Method
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 24.90% · OPTIONAL
· Services-Prepackaged Software
RESEARCH SNAPSHOTExpensify, Inc.'s latest supported as-filed period reports revenue of $33.9M; gross margin moved 372 basis points lower on the same comparison basis. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 24.90% · OPTIONAL
Yoy · gp.fundamentals.revenue
Raw value -5.31% · CORE
Level · gp.fundamentals.gross_margin
Raw value 48.22% · CORE
Level · gp.fundamentals.operating_margin
Raw value -8.63% · CORE
Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue
Raw value 14.71% · OPTIONAL
Level · gp.fundamentals.sbc_revenue_ratio
Raw value 21.29% · OPTIONAL
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Cash & equivalents changed +8.7% from the comparable as-filed period.
Gross margin changed -372 basis points from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
Gross profit changed -12.1% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
Each point keeps the date investors could first observe it and its accession.
EXFY · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0001476840-26-000073SEC ↗10-QAug 6, 2026Period Jun 30, 20260001476840-26-000072SEC ↗4Jul 7, 2026Period May 22, 20260001892081-26-000002SEC ↗4Jul 7, 2026Period May 22, 20260001891182-26-000008SEC ↗4Jul 7, 2026Period May 22, 20260001776003-26-000002SEC ↗4Jul 7, 2026Period Jul 5, 20260001891182-26-000006SEC ↗4/AJun 26, 2026Period Jun 23, 20260001892682-26-000028SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| May 22, 2026Filed Jul 7, 2026 | Pao EllenDirector | Grant Or AwardDirect | 123,762 | $0 | $0 | Form 4 ↗ |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Net income changed +56.2% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Operating income changed +71.7% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Operating margin changed +2028 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Research & development changed -3.4% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-06-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001891862-26-000015