Expensify, Inc. (EXFY) research
Expensify, Inc.- Sector
- Technology
- Industry
- Software - Application
- Last price
- $2.35
- As of
Expensify, Inc. (EXFY): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-06.
As of . Source: SEC EDGAR filings for EXFY. Method and limitations.
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- highCONSENSUS_BUY
3 tracked funds increased EXFY this 2026Q2, institutional consensus
- highCONSENSUS_BUY
3 tracked funds increased EXFY this 2026Q2, institutional consensus
- mediumNEW_POSITION
Point72 Asset Management, L.P. new position in EXFY
- mediumNEW_POSITION
MILLENNIUM MANAGEMENT LLC new position in EXFY
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +3005% to EXFY (2026Q2)
FREE, NO ACCOUNT
Every signal on EXFY, as it fires
You are seeing 5 of 19 signals recorded on EXFY since 2026-05-16.
The five above landed across 2 days. The other 14 were recorded on 2 other days. 11 of the 19 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in EXFY (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLCCUSIP 30219Q106 · 2026Q2 | $1.3M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 30219Q106 · 2026Q2 | $909K | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 30219Q106 · 2026Q2 | $907K | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 30219Q106 · 2026Q2 | $311K | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 30219Q106 · 2026Q2 | $48K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, EXFY
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
EXFY against its peers
EXFY's operating margin of -12.7% ranks in the 57th percentile of 21 Software - Application sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-06-30.
| Metric | EXFY | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 142M USD | 83.9M USD | 63 | 22 |
| Revenue YoY | n/a | 10.7% | n/a | 8 |
| Gross margin | 50.3% | 67.6% | 43 | 14 |
| Operating margin | -12.7% | -30.7% | 57 | 21 |
| Net margin | -15.1% | -28.3% | 57 | 21 |
| Return on equity | -16.1% | -26.1% | 57 | 19 |
Peers (23): DHX, KLTR, PERF, TONX, WEWA, SMRT, SVCO, ASUR, DOMO, IMMR, MRT, AZ, XPER, EGAN, LAW, DUOT, BLND, RAASY, RBBN, LGCL, PLTS, RTB, RYDE. Left out: WONDF (no annual filing), TRAK (no annual filing). Fiscal periods ending between 2025-09-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (EXFY: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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