Microcap Ledger

Tickers · $EXFY

Expensify, Inc. $EXFY

By Microcap Ledger desk · CIK 0001476840

Facts as of . Built from SEC filings and our own data. Small caps move fast; check the latest filings.

Snapshot

Exchange
Nasdaq Global Select Market
Sector
Services-Prepackaged Software
Headquarters
San Francisco, CA
Fiscal year end
December 31

Sources: [10-K 2026-02-26]

What the company doesAI summary of filing

Expensify is a cloud-based software platform that helps businesses manage expenses through receipt scanning, approval workflows, reimbursement processing and related financial tasks. The company serves small to medium-sized businesses, individual employees and enterprises across over 200 countries, generating revenue through monthly subscription plans for individuals and organizations. As of December 31, 2025, Expensify was a revenue-generating company with 650,000 average paid members across 39,700 companies and had processed 1.8 billion expense transactions since its 2008 founding. [10-K 2026-02-26]

Segments: Expense Management, Expensify Card, Expensify Travel, Invoicing & Bill Pay

Financial health

From XBRL company facts (USD)
PeriodRevenueNet incomeOperating cash flowCashFiling
6 months to Jun 2026$67.83M−$6.19M $8.55M$65.76M[10-Q 2026-08-06]
FY ended Dec 2025$142.10M−$21.39M $20.09M$63.08M[10-K 2026-02-26]
FY ended Dec 2024$139.24M−$10.05M $23.88M$48.77M[10-K 2026-02-26]

Listing status

Current status: 1 Form 8-K Item 3.01 filing(s) in the last 24 months, most recent 2026-04-21. Item 3.01 covers delisting notices, failures to meet a listing rule and listing transfers; read the filing for which one.

DateEventDetailsDeadlineFiling
2026-04-218-K Item 3.01Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing—[8-K 2026-04-21]

More on deficiency notices and uplistings: Listing status desk.

Who owns it

Recent Form 4 transactions
DateInsiderTypeSharesPriceFiling
2026-07-05Liu Yinggrant3,731—[4 2026-07-07]
2026-05-22Pao Ellengrant123,762—[4 2026-07-07]
2026-05-22Liu Yinggrant123,762—[4 2026-07-07]
2026-05-22Christen Timothy Lgrant123,762—[4 2026-07-07]

Catalysts and calendar

Recent filings and releases
DateTypeTitle
2026-08-068-KResults of operations; Regulation FD disclosure
2026-08-0610-QQuarterly report
2026-05-298-KOther events
2026-05-278-KShareholder vote results
2026-05-138-KRegulation FD disclosure
2026-05-0710-QQuarterly report
2026-05-078-KResults of operations; Regulation FD disclosure
2026-04-218-KListing notice or transfer
2026-04-10DEF 14AProxy statement
2026-03-31PRE 14AProxy statement
2026-03-2613G/ABeneficial ownership report (5%+ holder)
2026-02-2610-KAnnual report

Facts as of . Small caps move fast; check the latest filings.