382,000 | 49,228,000 |
| Operating Expenses | 89,546,000 | 75,817,000 | 116,948,000 |
| Operating Income | -18,019,000 | -820,000 | -33,149,000 |
| Net Income | -21,389,000 | -10,055,000 | -41,456,000 |
| Earnings Per Share Basic | -0.23 | -0.12 | -0.5 |
| Earnings Per Share Diluted | -0.23 | -0.12 | -0.5 |
| Weighted Average Shares Outstanding Basic | 92,283,974 | 87,380,708 | 82,493,226 |
| Weighted Average Shares Outstanding Diluted | 92,283,974 | 87,380,708 | 82,493,226 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Cash And Cash Equivalents | 63,080,000 | 48,772,000 | 47,510,000 |
| Marketable Securities Current | — | — | — |
| Accounts Receivable | 12,617,000 | 12,701,000 | 13,834,000 |
| Inventories | — | — | — |
| Non Trade Receivables | 495,000 | 429,000 | 2,993,000 |
| Other Assets Current | 26,344,000 | 20,908,000 | 30,978,000 |
| Total Assets Current | 153,007,000 | 136,876,000 | 137,232,000 |
| Marketable Securities Non Current | — | — | — |
| Property Plant And Equipment | 13,016,000 | 13,621,000 | 14,372,000 |
| Other Assets Non Current | 1,146,000 | 1,011,000 | 5,794,000 |
| Total Assets Non Current | 32,982,000 | 36,804,000 | 39,552,000 |
| Total Assets | 185,989,000 | 173,680,000 | 176,784,000 |
| Accounts Payable | 289,000 | 196,000 | 1,425,000 |
| Deferred Revenue | 600,000 | 500,000 | 900,000 |
| Short Term Debt | — | 0 | 7,655,000 |
| Other Liabilities Current | 284,000 | 157,000 | 159,000 |
| Total Liabilities Current | 46,405,000 | 38,010,000 | 67,892,000 |
| Long Term Debt | — | — | 0 |
| Other Liabilities Non Current | 1,778,000 | 1,689,000 | 1,681,000 |
| Total Liabilities Non Current | 6,839,000 | 7,427,000 | 8,148,000 |
| Total Liabilities | 53,244,000 | 45,437,000 | 76,040,000 |
| Common Stock | 9,000 | 9,000 | 8,000 |
| Retained Earnings | -172,217,000 | -150,828,000 | -140,773,000 |
| Accumulated Other Comprehensive Income | — | — | — |
| Total Shareholders Equity | 132,745,000 | 128,243,000 | 100,744,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Depreciation And Amortization | 8,460,000 | 6,814,000 | 5,164,000 |
| Share Based Compensation Expense | 26,578,000 | 33,537,000 | 41,212,000 |
| Other Non Cash Income Expense | — | — | — |
| Change In Accounts Receivable | 355,000 | -704,000 | -2,219,000 |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | — | — | — |
| Change In Other Assets | — | — | — |
| Change In Accounts Payable | 91,000 | -1,091,000 | 228,000 |
| Change In Other Liabilities | 89,000 | 8,000 | 610,000 |
| Cash From Operating Activities | 20,089,000 | 23,877,000 | 1,559,000 |
| Purchases Of Marketable Securities | — | — | — |
| Sales Of Marketable Securities | — | — | — |
| Acquisition Of Property Plant And Equipment | 17,000 | 0 | 1,384,000 |
| Acquisition Of Business | — | — | — |
| Other Investing Activities | — | — | — |
| Cash From Investing Activities | -3,555,000 | -7,628,000 | -7,294,000 |
| Tax Withholding For Share Based Compensation | 0 | 2,179,000 | 1,766,000 |
| Payments Of Dividends | — | — | — |
| Issuance Of Common Stock | 6,321,000 | 4,091,000 | 4,255,000 |
| Repurchase Of Common Stock | 9,095,000 | 1,510,000 | 3,000,000 |
| Issuance Of Long Term Debt | — | — | 0 |
| Repayment Of Long Term Debt | 0 | 22,671,000 | 44,587,000 |
| Other Financing Activities | — | — | — |
| Cash From Financing Activities | -2,744,000 | -22,073,000 | -45,317,000 |
| Change In Cash | 13,790,000 | -5,824,000 | -51,052,000 |
| Cash At End Of Period | 63,080,000 | 48,772,000 | 47,510,000 |
| Income Taxes Paid | 5,691,000 | 5,072,000 | 3,785,000 |
| Interest Paid | 0 | 1,362,000 | 5,936,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Earnings Per Share | -0.23 | -0.12 | -0.5 |
| Price To Earnings Ratio | -6.5652 | -27.9167 | -4.94 |
| Earnings Growth Rate | 91.6667 | -76 | 51.5152 |
| Price Earnings To Growth Ratio | -0.0716 | 0.3673 | -0.0959 |
| Book Value Per Share | 1.4384 | 1.4676 | 1.2212 |
| Price To Book Ratio | 1.0497 | 2.2826 | 2.0225 |
| Ebitda | -7,138,000 | 2,931,000 | -27,307,000 |
| Enterprise Value | — | — | 163,903,268.22 |
| Dividend Yield | — | — | — |
| Dividend Payout Ratio | — | — | — |
| Debt To Equity Ratio | — | — | 0.076 |
| Capital Expenditures | 7,855,000 | 6,063,000 | 5,044,000 |
| Free Cash Flow | 12,234,000 | 17,814,000 | -3,485,000 |
| Return On Equity | -0.1611 | -0.0784 | -0.4115 |
| One Year Beta | 1.3235 | 1.6882 | 1.9106 |
| Three Year Beta | 1.542 | 1.5495 | 1.5611 |
| Five Year Beta | 1.5101 | 1.5879 | 1.5611 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Barrett David Michael | Director, Chief Executive Officer | 2026-03-02 | 30,000 | D | 1,288,480 |
| Barrett David Michael | Director, Chief Executive Officer | 2026-02-02 | 30,000 | D | 1,318,480 |
| Alvarez Divo Carlos Eduardo | Director | 2026-01-05 | 5,312 | D | 285,508 |
| Alvarez Divo Carlos Eduardo | Director | 2026-01-05 | 5,312 | A | 217,759 |
| Liu Ying | Director | 2026-01-05 | 3,386 | A | 174,093 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2025-12-31 | 107 | 71 | 1.507 |
| Invesco Ltd. | 2025-12-31 | 48,358 | 32,025 | 1.51 |
| MACKENZIE FINANCIAL CORP | 2025-12-31 | 239,892 | 160,243 | 1.4971 |
| Abel Hall, LLC | 2025-12-31 | 24,527 | 16,243 | 1.51 |
| AQR CAPITAL MANAGEMENT LLC | 2025-12-31 | 242,828 | 160,813 | 1.51 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| Advisor Managed Portfolios | 2025-12-31 | Miller Value Partners Appreciation ETF | MVPA | 173,693 | 262,276.43 | 0.3998 |
| RYDEX SERIES FUNDS | 2025-12-31 | Class C | RYCMX | 84 | 126.84 | 0.0015 |
| RYDEX SERIES FUNDS | 2025-12-31 | Class A | RYAKX | 84 | 126.84 | 0.0015 |
| RYDEX SERIES FUNDS | 2025-12-31 | Class H | RYMKX | 84 | 126.84 | 0.0015 |
| RYDEX DYNAMIC FUNDS | 2025-12-31 | H-Class Shares | RYRSX | 305 | 460.55 | 0.0008 |