# Expensify, Inc.: overview EXFY · Nasdaq · CIK 1476840 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31 Pages: [Overview](/companies/exfy.md) · [Financials](/companies/exfy/financials.md) · [Filings](/companies/exfy/filings.md) · [Insiders](/companies/exfy/insiders.md) Latest reported revenue: [$33.9m](/filings/0001476840-26-000072.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001476840-26-000072). ## Last eight quarters | Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [35.4](/filings/0001476840-25-000137.md) | [37.0 d](/filings/0001476840-26-000009.md) | [36.1](/filings/0001476840-26-000032.md) | [35.8](/filings/0001476840-26-000072.md) | [35.1](/filings/0001476840-25-000137.md) | [35.2 d](/filings/0001476840-26-000009.md) | [34.0](/filings/0001476840-26-000032.md) | [33.9](/filings/0001476840-26-000072.md) | | Gross margin | % | [51.6%](/filings/0001476840-25-000137.md) | [51.0% d](/filings/0001476840-26-000009.md) | [50.6%](/filings/0001476840-26-000032.md) | [51.9%](/filings/0001476840-26-000072.md) | [49.6%](/filings/0001476840-25-000137.md) | [49.2% d](/filings/0001476840-26-000009.md) | [47.6%](/filings/0001476840-26-000032.md) | [48.2%](/filings/0001476840-26-000072.md) | | Operating margin | % | [0.8%](/filings/0001476840-25-000137.md) | [1.3% d](/filings/0001476840-26-000009.md) | [(4.1%)](/filings/0001476840-26-000032.md) | [(28.9%)](/filings/0001476840-26-000072.md) | [(6.4%)](/filings/0001476840-25-000137.md) | [(11.2%) d](/filings/0001476840-26-000009.md) | [(5.8%)](/filings/0001476840-26-000032.md) | [(8.6%)](/filings/0001476840-26-000072.md) | | Net margin | % | [(6.2%)](/filings/0001476840-25-000137.md) | [(3.5%) d](/filings/0001476840-26-000009.md) | [(8.8%)](/filings/0001476840-26-000032.md) | [(24.6%)](/filings/0001476840-26-000072.md) | [(6.6%)](/filings/0001476840-25-000137.md) | [(20.2%) d](/filings/0001476840-26-000009.md) | [(6.9%)](/filings/0001476840-26-000032.md) | [(11.4%)](/filings/0001476840-26-000072.md) | | Diluted EPS | $ per share | [(0.02)](/filings/0001476840-25-000137.md) | not reported | [(0.03)](/filings/0001476840-26-000032.md) | [(0.10)](/filings/0001476840-26-000072.md) | [(0.03)](/filings/0001476840-25-000137.md) | not reported | [(0.02)](/filings/0001476840-26-000032.md) | [(0.04)](/filings/0001476840-26-000072.md) | | Free cash flow | $m | [3.7 d](/filings/0001476840-25-000137.md) | [7.4 d](/filings/0001476840-26-000009.md) | not reported | not reported | [1.8 d](/filings/0001476840-25-000137.md) | [2.2 d](/filings/0001476840-26-000009.md) | not reported | not reported | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure. ## Last five fiscal years | Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) | | --- | --- | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [143](/filings/0001476840-24-000016.md) | [169](/filings/0001476840-25-000018.md) | [151](/filings/0001476840-25-000018.md) | [139](/filings/0001476840-26-000009.md) | [142](/filings/0001476840-26-000009.md) | | Gross margin | % | [62.4%](/filings/0001476840-24-000016.md) | [63.0%](/filings/0001476840-25-000018.md) | [55.6%](/filings/0001476840-25-000018.md) | [53.9%](/filings/0001476840-26-000009.md) | [50.3%](/filings/0001476840-26-000009.md) | | Operating margin | % | [(7.2%)](/filings/0001476840-24-000016.md) | [(9.0%)](/filings/0001476840-25-000018.md) | [(22.0%)](/filings/0001476840-25-000018.md) | [(0.6%)](/filings/0001476840-26-000009.md) | [(12.7%)](/filings/0001476840-26-000009.md) | | Net margin | % | [(9.5%)](/filings/0001476840-24-000016.md) | [(15.9%)](/filings/0001476840-25-000018.md) | [(27.5%)](/filings/0001476840-25-000018.md) | [(7.2%)](/filings/0001476840-26-000009.md) | [(15.1%)](/filings/0001476840-26-000009.md) | | Diluted EPS | $ per share | [(0.36)](/filings/0001476840-24-000016.md) | [(0.33)](/filings/0001476840-25-000018.md) | [(0.50)](/filings/0001476840-25-000018.md) | [(0.12)](/filings/0001476840-26-000009.md) | [(0.23)](/filings/0001476840-26-000009.md) | | Free cash flow | $m | [2.8](/filings/0001476840-24-000016.md) | [32.3](/filings/0001476840-25-000018.md) | [0.2](/filings/0001476840-25-000018.md) | [23.9](/filings/0001476840-26-000009.md) | [20.1](/filings/0001476840-26-000009.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/exfy/insiders.md) None in coverage. ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [Parallel Advisors, LLC](/funds/1690010.md) | 2026-06-30 | $4.8m | 2,664,037 | | New +2,664,037 | | [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $4.2m | 2,359,172 | | Added +53,482 | | [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $3.7m | 2,085,857 | | Added +1,259,624 | | [Palogic Value Management, L.P.](/funds/1532943.md) | 2026-06-30 | $3.2m | 1,768,456 | | Reduced −754,110 | | [CastleKnight Management LP](/funds/1835751.md) | 2026-06-30 | $3.1m | 1,730,062 | | Unchanged | | [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $2.1m | 1,170,440 | | Reduced −801,146 | | [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $2.0m | 1,109,231 | | Reduced −2,885,275 | | [JANE STREET GROUP, LLC](/funds/1595888.md) | 2026-06-30 | $1.8m | 1,032,331 | | New +1,032,331 | | [FORMULA GROWTH LTD](/funds/1093219.md) | 2026-06-30 | $1.6m | 875,000 | | Reduced −15,000 | | [MARSHALL WACE, LLP](/funds/1318757.md) | 2026-06-30 | $1.3m | 751,773 | | Reduced −162,536 | ## Recent filings [All 658 filings](/companies/exfy/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-08-06 | 16:03 ET | [8-K](/filings/0001476840-26-000073.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001476840-26-000073 | | 2026-08-06 | 16:02 ET | [10-Q](/filings/0001476840-26-000072.md) | Quarterly report, period 2026-06-30 | 0001476840-26-000072 | | 2026-05-29 | 17:15 ET | [8-K](/filings/0001476840-26-000050.md) | 8.01 Other events | 0001476840-26-000050 | | 2026-05-27 | 17:54 ET | [8-K](/filings/0001476840-26-000047.md) | 5.07 Shareholder vote results | 0001476840-26-000047 | | 2026-05-13 | 06:01 ET | [8-K](/filings/0001476840-26-000043.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001476840-26-000043 | | 2026-05-07 | 16:02 ET | [10-Q](/filings/0001476840-26-000032.md) | Quarterly report, period 2026-03-31 | 0001476840-26-000032 | | 2026-05-07 | 16:01 ET | [8-K](/filings/0001476840-26-000031.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001476840-26-000031 | | 2026-04-21 | 16:10 ET | [8-K](/filings/0001476840-26-000024.md) | 3.01 Delisting notice | 0001476840-26-000024 | | 2026-04-10 | 16:38 ET | [DEF 14A](/filings/0001476840-26-000020.md) | Proxy statement, period 2026-04-10 | 0001476840-26-000020 | | 2026-02-26 | 16:05 ET | [10-K](/filings/0001476840-26-000009.md) | Annual report, period 2025-12-31 | 0001476840-26-000009 | ## Latest annual report [Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001476840-26-000009.md), filed Feb 26, 2026. ## Forecast league Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/e933d42c-7a07-49d0-8182-a1299a7b0b28) ## About the filer - CIK: 1476840 - Tickers: EXFY - Exchange: Nasdaq - SIC code: 7372 Services-Prepackaged Software - State of incorporation: DE - Filer category: Accelerated filer
Smaller reporting company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:40 ET. No prices; not investment advice.