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EXFY
Expensify, Inc.
1.76
2 x 1.29
2 x 2.25
bid
ask
-
0.03
1.68%
2 @ 05:42 AM
1.77 +0.01 (0.57%)
| Ytd | 16.56% | |
| 1y | -32.57% |
1.74
day range
1.79
0.69
52 week range
2.61
| Open | 1.79 | Prev Close | 1.79 | Low | 1.74 | High | 1.79 | Mkt Cap | 169.73M |
| Vol | 837.61K | Avg Vol | 1.22M | EPS | -0.22 | P/E | N/A | Forward P/E | 13.62 |
| Beta | 1.52 | Short Ratio | 0.61 | Inst. Own | 34.87% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 08-06 | 50-d Avg | 1.20 | 200-d Avg | 1.34 | 1yr Est | 3.75 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2024-11-07 | 2024-09 | 0 | 0.07 | N/A | N/A |
| 2024-08-08 | 2024-06 | 0.07 | N/A | N/A | N/A |
| 2024-08-08 | 2024-06 | 0.07 | 0.07 | N/A | N/A |
| 2024-05-09 | 2024-03 | 0.08 | N/A | N/A | N/A |
| 2024-05-09 | 2024-03 | 0.08 | 0.05 | -0.03 | -37.50% |
| 2024-02-22 | 2023-12 | -0.03 | 0.04 | 0.07 | 233.33% |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2024-12-16 | Citigroup | Upgrade | Buy | Buy |
| 2024-11-25 | JMP Securities | Downgrade | Market Outperform | Market Perform |
| 2024-08-09 | JMP Securities | Upgrade | Market Perform | Market Outperform |
| 2024-06-14 | JMP Securities | Upgrade | Market Perform | |
| 2024-04-23 | Citigroup | Upgrade | Buy | Buy |
| 2024-02-23 | Piper Sandler | Upgrade | Neutral | Neutral |
Profile
Expensify, Inc. provides a cloud-based expense management software platform to individuals and corporations, small and midsized businesses, and enterprises in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individuals. The company was founded in 2008 and is based in Portland, Oregon.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2024-12-17 | BARRETT DAVID MICHAEL | Chief Executive Officer | 0.00 | Sale |
| 2024-10-03 | CHRISTEN TIMOTHY L | Director | 213.26K | Stock Award(Grant) |
| 2024-10-03 | LIU YING | Director | 111.92K | Stock Award(Grant) |
| 2024-07-07 | MCLAUGHLIN STEVEN J | Beneficial Owner of more than 10% of a Class of Security | 0.00 | Purchase |
| 2024-12-16 | MILLS JASON FAHR | Director | 356.16K | Sale |
| 2024-12-17 | MURALIDHARAN ANURADHA | Chief Operating Officer | 4.61K | Sale |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | Vanguard Group Inc | 3.37M | 11.93M | 4.37% |
| 2024-09-29 | Shaw D.E. & Co., Inc. | 2.73M | 9.65M | 3.53% |
| 2024-09-29 | Ameriprise Financial, Inc. | 2.20M | 7.78M | 2.85% |
| 2024-09-29 | Millennium Management Llc | 1.44M | 5.11M | 1.87% |
| 2024-09-29 | Renaissance Technologies, LLC | 1.33M | 4.70M | 1.72% |
| 2024-09-29 | Citadel Advisors Llc | 1.19M | 4.22M | 1.54% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | Vanguard Total Stock Market Index Fund | 1.58M | 5.60M | 2.05% |
| 2024-07-30 | Columbia Fds Ser Tr I-Columbia Small Cap Value Fd I | 1.42M | 5.03M | 1.84% |
| 2024-08-30 | Vanguard Information Technology Index Fund | 1.08M | 3.81M | 1.40% |
| 2024-09-29 | Vanguard Extended Market Index Fund | 634.09K | 2.24M | 0.82% |
| 2024-09-29 | Columbia Fds Var Ins Tr-Columbia Var Port-Small Cap Value Fd | 462.42K | 1.64M | 0.60% |
| 2024-10-30 | Fidelity Extended Market Index Fund | 285.15K | 1.01M | 0.37% |