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Expensify, Inc. (EXFY)

Services-Prepackaged Software

Latest Price
$2.28
TTM P/E
--
Normalized P/E
--
Div Yield
--
Book Value
1.42
P/B Ratio
1.60

Valuation metrics

adjust assumptions →
Base FCF: $20M (median of recent 5yr)
Growth: 5%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$4.39
+93% upside

Institutional Ownership

23.4% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
Parallel Advisors, LLC2.66M$4.0M2.79%+2.66M2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC2.36M$4.0M2.47%+53.5K2026-06-30
AQR CAPITAL MANAGEMENT LLC2.09M$3.0M2.19%+1.26M2026-06-30
Palogic Value Management, L.P.1.77M$3.0M1.85%-754.1K2026-06-30
CastleKnight Management LP1.73M$3.0M1.81%--2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC1.17M$2.0M1.23%-801.1K2026-06-30
BlackRock, Inc.1.11M$1.0M1.16%-2.89M2026-06-30
JANE STREET GROUP, LLC1.03M$1.0M1.08%+1.01M2026-06-30
MARSHALL WACE, LLP751.8K$1.0M0.79%-162.5K2026-06-30
RENAISSANCE TECHNOLOGIES LLC746.7K$1.0M0.78%+21.7K2026-06-30
View all institutional holders →