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EXFY · Expensify, Inc.

Track EXFY — free
$2.16 -0.06 (-2.70%) At close · Sep 11
Market Cap
$196.96M
Shares
91.19M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$2.16 Open$2.23 Day$2.14–2.27 52W close$0.75–2.72 Avg vol 30d1.0M Short int1.2M · 1.3% float · 1.6d Short vol22% Last earningsAug 6, 2026 DataNov 2021–Sep 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 8 wks
filed Aug 6, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$138.10M
Trailing 12 months
Net income (TTM)
−$15.62M
Trailing 12 months
Revenue growth YoY
-5.3%
Year over year
Operating margin
-8.0%
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
+3.4%
Year over year · more shares
Price change (1Y)
+10.2%
Trailing year
Short interest
1.3%
Latest settlement · 1.6 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bearish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +49%
above
Price vs 50-day avg +2%
above
RSI (14) 41
neutral
MACD trend Negative
52-week position 72%
mid-range
Momentum
relative strength
Strong
1-month return −3%
trailing
6-month return +159%
trailing
YTD return +43%
this year
Relative strength +141%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $2 › 200d $1 — 50d above 200d
Institutional flow Distributing
-4% holders QoQ · +26 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.29% of float · ▲ +48.8% MoM · 1.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
100 holders — mid 3-yr range
Squeeze score 61
elevated · 0–100
Fundamentals
Strong
Revenue growth +2%
Y/Y
Gross margin 50%
contracting
EPS growth −92%
Y/Y
Free cash flow $20.1M
Buyback $39.8M
remaining
Balance sheet $30.8M
net cash
Quant / Vol
risk profile
Very High
Volatility 81%
annualized · 1-yr
Max drawdown −62%
past year
ATR 6.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jun 30, 2026
Free cash flow · full year 2026 Non-GAAP Initiated $12M – $14M
Prior guidance period ended · from the 8-K filed Aug 8, 2024
Free Cash Flow · fiscal year ending December 31, 2024 $15M – $16M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+49% Bullish
Price vs 50-day avg
+2% Bullish
RSI (14)
41 Neutral
MACD trend
Negative Bearish
52-week position
72% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $2 › 200d $1 — 50d above 200d
Institutional flow Distributing
-4% holders QoQ · +26 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.29% of float · ▲ +48.8% MoM · 1.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
100 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $1 Now $2 · 72% Range high $3
vs 200-day avg +49% vs 50-day avg +2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Software - Application — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
EXFY
Expensify, Inc.
this stock
$196.96M +43.0% +2.1% 1.3%
SAP
Sap SE
$238.18B -15.0% 0.4%
CRM
Salesforce, Inc.
$203.87B -6.5% +25.9% 22.6 3.5%
SHOP
Shopify Inc.
$165.71B -20.0% +30.1% 86.4 1.4%
UBER
Uber Technologies, Inc
$146.39B -12.3% +18.3% 15.3 2.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
100
% held
28.1%
Net QoQ
-4.7M sh
Top holder
Parallel Advisors, LLC
Held Float
View
Held by Funds
Fund positions
48
View
Short & Settlement
Short Interest Rising
Shares short
1.2M
Days to cover
1.6d
Change
+384.5K sh
View
Short Volume
Short vol %
22%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
1.9K
Value
$4.4K
As of
Aug 12, 2026
View
Off-Exchange
Off-exchange %
49.8%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$142.1M
Net income (FY)
$-21.4M
EPS diluted
$-0.23
View
Buybacks
Remaining
$39.8M
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 6, 2026
This year
11
View
Proposed Sales
Value
$13.5K
Shares
10.7K
Filed
Jun 15, 2026
View
Earnings & Events
Earnings Calls
Last call
Aug 6, 2026
View

Performance

5D 20D 120D MTD YTD
EXFY -11.1% -2.7% +158.7% -14.3% +43.1%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -10.0% -1.0% +140.8% -13.9% +31.0%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
Spent (derived)
Remaining
$39.80M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1476840 CUSIP 30219Q106 13F (30d) 56 filings 56 filers Visit website Investor relations