The page is the record's research on the issuer — no analyst, no rating, no view.

Expensify, Inc. (EXFY) — research page

US · us-cm-kg/NASDAQ/EXFY · as of 2026-11-08

Identity and listing

The issuer is Expensify, Inc., listed on NASDAQ under ticker EXFY. Its ISIN is US30219Q1067 and its LEI is not on the record (no GLEIF record with the exact legal name in jurisdiction US-DE). Its security type is Corporate, its segment is not on the record, its sector is 7372 Services-Prepackaged Software, and its jurisdiction is United States, Delaware. The issuer is listed and not halted.

fieldvaluesource · read date
nameExpensify, Inc.source · 2026-11-08
exchangeNASDAQsource · 2026-11-08
tickerEXFYsource · 2026-11-08
ISINUS30219Q1067source · 2026-10-14
LEInot on the record
security typeCorporatesource · 2026-11-08
segmentnot on the record
sector7372 Services-Prepackaged Softwaresource · 2026-11-08
jurisdictionUnited States — Delawaresource · 2026-11-08
statuslisted, not haltedsource · 2026-11-08

The disclosure read

The record holds 91 filings in the twelve months to 2026-11-08, across 39 filing days. The median gap between filing days is 6.0 days. The latest filing is dated 2026-11-05, 3 days before the record date, and is of type results. On NASDAQ the median gap is 6.0 days, the median filings count is 52, and the median latency is 5.0 days across 4359 issuers. In the sector the median gap is 5.0 days, the median filings count is 62.5, and the median latency is 4.5 days across 266 issuers. The issuer's 91 filings are above the exchange median of 52 and above the sector median of 62.5.

filingsmedian gap between filing daysdays from latest filing to as-of
this issuer9163
exchange median: NASDAQ (4359 issuers)5265
sector median: 7372 Services-Prepackaged Software (266 issuers)62.554.5
datetypecategoryfiling
2026-11-05results10-Q10-Q — 10-Q
2026-11-05results8-K8-K — 8-K (items 2.02,7.01,9.01)
2026-09-18regulatory_filing144144
2026-09-18regulatory_filing144144
2026-09-18regulatory_filing144144

window 2025-11-08 to 2026-11-08 · the node's disclosure lines, as get_filings serves them

Auditor

The auditor of record is KPMG LLP, located in Philadelphia, PA. The record holds no auditor changes.

Events and halts

The record holds no listing, delisting, name change or segment move events. The domicile change is not on the record, because EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, because the exchanges' tier transfers are not EDGAR filings. The issuer is listed, not halted.

Orderability

The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.

rule acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1 · chapter as of 2026-11-04 · the full outcome: get_orderability

Coverage

No research houses were found on the issuer's own investor-relations page.

Open research

No openly published research notes were found on the record.

Licensed

Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.

licensorentitlementtitledatesource
none loaded

As-of depth

The issuer's years sealed are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.

Sources

8 source pages are named on this page; every value above carries its own source page and read date in the numbers.

10.1
https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
10.2
https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)
10.3
https://data.sec.gov/submissions/CIK0001476840.json (identity.jurisdiction)
10.4
https://mcp.us-cm-kg.ai/events/NASDAQ/EXFY (the disclosure lines)
10.5
https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
10.6
https://www.sec.gov/Archives/edgar/data/1476840/000147684026000009/exfy-20251231.htm (the auditor)
10.7
https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
10.8
https://mcp.us-cm-kg.ai/record/NASDAQ/EXFY (the record)

Read it by agent

The same page, signed and receipted: get_research at https://mcp.getissuer.ai/mcp with {"isin":"US30219Q1067"}. Twins: .md · .json. Written: Claude through the platform account, Haiku class; one pass; checked against the numbers. Page hash sha256:3215c72e05267203.