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 3 季 13F 持有人
Expensify, Inc. 在 2022/9/30 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
- 83
- 較 2022 年第 2 季 +19 家
- 持有股數
- 3,216 萬
- 較 2022 年第 2 季 −75.0 萬 (−2.3%)
- 總市值
- $4.78 億
- 較 2022 年第 2 季 −$1.07 億 (−18.3%)
- 新進機構
- 29
- 另有 27 家加碼
- 清倉機構
- 10
- 另有 13 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 | $4,590 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $1.49 億 | 80.63% | 00.0% | 不變 |
| Vanguard Group Inc | 3,866,629 | $5,754 萬 | 0.00% | +1,431,326+58.8% | 加碼 |
| Durable Capital Partners LP | 2,549,831 | $3,794 萬 | 0.42% | −102,435−3.9% | 減碼 |
| Hall Kathryn A. | 2,341,590 | $3,484 萬 | 14.44% | 00.0% | 不變 |
| Light Street Capital Management, LLC | 1,603,710 | $2,386 萬 | 6.07% | −348,751−17.9% | 減碼 |
| BlackRock Inc. | 1,349,717 | $2,008 萬 | 0.00% | +512,628+61.2% | 加碼 |
| Massachusetts Financial Services Co | 1,155,490 | $1,719 萬 | 0.01% | +79,436+7.4% | 加碼 |
| Baillie Gifford & Co | 1,086,920 | $1,617 萬 | 0.02% | +1,396+0.1% | 加碼 |
| Marshall Wace, LLP | 754,584 | $1,123 萬 | 0.03% | +618,022+452.6% | 加碼 |
| Janus Henderson Group PLC | 703,902 | $1,047 萬 | 0.01% | 00.0% | 不變 |
| Ranger Investment Management, L.P. | 653,351 | $972.2 萬 | 0.76% | +26,608+4.2% | 加碼 |
| Ieq Capital, LLC | 465,802 | $693.1 萬 | 0.19% | −117,774−20.2% | 減碼 |
| Pier Capital, LLC | 444,170 | $660.9 萬 | 1.14% | +9,263+2.1% | 加碼 |
| Millennium Management LLC | 439,025 | $653.3 萬 | 0.01% | +439,025 | 新進 |
| Geode Capital Management, LLC | 411,292 | $612.0 萬 | 0.00% | +288,823+235.8% | 加碼 |
| Amica Mutual Insurance Co | 408,115 | $607.3 萬 | 0.86% | +408,115 | 新進 |
| Security Benefit Life Insurance Co | 355,853 | $529.5 萬 | 0.50% | 00.0% | 不變 |
| North Reef Capital Management LP | 336,591 | $500.8 萬 | 1.25% | +336,591 | 新進 |
| Hamilton Lane Advisors LLC | 273,959 | $407.7 萬 | 1.49% | +273,959 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $349.7 萬 | 0.45% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 224,072 | $333.5 萬 | 0.00% | +178,599+392.8% | 加碼 |
| State Street Corp | 214,995 | $319.9 萬 | 0.00% | +167,002+348.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 189,140 | $281.4 萬 | 0.00% | +189,140 | 新進 |
| Renaissance Technologies LLC | 183,800 | $273.5 萬 | 0.00% | +92,305+100.9% | 加碼 |
| Kadensa Capital Ltd | 162,534 | $241.9 萬 | 0.79% | +136,287+519.2% | 加碼 |
| Woodline Partners LP | 137,898 | $205.2 萬 | 0.03% | +4,096+3.1% | 加碼 |
| Citadel Advisors LLC | 135,416 | $201.5 萬 | 0.00% | −213,015−61.1% | 減碼 |
| Stanley-Laman Group, Ltd. | 117,003 | $174.1 萬 | 0.33% | +117,003 | 新進 |
| Russell Investments Group, Ltd. | 107,698 | $160.2 萬 | 0.00% | −218−0.2% | 減碼 |
| Coastline Trust Co | 95,886 | $142.7 萬 | 0.23% | +95,886 | 新進 |
| Goldman Sachs Group Inc | 83,882 | $124.8 萬 | 0.00% | +18,136+27.6% | 加碼 |
| Northern Trust Corp | 80,961 | $120.5 萬 | 0.00% | +58,133+254.7% | 加碼 |
| Victory Capital Management Inc | 73,646 | $109.6 萬 | 0.00% | −899−1.2% | 減碼 |
| Morgan Stanley | 54,745 | $81.5 萬 | 0.00% | +23,705+76.4% | 加碼 |
| Voloridge Investment Management, LLC | 53,498 | $79.6 萬 | 0.00% | +53,498 | 新進 |
| Jump Financial, LLC | 49,600 | $73.8 萬 | 0.03% | +49,600 | 新進 |
| State of Wisconsin Investment Board | 48,629 | $72.4 萬 | 0.00% | +34,348+240.5% | 加碼 |
| Trexquant Investment LP | 45,949 | $68.4 萬 | 0.02% | +45,949 | 新進 |
| SEI Investments Co | 44,674 | $66.5 萬 | 0.00% | +44,674 | 新進 |
| GM Advisory Group, Inc. | 44,482 | $66.2 萬 | 0.08% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 42,900 | $63.8 萬 | 0.00% | −30,989−41.9% | 減碼 |
| Ameriprise Financial Inc | 40,244 | $59.9 萬 | 0.00% | +40,244 | 新進 |
| Amica Retiree Medical Trust | 36,117 | $53.7 萬 | 0.67% | +36,117 | 新進 |
| Qube Research & Technologies Ltd | 32,970 | $49.1 萬 | 0.00% | +32,970 | 新進 |
| Swiss National Bank | 32,100 | $47.8 萬 | 0.00% | 00.0% | 不變 |
| Parsons Capital Management Inc | 27,396 | $40.8 萬 | 0.04% | +27,396 | 新進 |
| Sand Hill Global Advisors, LLC | 27,189 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| Holocene Advisors, LP | 27,084 | $40.3 萬 | 0.00% | +27,084 | 新進 |
| Bullseye Asset Management LLC | 20,779 | $30.9 萬 | 0.18% | −219−1.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 19,413 | $28.9 萬 | 0.00% | +19,413 | 新進 |
| ExodusPoint Capital Management, LP | 18,281 | $27.2 萬 | 0.00% | +18,281 | 新進 |
| Bank of New York Mellon Corp | 18,233 | $27.1 萬 | 0.00% | +18,233 | 新進 |
| Cubist Systematic Strategies, LLC | 18,022 | $26.8 萬 | 0.00% | −166−0.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 17,865 | $26.6 萬 | 0.00% | +17,865 | 新進 |
| Bank of America Corp | 17,480 | $25.9 萬 | 0.00% | −27,106−60.8% | 減碼 |
| Bamco Inc | 16,000 | $23.8 萬 | 0.00% | +2,000+14.3% | 加碼 |
| Sensible Financial Planning & Management, LLC. | 13,698 | $20.4 萬 | 0.05% | +13,698 | 新進 |
| Susquehanna International Group, LLP | 11,937 | $17.8 萬 | 0.00% | +11,937 | 新進 |
| Dynamic Technology Lab Private Ltd | 11,831 | $17.6 萬 | 0.02% | +11,831 | 新進 |
| California State Teachers Retirement System | 11,710 | $17.4 萬 | 0.00% | +46+0.4% | 加碼 |
| Virginia Retirement Systems Et Al | 10,000 | $14.9 萬 | 0.00% | +10,000 | 新進 |
| The PNC Financial Services Group, Inc. | 9,858 | $14.7 萬 | 0.00% | +689+7.5% | 加碼 |
| Credit Suisse AG | 8,971 | $13.2 萬 | 0.00% | +40.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 7,420 | $11.1 萬 | 0.00% | +7,340+9,175.0% | 加碼 |
| Ensign Peak Advisors, Inc | 5,950 | $8.90 萬 | 0.00% | +5,950 | 新進 |
| Advisor Group Holdings, Inc. | 5,330 | $7.90 萬 | 0.00% | −356−6.3% | 減碼 |
| Quantbot Technologies LP | 4,150 | $6.10 萬 | 0.00% | +2,403+137.6% | 加碼 |
| UBS Group AG | 3,774 | $5.60 萬 | 0.00% | +3,774 | 新進 |
| Legal & General Group Plc | 3,511 | $5.20 萬 | 0.00% | −5,144−59.4% | 減碼 |
| Royal Bank of Canada | 2,178 | $3.30 萬 | 0.00% | +1,178+117.8% | 加碼 |
| Wells Fargo & Company | 1,335 | $2.00 萬 | 0.00% | +1,271+1,985.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,000 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 575 | $8,000 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 563 | $8,000 | 0.00% | +11+2.0% | 加碼 |
| Citigroup Inc | 505 | $8,000 | 0.00% | +173+52.1% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 242 | $4,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 234 | $3,000 | 0.00% | −833−78.1% | 減碼 |
| Stephens Consulting, LLC | 100 | $1,488 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 61 | $1,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 26 | $387 | 0.00% | +26 | 新進 |
| Cutler Group LP | 33 | $0 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 13 | $0 | 0.00% | +13 | 新進 |
| Bogart Wealth, LLC | 25 | $0 | 0.00% | +25 | 新進 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,061,230−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,120,087−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −386,435−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −121,294−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −42,939−100.0% | 清倉 |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −42,767−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −27,199−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −18,864−100.0% | 清倉 |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Brewin Dolphin Wealth Management Ltd | – | – | – | – | 本季未申報 |