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 2 季 13F 持有人
Expensify, Inc. 在 2022/6/30 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
- 65
- 較 2022 年第 1 季 +17 家
- 持有股數
- 3,291 萬
- 較 2022 年第 1 季 +706.9 萬 (+27.4%)
- 總市值
- $5.85 億
- 較 2022 年第 1 季 +$1.32 億 (+29.0%)
- 新進機構
- 26
- 另有 14 家加碼
- 清倉機構
- 9
- 另有 15 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 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $1.79 億 | 79.53% | 00.0% | 不變 |
| Boston Private Wealth LLC | 3,061,230 | $5,446 萬 | 0.84% | +3,061,230 | 新進 |
| Durable Capital Partners LP | 2,652,266 | $4,718 萬 | 0.54% | +582,637+28.2% | 加碼 |
| Vanguard Group Inc | 2,435,303 | $4,332 萬 | 0.00% | +1,559,231+178.0% | 加碼 |
| Hall Kathryn A. | 2,341,590 | $4,166 萬 | 15.20% | 00.0% | 不變 |
| Capital Research Global Investors | 2,120,087 | $3,772 萬 | 0.01% | 00.0% | 不變 |
| Light Street Capital Management, LLC | 1,952,461 | $3,473 萬 | 5.06% | −150,299−7.1% | 減碼 |
| Baillie Gifford & Co | 1,085,524 | $1,931 萬 | 0.02% | −1,351−0.1% | 減碼 |
| Massachusetts Financial Services Co | 1,076,054 | $1,914 萬 | 0.01% | +117,357+12.2% | 加碼 |
| BlackRock Inc. | 837,089 | $1,489 萬 | 0.00% | +92,407+12.4% | 加碼 |
| Janus Henderson Group PLC | 703,902 | $1,252 萬 | 0.01% | −1,872−0.3% | 減碼 |
| Ranger Investment Management, L.P. | 626,743 | $1,115 萬 | 0.84% | +626,743 | 新進 |
| Ieq Capital, LLC | 583,576 | $1,038 萬 | 0.31% | +583,576 | 新進 |
| Pier Capital, LLC | 434,907 | $773.7 萬 | 1.32% | +677+0.2% | 加碼 |
| Invesco Ltd. | 386,435 | $687.4 萬 | 0.00% | +165,347+74.8% | 加碼 |
| Security Benefit Life Insurance Co | 355,853 | $633.1 萬 | 0.38% | +355,853 | 新進 |
| Citadel Advisors LLC | 348,431 | $619.9 萬 | 0.01% | −99,752−22.3% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $418.1 萬 | 0.47% | 00.0% | 不變 |
| Marshall Wace, LLP | 136,562 | $242.8 萬 | 0.01% | +25,959+23.5% | 加碼 |
| Woodline Partners LP | 133,802 | $238.0 萬 | 0.04% | +15,806+13.4% | 加碼 |
| Ghisallo Capital Management LLC | 125,000 | $222.4 萬 | 0.27% | −125,000−50.0% | 減碼 |
| Geode Capital Management, LLC | 122,469 | $217.8 萬 | 0.00% | −3,016−2.4% | 減碼 |
| Roubaix Capital, LLC | 121,294 | $215.8 萬 | 1.86% | +121,294 | 新進 |
| Russell Investments Group, Ltd. | 107,916 | $191.8 萬 | 0.00% | +107,916 | 新進 |
| Renaissance Technologies LLC | 91,495 | $162.8 萬 | 0.00% | −31,905−25.9% | 減碼 |
| Victory Capital Management Inc | 74,545 | $132.6 萬 | 0.00% | −10.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 73,889 | $131.4 萬 | 0.00% | −15,347−17.2% | 減碼 |
| Goldman Sachs Group Inc | 65,746 | $117.0 萬 | 0.00% | −7,245−9.9% | 減碼 |
| State Street Corp | 47,993 | $85.4 萬 | 0.00% | +12,262+34.3% | 加碼 |
| Charles Schwab Investment Management Inc | 45,473 | $80.9 萬 | 0.00% | −1,485−3.2% | 減碼 |
| Bank of America Corp | 44,586 | $79.3 萬 | 0.00% | +43,239+3,210.0% | 加碼 |
| GM Advisory Group, Inc. | 44,482 | $79.1 萬 | 0.12% | +44,482 | 新進 |
| BIT Capital GmbH | 42,939 | $76.4 萬 | 0.11% | +42,939 | 新進 |
| Alpha Paradigm Partners, LLC | 42,767 | $76.1 萬 | 0.31% | +42,767 | 新進 |
| Swiss National Bank | 32,100 | $57.1 萬 | 0.00% | +32,100 | 新進 |
| Morgan Stanley | 31,040 | $55.2 萬 | 0.00% | +3,341+12.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 27,189 | $48.4 萬 | 0.03% | +27,189 | 新進 |
| HighTower Advisors, LLC | 27,199 | $48.4 萬 | 0.00% | +27,199 | 新進 |
| Kadensa Capital Ltd | 26,247 | $46.7 萬 | 0.18% | +26,247 | 新進 |
| Northern Trust Corp | 22,828 | $40.6 萬 | 0.00% | +6,558+40.3% | 加碼 |
| Bullseye Asset Management LLC | 20,998 | $37.4 萬 | 0.21% | +20,998 | 新進 |
| Wellington Management Group LLP | 18,864 | $33.6 萬 | 0.00% | +18,864 | 新進 |
| Cubist Systematic Strategies, LLC | 18,188 | $32.4 萬 | 0.00% | +18,188 | 新進 |
| State of Wisconsin Investment Board | 14,281 | $25.4 萬 | 0.00% | +14,281 | 新進 |
| Bamco Inc | 14,000 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 11,664 | $20.8 萬 | 0.00% | +11,664 | 新進 |
| The PNC Financial Services Group, Inc. | 9,169 | $16.3 萬 | 0.00% | +9,169 | 新進 |
| Credit Suisse AG | 8,967 | $16.0 萬 | 0.00% | +8,967 | 新進 |
| Legal & General Group Plc | 8,655 | $15.4 萬 | 0.00% | +8,655 | 新進 |
| Advisor Group Holdings, Inc. | 5,686 | $10.1 萬 | 0.00% | +2,966+109.0% | 加碼 |
| Quantbot Technologies LP | 1,747 | $3.10 萬 | 0.00% | −3,203−64.7% | 減碼 |
| FMR LLC | 1,067 | $1.90 萬 | 0.00% | −13,924−92.9% | 減碼 |
| Royal Bank of Canada | 1,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,000 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 575 | $1.00 萬 | 0.00% | +575 | 新進 |
| Dark Forest Capital Management LP | 552 | $1.00 萬 | 0.00% | +552 | 新進 |
| Citigroup Inc | 332 | $6,000 | 0.00% | +332 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 242 | $4,000 | 0.00% | 00.0% | 不變 |
| Brewin Dolphin Wealth Management Ltd | 125 | $2,000 | 0.00% | 00.0% | 不變 |
| Level Financial Advisors, Inc. | 100 | $2,000 | 0.00% | +100 | 新進 |
| Stephens Consulting, LLC | 100 | $1,779 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 80 | $1,000 | 0.00% | −4,140−98.1% | 減碼 |
| Wells Fargo & Company | 64 | $1,000 | 0.00% | +6+10.3% | 加碼 |
| JPMorgan Chase & Co | 61 | $1,000 | 0.00% | +61 | 新進 |
| Cutler Group LP | 33 | $0 | 0.00% | −130−79.8% | 減碼 |
| Bank of Montreal | 0 | $0 | 0.00% | −149,000−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −85,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,343−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,708−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −13,994−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,025−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,317−100.0% | 清倉 |
| UBS Group AG | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −765−100.0% | 清倉 |