Expensify, Inc. (Nasdaq: EXFY), an SEC filer in Services-Prepackaged Software, closed at $2.58, +0.8%, on 2026-08-28, with a market cap of $236M as of 2026-08-27, a return on equity of -16.4%, a net margin of -15.1% and 3-year sales growth of -5.7%. Institutional ownership, earnings history and filed financials are on the tabs below.
Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EXFY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.0% | −34.5% | −8.4% | +17.2% | +14.7% | +53.0% | +1.7% | +41.8% | — | — | — | — | +70.9% | +13.4% | +57.4pp |
| 2025 | +6.9% | +8.2% | −21.5% | −2.6% | −25.3% | +17.2% | −21.6% | −3.4% | −5.6% | −11.9% | −4.9% | −2.6% | −54.9% | +17.7% | −72.6pp |
| 2024 | −34.4% | +28.4% | −11.5% | −13.0% | −5.6% | −1.3% | +24.2% | +25.4% | −15.5% | −3.6% | +72.5% | +2.8% | +35.6% | +24.9% | +10.7pp |
| 2023 | +17.9% | −19.1% | −3.2% | −6.9% | −8.8% | +15.3% | +1.0% | −46.8% | −24.2% | −17.8% | −12.7% | +6.0% | −72.0% | +26.2% | −98.2pp |
| 2022 | −33.5% | −29.9% | −14.3% | −14.4% | +40.7% | −15.8% | +12.2% | −9.2% | −17.9% | −12.0% | −26.9% | −7.7% | −79.9% | −18.2% | −61.8pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | — | −2.5% | −2.5% | +28.7% | −31.3pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 5 |
| Positive ⓘ | 40% | 40% | 0% | 20% | 40% | 60% | 80% | 40% | 0% | 0% | 25% | 40% |
| Median | −4.0% | −19.1% | −11.5% | −6.9% | −5.6% | +15.3% | +1.7% | −3.4% | −16.7% | −12.0% | −8.8% | −2.5% |
| Best | +17.9% | +28.4% | −3.2% | +17.2% | +40.7% | +53.0% | +24.2% | +41.8% | −5.6% | −3.6% | +72.5% | +6.0% |
| Worst | −34.4% | −34.5% | −21.5% | −14.4% | −25.3% | −15.8% | −21.6% | −46.8% | −24.2% | −17.8% | −26.9% | −7.7% |
| vs SPY ⓘ | −5.4pp | −16.6pp | −14.8pp | −5.6pp | −9.3pp | +8.8pp | +1.6pp | −5.1pp | −13.4pp | −15.0pp | −13.5pp | −2.0pp |
57 monthly observations · 2021–2026 · benchmark SPY
