Expensify, Inc.

Expensify, Inc.

EXFY·NASDAQ

$1.16

-0.43%
TechnologySoftware - Application

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.

At a Glance

Live Snapshot
Market Cap$111.87M
EPS-0.2300
P/E Ratio-5.04
Earnings Date08/06/2026
-12.85%
Return on Invested Capital
2037%
3Y+40.0%
5Y+164.0%
10Y+413.0%
-16.11%
Return on Equity
106%
3Y-42.0%
5Y+33.0%
10Y+529.0%
-11.50%
Return on Assets
99%
3Y-10.0%
5Y+490.0%
10Y-810.0%
Expensify, Inc.

Expensify, Inc. Management Team

EXFY · NASDAQ
MC

Mr. Cole Eason

Chief Compliance Officer & Corporate Secretary

male
MR

Mr. Ryan Schaffer

Chief Financial Officer & Director

Compensation

$1,072,461

Born 1988(Age 38)
male
MA

Ms. Anuradha Muralidharan

Chief Operating Officer & Director

Compensation

$870,036

Born 1984(Age 42)
female
MJ

Mr. Jason Fahr Mills

Chief Product Officer & Director

Born 1982(Age 44)
male
MD

Mr. Daniel Vidal

Chief Strategy Officer & Director

Born 1989(Age 37)
male
MD

Mr. David Barrett

Founder, Chief Executive Officer, President & Director

Compensation

$1,859,229

Born 1977(Age 49)
male
exfy

Expensify, Inc. Insider Positioning

EXFY · NASDAQ

During the last 12 months, insiders have purchased $2.37M and sold $894K worth of EXFY shares, resulting in $1.48M of net buying activity.

3 Months

Bought

1.4M

1.31M

Sold

100.7K

109.23K

Net Activity

+1.2M

+$1.21M

3-6 Months

Bought

827.1K

820.00K

Sold

140.4K

192.45K

Net Activity

+628K

+$628K

6-9 Months

Bought

40.0K

57.20K

Sold

146.7K

253.91K

Net Activity

-197K

-$197K

9-12 Months

Bought

78.8K

180.53K

Sold

160.9K

338.71K

Net Activity

-158K

-$158K

Top Buyers

1
MSJ

Mclaughlin Steven J.

10 Percent Owner

2.3M shares5 transactions

$2.13M

2
MJF

Mills Jason Fahr

Director

36.5K shares1 transactions

$84K

3
CTL

Christen Timothy L

Director

40.0K shares1 transactions

$57K

4
VD

Vidal Daniel

Director

22.3K shares1 transactions

$51K

5
MA

Muralidharan Anuradha

Director, Officer: Chief Operating Officer

11.6K shares1 transactions

$27K

Top Sellers

1
BDM

Barrett David Michael

Director, Officer: Chief Executive Officer

372.5K shares17 transactions

$601K

2
MA

Muralidharan Anuradha

Director, Officer: Chief Operating Officer

48.3K shares8 transactions

$94K

3
VD

Vidal Daniel

Director

37.2K shares9 transactions

$67K

4
ADCE

Alvarez Divo Carlos Eduardo

Director

49.7K shares4 transactions

$56K

5
MJF

Mills Jason Fahr

Director

23.7K shares7 transactions

$44K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Positive insider sentiment with $1.48M net buying. Buying activity substantially exceeds selling, indicating insider confidence.

Buy/Sell Ratio

2.65:1

Strong buy/sell ratio. Buying is at least double the selling activity, suggesting robust insider confidence.

Recent Trend (3 Months)

$1.21M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.

SEC Filings

EXFY - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 10, 2026
April 10, 2026
2026
DEF 14A

DEF 14A 2025

N/A

April 25, 2025
April 25, 2025
2025
DEF 14A

DEF 14A 2024

N/A

April 26, 2024
April 26, 2024
2024
DEF 14A

DEF 14A

N/A

April 28, 2023
April 28, 2023
 
DEF 14A

DEF 14A 2022

N/A

April 29, 2022
April 29, 2022
2022
Showing 1 to 5 of 5 filings