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 3 季 13F 持有人
Expensify, Inc. 在 2024/9/30 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
- 77
- 較 2024 年第 2 季 −2 家
- 持有股數
- 2,646 萬
- 較 2024 年第 2 季 +103.0 萬 (+4.1%)
- 總市值
- $5,177 萬
- 較 2024 年第 2 季 +$1,388 萬 (+36.6%)
- 新進機構
- 16
- 另有 26 家加碼
- 清倉機構
- 18
- 另有 24 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,370,592 | $660.6 萬 | 0.00% | +224,774+7.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,725,098 | $534.1 萬 | 0.01% | +24,738+0.9% | 加碼 |
| Ameriprise Financial Inc | 2,197,980 | $430.8 萬 | 0.00% | +69,140+3.2% | 加碼 |
| Millennium Management LLC | 1,444,857 | $283.2 萬 | 0.00% | +292,160+25.3% | 加碼 |
| Renaissance Technologies LLC | 1,328,241 | $260.3 萬 | 0.00% | +251,241+23.3% | 加碼 |
| Citadel Advisors LLC | 1,191,942 | $233.6 萬 | 0.00% | −89,604−7.0% | 減碼 |
| BlackRock, Inc. | 1,112,433 | $218.0 萬 | 0.00% | +1,112,433 | 新進 |
| Formula Growth Ltd | 935,000 | $183.3 萬 | 0.63% | +235,000+33.6% | 加碼 |
| Baillie Gifford & Co | 930,285 | $182.3 萬 | 0.00% | −157,120−14.4% | 減碼 |
| Palogic Value Management, L.P. | 875,000 | $171.5 萬 | 0.68% | −625,000−41.7% | 減碼 |
| Marshall Wace, LLP | 837,312 | $164.1 萬 | 0.00% | +801,413+2,232.4% | 加碼 |
| Two Sigma Investments, LP | 743,292 | $145.7 萬 | 0.00% | +405,316+119.9% | 加碼 |
| Walleye Capital LLC | 603,506 | $118.3 萬 | 0.01% | +178,911+42.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 566,656 | $111.1 萬 | 0.00% | +566,656 | 新進 |
| Geode Capital Management, LLC | 514,948 | $101.0 萬 | 0.00% | +52,385+11.3% | 加碼 |
| CastleKnight Management LP | 504,200 | $98.8 萬 | 0.11% | +118,000+30.6% | 加碼 |
| RBF Capital, LLC | 482,754 | $94.6 萬 | 0.05% | +47,389+10.9% | 加碼 |
| Two Sigma Advisers, LP | 482,000 | $94.5 萬 | 0.00% | +115,700+31.6% | 加碼 |
| Ieq Capital, LLC | 465,802 | $91.3 萬 | 0.01% | 00.0% | 不變 |
| Ceera Investments, LLC | 435,000 | $85.3 萬 | 0.32% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 422,156 | $82.7 萬 | 0.00% | −269,502−39.0% | 減碼 |
| Security Benefit Life Insurance Co | 355,853 | $69.7 萬 | 0.35% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 308,065 | $60.4 萬 | 0.00% | +63,052+25.7% | 加碼 |
| Morgan Stanley | 270,357 | $53.0 萬 | 0.00% | −19,895−6.9% | 減碼 |
| Citigroup Inc | 253,174 | $49.6 萬 | 0.00% | +253,174 | 新進 |
| AQR Capital Management LLC | 188,697 | $37.0 萬 | 0.00% | −856,654−81.9% | 減碼 |
| Qube Research & Technologies Ltd | 186,336 | $36.5 萬 | 0.00% | +186,336 | 新進 |
| Acadian Asset Management LLC | 178,892 | $34.9 萬 | 0.00% | +178,892 | 新進 |
| Federated Hermes, Inc. | 168,311 | $33.0 萬 | 0.00% | −4,839−2.8% | 減碼 |
| JPMorgan Chase & Co | 160,002 | $31.4 萬 | 0.00% | +40,141+33.5% | 加碼 |
| Bridgeway Capital Management, LLC | 158,000 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| State Street Corp | 153,831 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 151,163 | $29.6 萬 | 0.00% | −7,600−4.8% | 減碼 |
| Advisory Services Network, LLC | 198,052 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Morling Financial Advisors, LLC | 149,024 | $29.2 萬 | 0.11% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 93,442 | $18.3 萬 | 0.01% | +93,442 | 新進 |
| Northern Trust Corp | 92,629 | $18.2 萬 | 0.00% | −317,685−77.4% | 減碼 |
| Susquehanna International Group, LLP | 90,724 | $17.8 萬 | 0.00% | +47,577+110.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 76,945 | $15.1 萬 | 0.00% | −771,727−90.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 75,876 | $14.9 萬 | 0.00% | +32,208+73.8% | 加碼 |
| XTX Topco Ltd | 68,789 | $13.5 萬 | 0.01% | +15,730+29.6% | 加碼 |
| Wealthspire Advisors, LLC | 66,212 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 66,095 | $13.0 萬 | 0.00% | +28,731+76.9% | 加碼 |
| Squarepoint Ops LLC | 64,727 | $12.7 萬 | 0.00% | +28,080+76.6% | 加碼 |
| HSBC Holdings PLC | 63,357 | $12.5 萬 | 0.00% | −6,300−9.0% | 減碼 |
| Jane Street Group, LLC | 62,126 | $12.2 萬 | 0.00% | −111,663−64.3% | 減碼 |
| Barclays PLC | 59,847 | $11.7 萬 | 0.00% | +2,798+4.9% | 加碼 |
| Quadrature Capital Ltd | 53,236 | $10.5 萬 | 0.00% | −50,422−48.6% | 減碼 |
| Occudo Quantitative Strategies LP | 48,373 | $9.48 萬 | 0.02% | −10,390−17.7% | 減碼 |
| State of Wyoming | 46,226 | $9.06 萬 | 0.01% | +46,226 | 新進 |
| Dynamic Technology Lab Private Ltd | 44,880 | $8.80 萬 | 0.01% | +22,504+100.6% | 加碼 |
| Jefferies Financial Group Inc. | 44,800 | $8.78 萬 | 0.00% | +44,800 | 新進 |
| American Century Companies Inc | 40,687 | $7.97 萬 | 0.00% | +40,687 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 37,906 | $7.43 萬 | 0.01% | −19,541−34.0% | 減碼 |
| Cantor Fitzgerald, L. P. | 32,070 | $6.29 萬 | 0.01% | +32,070 | 新進 |
| Man Group plc | 29,850 | $5.85 萬 | 0.00% | −69,774−70.0% | 減碼 |
| HighTower Advisors, LLC | 27,406 | $5.40 萬 | 0.00% | −2,000−6.8% | 減碼 |
| Sand Hill Global Advisors, LLC | 27,189 | $5.33 萬 | 0.00% | 00.0% | 不變 |
| Engineers Gate Manager LP | 20,433 | $4.00 萬 | 0.00% | +2,514+14.0% | 加碼 |
| Prudential Financial Inc | 12,400 | $2.43 萬 | 0.00% | +12,400 | 新進 |
| UBS Group AG | 12,221 | $2.40 萬 | 0.00% | −55,675−82.0% | 減碼 |
| Russell Investments Group, Ltd. | 10,260 | $2.01 萬 | 0.00% | −32,597−76.1% | 減碼 |
| Tudor Investment Corp Et Al | 10,129 | $1.99 萬 | 0.00% | +10,129 | 新進 |
| Mutual Advisors, LLC | 10,000 | $1.70 萬 | 0.00% | +10,000 | 新進 |
| FNY Investment Advisers, LLC | 7,000 | $1.30 萬 | 0.01% | −5,500−44.0% | 減碼 |
| Advisor Group Holdings, Inc. | 4,225 | $8,278 | 0.00% | +625+17.4% | 加碼 |
| Group One Trading, L.P. | 3,862 | $7,570 | 0.00% | +3,862 | 新進 |
| Wells Fargo & Company | 2,229 | $4,369 | 0.00% | +180+8.8% | 加碼 |
| GWM Advisors LLC | 2,180 | $4,273 | 0.00% | +2,180 | 新進 |
| FMR LLC | 1,709 | $3,350 | 0.00% | −146−7.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 837 | $1,641 | 0.00% | −28,440−97.1% | 減碼 |
| Royal Bank of Canada | 723 | $1,000 | 0.00% | +529+272.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 138 | $270 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 100 | $196 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 25 | $49 | 0.00% | +25 | 新進 |
| Nisa Investment Advisors, LLC | 9 | $18 | 0.00% | −188−95.4% | 減碼 |
| Simplex Trading, LLC | 255 | $0 | 0.00% | −23,155−98.9% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −445,000−100.0% | 清倉 |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −273,959−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −81,566−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −46,033−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,903−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −40,300−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −27,659−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −26,800−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −24,583−100.0% | 清倉 |
| Rhumbline Advisers | 0 | $0 | 0.00% | −22,799−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −20,941−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,948−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,325−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,408−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,776−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −482−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −215−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |