Expensify, Inc.(EXFY)— Stock Profile, AI Score & Financials

Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

Expensify, Inc. (EXFY) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores EXFY at 26.1/100 on a 32-signal composite quality model, placing it at rank #2,641 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (3.2) and balance sheet strength (18.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Expensify, Inc. reports quarterly revenue of $33.9M, net income of $-3.9M, an operating margin of -8.6%. Top institutional holders of EXFY by reported 13-F value include Parallel Advisors, ACADIAN ASSET MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. EXFY trades on the Nasdaq exchange and files with the SEC under CIK 1476840. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EXFY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Expensify, Inc. directly from SEC EDGAR.