Expensify (EXFY)

• Market cap: $274M
• 1 day: 1.69%
• 5 days: -9.09%
• 1 month: -16.20%
• 3 months: -14.29%
• 6 months: 63.93%
• Year to date: -14.29%
• 1 year: 92.31%
• 5 years: -92.69%
• 10 years: -92.69%
• Sector: Technology
• Industry: Software - Infrastructure

About: Expensify Inc is a cloud-based expense management software platform that helps various businesses simplify the way to manage money. It is used to scan and reimburse receipts from flights, hotels, coffee shops, office supplies and ride shares. People use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay and travel booking in one app.

Employees: 115

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,038% more call options, than puts

Call options by funds: $546K | Put options by funds: $48K

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

92% more capital invested

Capital invested by funds: $52.1M [Q3] → $100M (+$48.2M) [Q4]

17% more funds holding

Funds holding: 77 [Q3] → 90 (+13) [Q4]

4.14% more ownership

Funds ownership: 34.64% [Q3] → 38.78% (+4.14%) [Q4]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $5 67% upside
• Avg. target: $5 67% upside
• High target: $5 67% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Lake Street Eric Martinuzzi 30% 1-year accuracy 8 / 27 met price target

67% upside $5

Buy Maintained

28 Feb 2025