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。
2023 年第 1 季 13F 持有人
Expensify, Inc. 在 2023/3/31 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
- 97
- 較 2022 年第 4 季 +22 家
- 持有股數
- 3,397 萬
- 較 2022 年第 4 季 +53.4 萬 (+1.6%)
- 總市值
- $2.77 億
- 較 2022 年第 4 季 −$1,839 萬 (−6.2%)
- 新進機構
- 30
- 另有 28 家加碼
- 清倉機構
- 8
- 另有 25 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 |
2023 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 2022 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 | $8,186 萬 | 99.99% | 00.0% | 不變 |
| Vanguard Group Inc | 3,815,480 | $3,110 萬 | 0.00% | −165,956−4.2% | 減碼 |
| Boston Private Wealth LLC | 3,360,230 | $2,739 萬 | 0.38% | 00.0% | 不變 |
| Hall Kathryn A. | 1,977,136 | $1,611 萬 | 4.72% | −364,454−15.6% | 減碼 |
| Invenomic Capital Management LP | 1,472,401 | $1,200 萬 | 0.68% | +36,043+2.5% | 加碼 |
| Janus Henderson Group PLC | 1,194,007 | $973.1 萬 | 0.01% | +489,895+69.6% | 加碼 |
| Baillie Gifford & Co | 1,097,896 | $894.8 萬 | 0.01% | −4890.0% | 減碼 |
| BlackRock Inc. | 1,062,688 | $866.1 萬 | 0.00% | −333,869−23.9% | 減碼 |
| Millennium Management LLC | 946,779 | $771.6 萬 | 0.01% | +244,272+34.8% | 加碼 |
| Light Street Capital Management, LLC | 842,678 | $686.8 萬 | 1.68% | −506,533−37.5% | 減碼 |
| Durable Capital Partners LP | 547,526 | $446.2 萬 | 0.04% | −1,052,379−65.8% | 減碼 |
| Ieq Capital, LLC | 465,802 | $379.6 萬 | 0.09% | 00.0% | 不變 |
| Kadensa Capital Ltd | 464,464 | $378.5 萬 | 0.76% | +203,400+77.9% | 加碼 |
| Marshall Wace, LLP | 438,894 | $357.7 萬 | 0.01% | −7,108−1.6% | 減碼 |
| Geode Capital Management, LLC | 431,250 | $351.5 萬 | 0.00% | 00.0% | 不變 |
| Security Benefit Life Insurance Co | 355,853 | $290.0 萬 | 0.33% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 343,469 | $279.9 萬 | 0.00% | +91,583+36.4% | 加碼 |
| State Street Corp | 317,538 | $258.8 萬 | 0.00% | +34,433+12.2% | 加碼 |
| Susquehanna International Group, LLP | 274,690 | $223.9 萬 | 0.00% | +274,690 | 新進 |
| Hamilton Lane Advisors LLC | 273,959 | $223.3 萬 | 0.75% | 00.0% | 不變 |
| Morgan Stanley | 229,066 | $186.7 萬 | 0.00% | +151,720+196.2% | 加碼 |
| Charles Schwab Investment Management Inc | 226,462 | $184.6 萬 | 0.00% | −3,294−1.4% | 減碼 |
| HRT Financial LP | 202,930 | $165.3 萬 | 0.02% | +161,385+388.5% | 加碼 |
| Formula Growth Ltd | 180,000 | $146.7 萬 | 0.47% | +180,000 | 新進 |
| Goldman Sachs Group Inc | 171,214 | $139.5 萬 | 0.00% | +31,927+22.9% | 加碼 |
| Morling Financial Advisors, LLC | 167,652 | $136.6 萬 | 1.48% | 00.0% | 不變 |
| Optimus Prime Fund Management Co., Ltd. | 160,000 | $130.4 萬 | 0.18% | −75,000−31.9% | 減碼 |
| AQR Capital Management LLC | 144,591 | $117.8 萬 | 0.00% | +57,363+65.8% | 加碼 |
| LGL Partners, LLC | 133,445 | $108.8 萬 | 0.19% | +133,445 | 新進 |
| Algert Global LLC | 132,550 | $108.0 萬 | 0.05% | +132,550 | 新進 |
| Woodline Partners LP | 128,289 | $104.6 萬 | 0.01% | +379+0.3% | 加碼 |
| Bank of America Corp | 128,137 | $104.4 萬 | 0.00% | +94,182+277.4% | 加碼 |
| Renaissance Technologies LLC | 123,800 | $100.9 萬 | 0.00% | −96,800−43.9% | 減碼 |
| Alyeska Investment Group, L.P. | 121,379 | $98.9 萬 | 0.01% | +121,379 | 新進 |
| Royce & Associates LP | 94,600 | $77.1 萬 | 0.01% | +94,600 | 新進 |
| Northern Trust Corp | 91,617 | $74.7 萬 | 0.00% | +660+0.7% | 加碼 |
| Jane Street Group, LLC | 86,774 | $70.7 萬 | 0.00% | +70,827+444.1% | 加碼 |
| Coastline Trust Co | 86,236 | $70.3 萬 | 0.10% | −64,442−42.8% | 減碼 |
| Qube Research & Technologies Ltd | 82,494 | $67.2 萬 | 0.00% | +82,494 | 新進 |
| Stanley-Laman Group, Ltd. | 75,692 | $61.7 萬 | 0.11% | −25,443−25.2% | 減碼 |
| JPMorgan Chase & Co | 74,543 | $60.7 萬 | 0.00% | +55,021+281.8% | 加碼 |
| CastleKnight Management LP | 73,100 | $59.6 萬 | 0.15% | +73,100 | 新進 |
| Cubist Systematic Strategies, LLC | 70,897 | $57.8 萬 | 0.01% | −5,861−7.6% | 減碼 |
| Bank of New York Mellon Corp | 63,463 | $51.7 萬 | 0.00% | −4,235−6.3% | 減碼 |
| Trexquant Investment LP | 62,546 | $51.0 萬 | 0.01% | −2,982−4.6% | 減碼 |
| Legal & General Group Plc | 62,463 | $50.9 萬 | 0.00% | +7,957+14.6% | 加碼 |
| Acadian Asset Management LLC | 61,760 | $50.3 萬 | 0.00% | +61,760 | 新進 |
| Balyasny Asset Management LLC | 55,105 | $44.9 萬 | 0.00% | +41,732+312.1% | 加碼 |
| Advisory Services Network, LLC | 54,343 | $44.3 萬 | 0.01% | −30−0.1% | 減碼 |
| GM Advisory Group, Inc. | 44,482 | $36.3 萬 | 0.03% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 43,339 | $35.3 萬 | 0.00% | −12,678−22.6% | 減碼 |
| State of Wisconsin Investment Board | 42,421 | $34.6 萬 | 0.00% | −5,361−11.2% | 減碼 |
| PDT Partners, LLC | 40,980 | $33.4 萬 | 0.05% | +40,980 | 新進 |
| Federated Hermes, Inc. | 40,000 | $32.6 萬 | 0.00% | +10,000+33.3% | 加碼 |
| HSBC Holdings PLC | 40,230 | $32.1 萬 | 0.00% | +40,230 | 新進 |
| Verition Fund Management LLC | 34,032 | $27.7 萬 | 0.00% | +34,032 | 新進 |
| Jump Financial, LLC | 32,200 | $26.2 萬 | 0.01% | −1,900−5.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 30,055 | $24.5 萬 | 0.02% | +30,055 | 新進 |
| Swiss National Bank | 29,600 | $24.1 萬 | 0.00% | −2,500−7.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 28,560 | $23.3 萬 | 0.00% | +28,560 | 新進 |
| Sand Hill Global Advisors, LLC | 27,189 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 27,162 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| LMR Partners LLP | 22,783 | $18.6 萬 | 0.00% | +283+1.3% | 加碼 |
| Prelude Capital Management, LLC | 22,470 | $18.3 萬 | 0.01% | +22,470 | 新進 |
| Citadel Advisors LLC | 21,633 | $17.6 萬 | 0.00% | +21,268+5,826.8% | 加碼 |
| Alamar Capital Management, LLC | 21,000 | $17.1 萬 | 0.14% | +21,000 | 新進 |
| Bullseye Asset Management LLC | 20,779 | $17.0 萬 | 0.09% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 20,062 | $16.4 萬 | 0.00% | +20,062 | 新進 |
| Cornerstone Investment Partners, LLC | 19,516 | $15.9 萬 | 0.01% | +19,516 | 新進 |
| Azora Capital LP | 19,356 | $15.8 萬 | 0.02% | +19,356 | 新進 |
| ExodusPoint Capital Management, LP | 19,110 | $15.6 萬 | 0.00% | +19,110 | 新進 |
| Petrus Trust Company, LTA | 19,000 | $15.5 萬 | 0.02% | +19,000 | 新進 |
| Squarepoint Ops LLC | 18,987 | $15.5 萬 | 0.00% | +18,987 | 新進 |
| Virginia Retirement Systems Et Al | 18,700 | $15.2 萬 | 0.00% | +5,900+46.1% | 加碼 |
| Bamco Inc | 16,000 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Keebeck Alpha, LP | 15,668 | $12.8 萬 | 0.15% | +15,668 | 新進 |
| Diametric Capital, LP | 14,945 | $12.2 萬 | 0.06% | +14,945 | 新進 |
| Gsa Capital Partners LLP | 14,618 | $11.9 萬 | 0.01% | +14,618 | 新進 |
| Fox Run Management, L.L.C. | 14,479 | $11.8 萬 | 0.04% | +14,479 | 新進 |
| Quantbot Technologies LP | 14,149 | $11.5 萬 | 0.01% | +13,670+2,853.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,817 | $11.3 萬 | 0.01% | +13,817 | 新進 |
| California State Teachers Retirement System | 12,030 | $9.80 萬 | 0.00% | +168+1.4% | 加碼 |
| Simplex Trading, LLC | 11,871 | $9.60 萬 | 0.00% | +11,758+10,405.3% | 加碼 |
| Parsons Capital Management Inc | 10,958 | $8.93 萬 | 0.01% | −16,438−60.0% | 減碼 |
| Atom Investors LP | 10,841 | $8.84 萬 | 0.05% | +10,841 | 新進 |
| Engineers Gate Manager LP | 10,115 | $8.24 萬 | 0.00% | −216−2.1% | 減碼 |
| Barclays PLC | 9,314 | $7.59 萬 | 0.00% | +9,314 | 新進 |
| State of Wyoming | 6,770 | $5.52 萬 | 0.02% | −1,826−21.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,790 | $2.30 萬 | 0.00% | +2,441+699.4% | 加碼 |
| Royal Bank of Canada | 2,766 | $2.20 萬 | 0.00% | +583+26.7% | 加碼 |
| Advisor Group Holdings, Inc. | 2,691 | $2.19 萬 | 0.00% | −310−10.3% | 減碼 |
| Quarry LP | 2,543 | $2.07 萬 | 0.01% | +2,543 | 新進 |
| UBS Group AG | 2,084 | $1.70 萬 | 0.00% | +1,801+636.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,000 | $8,150 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 711 | $5,795 | 0.00% | −102−12.5% | 減碼 |
| Citigroup Inc | 345 | $2,812 | 0.00% | +4+1.2% | 加碼 |
| Stephens Consulting, LLC | 100 | $815 | 0.00% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −117,797−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,039−100.0% | 清倉 |
| Credit Suisse AG | 0 | $0 | 0.00% | −9,097−100.0% | 清倉 |