EXFY
Expensify, Inc. NASDAQ Listed Nov 10, 2021$1.56
+30.00%
vs $1.20
Mkt Cap $144.0M
52w Low $0.75
43.6% of range
52w High $2.61
50d MA $1.08
200d MA $1.35
P/E (TTM)
-6.8x
EV/EBITDA
—
P/B
1.1x
Debt/Equity
0.0x
ROE
-16.1%
P/FCF
7.2x
RSI (14)
77.50
ATR (14)
$0.08
Beta
1.70
50d MA
$1.08
200d MA
$1.35
Avg Volume
1.3M
Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individuals. The company was founded in 2008 and is based in Portland, Oregon.
401 SW 5th Avenue · Portland, OR 97204 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | AMC | 0.02 | 0.04 | +119.0% | 1.11 | -4.5% | -8.1% | -4.5% | -0.8% | +18.0% | +0.0% | — |
| Feb 26, 2026 | AMC | 0.04 | -0.03 | -175.0% | 1.24 | -11.3% | -23.4% | -1.7% | +6.3% | +2.7% | -5.8% | — |
| Nov 6, 2025 | AMC | 0.05 | 0.04 | -13.2% | 1.57 | -4.5% | -12.7% | -0.7% | +5.1% | -2.1% | +1.4% | — |
| Aug 7, 2025 | AMC | 0.05 | -0.02 | -136.7% | 1.94 | -2.6% | -11.9% | +4.7% | +0.6% | +5.6% | -5.3% | — |
| May 8, 2025 | AMC | 0.07 | 0.06 | -14.3% | 3.06 | -11.4% | -22.2% | -5.0% | +4.4% | -1.3% | +2.6% | — |
| Feb 27, 2025 | AMC | 0.07 | 0.10 | +42.9% | 3.22 | +12.4% | +20.5% | -7.7% | +4.2% | -0.3% | +0.8% | — |
| Nov 7, 2024 | AMC | 0.06 | 0.07 | +16.7% | 1.98 | +6.1% | +23.7% | +13.9% | +1.8% | -1.1% | +1.8% | — |
| Aug 8, 2024 | AMC | 0.07 | 0.07 | +0.0% | 1.54 | +13.6% | +36.4% | +9.5% | -2.2% | +1.3% | +3.5% | — |
| May 9, 2024 | AMC | 0.08 | 0.05 | -37.5% | 1.78 | +0.0% | -0.6% | -1.7% | +0.0% | -1.1% | -0.6% | — |
| Feb 22, 2024 | AMC | 0.01 | 0.04 | +176.3% | 1.59 | +5.7% | +16.4% | +16.8% | +0.5% | -5.5% | +1.5% | — |
| Nov 7, 2023 | AMC | -0.02 | -0.09 | -439.4% | 2.90 | -31.0% | -36.9% | +13.4% | +1.2% | +1.0% | +5.2% | — |
| Aug 8, 2023 | AMC | 0.06 | -0.01 | -116.7% | 5.92 | -19.8% | -28.5% | +6.4% | +0.2% | +0.0% | -0.2% | — |
| May 9, 2023 | AMC | 0.10 | 0.05 | -50.0% | 7.24 | -8.4% | -18.4% | +0.8% | -1.6% | +1.0% | -3.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 9 | Lake Street | Maintains | Buy → Buy | — | $3.06 | $2.71 | -11.4% | -22.2% | -5.0% | +4.4% | -1.3% | +2.6% |
| Feb 28 | Lake Street | Maintains | Buy → Buy | — | $3.22 | $3.62 | +12.4% | +20.5% | -7.7% | +4.2% | -0.3% | +0.8% |
| Dec 16 | Citigroup | Maintains | Buy → Buy | — | $3.87 | $3.89 | +0.5% | -1.8% | +1.6% | -6.5% | -1.4% | +1.1% |
| Nov 25 | JMP Securities | Downgrade | Market Outperform → Market Perform | — | $3.40 | $3.35 | -1.5% | -3.8% | +2.1% | -2.1% | -0.3% | +3.4% |
| Aug 9 | JMP Securities | Upgrade | Market Perform → Market Outperform | — | $1.54 | $1.75 | +13.6% | +36.4% | +9.5% | -2.2% | +1.3% | +3.5% |
| Apr 23 | Citigroup | Maintains | Buy → Buy | — | $1.70 | $1.69 | -0.6% | -8.8% | +6.5% | -0.6% | -0.6% | -1.2% |
| Feb 23 | Piper Sandler | Maintains | Neutral → Neutral | — | $1.59 | $1.68 | +5.7% | +16.4% | +16.8% | +0.5% | -5.5% | +1.5% |
| Jan 2 | Piper Sandler | Maintains | Neutral → Neutral | — | $2.47 | $2.46 | -0.4% | -0.8% | -8.6% | -5.8% | -2.8% | +4.9% |
| Nov 8 | Morgan Stanley | Maintains | Underweight → Underweight | — | $2.90 | $2.00 | -31.0% | -36.9% | +13.4% | +1.2% | +1.0% | +5.2% |
| Nov 8 | Piper Sandler | Maintains | Neutral → Neutral | — | $2.90 | $2.00 | -31.0% | -36.9% | +13.4% | +1.2% | +1.0% | +5.2% |
| Oct 23 | Piper Sandler | Maintains | Neutral → Neutral | — | $2.83 | $2.80 | -1.1% | -5.7% | +1.1% | -2.6% | -0.4% | -1.9% |
| Aug 9 | Loop Capital | Downgrade | Buy → Hold | — | $5.92 | $4.75 | -19.8% | -28.5% | +6.4% | +0.2% | +0.0% | -0.2% |
| Aug 9 | Lake Street | Maintains | Buy → Buy | — | $5.92 | $4.75 | -19.8% | -28.5% | +6.4% | +0.2% | +0.0% | -0.2% |
| Aug 9 | Citigroup | Maintains | Buy → Buy | — | $5.92 | $4.75 | -19.8% | -28.5% | +6.4% | +0.2% | +0.0% | -0.2% |
| Aug 9 | Piper Sandler | Maintains | Neutral → Neutral | — | $5.92 | $4.75 | -19.8% | -28.5% | +6.4% | +0.2% | +0.0% | -0.2% |
| Aug 9 | JMP Securities | Downgrade | Market Outperform → Market Perform | — | $5.92 | $4.75 | -19.8% | -28.5% | +6.4% | +0.2% | +0.0% | -0.2% |
| Jun 12 | Morgan Stanley | Downgrade | Equal Weight → Underweight | — | $7.17 | $6.35 | -11.4% | -6.3% | +5.1% | -0.8% | +2.1% | +3.5% |
| May 10 | Piper Sandler | Maintains | Neutral → Neutral | — | $7.24 | $6.63 | -8.4% | -18.4% | +0.8% | -1.6% | +1.0% | -3.2% |
| May 10 | JMP Securities | Maintains | Outperform → Outperform | — | $7.24 | $6.63 | -8.4% | -18.4% | +0.8% | -1.6% | +1.0% | -3.2% |
| May 10 | BMO Capital | Downgrade | Outperform → Market Perform | — | $7.24 | $6.63 | -8.4% | -18.4% | +0.8% | -1.6% | +1.0% | -3.2% |
| May 10 | Citigroup | Maintains | Buy → Buy | — | $7.24 | $6.63 | -8.4% | -18.4% | +0.8% | -1.6% | +1.0% | -3.2% |
| Apr 21 | Citigroup | Maintains | Buy → Buy | — | $8.31 | $8.34 | +0.4% | +1.7% | -4.9% | -6.6% | +1.2% | +2.8% |
| Mar 21 | JMP Securities | Maintains | Market Outperform → Outperform | — | $7.51 | $7.61 | +1.3% | +4.5% | -3.8% | +5.2% | -4.7% | +0.7% |
| Feb 24 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $9.36 | $9.00 | -3.8% | -1.4% | -8.2% | -0.6% | +0.4% | +3.6% |
| Feb 24 | Piper Sandler | Maintains | Neutral → Neutral | — | $9.36 | $9.00 | -3.8% | -1.4% | -8.2% | -0.6% | +0.4% | +3.6% |
| Jan 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $9.01 | $8.83 | -2.0% | -0.1% | -0.2% | +1.2% | +4.2% | +3.5% |
| Nov 11 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $12.95 | $10.13 | -21.8% | -15.8% | -4.5% | +2.9% | -8.5% | -2.2% |
| Nov 11 | Piper Sandler | Downgrade | Overweight → Neutral | — | $12.95 | $10.13 | -21.8% | -15.8% | -4.5% | +2.9% | -8.5% | -2.2% |
| Oct 20 | Piper Sandler | Maintains | Overweight → Overweight | — | $13.91 | $13.80 | -0.8% | -4.3% | -2.3% | -4.1% | +5.1% | -0.4% |
| Sep 1 | Citigroup | Maintains | Buy → Buy | — | $18.13 | $18.26 | +0.7% | -5.4% | -4.5% | +0.1% | +4.0% | +0.8% |
| Aug 12 | Piper Sandler | Maintains | Overweight → Overweight | — | $24.30 | $22.06 | -9.2% | -11.7% | +6.4% | -0.8% | -2.6% | +1.9% |
| Aug 11 | Loop Capital | Upgrade | Hold → Buy | — | $23.54 | $24.87 | +5.7% | +3.2% | -11.7% | +6.4% | -0.8% | -2.6% |
| Jul 18 | BofA Securities | Upgrade | Neutral → Buy | — | $17.50 | $19.00 | +8.6% | +12.3% | -1.0% | +2.0% | -0.5% | -3.5% |
| Jun 15 | JP Morgan | Maintains | Overweight → Overweight | — | $17.60 | $17.60 | +0.0% | -0.9% | -5.3% | +2.0% | +0.1% | -1.1% |
| May 13 | Citigroup | Maintains | Buy → Buy | — | $15.24 | $16.35 | +7.3% | +34.4% | -2.3% | -5.7% | -1.9% | +7.6% |
| Apr 25 | BMO Capital | Maintains | Outperform → Outperform | — | $16.10 | $16.01 | -0.6% | +5.7% | -5.6% | -6.6% | +3.4% | -3.2% |
| Mar 31 | Piper Sandler | Maintains | Overweight → Overweight | — | $18.66 | $16.50 | -11.6% | -5.9% | +4.0% | +6.3% | -4.5% | -8.8% |
| Mar 31 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $18.66 | $16.50 | -11.6% | -5.9% | +4.0% | +6.3% | -4.5% | -8.8% |
| Mar 31 | Citigroup | Maintains | Buy → Buy | — | $18.66 | $16.50 | -11.6% | -5.9% | +4.0% | +6.3% | -4.5% | -8.8% |
| Dec 17 | BofA Securities | Maintains | Neutral → Neutral | — | $34.61 | $33.00 | -4.7% | +1.2% | +0.6% | +0.4% | +6.2% | -1.7% |
| Dec 6 | BofA Securities | Maintains | Neutral → Neutral | — | $35.80 | $37.01 | +3.4% | -2.0% | +15.4% | -2.1% | -1.9% | -6.5% |
| Dec 6 | JMP Securities | Maintains | Market Outperform → Outperform | — | $35.80 | $37.01 | +3.4% | -2.0% | +15.4% | -2.1% | -1.9% | -6.5% |
| Dec 6 | Citigroup | Maintains | Buy → Buy | — | $35.80 | $37.01 | +3.4% | -2.0% | +15.4% | -2.1% | -1.9% | -6.5% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Alvarez Divo Carlos EduardoDir | — | Sell | 10,700 | $1.28 | $14K | 234,080 | -4.76% | — |
| Jun 1, 2026 | Barrett David MichaelDir/Off | Chief Executive Officer | Sell | 30,000 | $1.15 | $34K | 1,228,480 | -1.69% | +0.85% |
| May 15, 2026 | Alvarez Divo Carlos EduardoDir | — | Sell | 10,000 | $1.13 | $11K | 244,780 | +0.86% | -0.86% |
| May 1, 2026 | Barrett David MichaelDir/Off | Chief Executive Officer | Sell | 30,000 | $1.08 | $32K | 1,258,480 | -0.80% | +0.88% |
| Apr 28, 2026 | Alvarez Divo Carlos EduardoDir | — | Sell | 30,728 | $1.01 | $31K | 254,780 | +9.80% | +0.91% |
| Apr 1, 2026 | Barrett David MichaelDir/Off | Chief Executive Officer | Sell | 30,000 | $0.85 | $26K | 1,198,480 | -1.56% | +30.00% |
| Mar 30, 2026 | Alvarez Divo Carlos EduardoDir | — | Sell | 12,451 | $0.81 | $10K | 336,359 | -1.56% | +30.00% |
| Mar 24, 2026 | Schaffer RyanDir/Off | Chief Financial Officer | Sell | 2,700 | $0.84 | $2K | 238,671 | -1.56% | +30.00% |
| Mar 24, 2026 | Mills Jason FahrDir | — | Sell | 1,786 | $0.84 | $2K | 549,634 | -1.56% | +30.00% |
| Mar 24, 2026 | Vidal DanielDir | — | Sell | 1,510 | $0.84 | $1K | 454,545 | -1.56% | +30.00% |
| Mar 24, 2026 | Barrett David MichaelDir/Off | Chief Executive Officer | Sell | 10,114 | $0.84 | $8K | 221,144 | -1.56% | +30.00% |
| Mar 24, 2026 | Alvarez Divo Carlos EduardoDir | — | Sell | 1,699 | $0.84 | $1K | 348,810 | -1.56% | +30.00% |
| Mar 17, 2026 | Schaffer RyanDir/Off | Chief Financial Officer | Sell | 3,333 | $0.76 | $3K | 241,371 | -1.56% | +30.00% |
| Mar 17, 2026 | Mills Jason FahrDir | — | Sell | 6,770 | $0.76 | $5K | 551,420 | -1.56% | +30.00% |
| Mar 17, 2026 | Vidal DanielDir | — | Sell | 6,158 | $0.76 | $5K | 456,055 | -1.56% | +30.00% |
| Mar 17, 2026 | Barrett David MichaelDir/Off | Chief Executive Officer | Sell | 2,692 | $0.76 | $2K | 231,258 | -1.56% | +30.00% |
| Mar 17, 2026 | Alvarez Divo Carlos EduardoDir | — | Sell | 6,230 | $0.76 | $5K | 316,876 | -1.56% | +30.00% |
8-K · 8.01
!! High
Expensify, Inc. -- 8-K 8.01: Material Event / Announcement
May 29
8-K
Expensify, Inc. -- 8-K Filing
Expensify stockholders approved executive compensation in a non-binding advisory vote, indicating investor satisfaction with current management pay policies.
May 27
8-K · 7.01
! Medium
Expensify, Inc. -- 8-K 7.01: Regulation FD Disclosure
May 13
SC TO-I
!!! Very High
Expensify, Inc. -- Issuer Tender Offer
Expensify initiated a tender offer allowing shareholders to sell shares back to the company, providing liquidity while potentially reducing outstanding share count.
May 13
8-K
Expensify, Inc. -- 8-K Filing
Expensify risks delisting from Nasdaq Capital Market due to failing the minimum bid price requirement, though the company can cure this deficiency through a reverse stock split during its compliance period.
Apr 21
8-K · 7.01
! Medium
Expensify, Inc. -- 8-K 7.01: Regulation FD Disclosure
Expensify disclosed an investor presentation on its IR website, providing shareholders updated company information and strategic outlook for public review and analysis.
Feb 26
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 2,305,690 | $2M | New | Mar 2026 |
| 2 | Acadian Asset Management Llc | 2,210,606 | $2M | Added | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 1,971,586 | $2M | New | Mar 2026 |
| 4 | Morgan Stanley | 1,062,552 | $2M | Reduced | Dec 2025 |
| 5 | Connor, Clark & Lunn Investment Management Ltd. | 980,208 | $1M | Reduced | Dec 2025 |
| 6 | D.e. Shaw & Co | 1,318,100 | $1M | Reduced | Mar 2026 |
| 7 | Marshall Wace, Llp | 914,309 | $795K | Reduced | Mar 2026 |
| 8 | Formula Growth Ltd | 890,000 | $774K | Reduced | Mar 2026 |
| 9 | Aqr Capital Management Llc | 826,233 | $719K | Added | Mar 2026 |
| 10 | Renaissance Technologies Llc | 725,000 | $631K | Added | Mar 2026 |
| 11 | Ieq Capital, Llc | 548,021 | $477K | Added | Mar 2026 |
| 12 | Northern Trust Corp | 418,271 | $364K | — | Mar 2026 |
| 13 | Two Sigma Investments, Lp | 364,223 | $317K | Reduced | Mar 2026 |
| 14 | Wealthspire Advisors, Llc | 238,530 | $207K | Added | Mar 2026 |
| 15 | Bank Of New York Mellon Corp | 231,584 | $201K | Reduced | Mar 2026 |
| 16 | Qube Research & Technologies Ltd | 121,784 | $106K | Reduced | Mar 2026 |
| 17 | Citigroup Inc | 57,844 | $87K | Added | Dec 2025 |
| 18 | Susquehanna International Group, Llp | 97,550 | $85K | Reduced | Mar 2026 |
| 19 | Ubs Group Ag | 79,725 | $69K | Reduced | Mar 2026 |
| 20 | Nuveen, Llc | 77,657 | $68K | — | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$144.0M
Enterprise Value
$85.9M
P/E (TTM)
-6.78x
Forward P/E
26.00x
PEG Ratio
-0.07x
P/B
1.08x
P/S
1.01x
P/FCF
7.17x
EV/EBITDA
—
Shares Out
92.3M
Financials (TTM)
Revenue
$142.1M
Net Income
-$21.4M
EBITDA
-$7.8M
Free Cash Flow
$20.1M
Op Cash Flow
$20.1M
EPS Basic
$-0.23
EPS Diluted
$-0.23
EPS Forward
$0.06
Gross Margin
50.3%
Op Margin
-12.7%
Net Margin
-15.0%
Balance Sheet
Total Assets
$186.0M
Total Liab.
$53.2M
Total Equity
$132.7M
Cash
$63.1M
LT Debt
$5.1M
Book Value/Sh
$1.44
Debt/Equity
0.04x
Current Ratio
3.30
Quick Ratio
3.30
Returns & Growth
ROE
-16.1%
ROA
-11.5%
ROIC
-12.8%
Rev Growth YoY
+2.1%
EPS Growth YoY
-91.7%
Price Returns
2W
+2.6%
1M
+14.7%
3M
+23.1%
6M
-24.5%
12M
-47.1%
Technicals
52W High
$2.61
52W Low
$0.75
50d MA
$1.08
200d MA
$1.35
RSI (14)
77.50
ATR (14)
$0.08
Beta
1.70
Avg Volume
1.3M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$13.75
High
$25.00
Low
$2.50
Median
$13.75
Data updated apr 25, 2026 8:10am
· Source: financialmodelingprep.com