Expensify, Inc.
Expensify (Nasdaq: EXFY) provides a cloud-based expense management platform for organizations of all sizes, with particular focus on small and medium-sized businesses. Its software helps employees and finance teams capture receipts, track expenses, approve spending, reconcile transactions and reimburse employees;… From the company’s description.
Over the twelve months to Sep 30, 2026, Expensify, Inc. reported revenue of $136.05M, down 5.5% from a year earlier, and a net loss of $16.64M. Its operating margin was −8.5%, and operations generated $14.77M in cash. In fiscal 2025, it reported revenue of $142.10M, up 2.1% from fiscal 2024, and a net loss of $21.39M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Expensify, Inc. does
In the company’s own words
Expensify (Nasdaq: EXFY) provides a cloud-based expense management platform for organizations of all sizes, with particular focus on small and medium-sized businesses. Its software helps employees and finance teams capture receipts, track expenses, approve spending, reconcile transactions and reimburse employees; additional features support corporate cards, business travel, invoice generation, bill payment and collections. The platform is used by individuals, businesses and their employees, contractors and administrators, and integrates with accounting, HR, banking and travel systems. Expensify offers free individual plans and paid business subscriptions, with features available through a single platform. It operates as one business rather than reporting separate operating segments. In the quarter ended December 31, 2025, an average of 650,000 paid members across an average of 39,700 companies in more than 200 countries and territories used its services. By December 31, 2025, the platform had processed more than 1.8 billion expense transactions. Its SmartScan technology extracts receipt information, while the Expensify Card, powered by Visa, supports corporate spending and expense reconciliation. Its website is https://www.expensify.com.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Prepackaged Software
- Headquarters
- SAN FRANCISCO, CA
- Fiscal year end
- December
- CIK
- 1476840
- SIC
- 7372
Financial performance, year by year
Fiscal 2021–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Expensify, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Expensify, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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