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。
2025 年第 1 季 13F 持有人
Expensify, Inc. 在 2025/3/31 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
- 98
- 較 2024 年第 4 季 +8 家
- 持有股數
- 3,180 萬
- 較 2024 年第 4 季 +188.2 萬 (+6.3%)
- 總市值
- $9,666 萬
- 較 2024 年第 4 季 −$355.6 萬 (−3.5%)
- 新進機構
- 19
- 另有 40 家加碼
- 清倉機構
- 11
- 另有 27 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,569,948 | $1,085 萬 | 0.00% | +65,853+1.9% | 加碼 |
| Ameriprise Financial Inc | 2,294,185 | $697.4 萬 | 0.00% | +75,981+3.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,083,118 | $633.3 萬 | 0.01% | −336,440−13.9% | 減碼 |
| Marshall Wace, LLP | 1,668,757 | $507.3 萬 | 0.01% | +228,880+15.9% | 加碼 |
| Acadian Asset Management LLC | 1,418,512 | $430.8 萬 | 0.01% | +557,533+64.8% | 加碼 |
| Millennium Management LLC | 1,406,476 | $427.6 萬 | 0.00% | +714,244+103.2% | 加碼 |
| BlackRock, Inc. | 1,180,349 | $358.8 萬 | 0.00% | −5,446−0.5% | 減碼 |
| Susquehanna International Group, LLP | 1,069,716 | $325.2 萬 | 0.01% | +204,721+23.7% | 加碼 |
| Formula Growth Ltd | 1,000,000 | $304.0 萬 | 1.23% | +50,000+5.3% | 加碼 |
| Topline Capital Management, LLC | 941,609 | $286.2 萬 | 0.66% | +20,662+2.2% | 加碼 |
| Renaissance Technologies LLC | 938,100 | $285.2 萬 | 0.00% | −27,100−2.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 937,956 | $285.1 萬 | 0.00% | +180,955+23.9% | 加碼 |
| Morgan Stanley | 929,412 | $282.5 萬 | 0.00% | +41,674+4.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 926,669 | $281.7 萬 | 0.01% | +322,581+53.4% | 加碼 |
| CastleKnight Management LP | 767,937 | $233.5 萬 | 0.25% | +102,600+15.4% | 加碼 |
| Citadel Advisors LLC | 591,495 | $179.8 萬 | 0.00% | +136,628+30.0% | 加碼 |
| Two Sigma Investments, LP | 580,321 | $176.4 萬 | 0.00% | −199,020−25.5% | 減碼 |
| Geode Capital Management, LLC | 566,147 | $172.2 萬 | 0.00% | +21,467+3.9% | 加碼 |
| Goldman Sachs Group Inc | 484,058 | $147.2 萬 | 0.00% | −162,929−25.2% | 減碼 |
| Two Sigma Advisers, LP | 475,500 | $144.6 萬 | 0.00% | −131,300−21.6% | 減碼 |
| Ieq Capital, LLC | 465,802 | $141.6 萬 | 0.01% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 442,143 | $134.4 萬 | 0.00% | −57,027−11.4% | 減碼 |
| Ceera Investments, LLC | 439,330 | $133.6 萬 | 0.46% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 404,485 | $123.0 萬 | 0.54% | −146,321−26.6% | 減碼 |
| Tudor Investment Corp Et Al | 379,432 | $115.3 萬 | 0.01% | +89,715+31.0% | 加碼 |
| Gsa Capital Partners LLP | 378,217 | $115.0 萬 | 0.10% | −12,131−3.1% | 減碼 |
| Charles Schwab Investment Management Inc | 308,738 | $93.9 萬 | 0.00% | −8,238−2.6% | 減碼 |
| Exchange Traded Concepts, LLC | 303,837 | $92.4 萬 | 0.02% | +97,530+47.3% | 加碼 |
| JPMorgan Chase & Co | 302,178 | $91.9 萬 | 0.00% | +86,245+39.9% | 加碼 |
| UBS Group AG | 301,359 | $91.6 萬 | 0.00% | +40,582+15.6% | 加碼 |
| Jane Street Group, LLC | 250,280 | $76.1 萬 | 0.00% | +54,211+27.6% | 加碼 |
| RBF Capital, LLC | 240,122 | $73.0 萬 | 0.05% | −168,219−41.2% | 減碼 |
| State Street Corp | 225,281 | $68.5 萬 | 0.00% | −3,100−1.4% | 減碼 |
| EAM Investors, LLC | 222,460 | $67.6 萬 | 0.12% | +222,460 | 新進 |
| Bridgeway Capital Management, LLC | 194,300 | $59.1 萬 | 0.01% | +5,000+2.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 192,480 | $58.5 萬 | 0.00% | −6,690−3.4% | 減碼 |
| Barclays PLC | 171,134 | $52.0 萬 | 0.00% | +43,300+33.9% | 加碼 |
| Federated Hermes, Inc. | 165,684 | $50.4 萬 | 0.00% | −2,078−1.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 157,520 | $47.9 萬 | 0.00% | +15,284+10.7% | 加碼 |
| Dimensional Fund Advisors LP | 153,756 | $46.8 萬 | 0.00% | +98,127+176.4% | 加碼 |
| Morling Financial Advisors, LLC | 149,024 | $45.3 萬 | 0.16% | 00.0% | 不變 |
| State of Wyoming | 127,093 | $38.6 萬 | 0.05% | +74,729+142.7% | 加碼 |
| Omers Administration Corp | 125,800 | $38.2 萬 | 0.00% | +5,700+4.7% | 加碼 |
| HRT Financial LP | 119,294 | $36.2 萬 | 0.00% | +119,294 | 新進 |
| Cubist Systematic Strategies, LLC | 117,397 | $35.7 萬 | 0.00% | +84,948+261.8% | 加碼 |
| Northern Trust Corp | 117,157 | $35.6 萬 | 0.00% | +9,852+9.2% | 加碼 |
| American Century Companies Inc | 99,529 | $30.3 萬 | 0.00% | +31,301+45.9% | 加碼 |
| Squarepoint Ops LLC | 93,653 | $28.5 萬 | 0.00% | +47,201+101.6% | 加碼 |
| Hillsdale Investment Management Inc. | 85,097 | $25.9 萬 | 0.01% | −2,300−2.6% | 減碼 |
| Jain Global LLC | 70,565 | $21.5 萬 | 0.00% | +70,565 | 新進 |
| Balyasny Asset Management LLC | 68,339 | $20.8 萬 | 0.00% | +13,972+25.7% | 加碼 |
| Wealthspire Advisors, LLC | 66,212 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Winton Group Ltd | 65,961 | $20.1 萬 | 0.01% | +7,784+13.4% | 加碼 |
| Bank of America Corp | 65,079 | $19.8 萬 | 0.00% | −150,172−69.8% | 減碼 |
| HSBC Holdings PLC | 55,492 | $17.0 萬 | 0.00% | −7,825−12.4% | 減碼 |
| ExodusPoint Capital Management, LP | 52,330 | $15.9 萬 | 0.00% | +25,231+93.1% | 加碼 |
| Vontobel Holding Ltd. | 52,174 | $15.9 萬 | 0.00% | +52,174 | 新進 |
| Bank of New York Mellon Corp | 51,205 | $15.6 萬 | 0.00% | −783−1.5% | 減碼 |
| Jefferies Financial Group Inc. | 50,485 | $15.3 萬 | 0.00% | −9,237−15.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 46,916 | $14.2 萬 | 0.02% | +46,916 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 45,131 | $13.7 萬 | 0.04% | −23,148−33.9% | 減碼 |
| Integrated Quantitative Investments LLC | 44,810 | $13.6 萬 | 0.07% | +210+0.5% | 加碼 |
| Bailard, Inc. | 43,621 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| LMR Partners LLP | 40,972 | $12.5 萬 | 0.00% | +40,972 | 新進 |
| Quantessence Capital LLC | 40,000 | $12.2 萬 | 0.03% | +40,000 | 新進 |
| Victory Capital Management Inc | 29,580 | $8.99 萬 | 0.00% | +29,580 | 新進 |
| SG Americas Securities, LLC | 28,200 | $8.60 萬 | 0.00% | +16,513+141.3% | 加碼 |
| HighTower Advisors, LLC | 27,406 | $8.33 萬 | 0.00% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 25,896 | $7.87 萬 | 0.00% | +25,896 | 新進 |
| Sand Hill Global Advisors, LLC | 24,102 | $7.33 萬 | 0.00% | −3,087−11.4% | 減碼 |
| Diametric Capital, LP | 22,552 | $6.86 萬 | 0.08% | +22,552 | 新進 |
| Occudo Quantitative Strategies LP | 20,023 | $6.23 萬 | 0.01% | −25,474−56.0% | 減碼 |
| R Squared Ltd | 18,790 | $5.71 萬 | 0.06% | +5,190+38.2% | 加碼 |
| Citigroup Inc | 14,826 | $4.51 萬 | 0.00% | −179,303−92.4% | 減碼 |
| Simplex Trading, LLC | 15,121 | $4.50 萬 | 0.00% | −5,992−28.4% | 減碼 |
| Catalyst Funds Management Pty Ltd | 14,416 | $4.38 萬 | 0.01% | +14,416 | 新進 |
| Boothbay Fund Management, LLC | 14,272 | $4.34 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 13,413 | $4.10 萬 | 0.00% | +13,413 | 新進 |
| Thrivent Financial for Lutherans | 12,197 | $3.70 萬 | 0.00% | +12,197 | 新進 |
| Capstone Investment Advisors, LLC | 11,632 | $3.54 萬 | 0.00% | +11,632 | 新進 |
| Quadrature Capital Ltd | 11,052 | $3.35 萬 | 0.00% | +11,052 | 新進 |
| Capula Management Ltd | 10,475 | $3.18 萬 | 0.00% | +10,475 | 新進 |
| Hudson Bay Capital Management LP | 10,050 | $3.06 萬 | 0.00% | +10,050 | 新進 |
| Mariner, LLC | 10,008 | $3.04 萬 | 0.00% | +8+0.1% | 加碼 |
| Mutual Advisors, LLC | 10,000 | $2.98 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,008 | $2.43 萬 | 0.00% | −2,826−26.1% | 減碼 |
| Point72 (DIFC) Ltd | 5,324 | $1.62 萬 | 0.00% | +1,907+55.8% | 加碼 |
| Advisor Group Holdings, Inc. | 4,952 | $1.51 萬 | 0.00% | +52+1.1% | 加碼 |
| FMR LLC | 3,284 | $9,983 | 0.00% | +1,575+92.2% | 加碼 |
| Group One Trading, L.P. | 2,367 | $7,196 | 0.00% | +2,367 | 新進 |
| Wells Fargo & Company | 2,189 | $6,655 | 0.00% | −46−2.1% | 減碼 |
| Jones Financial Companies LLLP | 2,000 | $6,220 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 515 | $1,566 | 0.00% | +37+7.7% | 加碼 |
| Coldstream Capital Management Inc | 431 | $1,311 | 0.00% | +431 | 新進 |
| Crowley Wealth Management, Inc. | 200 | $608 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 100 | $304 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 9 | $27 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 30 | $0 | 0.00% | −125−80.6% | 減碼 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −247,531−100.0% | 清倉 |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −220,758−100.0% | 清倉 |