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 3 季 13F 持有人
Expensify, Inc. 在 2025/9/30 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
- 105
- 較 2025 年第 2 季 +8 家
- 持有股數
- 3,197 萬
- 較 2025 年第 2 季 −209.1 萬 (−6.1%)
- 總市值
- $5,914 萬
- 較 2025 年第 2 季 −$2,906 萬 (−32.9%)
- 新進機構
- 25
- 另有 31 家加碼
- 清倉機構
- 17
- 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,543,639 | $840.6 萬 | 0.00% | +197,702+4.5% | 加碼 |
| BlackRock, Inc. | 4,157,597 | $769.2 萬 | 0.00% | +152,660+3.8% | 加碼 |
| Acadian Asset Management LLC | 2,272,041 | $419.9 萬 | 0.01% | +200,269+9.7% | 加碼 |
| CastleKnight Management LP | 2,161,305 | $399.8 萬 | 0.21% | +869,159+67.3% | 加碼 |
| Ameriprise Financial Inc | 1,836,320 | $339.7 萬 | 0.00% | −13,000−0.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,525,993 | $282.3 萬 | 0.00% | −318,059−17.2% | 減碼 |
| Geode Capital Management, LLC | 1,407,595 | $260.4 萬 | 0.00% | +81,466+6.1% | 加碼 |
| Marshall Wace, LLP | 1,359,874 | $251.6 萬 | 0.00% | −187,877−12.1% | 減碼 |
| Formula Growth Ltd | 1,150,000 | $212.8 萬 | 0.76% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,080,994 | $200.0 萬 | 0.01% | −39,996−3.6% | 減碼 |
| Palogic Value Management, L.P. | 932,987 | $172.6 萬 | 0.73% | +431,567+86.1% | 加碼 |
| Renaissance Technologies LLC | 703,850 | $130.2 萬 | 0.00% | −414,350−37.1% | 減碼 |
| State Street Corp | 673,133 | $124.5 萬 | 0.00% | +90,916+15.6% | 加碼 |
| Morgan Stanley | 661,312 | $122.3 萬 | 0.00% | −278,933−29.7% | 減碼 |
| Ieq Capital, LLC | 511,608 | $94.6 萬 | 0.00% | +45,806+9.8% | 加碼 |
| Northern Trust Corp | 450,951 | $83.4 萬 | 0.00% | +4,294+1.0% | 加碼 |
| Charles Schwab Investment Management Inc | 448,677 | $83.0 萬 | 0.00% | −11,136−2.4% | 減碼 |
| Ceera Investments, LLC | 443,640 | $82.1 萬 | 0.26% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 348,521 | $64.5 萬 | 0.00% | +108,801+45.4% | 加碼 |
| Goldman Sachs Group Inc | 324,613 | $60.1 萬 | 0.00% | +115,589+55.3% | 加碼 |
| Gsa Capital Partners LLP | 310,681 | $57.5 萬 | 0.05% | −205,506−39.8% | 減碼 |
| Dimensional Fund Advisors LP | 297,856 | $55.2 萬 | 0.00% | −83,090−21.8% | 減碼 |
| Exchange Traded Concepts, LLC | 277,340 | $51.3 萬 | 0.00% | −20,436−6.9% | 減碼 |
| Two Sigma Investments, LP | 273,152 | $50.5 萬 | 0.00% | −133,652−32.9% | 減碼 |
| AQR Capital Management LLC | 255,917 | $47.3 萬 | 0.00% | +255,917 | 新進 |
| Two Sigma Advisers, LP | 244,300 | $45.2 萬 | 0.00% | −93,700−27.7% | 減碼 |
| Citadel Advisors LLC | 196,662 | $36.4 萬 | 0.00% | −466,338−70.3% | 減碼 |
| Victory Capital Management Inc | 191,764 | $35.5 萬 | 0.00% | +116,385+154.4% | 加碼 |
| XTX Topco Ltd | 181,247 | $33.5 萬 | 0.02% | +120,775+199.7% | 加碼 |
| Bank of New York Mellon Corp | 170,203 | $31.5 萬 | 0.00% | +504+0.3% | 加碼 |
| Federated Hermes, Inc. | 161,146 | $29.8 萬 | 0.00% | −1,838−1.1% | 減碼 |
| Morling Financial Advisors, LLC | 149,024 | $27.6 萬 | 0.09% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 144,300 | $26.7 萬 | 0.01% | −50,000−25.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 143,175 | $26.5 萬 | 0.00% | −21,188−12.9% | 減碼 |
| Barclays PLC | 125,609 | $23.2 萬 | 0.00% | −20,406−14.0% | 減碼 |
| American Century Companies Inc | 121,441 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 111,449 | $20.6 萬 | 0.03% | +51,145+84.8% | 加碼 |
| Bank of America Corp | 105,899 | $19.6 萬 | 0.00% | −6,179−5.5% | 減碼 |
| Deutsche Bank AG | 100,647 | $18.6 萬 | 0.00% | +100,647 | 新進 |
| JPMorgan Chase & Co | 100,479 | $18.6 萬 | 0.00% | −173,606−63.3% | 減碼 |
| Susquehanna International Group, LLP | 84,262 | $15.6 萬 | 0.00% | −183,979−68.6% | 減碼 |
| Nuveen, LLC | 77,657 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 66,218 | $12.3 萬 | 0.00% | +5,177+8.5% | 加碼 |
| Wealthspire Advisors, LLC | 66,212 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 63,864 | $11.9 萬 | 0.00% | +2,684+4.4% | 加碼 |
| Verition Fund Management LLC | 55,912 | $10.3 萬 | 0.00% | +201+0.4% | 加碼 |
| Rhumbline Advisers | 55,679 | $10.3 萬 | 0.00% | −303−0.5% | 減碼 |
| Vontobel Holding Ltd. | 54,945 | $10.2 萬 | 0.00% | +2,429+4.6% | 加碼 |
| Sugar Maple Asset Management, LLC | 51,000 | $9.44 萬 | 0.07% | +51,000 | 新進 |
| Coldstream Capital Management Inc | 50,347 | $9.31 萬 | 0.00% | +50,347 | 新進 |
| Wells Fargo & Company | 43,798 | $8.10 萬 | 0.00% | +6,707+18.1% | 加碼 |
| Jane Street Group, LLC | 40,856 | $7.56 萬 | 0.00% | +40,856 | 新進 |
| New York State Common Retirement Fund | 40,500 | $7.49 萬 | 0.00% | 00.0% | 不變 |
| Invesco Ltd. | 38,875 | $7.19 萬 | 0.00% | +947+2.5% | 加碼 |
| Prelude Capital Management, LLC | 36,400 | $6.73 萬 | 0.01% | +14,800+68.5% | 加碼 |
| Williams & Novak, LLC | 30,540 | $5.65 萬 | 0.04% | +30,540 | 新進 |
| Intech Investment Management LLC | 30,530 | $5.65 萬 | 0.00% | +1,801+6.3% | 加碼 |
| Price T Rowe Associates Inc | 30,121 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Royce & Associates LP | 30,109 | $5.57 萬 | 0.00% | +10,358+52.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 27,633 | $5.11 萬 | 0.00% | −5,060−15.5% | 減碼 |
| HighTower Advisors, LLC | 27,407 | $5.07 萬 | 0.00% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 27,038 | $5.00 萬 | 0.00% | −58,059−68.2% | 減碼 |
| Quadrature Capital Ltd | 24,080 | $4.47 萬 | 0.00% | +24,080 | 新進 |
| Globeflex Capital L P | 21,801 | $4.03 萬 | 0.01% | −304,643−93.3% | 減碼 |
| Sand Hill Global Advisors, LLC | 20,314 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 19,524 | $3.60 萬 | 0.00% | +19,524 | 新進 |
| Franklin Resources Inc | 18,428 | $3.41 萬 | 0.00% | +18,428 | 新進 |
| Mariner, LLC | 15,163 | $2.81 萬 | 0.00% | +5,155+51.5% | 加碼 |
| Squarepoint Ops LLC | 14,499 | $2.68 萬 | 0.00% | −14,815−50.5% | 減碼 |
| Balyasny Asset Management LLC | 13,981 | $2.59 萬 | 0.00% | +13,981 | 新進 |
| Voya Investment Management LLC | 12,539 | $2.32 萬 | 0.00% | −5,323−29.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 12,907 | $2.19 萬 | 0.00% | +12,907 | 新進 |
| ProShare Advisors LLC | 10,225 | $1.89 萬 | 0.00% | −2,038−16.6% | 減碼 |
| Alliancebernstein L.P. | 10,200 | $1.89 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 9,591 | $1.85 萬 | 0.00% | +2,615+37.5% | 加碼 |
| Mutual Advisors, LLC | 10,000 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 8,017 | $1.48 萬 | 0.00% | +8,017 | 新進 |
| Tower Research Capital LLC (TRC) | 6,753 | $1.25 萬 | 0.00% | +2,914+75.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,105 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 6,081 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 6,048 | $1.12 萬 | 0.00% | −400−6.2% | 減碼 |
| Russell Investments Group, Ltd. | 4,953 | $9,163 | 0.00% | +4,953 | 新進 |
| California State Teachers Retirement System | 3,734 | $6,908 | 0.00% | +3+0.1% | 加碼 |
| FMR LLC | 2,838 | $5,250 | 0.00% | +579+25.6% | 加碼 |
| Amalgamated Bank | 2,042 | $4,000 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,000 | $3,900 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,989 | $3,680 | 0.00% | +1,163+140.8% | 加碼 |
| Citigroup Inc | 1,685 | $3,117 | 0.00% | −19,006−91.9% | 減碼 |
| Covestor Ltd | 1,561 | $3,000 | 0.00% | +1,561 | 新進 |
| Essential Partners LLC | 706 | $1,306 | 0.00% | +706 | 新進 |
| EverSource Wealth Advisors, LLC | 688 | $1,273 | 0.00% | +688 | 新進 |
| SBI Securities Co., Ltd. | 597 | $1,104 | 0.00% | +31+5.5% | 加碼 |
| Royal Bank of Canada | 595 | $1,000 | 0.00% | −4,136−87.4% | 減碼 |
| IFP Advisors, Inc | 371 | $686 | 0.00% | +371 | 新進 |
| Clearstead Advisors, LLC | 200 | $370 | 0.00% | +200 | 新進 |
| Parallel Advisors, LLC | 100 | $185 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 92 | $171 | 0.00% | +92 | 新進 |
| Golden State Wealth Management, LLC | 55 | $102 | 0.00% | +55 | 新進 |
| True Wealth Design, LLC | 35 | $65 | 0.00% | +35 | 新進 |