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 3 季 13F 持有人
Expensify, Inc. 在 2023/9/30 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
- 104
- 較 2023 年第 2 季 +7 家
- 持有股數
- 3,124 萬
- 較 2023 年第 2 季 −503.8 萬 (−13.9%)
- 總市值
- $1.02 億
- 較 2023 年第 2 季 −$1.88 億 (−64.9%)
- 新進機構
- 24
- 另有 43 家加碼
- 清倉機構
- 17
- 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 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,080,684 | $1,326 萬 | 0.00% | −35,586−0.9% | 減碼 |
| Vanguard Group Inc | 2,948,995 | $958.4 萬 | 0.00% | −776,390−20.8% | 減碼 |
| Citadel Advisors LLC | 2,784,580 | $905.0 萬 | 0.01% | +2,601,792+1,423.4% | 加碼 |
| Boston Private Wealth LLC | 2,050,000 | $666.3 萬 | 0.15% | −450,000−18.0% | 減碼 |
| Hall Kathryn A. | 1,677,136 | $545.1 萬 | 1.85% | −300,000−15.2% | 減碼 |
| Invenomic Capital Management LP | 1,373,584 | $446.4 萬 | 0.19% | +9,620+0.7% | 加碼 |
| Millennium Management LLC | 1,227,652 | $399.0 萬 | 0.00% | +824,772+204.7% | 加碼 |
| Baillie Gifford & Co | 1,097,896 | $356.8 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 1,036,843 | $337.0 萬 | 0.01% | +521,885+101.3% | 加碼 |
| Geode Capital Management, LLC | 1,018,544 | $331.1 萬 | 0.00% | +2,560+0.3% | 加碼 |
| State Street Corp | 941,751 | $306.1 萬 | 0.00% | −176,970−15.8% | 減碼 |
| Renaissance Technologies LLC | 809,300 | $263.0 萬 | 0.00% | +469,600+138.2% | 加碼 |
| Walleye Capital LLC | 714,537 | $232.2 萬 | 0.03% | +570,495+396.1% | 加碼 |
| Ameriprise Financial Inc | 682,912 | $221.9 萬 | 0.00% | +96,332+16.4% | 加碼 |
| Palogic Value Management, L.P. | 600,000 | $195.0 萬 | 0.96% | +600,000 | 新進 |
| Northern Trust Corp | 482,307 | $156.7 萬 | 0.00% | −10,022−2.0% | 減碼 |
| Formula Growth Ltd | 475,000 | $154.4 萬 | 0.53% | +275,000+137.5% | 加碼 |
| Ieq Capital, LLC | 465,802 | $151.4 萬 | 0.03% | 00.0% | 不變 |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $144.6 萬 | 0.19% | +195,000+78.0% | 加碼 |
| Morgan Stanley | 382,952 | $124.5 萬 | 0.00% | −130,660−25.4% | 減碼 |
| Security Benefit Life Insurance Co | 355,853 | $115.7 萬 | 0.19% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 327,253 | $106.4 萬 | 0.00% | −26,618−7.5% | 減碼 |
| Jane Street Group, LLC | 320,367 | $104.1 萬 | 0.00% | +320,367 | 新進 |
| Hamilton Lane Advisors LLC | 273,959 | $89.0 萬 | 0.50% | 00.0% | 不變 |
| Bank of America Corp | 270,306 | $87.8 萬 | 0.00% | +197,360+270.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 233,978 | $76.0 萬 | 0.00% | +233,978 | 新進 |
| Bank of New York Mellon Corp | 220,490 | $71.7 萬 | 0.00% | +29,131+15.2% | 加碼 |
| Advisory Services Network, LLC | 198,764 | $64.6 萬 | 0.02% | +143,871+262.1% | 加碼 |
| JPMorgan Chase & Co | 192,580 | $62.6 萬 | 0.00% | +95,790+99.0% | 加碼 |
| Ghisallo Capital Management LLC | 177,467 | $57.7 萬 | 0.06% | +177,467 | 新進 |
| Morling Financial Advisors, LLC | 167,652 | $54.5 萬 | 0.54% | 00.0% | 不變 |
| Two Sigma Investments, LP | 163,227 | $53.0 萬 | 0.00% | +1,693+1.0% | 加碼 |
| Goldman Sachs Group Inc | 163,049 | $53.0 萬 | 0.00% | +95,621+141.8% | 加碼 |
| Shay Capital LLC | 160,000 | $52.0 萬 | 0.15% | +160,000 | 新進 |
| Nuveen Asset Management, LLC | 156,447 | $50.8 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 150,996 | $49.1 萬 | 0.00% | +57,576+61.6% | 加碼 |
| ExodusPoint Capital Management, LP | 125,497 | $40.8 萬 | 0.01% | +125,497 | 新進 |
| Woodline Partners LP | 117,043 | $38.0 萬 | 0.00% | −1,259−1.1% | 減碼 |
| Two Sigma Advisers, LP | 114,600 | $37.2 萬 | 0.00% | +57,900+102.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 108,415 | $35.2 萬 | 0.00% | +80,410+287.1% | 加碼 |
| Barclays PLC | 105,759 | $34.4 萬 | 0.00% | +85,931+433.4% | 加碼 |
| Legal & General Group Plc | 93,357 | $30.3 萬 | 0.00% | +212+0.2% | 加碼 |
| Algert Global LLC | 90,170 | $29.3 萬 | 0.01% | −129,615−59.0% | 減碼 |
| Swiss National Bank | 74,400 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| CastleKnight Management LP | 73,100 | $23.8 萬 | 0.04% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 71,252 | $23.2 萬 | 0.04% | −537−0.7% | 減碼 |
| Rhumbline Advisers | 65,967 | $21.4 萬 | 0.00% | +3,621+5.8% | 加碼 |
| Verition Fund Management LLC | 61,200 | $19.9 萬 | 0.00% | +61,200 | 新進 |
| HSBC Holdings PLC | 55,876 | $18.4 萬 | 0.00% | +21,700+63.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 55,752 | $18.1 萬 | 0.00% | +55,752 | 新進 |
| Jump Financial, LLC | 54,700 | $17.8 萬 | 0.01% | +54,700 | 新進 |
| Squarepoint Ops LLC | 49,810 | $16.2 萬 | 0.00% | +49,810 | 新進 |
| Citigroup Inc | 49,589 | $16.1 萬 | 0.00% | +32,279+186.5% | 加碼 |
| Cresset Asset Management, LLC | 48,368 | $15.7 萬 | 0.00% | +1,846+4.0% | 加碼 |
| Dark Forest Capital Management LP | 48,044 | $15.6 萬 | 0.01% | +48,044 | 新進 |
| Quantbot Technologies LP | 47,396 | $15.4 萬 | 0.01% | +22,897+93.5% | 加碼 |
| Russell Investments Group, Ltd. | 45,095 | $14.7 萬 | 0.00% | +35,530+371.5% | 加碼 |
| GM Advisory Group, Inc. | 44,482 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 43,600 | $14.2 萬 | 0.01% | +43,600 | 新進 |
| California State Teachers Retirement System | 42,437 | $13.8 萬 | 0.00% | −5,966−12.3% | 減碼 |
| Aigen Investment Management, LP | 41,325 | $13.4 萬 | 0.03% | +41,325 | 新進 |
| Occudo Quantitative Strategies LP | 41,039 | $13.3 萬 | 0.02% | −6,765−14.2% | 減碼 |
| Wolverine Trading, LLC | 39,979 | $13.0 萬 | 0.00% | +39,979 | 新進 |
| Point72 Middle East FZE | 39,198 | $12.7 萬 | 0.01% | +39,198 | 新進 |
| Susquehanna International Group, LLP | 31,882 | $10.4 萬 | 0.00% | −16,740−34.4% | 減碼 |
| MetLife Investment Management | 29,879 | $9.71 萬 | 0.00% | 00.0% | 不變 |
| Invesco Ltd. | 29,288 | $9.52 萬 | 0.00% | +659+2.3% | 加碼 |
| Deutsche Bank AG | 27,716 | $9.01 萬 | 0.00% | +3,951+16.6% | 加碼 |
| American International Group, Inc. | 27,566 | $8.96 萬 | 0.00% | +979+3.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,194 | $8.84 萬 | 0.00% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 27,189 | $8.84 萬 | 0.00% | 00.0% | 不變 |
| Credit Suisse AG | 24,112 | $7.84 萬 | 0.00% | +1,075+4.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 23,022 | $7.48 萬 | 0.00% | +195+0.9% | 加碼 |
| New York State Common Retirement Fund | 22,760 | $7.40 萬 | 0.00% | +460+2.1% | 加碼 |
| State of Wyoming | 22,094 | $7.18 萬 | 0.02% | +11,022+99.5% | 加碼 |
| Voya Investment Management LLC | 21,970 | $7.14 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 21,800 | $7.08 萬 | 0.00% | +8,900+69.0% | 加碼 |
| Janus Henderson Group PLC | 21,545 | $6.99 萬 | 0.00% | +10.0% | 加碼 |
| Engineers Gate Manager LP | 20,784 | $6.75 萬 | 0.00% | +20,784 | 新進 |
| Virginia Retirement Systems Et Al | 19,200 | $6.24 萬 | 0.00% | −1,900−9.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 15,820 | $5.14 萬 | 0.00% | +140+0.9% | 加碼 |
| SG Americas Securities, LLC | 15,673 | $5.10 萬 | 0.00% | +15,673 | 新進 |
| PDT Partners, LLC | 14,348 | $4.66 萬 | 0.01% | −38,221−72.7% | 減碼 |
| Wells Fargo & Company | 12,404 | $4.03 萬 | 0.00% | −11,966−49.1% | 減碼 |
| Price T Rowe Associates Inc | 12,212 | $4.00 萬 | 0.00% | +1,011+9.0% | 加碼 |
| Centiva Capital, LP | 11,563 | $3.76 萬 | 0.00% | +11,563 | 新進 |
| Corton Capital Inc. | 11,257 | $3.66 萬 | 0.02% | +11,257 | 新進 |
| Quadrature Capital Ltd | 10,742 | $3.49 萬 | 0.00% | +10,742 | 新進 |
| Harbor Capital Advisors, Inc. | 10,327 | $3.36 萬 | 0.01% | +1,268+14.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,772 | $3.18 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 8,374 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 7,071 | $2.20 萬 | 0.00% | +964+15.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,647 | $1.84 萬 | 0.00% | +4,326+327.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,561 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 4,000 | $1.30 萬 | 0.01% | +4,000 | 新進 |
| Metropolitan Life Insurance Co | 3,096 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,796 | $9,083 | 0.00% | −155−5.3% | 減碼 |
| UBS Group AG | 2,228 | $7,241 | 0.00% | +1,568+237.6% | 加碼 |
| FMR LLC | 1,437 | $4,670 | 0.00% | +740+106.2% | 加碼 |
| Federated Hermes, Inc. | 282 | $917 | 0.00% | −49,718−99.4% | 減碼 |