Companies / Expensify Inc

Expensify Inc

Nasdaq: EXFYCIK 1476840SAN FRANCISCO, CAexpensify.com ↗

Financials · FY2025

Revenue$142.10M
Net income$-21.39M
Total debt$0
Cash$65.76M
Diluted EPS$-0.23
Shares outstanding91.2M

Ownership

91.2M shares outstanding · as of Aug 3, 2026
3.4%Insiders
Ownership
86.6%Class A
Share classes
Class A86.57%
Common Stock8.82%
Common Stock4.62%
Insiders3.40%3,098,533
10%+ / strategic13.38%12,203,393
Institutions29.03%26,468,341
Public float54.19%49,416,397

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 11

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Insider% of sharesShares
McLaughlin Steven J.10% owner
13.38%12,203,393
Barrett David MichaelCEOChief Executive Officer · Director
1.65%1,501,047
Mills Jason FahrDirector
0.53%486,962
Vidal DanielDirector
0.40%366,049
Alvarez Divo Carlos EduardoDirector
0.31%285,508
Schaffer RyanChief Financial Officer · Director
0.22%203,936
Liu YingDirector
0.19%174,093
Muralidharan AnuradhaChief Operating Officer · Director
0.09%80,938
Exp 2020 Spv LP10% owner
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SF Roofdeck GP LLC10% owner
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Institutional holders 109

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HolderValue% of shares
Vanguard Group Inc$7.06M5.13%
Ameriprise Financial Inc$2.80M2.03%
CastleKnight Management LP$2.61M1.90%
Palogic Value Management, L.P.$2.12M1.54%
BlackRock, Inc.$1.99M1.22%
Connor, Clark & Lunn Investment Management Ltd.$1.48M1.07%
Geode Capital Management, LLC$1.19M1.50%
D. E. Shaw & Co., Inc.$1.15M1.45%
Morgan Stanley$802.2K0.58%
Marshall Wace, LLP$795.4K1.00%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Mar 3, 2026McLaughlin Steven J.
10% owner
BuyClass A Common Stock$485.0K+500K
+5.03%
10,439,949
11.45% of shares
high
Mar 6, 2026McLaughlin Steven J.
10% owner
BuyClass A Common Stock$461.7K+480K
+4.46%
11,247,482
12.33% of shares
medium
Mar 9, 2026McLaughlin Steven J.
10% owner
BuyClass A Common Stock$432.7K+456K
+4.05%
11,703,393
12.83% of shares
medium
Mar 11, 2026McLaughlin Steven J.
10% owner
BuyClass A Common Stock$420.0K+500K
+4.27%
12,203,393
13.38% of shares
medium
Mar 4, 2026McLaughlin Steven J.
10% owner
BuyClass A Common Stock$335.0K+327K
+3.13%
10,767,093
11.81% of shares
medium
Jan 2, 2026Barrett David Michael
CEO
SellClass A Common Stock$45.0K-30K
-2.18%
1,348,480
1.48% of shares
low
Feb 2, 2026Barrett David Michael
CEO
SellClass A Common Stock$43.5K-30K
-2.22%
1,318,480
1.45% of shares
low
Mar 2, 2026Barrett David Michael
CEO
SellClass A Common Stock$27.0K-30K
-2.28%
1,288,480
1.41% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
EXFY——30219Q106—