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 4 季 13F 持有人
Expensify, Inc. 在 2022/12/31 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
- 75
- 較 2022 年第 3 季 −7 家
- 持有股數
- 3,343 萬
- 較 2022 年第 3 季 +127.7 萬 (+4.0%)
- 總市值
- $2.95 億
- 較 2022 年第 3 季 −$1.83 億 (−38.3%)
- 新進機構
- 19
- 另有 26 家加碼
- 清倉機構
- 26
- 另有 15 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $8,869 萬 | 99.99% | 00.0% | 不變 |
| Vanguard Group Inc | 3,981,436 | $3,516 萬 | 0.00% | +114,807+3.0% | 加碼 |
| Boston Private Wealth LLC | 3,360,230 | $2,967 萬 | 0.40% | +3,360,230 | 新進 |
| Hall Kathryn A. | 2,341,590 | $2,068 萬 | 8.49% | 00.0% | 不變 |
| Durable Capital Partners LP | 1,599,905 | $1,413 萬 | 0.15% | −949,926−37.3% | 減碼 |
| Invenomic Capital Management LP | 1,436,358 | $1,268 萬 | 0.92% | +1,436,358 | 新進 |
| BlackRock Inc. | 1,396,557 | $1,233 萬 | 0.00% | +46,840+3.5% | 加碼 |
| Light Street Capital Management, LLC | 1,349,211 | $1,191 萬 | 4.44% | −254,499−15.9% | 減碼 |
| Baillie Gifford & Co | 1,098,385 | $969.9 萬 | 0.01% | +11,465+1.1% | 加碼 |
| Janus Henderson Group PLC | 704,112 | $621.7 萬 | 0.00% | +2100.0% | 加碼 |
| Millennium Management LLC | 702,507 | $620.3 萬 | 0.01% | +263,482+60.0% | 加碼 |
| Ieq Capital, LLC | 465,802 | $411.3 萬 | 0.12% | 00.0% | 不變 |
| Marshall Wace, LLP | 446,002 | $393.8 萬 | 0.01% | −308,582−40.9% | 減碼 |
| Geode Capital Management, LLC | 431,250 | $380.7 萬 | 0.00% | +19,958+4.9% | 加碼 |
| Security Benefit Life Insurance Co | 355,853 | $314.2 萬 | 0.40% | 00.0% | 不變 |
| State Street Corp | 283,105 | $250.0 萬 | 0.00% | +68,110+31.7% | 加碼 |
| Hamilton Lane Advisors LLC | 273,959 | $241.9 萬 | 0.87% | 00.0% | 不變 |
| Kadensa Capital Ltd | 261,064 | $230.5 萬 | 0.69% | +98,530+60.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 251,886 | $222.4 萬 | 0.00% | +208,986+487.1% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $207.5 萬 | 0.26% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 229,756 | $202.9 萬 | 0.00% | +5,684+2.5% | 加碼 |
| Renaissance Technologies LLC | 220,600 | $194.8 萬 | 0.00% | +36,800+20.0% | 加碼 |
| Morling Financial Advisors, LLC | 167,652 | $148.0 萬 | 1.89% | +167,652 | 新進 |
| Coastline Trust Co | 150,678 | $133.0 萬 | 0.20% | +54,792+57.1% | 加碼 |
| Goldman Sachs Group Inc | 139,287 | $123.0 萬 | 0.00% | +55,405+66.1% | 加碼 |
| Woodline Partners LP | 127,910 | $112.9 萬 | 0.02% | −9,988−7.2% | 減碼 |
| Tudor Investment Corp Et Al | 117,797 | $104.0 萬 | 0.03% | +117,797 | 新進 |
| Stanley-Laman Group, Ltd. | 101,135 | $89.3 萬 | 0.17% | −15,868−13.6% | 減碼 |
| Northern Trust Corp | 90,957 | $80.3 萬 | 0.00% | +9,996+12.3% | 加碼 |
| AQR Capital Management LLC | 87,228 | $77.0 萬 | 0.00% | +87,228 | 新進 |
| Morgan Stanley | 77,346 | $68.3 萬 | 0.00% | +22,601+41.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 76,758 | $67.8 萬 | 0.01% | +58,736+325.9% | 加碼 |
| Bank of New York Mellon Corp | 67,698 | $59.8 萬 | 0.00% | +49,465+271.3% | 加碼 |
| Trexquant Investment LP | 65,528 | $57.9 萬 | 0.02% | +19,579+42.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 56,017 | $49.5 萬 | 0.00% | +38,152+213.6% | 加碼 |
| Legal & General Group Plc | 54,506 | $48.1 萬 | 0.00% | +50,995+1,452.4% | 加碼 |
| Advisory Services Network, LLC | 54,373 | $48.0 萬 | 0.01% | +54,373 | 新進 |
| State of Wisconsin Investment Board | 47,782 | $42.2 萬 | 0.00% | −847−1.7% | 減碼 |
| GM Advisory Group, Inc. | 44,482 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| HRT Financial LP | 41,545 | $36.6 萬 | 0.01% | +41,545 | 新進 |
| Jump Financial, LLC | 34,100 | $30.1 萬 | 0.02% | −15,500−31.3% | 減碼 |
| Bank of America Corp | 33,955 | $30.0 萬 | 0.00% | +16,475+94.3% | 加碼 |
| Swiss National Bank | 32,100 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 30,000 | $26.5 萬 | 0.00% | +30,000 | 新進 |
| Parsons Capital Management Inc | 27,396 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 27,189 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 27,162 | $24.0 萬 | 0.00% | +27,162 | 新進 |
| LMR Partners LLP | 22,500 | $19.9 萬 | 0.00% | +22,500 | 新進 |
| Bullseye Asset Management LLC | 20,779 | $18.3 萬 | 0.10% | 00.0% | 不變 |
| JPMorgan Chase & Co | 19,522 | $17.2 萬 | 0.00% | +19,461+31,903.3% | 加碼 |
| Bamco Inc | 16,000 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 15,947 | $14.1 萬 | 0.00% | +15,947 | 新進 |
| Balyasny Asset Management LLC | 13,373 | $11.8 萬 | 0.00% | +13,373 | 新進 |
| Virginia Retirement Systems Et Al | 12,800 | $11.3 萬 | 0.00% | +2,800+28.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 12,039 | $10.6 萬 | 0.02% | +12,039 | 新進 |
| California State Teachers Retirement System | 11,862 | $10.5 萬 | 0.00% | +152+1.3% | 加碼 |
| Engineers Gate Manager LP | 10,331 | $9.12 萬 | 0.01% | +10,331 | 新進 |
| Credit Suisse AG | 9,097 | $8.03 萬 | 0.00% | +126+1.4% | 加碼 |
| State of Wyoming | 8,596 | $7.59 萬 | 0.03% | +8,596 | 新進 |
| Advisor Group Holdings, Inc. | 3,001 | $2.62 萬 | 0.00% | −2,329−43.7% | 減碼 |
| Royal Bank of Canada | 2,183 | $1.90 萬 | 0.00% | +5+0.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,000 | $8,830 | 0.01% | 00.0% | 不變 |
| Wells Fargo & Company | 813 | $7,179 | 0.00% | −522−39.1% | 減碼 |
| Rockefeller Capital Management L.P. | 575 | $5,000 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 479 | $4,230 | 0.00% | −3,671−88.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 450 | $3,974 | 0.00% | +450 | 新進 |
| Citadel Advisors LLC | 365 | $3,223 | 0.00% | −135,051−99.7% | 減碼 |
| Citigroup Inc | 341 | $3,011 | 0.00% | −164−32.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 349 | $3,000 | 0.00% | −7,071−95.3% | 減碼 |
| UBS Group AG | 283 | $2,499 | 0.00% | −3,491−92.5% | 減碼 |
| Money Concepts Capital Corp | 125 | $1,104 | 0.00% | +125 | 新進 |
| Stephens Consulting, LLC | 100 | $883 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 5 | $44 | 0.00% | +5 | 新進 |
| FMR LLC | 4 | $34 | 0.00% | −230−98.3% | 減碼 |
| Simplex Trading, LLC | 113 | $0 | 0.00% | +113 | 新進 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,155,490−100.0% | 清倉 |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −653,351−100.0% | 清倉 |
| Pier Capital, LLC | 0 | $0 | 0.00% | −444,170−100.0% | 清倉 |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −408,115−100.0% | 清倉 |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −336,591−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −189,140−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −107,698−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −73,646−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,498−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −44,674−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −40,244−100.0% | 清倉 |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −36,117−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,970−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −27,084−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −19,413−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,281−100.0% | 清倉 |
| Sensible Financial Planning & Management, LLC. | 0 | $0 | 0.00% | −13,698−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,937−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,831−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −9,858−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −5,950−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −563−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −242−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −13−100.0% | 清倉 |