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。
2024 年第 1 季 13F 持有人
Expensify, Inc. 在 2024/3/31 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
- 88
- 較 2023 年第 4 季 −12 家
- 持有股數
- 3,052 萬
- 較 2023 年第 4 季 −277.1 萬 (−8.3%)
- 總市值
- $5,615 萬
- 較 2023 年第 4 季 −$2,608 萬 (−31.7%)
- 新進機構
- 13
- 另有 31 家加碼
- 清倉機構
- 25
- 另有 31 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,009,298 | $737.7 萬 | 0.00% | −215,845−5.1% | 減碼 |
| Vanguard Group Inc | 3,346,715 | $615.8 萬 | 0.00% | +476,687+16.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,807,393 | $516.6 萬 | 0.01% | +710,687+33.9% | 加碼 |
| Citadel Advisors LLC | 1,478,823 | $272.1 萬 | 0.00% | −1,315,153−47.1% | 減碼 |
| Palogic Value Management, L.P. | 1,267,614 | $233.2 萬 | 1.01% | +467,614+58.5% | 加碼 |
| Renaissance Technologies LLC | 1,240,800 | $228.3 萬 | 0.00% | +360,000+40.9% | 加碼 |
| Millennium Management LLC | 1,176,652 | $216.5 萬 | 0.00% | −370,870−24.0% | 減碼 |
| Baillie Gifford & Co | 1,087,013 | $200.0 萬 | 0.00% | −10,435−1.0% | 減碼 |
| Geode Capital Management, LLC | 1,086,335 | $199.9 萬 | 0.00% | −2,189−0.2% | 減碼 |
| AQR Capital Management LLC | 1,076,166 | $198.0 萬 | 0.00% | +652,087+153.8% | 加碼 |
| State Street Corp | 1,045,149 | $192.3 萬 | 0.00% | +8,184+0.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 952,487 | $175.3 萬 | 0.01% | −88,392−8.5% | 減碼 |
| Ameriprise Financial Inc | 738,912 | $136.0 萬 | 0.00% | +48,800+7.1% | 加碼 |
| Formula Growth Ltd | 650,000 | $119.6 萬 | 0.38% | +125,000+23.8% | 加碼 |
| Walleye Capital LLC | 632,574 | $116.4 萬 | 0.01% | −226,359−26.4% | 減碼 |
| Two Sigma Investments, LP | 472,634 | $87.0 萬 | 0.00% | +37,013+8.5% | 加碼 |
| Two Sigma Advisers, LP | 467,600 | $86.0 萬 | 0.00% | +179,400+62.2% | 加碼 |
| Ieq Capital, LLC | 465,802 | $85.7 萬 | 0.01% | 00.0% | 不變 |
| Northern Trust Corp | 447,484 | $82.3 萬 | 0.00% | −11,865−2.6% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $81.9 萬 | 0.08% | 00.0% | 不變 |
| Ceera Investments, LLC | 435,000 | $80.0 萬 | 0.35% | +310,000+248.0% | 加碼 |
| Morgan Stanley | 399,641 | $73.5 萬 | 0.00% | −132,349−24.9% | 減碼 |
| Charles Schwab Investment Management Inc | 369,249 | $67.9 萬 | 0.00% | +6,770+1.9% | 加碼 |
| Security Benefit Life Insurance Co | 355,853 | $65.5 萬 | 0.20% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 323,390 | $59.5 萬 | 0.00% | +57,603+21.7% | 加碼 |
| Bank of America Corp | 321,105 | $59.1 萬 | 0.00% | +105,699+49.1% | 加碼 |
| Acadian Asset Management LLC | 303,892 | $55.7 萬 | 0.00% | +129,689+74.4% | 加碼 |
| Hamilton Lane Advisors LLC | 273,959 | $50.4 萬 | 0.34% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 208,000 | $38.3 萬 | 0.01% | +154,535+289.0% | 加碼 |
| Advisory Services Network, LLC | 201,261 | $37.0 萬 | 0.01% | −1,752−0.9% | 減碼 |
| Federated Hermes, Inc. | 168,073 | $30.9 萬 | 0.00% | +6,927+4.3% | 加碼 |
| Nuveen Asset Management, LLC | 156,447 | $28.8 萬 | 0.00% | 00.0% | 不變 |
| Morling Financial Advisors, LLC | 149,024 | $27.4 萬 | 0.16% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 140,785 | $25.9 萬 | 0.00% | −6,805−4.6% | 減碼 |
| Man Group plc | 139,028 | $25.6 萬 | 0.00% | +139,028 | 新進 |
| CastleKnight Management LP | 131,200 | $24.1 萬 | 0.04% | 00.0% | 不變 |
| JPMorgan Chase & Co | 124,542 | $22.9 萬 | 0.00% | −101,332−44.9% | 減碼 |
| XTX Topco Ltd | 112,187 | $20.6 萬 | 0.03% | +112,187 | 新進 |
| UBS Group AG | 107,904 | $19.9 萬 | 0.00% | +46,744+76.4% | 加碼 |
| Barclays PLC | 80,446 | $14.8 萬 | 0.00% | −36,710−31.3% | 減碼 |
| HSBC Holdings PLC | 69,657 | $12.8 萬 | 0.00% | −28,973−29.4% | 減碼 |
| Rhumbline Advisers | 68,433 | $12.6 萬 | 0.00% | +2,518+3.8% | 加碼 |
| Occudo Quantitative Strategies LP | 63,514 | $11.7 萬 | 0.02% | −22,498−26.2% | 減碼 |
| Jane Street Group, LLC | 59,074 | $10.9 萬 | 0.00% | −135,286−69.6% | 減碼 |
| Cresset Asset Management, LLC | 58,098 | $10.7 萬 | 0.00% | +6,350+12.3% | 加碼 |
| Invesco Ltd. | 56,071 | $10.3 萬 | 0.00% | +31,634+129.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 55,592 | $10.2 萬 | 0.00% | −188,945−77.3% | 減碼 |
| Verition Fund Management LLC | 51,253 | $9.43 萬 | 0.00% | +15,906+45.0% | 加碼 |
| Wealthspire Advisors, LLC | 47,055 | $8.66 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 46,300 | $8.52 萬 | 0.01% | −5,000−9.7% | 減碼 |
| Russell Investments Group, Ltd. | 42,857 | $7.89 萬 | 0.00% | −1,202−2.7% | 減碼 |
| Mackenzie Financial Corp | 40,873 | $7.52 萬 | 0.00% | +10,412+34.2% | 加碼 |
| Savant Capital, LLC | 36,455 | $6.71 萬 | 0.00% | +36,455 | 新進 |
| Quadrature Capital Ltd | 35,242 | $6.48 萬 | 0.00% | +35,242 | 新進 |
| Alliancebernstein L.P. | 28,770 | $5.29 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 27,495 | $5.06 萬 | 0.00% | +39+0.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 27,189 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 26,370 | $4.85 萬 | 0.00% | −1,346−4.9% | 減碼 |
| Wolverine Trading, LLC | 24,758 | $4.56 萬 | 0.00% | +1,964+8.6% | 加碼 |
| Azora Capital LP | 24,583 | $4.52 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 22,935 | $4.20 萬 | 0.00% | +22,935 | 新進 |
| New York State Common Retirement Fund | 22,637 | $4.17 萬 | 0.00% | −123−0.5% | 減碼 |
| US Bancorp | 20,941 | $3.85 萬 | 0.00% | −1,865−8.2% | 減碼 |
| Voya Investment Management LLC | 20,277 | $3.73 萬 | 0.00% | −1,693−7.7% | 減碼 |
| Wells Fargo & Company | 18,567 | $3.42 萬 | 0.00% | +3,063+19.8% | 加碼 |
| Price T Rowe Associates Inc | 17,284 | $3.20 萬 | 0.00% | +4,281+32.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 16,206 | $2.98 萬 | 0.00% | +5,467+50.9% | 加碼 |
| Susquehanna International Group, LLP | 15,048 | $2.77 萬 | 0.00% | −52,693−77.8% | 減碼 |
| FNY Investment Advisers, LLC | 12,500 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Quantbot Technologies LP | 10,896 | $2.00 萬 | 0.00% | −25,606−70.1% | 減碼 |
| ProShare Advisors LLC | 10,024 | $1.84 萬 | 0.00% | +10,024 | 新進 |
| Citigroup Inc | 9,276 | $1.71 萬 | 0.00% | −4,569−33.0% | 減碼 |
| Legal & General Group Plc | 6,123 | $1.13 萬 | 0.00% | −697−10.2% | 減碼 |
| California State Teachers Retirement System | 5,609 | $1.03 萬 | 0.00% | −3,483−38.3% | 減碼 |
| FMR LLC | 4,893 | $9,003 | 0.00% | +4,167+574.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,561 | $8,392 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 3,899 | $7,000 | 0.00% | −14,304−78.6% | 減碼 |
| Advisor Group Holdings, Inc. | 3,225 | $5,932 | 0.00% | +55+1.7% | 加碼 |
| Comerica Bank | 3,013 | $5,544 | 0.00% | +3,013 | 新進 |
| Tower Research Capital LLC (TRC) | 1,802 | $3,316 | 0.00% | −7,636−80.9% | 減碼 |
| Amalgamated Bank | 1,863 | $3,000 | 0.00% | −5,957−76.2% | 減碼 |
| Point72 (DIFC) Ltd | 1,160 | $2,135 | 0.00% | +1,160 | 新進 |
| EverSource Wealth Advisors, LLC | 1,059 | $1,694 | 0.00% | +1,059 | 新進 |
| CWM, LLC | 489 | $1,000 | 0.00% | +475+3,392.9% | 加碼 |
| Avion Wealth | 273 | $1,000 | 0.00% | +273 | 新進 |
| Nisa Investment Advisors, LLC | 183 | $337 | 0.00% | +183 | 新進 |
| Farther Finance Advisors, LLC | 13 | $22 | 0.00% | +13 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $20 | 0.00% | +11 | 新進 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,359,037−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −149,466−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −71,386−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −54,104−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −51,147−100.0% | 清倉 |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −34,439−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −34,050−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,133−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −30,763−100.0% | 清倉 |
| MetLife Investment Management | 0 | $0 | 0.00% | −29,879−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −29,237−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −28,232−100.0% | 清倉 |