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 2 季 13F 持有人
Expensify, Inc. 在 2023/6/30 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
- 97
- 較 2023 年第 1 季 0 家
- 持有股數
- 3,628 萬
- 較 2023 年第 1 季 +230.9 萬 (+6.8%)
- 總市值
- $2.89 億
- 較 2023 年第 1 季 +$1,266 萬 (+4.6%)
- 新進機構
- 30
- 另有 33 家加碼
- 清倉機構
- 30
- 另有 19 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 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 2023 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 | $8,015 萬 | 99.99% | 00.0% | 不變 |
| BlackRock Inc. | 4,116,270 | $3,285 萬 | 0.00% | +3,053,582+287.3% | 加碼 |
| Vanguard Group Inc | 3,725,385 | $2,973 萬 | 0.00% | −90,095−2.4% | 減碼 |
| Boston Private Wealth LLC | 2,500,000 | $1,995 萬 | 0.36% | −860,230−25.6% | 減碼 |
| Hall Kathryn A. | 1,977,136 | $1,578 萬 | 5.14% | 00.0% | 不變 |
| Invenomic Capital Management LP | 1,363,964 | $1,088 萬 | 0.61% | −108,437−7.4% | 減碼 |
| State Street Corp | 1,118,721 | $892.7 萬 | 0.00% | +801,183+252.3% | 加碼 |
| Baillie Gifford & Co | 1,097,896 | $876.1 萬 | 0.01% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,015,984 | $810.8 萬 | 0.00% | +584,734+135.6% | 加碼 |
| Ameriprise Financial Inc | 586,580 | $468.1 萬 | 0.00% | +586,580 | 新進 |
| Kadensa Capital Ltd | 549,664 | $438.6 萬 | 0.77% | +85,200+18.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 514,958 | $410.9 萬 | 0.01% | +171,489+49.9% | 加碼 |
| Morgan Stanley | 513,612 | $409.9 萬 | 0.00% | +284,546+124.2% | 加碼 |
| Northern Trust Corp | 492,329 | $392.9 萬 | 0.00% | +400,712+437.4% | 加碼 |
| Ieq Capital, LLC | 465,802 | $371.7 萬 | 0.07% | 00.0% | 不變 |
| Millennium Management LLC | 402,880 | $321.5 萬 | 0.00% | −543,899−57.4% | 減碼 |
| Security Benefit Life Insurance Co | 355,853 | $284.0 萬 | 0.32% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 353,871 | $282.4 萬 | 0.00% | +127,409+56.3% | 加碼 |
| Renaissance Technologies LLC | 339,700 | $271.1 萬 | 0.00% | +215,900+174.4% | 加碼 |
| Hamilton Lane Advisors LLC | 273,959 | $218.6 萬 | 0.96% | 00.0% | 不變 |
| Optimus Prime Fund Management Co., Ltd. | 250,000 | $199.5 萬 | 0.28% | +90,000+56.3% | 加碼 |
| Marshall Wace, LLP | 246,396 | $196.6 萬 | 0.00% | −192,498−43.9% | 減碼 |
| Algert Global LLC | 219,785 | $175.4 萬 | 0.08% | +87,235+65.8% | 加碼 |
| Formula Growth Ltd | 200,000 | $159.6 萬 | 0.51% | +20,000+11.1% | 加碼 |
| Bank of New York Mellon Corp | 191,359 | $152.7 萬 | 0.00% | +127,896+201.5% | 加碼 |
| Citadel Advisors LLC | 182,788 | $145.9 萬 | 0.00% | +161,155+744.9% | 加碼 |
| Morling Financial Advisors, LLC | 167,652 | $133.8 萬 | 1.29% | 00.0% | 不變 |
| Two Sigma Investments, LP | 161,534 | $128.9 萬 | 0.00% | +161,534 | 新進 |
| Nuveen Asset Management, LLC | 156,447 | $124.8 萬 | 0.00% | +156,447 | 新進 |
| Walleye Capital LLC | 144,042 | $114.9 萬 | 0.02% | +144,042 | 新進 |
| LGL Partners, LLC | 133,445 | $106.5 萬 | 0.18% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 121,379 | $96.9 萬 | 0.01% | 00.0% | 不變 |
| Woodline Partners LP | 118,302 | $94.4 萬 | 0.01% | −9,987−7.8% | 減碼 |
| Royce & Associates LP | 116,560 | $93.0 萬 | 0.01% | +21,960+23.2% | 加碼 |
| Acadian Asset Management LLC | 100,245 | $79.9 萬 | 0.00% | +38,485+62.3% | 加碼 |
| JPMorgan Chase & Co | 96,790 | $77.2 萬 | 0.00% | +22,247+29.8% | 加碼 |
| AQR Capital Management LLC | 93,420 | $74.5 萬 | 0.00% | −51,171−35.4% | 減碼 |
| Legal & General Group Plc | 93,145 | $74.3 萬 | 0.00% | +30,682+49.1% | 加碼 |
| Coastline Trust Co | 86,236 | $68.8 萬 | 0.10% | 00.0% | 不變 |
| Swiss National Bank | 74,400 | $59.4 萬 | 0.00% | +44,800+151.4% | 加碼 |
| CastleKnight Management LP | 73,100 | $58.3 萬 | 0.12% | 00.0% | 不變 |
| Bank of America Corp | 72,946 | $58.2 萬 | 0.00% | −55,191−43.1% | 減碼 |
| Stanley-Laman Group, Ltd. | 71,789 | $57.3 萬 | 0.09% | −3,903−5.2% | 減碼 |
| Goldman Sachs Group Inc | 67,428 | $53.8 萬 | 0.00% | −103,786−60.6% | 減碼 |
| Rhumbline Advisers | 62,346 | $49.8 萬 | 0.00% | +62,346 | 新進 |
| Two Sigma Advisers, LP | 56,700 | $45.2 萬 | 0.00% | +56,700 | 新進 |
| Advisory Services Network, LLC | 54,893 | $43.8 萬 | 0.01% | +550+1.0% | 加碼 |
| PDT Partners, LLC | 52,569 | $42.0 萬 | 0.06% | +11,589+28.3% | 加碼 |
| Federated Hermes, Inc. | 50,000 | $39.9 萬 | 0.00% | +10,000+25.0% | 加碼 |
| Susquehanna International Group, LLP | 48,622 | $38.8 萬 | 0.00% | −226,068−82.3% | 減碼 |
| California State Teachers Retirement System | 48,403 | $38.6 萬 | 0.00% | +36,373+302.4% | 加碼 |
| Occudo Quantitative Strategies LP | 47,804 | $38.1 萬 | 0.04% | +47,804 | 新進 |
| Cresset Asset Management, LLC | 46,522 | $37.1 萬 | 0.00% | +46,522 | 新進 |
| GM Advisory Group, Inc. | 44,482 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 43,393 | $34.6 萬 | 0.00% | +972+2.3% | 加碼 |
| HSBC Holdings PLC | 34,176 | $27.6 萬 | 0.00% | −6,054−15.0% | 減碼 |
| MetLife Investment Management | 29,879 | $23.8 萬 | 0.00% | +29,879 | 新進 |
| Invesco Ltd. | 28,629 | $22.8 萬 | 0.00% | +28,629 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 28,388 | $22.7 萬 | 0.03% | +28,388 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 28,005 | $22.3 萬 | 0.00% | −555−1.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,194 | $21.7 萬 | 0.00% | +27,194 | 新進 |
| Sand Hill Global Advisors, LLC | 27,189 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 27,162 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Alamar Capital Management, LLC | 27,000 | $21.5 萬 | 0.16% | +6,000+28.6% | 加碼 |
| American International Group, Inc. | 26,587 | $21.2 萬 | 0.00% | +26,587 | 新進 |
| Quantbot Technologies LP | 24,499 | $19.6 萬 | 0.01% | +10,350+73.2% | 加碼 |
| Wells Fargo & Company | 24,370 | $19.4 萬 | 0.00% | +23,659+3,327.6% | 加碼 |
| Deutsche Bank AG | 23,765 | $19.0 萬 | 0.00% | +23,765 | 新進 |
| Credit Suisse AG | 23,037 | $18.4 萬 | 0.00% | +23,037 | 新進 |
| Manufacturers Life Insurance Company, The | 22,827 | $18.2 萬 | 0.00% | +22,827 | 新進 |
| New York State Common Retirement Fund | 22,300 | $17.8 萬 | 0.00% | +22,300 | 新進 |
| Voya Investment Management LLC | 21,970 | $17.5 萬 | 0.00% | +21,970 | 新進 |
| Janus Henderson Group PLC | 21,544 | $17.2 萬 | 0.00% | −1,172,463−98.2% | 減碼 |
| Virginia Retirement Systems Et Al | 21,100 | $16.8 萬 | 0.00% | +2,400+12.8% | 加碼 |
| Barclays PLC | 19,828 | $15.8 萬 | 0.00% | +10,514+112.9% | 加碼 |
| Citigroup Inc | 17,310 | $13.8 萬 | 0.00% | +16,965+4,917.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 15,680 | $12.5 萬 | 0.00% | +15,680 | 新進 |
| Schonfeld Strategic Advisors LLC | 14,259 | $11.4 萬 | 0.00% | −29,080−67.1% | 減碼 |
| Alliancebernstein L.P. | 12,900 | $10.3 萬 | 0.00% | +12,900 | 新進 |
| Bamco Inc | 12,000 | $9.58 萬 | 0.00% | −4,000−25.0% | 減碼 |
| Price T Rowe Associates Inc | 11,201 | $9.00 萬 | 0.00% | +11,201 | 新進 |
| State of Wyoming | 11,072 | $8.84 萬 | 0.03% | +4,302+63.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,772 | $7.80 萬 | 0.00% | +9,772 | 新進 |
| Russell Investments Group, Ltd. | 9,565 | $7.63 萬 | 0.00% | +9,565 | 新進 |
| Harbor Capital Advisors, Inc. | 9,059 | $7.23 萬 | 0.01% | +9,059 | 新進 |
| Amalgamated Bank | 8,374 | $6.70 萬 | 0.00% | +8,374 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 6,476 | $5.10 萬 | 0.00% | +6,476 | 新進 |
| Royal Bank of Canada | 6,107 | $4.80 萬 | 0.00% | +3,341+120.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,561 | $3.64 萬 | 0.00% | +4,561 | 新進 |
| Metropolitan Life Insurance Co | 3,096 | $2.47 萬 | 0.00% | +3,096 | 新進 |
| Nisa Investment Advisors, LLC | 2,980 | $2.38 萬 | 0.00% | +2,980 | 新進 |
| Advisor Group Holdings, Inc. | 2,951 | $2.35 萬 | 0.00% | +260+9.7% | 加碼 |
| Simplex Trading, LLC | 2,172 | $1.70 萬 | 0.00% | −9,699−81.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,321 | $1.05 萬 | 0.00% | −1,469−52.7% | 減碼 |
| FMR LLC | 697 | $5,562 | 0.00% | +697 | 新進 |
| UBS Group AG | 660 | $5,267 | 0.00% | −1,424−68.3% | 減碼 |
| Stephens Consulting, LLC | 100 | $798 | 0.00% | 00.0% | 不變 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −842,678−100.0% | 清倉 |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −547,526−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −202,930−100.0% | 清倉 |