Expensify, Inc.
EXFY- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001476840
近 90 天，Expensify, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 100 家機構在 13F 申報持有，市值合計 $4,906 萬；沒有大師持有。
2026 年第 2 季 13F 持有人
Expensify, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 100
- 較 2026 年第 1 季 −2 家
- 持有股數
- 2,742 萬
- 較 2026 年第 1 季 −292.4 萬 (−9.6%)
- 總市值
- $4,906 萬
- 較 2026 年第 1 季 +$2,266 萬 (+85.8%)
- 新進機構
- 26
- 另有 33 家加碼
- 清倉機構
- 28
- 另有 29 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 EXFY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 100 | $4,906 萬 |
| 2026 年第 1 季 | 104 | $2,643 萬 |
| 2025 年第 4 季 | 109 | $4,513 萬 |
| 2025 年第 3 季 | 105 | $5,933 萬 |
| 2025 年第 2 季 | 97 | $8,821 萬 |
| 2025 年第 1 季 | 98 | $9,666 萬 |
| 2024 年第 4 季 | 90 | $1.00 億 |
| 2024 年第 3 季 | 77 | $5,208 萬 |
| 2024 年第 2 季 | 80 | $3,972 萬 |
| 2024 年第 1 季 | 88 | $5,836 萬 |
| 2023 年第 4 季 | 100 | $8,478 萬 |
| 2023 年第 3 季 | 104 | $1.02 億 |
| 2023 年第 2 季 | 97 | $2.92 億 |
| 2023 年第 1 季 | 97 | $2.79 億 |
| 2022 年第 4 季 | 75 | $2.95 億 |
| 2022 年第 3 季 | 83 | $4.89 億 |
| 2022 年第 2 季 | 65 | $5.85 億 |
| 2022 年第 1 季 | 48 | $4.54 億 |
| 2021 年第 4 季 | 55 | $10.7 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Expensify, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Palogic Value Management, L.P. | 3,536,912 | $633.1 萬 | 1.13% | +1,014,346+40.2% | 加碼 |
| Parallel Advisors, LLC | 2,664,037 | $476.9 萬 | 0.07% | +2,664,037 | 新進 |
| Acadian Asset Management LLC | 2,456,422 | $439.2 萬 | 0.01% | +245,816+11.1% | 加碼 |
| Vanguard Capital Management LLC | 2,359,172 | $422.3 萬 | 0.00% | +53,482+2.3% | 加碼 |
| AQR Capital Management LLC | 2,085,857 | $373.4 萬 | 0.00% | +1,259,624+152.5% | 加碼 |
| CastleKnight Management LP | 1,730,062 | $309.7 萬 | 0.11% | 00.0% | 不變 |
| Vanguard Portfolio Management LLC | 1,170,440 | $209.5 萬 | 0.00% | −801,146−40.6% | 減碼 |
| BlackRock, Inc. | 1,109,231 | $198.6 萬 | 0.00% | −2,885,275−72.2% | 減碼 |
| Jane Street Group, LLC | 1,032,331 | $184.8 萬 | 0.00% | +1,032,331 | 新進 |
| Formula Growth Ltd | 875,000 | $156.6 萬 | 0.55% | −15,000−1.7% | 減碼 |
| Marshall Wace, LLP | 751,773 | $134.6 萬 | 0.00% | −162,536−17.8% | 減碼 |
| Renaissance Technologies LLC | 746,700 | $133.7 萬 | 0.00% | +21,700+3.0% | 加碼 |
| Geode Capital Management, LLC | 663,229 | $118.8 萬 | 0.00% | −706,730−51.6% | 減碼 |
| Millennium Management LLC | 507,991 | $90.9 萬 | 0.00% | +507,991 | 新進 |
| Two Sigma Investments, LP | 506,979 | $90.7 萬 | 0.00% | +142,756+39.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 392,794 | $70.3 萬 | 0.00% | +2,783+0.7% | 加碼 |
| Morgan Stanley | 335,737 | $60.1 萬 | 0.00% | +62,888+23.0% | 加碼 |
| Charles Schwab Investment Management Inc | 260,794 | $46.7 萬 | 0.00% | −119,602−31.4% | 減碼 |
| UBS Group AG | 257,293 | $46.1 萬 | 0.00% | +177,568+222.7% | 加碼 |
| Ieq Capital, LLC | 254,220 | $45.5 萬 | 0.00% | −293,801−53.6% | 減碼 |
| State Street Corp | 243,681 | $43.6 萬 | 0.00% | −479,917−66.3% | 減碼 |
| Wealthspire Advisors, LLC | 238,530 | $42.7 萬 | 0.00% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 204,313 | $36.6 萬 | 0.00% | +204,313 | 新進 |
| Gsa Capital Partners LLP | 184,143 | $33.0 萬 | 0.02% | +155,007+532.0% | 加碼 |
| Citadel Advisors LLC | 173,558 | $31.1 萬 | 0.00% | +173,558 | 新進 |
| HRT Financial LP | 170,666 | $30.5 萬 | 0.00% | +170,666 | 新進 |
| Goldman Sachs Group Inc | 157,928 | $28.3 萬 | 0.00% | −136,859−46.4% | 減碼 |
| Northern Trust Corp | 150,590 | $27.0 萬 | 0.00% | −267,681−64.0% | 減碼 |
| Pale Fire Capital SE | 134,409 | $24.1 萬 | 0.02% | −346,642−72.1% | 減碼 |
| RBF Capital, LLC | 120,000 | $21.5 萬 | 0.01% | +120,000 | 新進 |
| Aster Capital Management (DIFC) Ltd | 117,990 | $21.1 萬 | 0.04% | +117,990 | 新進 |
| Bank of New York Mellon Corp | 110,473 | $19.8 萬 | 0.00% | −121,111−52.3% | 減碼 |
| Mariner, LLC | 101,888 | $18.2 萬 | 0.00% | +68,401+204.3% | 加碼 |
| Bridgeway Capital Management, LLC | 94,300 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 88,926 | $15.9 萬 | 0.00% | +36,763+70.5% | 加碼 |
| Bank of America Corp | 87,768 | $15.7 萬 | 0.00% | +39,089+80.3% | 加碼 |
| Creative Planning | 86,538 | $15.5 萬 | 0.00% | +23,479+37.2% | 加碼 |
| Cerity Partners LLC | 84,144 | $15.1 萬 | 0.00% | +51,542+158.1% | 加碼 |
| HSBC Holdings PLC | 82,774 | $14.7 萬 | 0.00% | −1,555−1.8% | 減碼 |
| Dimensional Fund Advisors LP | 78,173 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 64,764 | $11.6 萬 | 0.00% | +64,764 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 55,355 | $10.5 萬 | 0.00% | +38,027+219.5% | 加碼 |
| Franklin Resources Inc | 55,614 | $9.95 萬 | 0.00% | +38,743+229.6% | 加碼 |
| Williams & Novak, LLC | 53,630 | $9.60 萬 | 0.06% | −10,620−16.5% | 減碼 |
| Mercer Global Advisors Inc | 52,643 | $9.42 萬 | 0.00% | +37,760+253.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 52,570 | $9.41 萬 | 0.00% | −452,258−89.6% | 減碼 |
| FMR LLC | 45,752 | $8.19 萬 | 0.00% | +12,559+37.8% | 加碼 |
| Prentiss Smith & Co Inc | 42,485 | $7.60 萬 | 0.04% | +10,000+30.8% | 加碼 |
| JustInvest LLC | 39,426 | $7.06 萬 | 0.00% | +18,916+92.2% | 加碼 |
| Susquehanna International Group, LLP | 38,712 | $6.93 萬 | 0.00% | −58,838−60.3% | 減碼 |
| Balyasny Asset Management LLC | 37,387 | $6.69 萬 | 0.00% | −12,593−25.2% | 減碼 |
| SRS Capital Advisors, Inc. | 36,514 | $6.54 萬 | 0.00% | +36,347+21,764.7% | 加碼 |
| Captrust Financial Advisors | 33,529 | $6.00 萬 | 0.00% | +33,529 | 新進 |
| Russell Investments Group, Ltd. | 28,991 | $5.19 萬 | 0.00% | +23,045+387.6% | 加碼 |
| Point72 Asset Management, L.P. | 26,675 | $4.77 萬 | 0.00% | +26,675 | 新進 |
| Merit Financial Group, LLC | 23,170 | $4.15 萬 | 0.00% | +10,990+90.2% | 加碼 |
| Group One Trading, L.P. | 21,457 | $3.84 萬 | 0.00% | +13,442+167.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 21,400 | $3.83 萬 | 0.00% | +21,400 | 新進 |
| Colony Group, LLC | 20,361 | $3.64 萬 | 0.00% | +20,361 | 新進 |
| Sand Hill Global Advisors, LLC | 20,314 | $3.64 萬 | 0.00% | 00.0% | 不變 |
| Brighton Jones LLC | 20,064 | $3.59 萬 | 0.00% | +20,064 | 新進 |
| Lavelle Capital LP | 20,000 | $3.58 萬 | 0.02% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 19,879 | $3.56 萬 | 0.00% | +19,879 | 新進 |
| R Squared Ltd | 19,587 | $3.51 萬 | 0.02% | +19,587 | 新進 |
| Vanguard Global Advisers, LLC | 17,042 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| StoneX Group Inc. | 25,542 | $2.80 萬 | 0.00% | +25,542 | 新進 |
| Two Sigma Securities, LLC | 14,041 | $2.51 萬 | 0.00% | −4,975−26.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 13,658 | $2.44 萬 | 0.00% | +13,658 | 新進 |
| JPMorgan Chase & Co | 12,527 | $2.20 萬 | 0.00% | −12,970−50.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 10,870 | $1.95 萬 | 0.00% | −2,013−15.6% | 減碼 |
| Mutual Advisors, LLC | 10,000 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 8,632 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 7,816 | $1.40 萬 | 0.00% | −605−7.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 7,680 | $1.37 萬 | 0.00% | −1,676−17.9% | 減碼 |
| Simplex Trading, LLC | 4,823 | $8,633 | 0.00% | −17,310−78.2% | 減碼 |
| Royal Bank of Canada | 4,555 | $8,000 | 0.00% | −2,034−30.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,251 | $7,609 | 0.00% | +2,351+123.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,956 | $7,081 | 0.00% | −15,463−79.6% | 減碼 |
| Allworth Financial LP | 3,763 | $6,736 | 0.00% | +3,304+719.8% | 加碼 |
| Essential Partners LLC | 2,723 | $4,874 | 0.00% | −1,903−41.1% | 減碼 |
| UBS Asset Management Americas Inc | 1,921 | $3,439 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,432 | $2,563 | 0.00% | +88+6.5% | 加碼 |
| Rothschild Investment LLC | 1,367 | $2,447 | 0.00% | +1,114+440.3% | 加碼 |
| SBI Securities Co., Ltd. | 895 | $1,602 | 0.00% | +134+17.6% | 加碼 |
| True Wealth Design, LLC | 752 | $1,347 | 0.00% | +718+2,111.8% | 加碼 |
| Farther Finance Advisors, LLC | 701 | $1,247 | 0.00% | +701 | 新進 |
| Purpose Unlimited Inc. | 650 | $1,177 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 500 | $1,000 | 0.00% | +500 | 新進 |
| IFP Advisors, Inc | 486 | $870 | 0.00% | +204+72.3% | 加碼 |
| Wells Fargo & Company | 202 | $362 | 0.00% | −23,280−99.1% | 減碼 |
| Fortitude Family Office, LLC | 179 | $320 | 0.00% | +179 | 新進 |
| Caitong International Asset Management Co., Ltd | 125 | $224 | 0.00% | +125 | 新進 |
| Rhumbline Advisers | 100 | $179 | 0.00% | −42,857−99.8% | 減碼 |
| SJS Investment Consulting Inc. | 97 | $174 | 0.00% | +75+340.9% | 加碼 |
| Citigroup Inc | 33 | $59 | 0.00% | −2,937−98.9% | 減碼 |
| Smartleaf Asset Management LLC | 25 | $44 | 0.00% | 00.0% | 不變 |
| BFSG, LLC | 16 | $29 | 0.00% | +16 | 新進 |
| Clearstead Advisors, LLC | 6 | $11 | 0.00% | +6 | 新進 |
| JPL Wealth Management, LLC | 5 | $9 | 0.00% | +5 | 新進 |
| Action Point Financial Planning, LLC | 5 | $9 | 0.00% | +5 | 新進 |