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 4 季 13F 持有人
Expensify, Inc. 在 2023/12/31 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
- 100
- 較 2023 年第 3 季 −3 家
- 持有股數
- 3,329 萬
- 較 2023 年第 3 季 +207.2 萬 (+6.6%)
- 總市值
- $8,223 萬
- 較 2023 年第 3 季 −$1,923 萬 (−19.0%)
- 新進機構
- 16
- 另有 44 家加碼
- 清倉機構
- 19
- 另有 27 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,225,143 | $1,044 萬 | 0.00% | +144,459+3.5% | 加碼 |
| Boston Private Wealth LLC | 3,359,037 | $829.7 萬 | 0.20% | +1,309,037+63.9% | 加碼 |
| Vanguard Group Inc | 2,870,028 | $708.9 萬 | 0.00% | −78,967−2.7% | 減碼 |
| Citadel Advisors LLC | 2,793,976 | $690.1 萬 | 0.01% | +9,396+0.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,096,706 | $517.9 萬 | 0.01% | +1,059,863+102.2% | 加碼 |
| Millennium Management LLC | 1,547,522 | $382.2 萬 | 0.00% | +319,870+26.1% | 加碼 |
| Baillie Gifford & Co | 1,097,448 | $271.1 萬 | 0.00% | −4480.0% | 減碼 |
| Geode Capital Management, LLC | 1,088,524 | $268.9 萬 | 0.00% | +69,980+6.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 1,040,879 | $257.1 萬 | 0.01% | +806,901+344.9% | 加碼 |
| State Street Corp | 1,036,965 | $256.1 萬 | 0.00% | +95,214+10.1% | 加碼 |
| Renaissance Technologies LLC | 880,800 | $217.6 萬 | 0.00% | +71,500+8.8% | 加碼 |
| Walleye Capital LLC | 858,933 | $212.2 萬 | 0.03% | +144,396+20.2% | 加碼 |
| Palogic Value Management, L.P. | 800,000 | $197.6 萬 | 0.88% | +200,000+33.3% | 加碼 |
| Ameriprise Financial Inc | 690,112 | $170.5 萬 | 0.00% | +7,200+1.1% | 加碼 |
| Morgan Stanley | 531,990 | $131.4 萬 | 0.00% | +149,038+38.9% | 加碼 |
| Formula Growth Ltd | 525,000 | $129.7 萬 | 0.42% | +50,000+10.5% | 加碼 |
| Ieq Capital, LLC | 465,802 | $115.1 萬 | 0.02% | 00.0% | 不變 |
| Northern Trust Corp | 459,349 | $113.5 萬 | 0.00% | −22,958−4.8% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $109.9 萬 | 0.14% | 00.0% | 不變 |
| Two Sigma Investments, LP | 435,621 | $107.6 萬 | 0.00% | +272,394+166.9% | 加碼 |
| AQR Capital Management LLC | 424,079 | $104.7 萬 | 0.00% | +273,083+180.9% | 加碼 |
| Charles Schwab Investment Management Inc | 362,479 | $89.5 萬 | 0.00% | +35,226+10.8% | 加碼 |
| Security Benefit Life Insurance Co | 355,853 | $87.9 萬 | 0.18% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 288,200 | $71.2 萬 | 0.00% | +173,600+151.5% | 加碼 |
| Hamilton Lane Advisors LLC | 273,959 | $67.7 萬 | 0.28% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 265,787 | $65.6 萬 | 0.00% | +102,738+63.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 244,537 | $60.4 萬 | 0.01% | +188,785+338.6% | 加碼 |
| JPMorgan Chase & Co | 225,874 | $55.8 萬 | 0.00% | +33,294+17.3% | 加碼 |
| Bank of America Corp | 215,406 | $53.2 萬 | 0.00% | −54,900−20.3% | 減碼 |
| Advisory Services Network, LLC | 203,013 | $50.1 萬 | 0.01% | +4,249+2.1% | 加碼 |
| Jane Street Group, LLC | 194,360 | $48.0 萬 | 0.00% | −126,007−39.3% | 減碼 |
| Acadian Asset Management LLC | 174,203 | $42.9 萬 | 0.00% | +174,203 | 新進 |
| Federated Hermes, Inc. | 161,146 | $39.8 萬 | 0.00% | +160,864+57,044.0% | 加碼 |
| Nuveen Asset Management, LLC | 156,447 | $38.6 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 149,466 | $36.9 萬 | 0.00% | +32,423+27.7% | 加碼 |
| Morling Financial Advisors, LLC | 149,024 | $36.8 萬 | 0.30% | −18,628−11.1% | 減碼 |
| Bank of New York Mellon Corp | 147,590 | $36.5 萬 | 0.00% | −72,900−33.1% | 減碼 |
| CastleKnight Management LP | 131,200 | $32.4 萬 | 0.05% | +58,100+79.5% | 加碼 |
| Ceera Investments, LLC | 125,000 | $30.9 萬 | 0.15% | +125,000 | 新進 |
| Barclays PLC | 117,156 | $28.9 萬 | 0.00% | +11,397+10.8% | 加碼 |
| HSBC Holdings PLC | 98,630 | $24.8 萬 | 0.00% | +42,754+76.5% | 加碼 |
| Occudo Quantitative Strategies LP | 86,012 | $21.2 萬 | 0.03% | +44,973+109.6% | 加碼 |
| HRT Financial LP | 71,386 | $17.6 萬 | 0.00% | +71,386 | 新進 |
| Susquehanna International Group, LLP | 67,741 | $16.7 萬 | 0.00% | +35,859+112.5% | 加碼 |
| Rhumbline Advisers | 65,915 | $16.3 萬 | 0.00% | −52−0.1% | 減碼 |
| UBS Group AG | 61,160 | $15.1 萬 | 0.00% | +58,932+2,645.1% | 加碼 |
| Aristides Capital LLC | 54,104 | $13.4 萬 | 0.07% | +54,104 | 新進 |
| Bridgeway Capital Management, LLC | 53,465 | $13.2 萬 | 0.00% | +53,465 | 新進 |
| Cresset Asset Management, LLC | 51,748 | $12.8 萬 | 0.00% | +3,380+7.0% | 加碼 |
| Prelude Capital Management, LLC | 51,300 | $12.7 萬 | 0.01% | +7,700+17.7% | 加碼 |
| Squarepoint Ops LLC | 51,147 | $12.6 萬 | 0.00% | +1,337+2.7% | 加碼 |
| Wealthspire Advisors, LLC | 47,055 | $11.6 萬 | 0.00% | +47,055 | 新進 |
| Russell Investments Group, Ltd. | 44,059 | $10.9 萬 | 0.00% | −1,036−2.3% | 減碼 |
| Quantbot Technologies LP | 36,502 | $9.02 萬 | 0.01% | −10,894−23.0% | 減碼 |
| Verition Fund Management LLC | 35,347 | $8.73 萬 | 0.00% | −25,853−42.2% | 減碼 |
| B. Riley Asset Management, LLC | 34,439 | $8.68 萬 | 0.03% | +34,439 | 新進 |
| Algert Global LLC | 34,050 | $8.41 萬 | 0.00% | −56,120−62.2% | 減碼 |
| Engineers Gate Manager LP | 31,133 | $7.69 萬 | 0.00% | +10,349+49.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 30,763 | $7.60 萬 | 0.00% | −77,652−71.6% | 減碼 |
| Mackenzie Financial Corp | 30,461 | $7.52 萬 | 0.00% | +30,461 | 新進 |
| MetLife Investment Management | 29,879 | $7.38 萬 | 0.00% | 00.0% | 不變 |
| Point72 Middle East FZE | 29,237 | $7.22 萬 | 0.01% | −9,961−25.4% | 減碼 |
| Alliancebernstein L.P. | 28,770 | $7.11 萬 | 0.00% | +6,970+32.0% | 加碼 |
| State of Wyoming | 28,232 | $6.97 萬 | 0.01% | +6,138+27.8% | 加碼 |
| Deutsche Bank AG | 27,716 | $6.85 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 27,456 | $6.78 萬 | 0.00% | −110−0.4% | 減碼 |
| Sand Hill Global Advisors, LLC | 27,189 | $6.72 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 24,854 | $6.14 萬 | 0.00% | +24,854 | 新進 |
| Azora Capital LP | 24,583 | $6.07 萬 | 0.01% | +24,583 | 新進 |
| Invesco Ltd. | 24,437 | $6.04 萬 | 0.00% | −4,851−16.6% | 減碼 |
| US Bancorp | 22,806 | $5.63 萬 | 0.00% | +22,806 | 新進 |
| Wolverine Trading, LLC | 22,794 | $5.63 萬 | 0.00% | −17,185−43.0% | 減碼 |
| New York State Common Retirement Fund | 22,760 | $5.62 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 22,796 | $5.60 萬 | 0.00% | +22,796 | 新進 |
| Voya Investment Management LLC | 21,970 | $5.43 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 20,807 | $5.14 萬 | 0.00% | +9,244+79.9% | 加碼 |
| SG Americas Securities, LLC | 19,274 | $4.80 萬 | 0.00% | +3,601+23.0% | 加碼 |
| Boothbay Fund Management, LLC | 19,328 | $4.77 萬 | 0.00% | +19,328 | 新進 |
| Aigen Investment Management, LP | 18,674 | $4.61 萬 | 0.01% | −22,651−54.8% | 減碼 |
| Royal Bank of Canada | 18,203 | $4.50 萬 | 0.00% | +11,132+157.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 15,820 | $3.91 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 15,504 | $3.83 萬 | 0.00% | +3,100+25.0% | 加碼 |
| Citigroup Inc | 13,845 | $3.42 萬 | 0.00% | −35,744−72.1% | 減碼 |
| Price T Rowe Associates Inc | 13,003 | $3.30 萬 | 0.00% | +791+6.5% | 加碼 |
| FNY Investment Advisers, LLC | 12,500 | $3.00 萬 | 0.03% | +8,500+212.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 10,739 | $2.65 萬 | 0.00% | −12,283−53.4% | 減碼 |
| PDT Partners, LLC | 10,648 | $2.63 萬 | 0.00% | −3,700−25.8% | 減碼 |
| Ground Swell Capital, LLC | 10,618 | $2.62 萬 | 0.10% | +10,618 | 新進 |
| Harbor Capital Advisors, Inc. | 9,902 | $2.45 萬 | 0.00% | −425−4.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,438 | $2.33 萬 | 0.00% | +3,791+67.1% | 加碼 |
| California State Teachers Retirement System | 9,092 | $2.25 萬 | 0.00% | −33,345−78.6% | 減碼 |
| Amalgamated Bank | 7,820 | $1.90 萬 | 0.00% | −554−6.6% | 減碼 |
| Legal & General Group Plc | 6,820 | $1.68 萬 | 0.00% | −86,537−92.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,561 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,170 | $7,824 | 0.00% | +374+13.4% | 加碼 |
| Metropolitan Life Insurance Co | 3,096 | $7,647 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | 1,005 | $2,482 | 0.00% | +1,005 | 新進 |
| FMR LLC | 726 | $1,793 | 0.00% | −711−49.5% | 減碼 |
| Private Wealth Management Group, LLC | 420 | $1,038 | 0.00% | +420 | 新進 |
| CWM, LLC | 14 | $0 | 0.00% | −53−79.1% | 減碼 |