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 2 季 13F 持有人
Expensify, Inc. 在 2024/6/30 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
- 80
- 較 2024 年第 1 季 −8 家
- 持有股數
- 2,654 萬
- 較 2024 年第 1 季 −397.8 萬 (−13.0%)
- 總市值
- $3,955 萬
- 較 2024 年第 1 季 −$1,661 萬 (−29.6%)
- 新進機構
- 19
- 另有 15 家加碼
- 清倉機構
- 27
- 另有 34 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,145,818 | $468.7 萬 | 0.00% | −200,897−6.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,700,360 | $402.4 萬 | 0.01% | −107,033−3.8% | 減碼 |
| Ameriprise Financial Inc | 2,128,840 | $317.2 萬 | 0.00% | +1,389,928+188.1% | 加碼 |
| Palogic Value Management, L.P. | 1,500,000 | $223.5 萬 | 0.95% | +232,386+18.3% | 加碼 |
| Citadel Advisors LLC | 1,281,546 | $191.0 萬 | 0.00% | −197,277−13.3% | 減碼 |
| Millennium Management LLC | 1,152,697 | $171.8 萬 | 0.00% | −23,955−2.0% | 減碼 |
| BlackRock Inc. | 1,110,882 | $165.5 萬 | 0.00% | −2,898,416−72.3% | 減碼 |
| Baillie Gifford & Co | 1,087,405 | $162.0 萬 | 0.00% | +3920.0% | 加碼 |
| Renaissance Technologies LLC | 1,077,000 | $160.5 萬 | 0.00% | −163,800−13.2% | 減碼 |
| AQR Capital Management LLC | 1,045,351 | $155.8 萬 | 0.00% | −30,815−2.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 848,672 | $126.5 萬 | 0.01% | −103,815−10.9% | 減碼 |
| Formula Growth Ltd | 700,000 | $104.3 萬 | 0.38% | +50,000+7.7% | 加碼 |
| Goldman Sachs Group Inc | 691,658 | $103.1 萬 | 0.00% | +368,268+113.9% | 加碼 |
| Ieq Capital, LLC | 465,802 | $69.4 萬 | 0.01% | 00.0% | 不變 |
| Geode Capital Management, LLC | 462,563 | $68.9 萬 | 0.00% | −623,772−57.4% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $66.3 萬 | 0.08% | 00.0% | 不變 |
| RBF Capital, LLC | 435,365 | $64.9 萬 | 0.04% | +435,365 | 新進 |
| Ceera Investments, LLC | 435,000 | $64.8 萬 | 0.27% | 00.0% | 不變 |
| Walleye Capital LLC | 424,595 | $63.3 萬 | 0.01% | −207,979−32.9% | 減碼 |
| Northern Trust Corp | 410,314 | $61.1 萬 | 0.00% | −37,170−8.3% | 減碼 |
| CastleKnight Management LP | 386,200 | $57.5 萬 | 0.08% | +255,000+194.4% | 加碼 |
| Two Sigma Advisers, LP | 366,300 | $54.6 萬 | 0.00% | −101,300−21.7% | 減碼 |
| Security Benefit Life Insurance Co | 355,853 | $53.0 萬 | 0.17% | 00.0% | 不變 |
| Two Sigma Investments, LP | 337,976 | $50.4 萬 | 0.00% | −134,658−28.5% | 減碼 |
| Morgan Stanley | 290,252 | $43.2 萬 | 0.00% | −109,389−27.4% | 減碼 |
| Hamilton Lane Advisors LLC | 273,959 | $40.8 萬 | 0.33% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 245,013 | $36.5 萬 | 0.00% | −124,236−33.6% | 減碼 |
| Advisory Services Network, LLC | 198,052 | $29.5 萬 | 0.01% | −3,209−1.6% | 減碼 |
| Jane Street Group, LLC | 173,789 | $25.9 萬 | 0.00% | +114,715+194.2% | 加碼 |
| Federated Hermes, Inc. | 173,150 | $25.8 萬 | 0.00% | +5,077+3.0% | 加碼 |
| Bank of America Corp | 158,763 | $23.7 萬 | 0.00% | −162,342−50.6% | 減碼 |
| Bridgeway Capital Management, LLC | 158,000 | $23.5 萬 | 0.01% | −50,000−24.0% | 減碼 |
| State Street Corp | 153,831 | $22.9 萬 | 0.00% | −891,318−85.3% | 減碼 |
| Morling Financial Advisors, LLC | 149,024 | $22.2 萬 | 0.10% | 00.0% | 不變 |
| JPMorgan Chase & Co | 119,861 | $17.9 萬 | 0.00% | −4,681−3.8% | 減碼 |
| Quadrature Capital Ltd | 103,658 | $15.7 萬 | 0.00% | +68,416+194.1% | 加碼 |
| Man Group plc | 99,624 | $14.8 萬 | 0.00% | −39,404−28.3% | 減碼 |
| Centiva Capital, LP | 81,566 | $12.2 萬 | 0.01% | +81,566 | 新進 |
| HSBC Holdings PLC | 69,657 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 67,896 | $10.1 萬 | 0.00% | −40,008−37.1% | 減碼 |
| Wealthspire Advisors, LLC | 66,212 | $9.87 萬 | 0.00% | +19,157+40.7% | 加碼 |
| Occudo Quantitative Strategies LP | 58,763 | $8.76 萬 | 0.02% | −4,751−7.5% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 57,447 | $8.56 萬 | 0.02% | +57,447 | 新進 |
| Barclays PLC | 57,049 | $8.50 萬 | 0.00% | −23,397−29.1% | 減碼 |
| XTX Topco Ltd | 53,059 | $7.91 萬 | 0.01% | −59,128−52.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 46,033 | $6.86 萬 | 0.00% | +46,033 | 新進 |
| Cubist Systematic Strategies, LLC | 43,668 | $6.51 萬 | 0.00% | −11,924−21.4% | 減碼 |
| Susquehanna International Group, LLP | 43,147 | $6.43 萬 | 0.00% | +28,099+186.7% | 加碼 |
| Russell Investments Group, Ltd. | 42,857 | $6.39 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 40,903 | $6.09 萬 | 0.00% | +40,903 | 新進 |
| Paloma Partners Management Co | 40,300 | $6.00 萬 | 0.01% | +40,300 | 新進 |
| Boston Private Wealth LLC | 40,000 | $5.96 萬 | 0.00% | +40,000 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 37,364 | $5.57 萬 | 0.00% | +37,364 | 新進 |
| Squarepoint Ops LLC | 36,647 | $5.46 萬 | 0.00% | +36,647 | 新進 |
| Marshall Wace, LLP | 35,899 | $5.35 萬 | 0.00% | +35,899 | 新進 |
| HighTower Advisors, LLC | 29,406 | $4.40 萬 | 0.00% | +29,406 | 新進 |
| Tower Research Capital LLC (TRC) | 29,277 | $4.36 萬 | 0.00% | +27,475+1,524.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $4.12 萬 | 0.00% | +27,659 | 新進 |
| Sand Hill Global Advisors, LLC | 27,189 | $4.05 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 26,800 | $3.99 萬 | 0.00% | −19,500−42.1% | 減碼 |
| Azora Capital LP | 24,583 | $3.66 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 23,410 | $3.40 萬 | 0.00% | +475+2.1% | 加碼 |
| Rhumbline Advisers | 22,799 | $3.40 萬 | 0.00% | −45,634−66.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 22,376 | $3.30 萬 | 0.00% | +22,376 | 新進 |
| US Bancorp | 20,941 | $3.12 萬 | 0.00% | 00.0% | 不變 |
| Engineers Gate Manager LP | 17,919 | $2.67 萬 | 0.00% | +17,919 | 新進 |
| Two Sigma Securities, LLC | 12,948 | $1.93 萬 | 0.00% | +12,948 | 新進 |
| FNY Investment Advisers, LLC | 12,500 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 11,325 | $1.69 萬 | 0.00% | +11,325 | 新進 |
| Verition Fund Management LLC | 10,408 | $1.55 萬 | 0.00% | −40,845−79.7% | 減碼 |
| Advisor Group Holdings, Inc. | 3,600 | $5,358 | 0.00% | +375+11.6% | 加碼 |
| Macquarie Group Ltd | 2,776 | $4,136 | 0.00% | +2,776 | 新進 |
| Wells Fargo & Company | 2,049 | $3,054 | 0.00% | −16,518−89.0% | 減碼 |
| FMR LLC | 1,855 | $2,764 | 0.00% | −3,038−62.1% | 減碼 |
| New York State Common Retirement Fund | 482 | $718 | 0.00% | −22,155−97.9% | 減碼 |
| Nisa Investment Advisors, LLC | 197 | $294 | 0.00% | +14+7.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 138 | $206 | 0.00% | +138 | 新進 |
| Parallel Advisors, LLC | 100 | $149 | 0.00% | +100 | 新進 |
| Royal Bank of Canada | 194 | $0 | 0.00% | −3,705−95.0% | 減碼 |
| CWM, LLC | 215 | $0 | 0.00% | −274−56.0% | 減碼 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −303,892−100.0% | 清倉 |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −156,447−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −140,785−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −58,098−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −56,071−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −40,873−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −36,455−100.0% | 清倉 |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −28,770−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −27,495−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −26,370−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −24,758−100.0% | 清倉 |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −20,277−100.0% | 清倉 |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −17,284−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −16,206−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,896−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,024−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −9,276−100.0% | 清倉 |
| Legal & General Group Plc | 0 | $0 | 0.00% | −6,123−100.0% | 清倉 |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −5,609−100.0% | 清倉 |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −4,561−100.0% | 清倉 |