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EXFY · Expensify, Inc.

Track EXFY — free
$2.35 +0.10 (+4.44%) At close · Oct 5
Market Cap
$201.52M
Shares
91.19M
Volume · Oct 5 514.36K Avg daily vol (3M) 904.57K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$2.35 Open$2.25 Day$2.24–2.38 52W close$0.75–2.72 Avg vol 30d574K Short int1.2M · 1.3% float · 2.1d Short vol16% Last earningsAug 6, 2026 DataNov 2021–Oct 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 4 wks
filed Aug 6, 2026
call held 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)
+27.1%
Trailing year
Short interest
1.3%
Latest settlement · 2.1 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bearish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +56%
above
Price vs 50-day avg +3%
above
RSI (14) 53
neutral
MACD trend Negative
52-week position 81%
mid-range
Momentum
relative strength
Very Strong
1-month return −1%
trailing
6-month return +170%
trailing
YTD return +56%
this year
Relative strength +159%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $2 › 200d $2 — 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
1.30% of float · ▲ +1.2% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
100 holders — mid 3-yr range
Squeeze score 44
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 −59%
past year
ATR 5.6%
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 8-K filed Aug 6, 2026
Free cash flow · fiscal year ending December 31, 2026 Initiated $12M – $14M

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
+56% Bullish
Price vs 50-day avg
+3% Bullish
RSI (14)
53 Neutral
MACD trend
Negative Bearish
52-week position
81% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $2 › 200d $2 — 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
1.30% of float · ▲ +1.2% MoM · 2.1 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 · 81% Range high $3
vs 200-day avg +56% vs 50-day avg +3%

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

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted EBITDA non-GAAP $12.81M Six Months Ended June 30, 2026 —
Companies (average) 45,700 the quarter ended June 30, 2026 filing —
Free cash flow non-GAAP $8.9M Six Months Ended June 30, 2026 —
Free cash flow margin non-GAAP 13% Six Months Ended June 30, 2026 —
Non-GAAP net income non-GAAP $3.4M Q2 2026 —
Non-GAAP net income (loss) non-GAAP $7M Six Months Ended June 30, 2026 —
Non-GAAP net income (loss) margin non-GAAP 10% Six Months Ended June 30, 2026 —
Operating cash flow margin non-GAAP 13% Six Months Ended June 30, 2026 —
Paid members 640,000 Q2 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

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
$201.52M +55.6% +2.1% — 1.3%
QH
QUHUO Ltd
$350.35B +246.3% +59.7% — 0.0%
SAP
Sap SE
$243.17B -14.5% — — 0.4%
CRM
Salesforce, Inc.
$191.79B -13.3% +25.9% 21.3 3.9%
SHOP
Shopify Inc.
$183.03B -0.5% +30.1% 95.5 1.3%

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
36
View
Short & Settlement
Short Interest Rising
Shares short
1.2M
Days to cover
2.1d
Change
+13.5K sh
View
Short Volume
Short vol %
16%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
757
Value
$1.9K
As of
Sep 3, 2026
View
Off-Exchange
Off-exchange %
43.3%
Week of
Aug 31, 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
Webcasts
Last webcast
Aug 6, 2026
View

Performance

5D 20D 120D MTD YTD
EXFY +9.3% -1.3% +170.1% +4.4% +55.6%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY +8.1% -1.9% +158.5% +2.8% +42.0%

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) 2 filings 2 filers Visit website Investor relations