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 $4,590 萬；沒有大師持有。
2022 年第 1 季 13F 持有人
Expensify, Inc. 在 2022/3/31 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
- 48
- 較 2021 年第 4 季 −7 家
- 持有股數
- 2,584 萬
- 較 2021 年第 4 季 +158.6 萬 (+6.5%)
- 總市值
- $4.54 億
- 較 2021 年第 4 季 −$6.13 億 (−57.5%)
- 新進機構
- 13
- 另有 16 家加碼
- 清倉機構
- 20
- 另有 11 家減碼
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 | $4,590 萬 |
| 2026 年第 1 季 | 104 | $2,643 萬 |
| 2025 年第 4 季 | 109 | $4,500 萬 |
| 2025 年第 3 季 | 105 | $5,914 萬 |
| 2025 年第 2 季 | 97 | $8,820 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 | $5,177 萬 |
| 2024 年第 2 季 | 80 | $3,955 萬 |
| 2024 年第 1 季 | 88 | $5,615 萬 |
| 2023 年第 4 季 | 100 | $8,223 萬 |
| 2023 年第 3 季 | 104 | $1.02 億 |
| 2023 年第 2 季 | 97 | $2.89 億 |
| 2023 年第 1 季 | 97 | $2.77 億 |
| 2022 年第 4 季 | 75 | $2.95 億 |
| 2022 年第 3 季 | 83 | $4.78 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $1.76 億 | 64.30% | 00.0% | 不變 |
| Hall Kathryn A. | 2,341,590 | $4,112 萬 | 12.40% | 00.0% | 不變 |
| Capital Research Global Investors | 2,120,087 | $3,723 萬 | 0.01% | +455,026+27.3% | 加碼 |
| Light Street Capital Management, LLC | 2,102,760 | $3,692 萬 | 2.88% | +538,163+34.4% | 加碼 |
| Durable Capital Partners LP | 2,069,629 | $3,634 萬 | 0.32% | +445,937+27.5% | 加碼 |
| Baillie Gifford & Co | 1,086,875 | $1,909 萬 | 0.01% | +186,875+20.8% | 加碼 |
| Massachusetts Financial Services Co | 958,697 | $1,684 萬 | 0.00% | +495,741+107.1% | 加碼 |
| Vanguard Group Inc | 876,072 | $1,538 萬 | 0.00% | +20,964+2.5% | 加碼 |
| BlackRock Inc. | 744,682 | $1,308 萬 | 0.00% | −211,332−22.1% | 減碼 |
| Janus Henderson Group PLC | 705,774 | $1,239 萬 | 0.01% | −4,088−0.6% | 減碼 |
| Citadel Advisors LLC | 448,183 | $787.0 萬 | 0.01% | +427,266+2,042.7% | 加碼 |
| Pier Capital, LLC | 434,230 | $762.5 萬 | 0.97% | +434,230 | 新進 |
| Ghisallo Capital Management LLC | 250,000 | $439.0 萬 | 0.48% | 00.0% | 不變 |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $412.7 萬 | 0.39% | +105,000+80.8% | 加碼 |
| Invesco Ltd. | 221,088 | $388.2 萬 | 0.00% | −78,420−26.2% | 減碼 |
| Bank of Montreal | 149,000 | $291.1 萬 | 0.00% | +61,865+71.0% | 加碼 |
| Geode Capital Management, LLC | 125,485 | $220.3 萬 | 0.00% | −8,310−6.2% | 減碼 |
| Renaissance Technologies LLC | 123,400 | $216.7 萬 | 0.00% | +123,400 | 新進 |
| Woodline Partners LP | 117,996 | $207.2 萬 | 0.03% | 00.0% | 不變 |
| Marshall Wace, LLP | 110,603 | $194.4 萬 | 0.00% | +72,200+188.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 89,236 | $156.7 萬 | 0.00% | +89,236 | 新進 |
| Adage Capital Partners GP, L.L.C. | 85,000 | $149.3 萬 | 0.00% | −15,000−15.0% | 減碼 |
| Goldman Sachs Group Inc | 72,991 | $128.2 萬 | 0.00% | +1,297+1.8% | 加碼 |
| Victory Capital Management Inc | 74,546 | $112.0 萬 | 0.00% | +3,748+5.3% | 加碼 |
| Charles Schwab Investment Management Inc | 46,958 | $82.5 萬 | 0.00% | +1,123+2.5% | 加碼 |
| State Street Corp | 35,731 | $62.7 萬 | 0.00% | +29,831+505.6% | 加碼 |
| Jane Street Group, LLC | 31,343 | $55.0 萬 | 0.00% | +31,343 | 新進 |
| Morgan Stanley | 27,699 | $48.6 萬 | 0.00% | +3,164+12.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,708 | $32.9 萬 | 0.00% | −39,438−67.8% | 減碼 |
| Northern Trust Corp | 16,270 | $28.6 萬 | 0.00% | −366−2.2% | 減碼 |
| FMR LLC | 14,991 | $26.4 萬 | 0.00% | −869,789−98.3% | 減碼 |
| Bamco Inc | 14,000 | $24.6 萬 | 0.00% | −3,000−17.6% | 減碼 |
| Alyeska Investment Group, L.P. | 13,994 | $24.6 萬 | 0.00% | +13,994 | 新進 |
| Tudor Investment Corp Et Al | 11,025 | $19.4 萬 | 0.01% | −25,175−69.5% | 減碼 |
| Quantbot Technologies LP | 4,950 | $8.60 萬 | 0.01% | +4,950 | 新進 |
| Tower Research Capital LLC (TRC) | 4,220 | $7.40 萬 | 0.00% | +4,220 | 新進 |
| Advisor Group Holdings, Inc. | 2,720 | $4.80 萬 | 0.00% | −1,782−39.6% | 減碼 |
| Bank of America Corp | 1,347 | $2.40 萬 | 0.00% | +1,041+340.2% | 加碼 |
| Simplex Trading, LLC | 1,317 | $2.30 萬 | 0.00% | +1,317 | 新進 |
| Newbridge Financial Services Group, Inc. | 1,000 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Royal Bank of Canada | 1,000 | $1.80 萬 | 0.00% | +1,000 | 新進 |
| UBS Group AG | 800 | $1.40 萬 | 0.00% | +800 | 新進 |
| Money Concepts Capital Corp | 765 | $1.30 萬 | 0.00% | +765 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 242 | $4,000 | 0.00% | +242 | 新進 |
| Brewin Dolphin Wealth Management Ltd | 125 | $2,000 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 163 | $2,000 | 0.00% | +163 | 新進 |
| Stephens Consulting, LLC | 100 | $1,756 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 58 | $1,000 | 0.00% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −78,771−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −61,578−100.0% | 清倉 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −51,790−100.0% | 清倉 |
| HBK Investments L P | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Crestwood Capital Management, L.P. | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −26,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,539−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −17,300−100.0% | 清倉 |
| Legal & General Group Plc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −14,652−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,289−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −8,602−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,436−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −4,479−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Resolute Partners Group | 0 | $0 | 0.00% | −100−100.0% | 清倉 |