Expensify Inc
EXFY1.505USD
+0.055+3.79%
Market hours （ET）Quotes delayed by 15 min
140.01MMarket Cap
LossP/E TTM
More Details of Expensify Inc Company
Expensify, Inc. provides a cloud-based expense management software platform. The Company helps people worldwide track expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills - all in one place. The Company delivers its services over the Internet to corporations and individuals under a license arrangement and offers pricing options for small and midsized businesses and enterprises on a per-active-member basis. Its Platform includes Expense Management, Expensify Visa Commercial Card (Expensify Card), Expensify Travel, and Invoicing & Bill Pay. Expense Management occurs in three sequential phases: Capture, Approve and Pay. Expensify Card is powered by the Visa network. Expensify Card capabilities include unlimited virtual cards, real-time compliance and continuous automatic reconciliation. Expensify Travel is a travel platform that simplifies business travel by integrating booking, approvals, payments, and collaboration into one experience.
Expensify Inc Info
Ticker SymbolEXFY
Company nameExpensify Inc
IPO dateNov 10, 2021
CEOBarrett (David)
Number of employees115
Security typeOrdinary Share
Fiscal year-endNov 10
Address88 Kearny St
CitySAN FRANCISCO
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code94108
Phone15202710858
Websitehttps://www.expensify.com/
Ticker SymbolEXFY
IPO dateNov 10, 2021
CEOBarrett (David)
Company Executives of Expensify Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Daniel Vidal
Mr. Daniel Vidal
Director
Director
311.25K
-2.81%
Mr. Timothy L. Christen
Mr. Timothy L. Christen
Independent Director
Independent Director
289.75K
+16.02%
Mr. Ryan Schaffer
Mr. Ryan Schaffer
Chief Financial Officer, Director
Chief Financial Officer, Director
187.94K
+8.45%
Ms. Ying (Vivian) Liu
Ms. Ying (Vivian) Liu
Independent Director
Independent Director
170.71K
+1.49%
Ms. Ellen Pao
Ms. Ellen Pao
Independent Director
Independent Director
169.01K
+43.50%
Ms. Anuradha (Anu) Muralidharan
Ms. Anuradha (Anu) Muralidharan
Chief Operating Officer, Director
Chief Operating Officer, Director
65.36K
--
Mr. Jason Mills
Mr. Jason Mills
Director
Director
--
--
Mr. Nick Tooker
Mr. Nick Tooker
Investor Relations
Investor Relations
--
--
Mr. David Barrett
Mr. David Barrett
Chief Executive Officer, Founder, Director
Chief Executive Officer, Founder, Director
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Daniel Vidal
Mr. Daniel Vidal
Director
Director
311.25K
-2.81%
Mr. Timothy L. Christen
Mr. Timothy L. Christen
Independent Director
Independent Director
289.75K
+16.02%
Mr. Ryan Schaffer
Mr. Ryan Schaffer
Chief Financial Officer, Director
Chief Financial Officer, Director
187.94K
+8.45%
Ms. Ying (Vivian) Liu
Ms. Ying (Vivian) Liu
Independent Director
Independent Director
170.71K
+1.49%
Ms. Ellen Pao
Ms. Ellen Pao
Independent Director
Independent Director
169.01K
+43.50%
Ms. Anuradha (Anu) Muralidharan
Ms. Anuradha (Anu) Muralidharan
Chief Operating Officer, Director
Chief Operating Officer, Director
65.36K
--
Revenue Breakdown
Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2022Q1
FY2021
FY2020
FY2019
Relevant data have not been disclosed by the company yet.
By RegionUSD
Name
Revenue
Proportion
United States
32.61M
91.18%
All other locations
3.15M
8.82%
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sat, Dec 20
Updated: Sat, Dec 20
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Mclaughlin (Steven J)
12.24%
Octopus Head Inc
7.99%
The Vanguard Group, Inc.
5.62%
BlackRock Institutional Trust Company, N.A.
4.50%
Acadian Asset Management LLC
2.81%
Other
66.85%
Shareholders
Shareholders
Proportion
Mclaughlin (Steven J)
12.24%
Octopus Head Inc
7.99%
The Vanguard Group, Inc.
5.62%
BlackRock Institutional Trust Company, N.A.
4.50%
Acadian Asset Management LLC
2.81%
Other
66.85%
Shareholder Types
Shareholders
Proportion
Individual Investor
16.79%
Investment Advisor/Hedge Fund
16.19%
Investment Advisor
13.78%
Corporation
7.99%
Hedge Fund
7.31%
Research Firm
1.61%
Family Office
0.63%
Venture Capital
0.22%
Bank and Trust
0.09%
Other
35.39%
Institutional Shareholding
Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
231
33.90M
42.98%
--
2025Q3
252
33.90M
47.75%
-4.91K
2025Q2
266
33.90M
61.53%
+2.34M
2025Q1
267
31.52M
61.09%
-17.59M
2024Q4
260
29.61M
56.96%
+3.26M
2024Q3
262
26.11M
62.16%
-146.70K
2024Q2
263
26.25M
77.41%
-4.05M
2024Q1
260
30.29M
82.78%
-28.14M
2023Q4
261
33.08M
74.92%
+2.13M
2023Q3
244
30.91M
71.70%
-7.51M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Mclaughlin (Steven J)
9.89M
12.28%
-1.83M
-15.62%
Apr 22, 2025
Octopus Head Inc
6.46M
8.02%
--
--
Apr 22, 2025
The Vanguard Group, Inc.
4.35M
5.4%
+775.99K
+21.74%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
3.49M
4.33%
+2.53M
+265.21%
Jun 30, 2025
Acadian Asset Management LLC
2.07M
2.57%
+653.26K
+46.05%
Jun 30, 2025
Castleknight Management LP
1.29M
1.6%
+524.21K
+68.26%
Jun 30, 2025
Barrett (David Michael)
1.91M
2.37%
+8.31K
+0.44%
Sep 18, 2025
Columbia Threadneedle Investments (US)
1.85M
2.3%
-444.87K
-19.39%
Jun 30, 2025
D. E. Shaw & Co., L.P.
1.84M
2.29%
-239.07K
-11.48%
Jun 30, 2025
Geode Capital Management, L.L.C.
1.33M
1.65%
+759.98K
+134.24%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Miller Value Partners Appreciation ETF
0.65%
Royce Quant Small-Cap Quality Value ETF
0.16%
VictoryShares Small Cap Free Cash Flow ETF
0.09%
iShares Micro-Cap ETF
0.02%
Avantis US Small Cap Equity ETF
0.01%
WisdomTree US SmallCap Fund
0.01%
DFA Dimensional US Sustainability Core 1 ETF
0%
Schwab U.S. Broad Market ETF
0%
Schwab U.S. Small-Cap ETF
0%
iShares Russell 2000 Value ETF
0%
View more
Miller Value Partners Appreciation ETF
Proportion0.65%
Royce Quant Small-Cap Quality Value ETF
Proportion0.16%
VictoryShares Small Cap Free Cash Flow ETF
Proportion0.09%
iShares Micro-Cap ETF
Proportion0.02%
Avantis US Small Cap Equity ETF
Proportion0.01%
WisdomTree US SmallCap Fund
Proportion0.01%
DFA Dimensional US Sustainability Core 1 ETF
Proportion0%
Schwab U.S. Broad Market ETF
Proportion0%
Schwab U.S. Small-Cap ETF
Proportion0%
iShares Russell 2000 Value ETF
Proportion0%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Expensify Inc?
The top five shareholders of Expensify Inc are:
Mclaughlin (Steven J) holds 9.89M shares, accounting for 12.28% of the total shares.
Octopus Head Inc holds 6.46M shares, accounting for 8.02% of the total shares.
The Vanguard Group, Inc. holds 4.35M shares, accounting for 5.40% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 3.49M shares, accounting for 4.33% of the total shares.
Acadian Asset Management LLC holds 2.07M shares, accounting for 2.57% of the total shares.
Mclaughlin (Steven J) holds 9.89M shares, accounting for 12.28% of the total shares.
Octopus Head Inc holds 6.46M shares, accounting for 8.02% of the total shares.
The Vanguard Group, Inc. holds 4.35M shares, accounting for 5.40% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 3.49M shares, accounting for 4.33% of the total shares.
Acadian Asset Management LLC holds 2.07M shares, accounting for 2.57% of the total shares.
What are the top three shareholder types of Expensify Inc?
The top three shareholder types of Expensify Inc are:
Mclaughlin (Steven J)
Octopus Head Inc
The Vanguard Group, Inc.
Mclaughlin (Steven J)
Octopus Head Inc
The Vanguard Group, Inc.
How many institutions hold shares of Expensify Inc (EXFY)?
As of 2025Q4, 231 institutions hold shares of Expensify Inc, with a combined market value of approximately 33.90M, accounting for 42.98% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -4.77%.
What is the biggest source of revenue for Expensify Inc?
In FY2025Q2, the -- business generated the highest revenue for Expensify Inc, amounting to -- and accounting for --% of total revenue.
