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 4 季 13F 持有人
Expensify, Inc. 在 2025/12/31 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
- 109
- 較 2025 年第 3 季 +4 家
- 持有股數
- 2,981 萬
- 較 2025 年第 3 季 −216.4 萬 (−6.8%)
- 總市值
- $4,500 萬
- 較 2025 年第 3 季 −$1,414 萬 (−23.9%)
- 新進機構
- 16
- 另有 36 家加碼
- 清倉機構
- 12
- 另有 38 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,675,746 | $706.0 萬 | 0.00% | +132,107+2.9% | 加碼 |
| BlackRock, Inc. | 4,071,390 | $614.8 萬 | 0.00% | −86,207−2.1% | 減碼 |
| Acadian Asset Management LLC | 2,170,494 | $327.4 萬 | 0.01% | −101,547−4.5% | 減碼 |
| Ameriprise Financial Inc | 1,854,057 | $280.0 萬 | 0.00% | +17,737+1.0% | 加碼 |
| CastleKnight Management LP | 1,730,062 | $261.2 萬 | 0.15% | −431,243−20.0% | 減碼 |
| Marshall Wace, LLP | 1,436,707 | $216.9 萬 | 0.00% | +76,833+5.7% | 加碼 |
| Palogic Value Management, L.P. | 1,403,065 | $211.9 萬 | 0.91% | +470,078+50.4% | 加碼 |
| Geode Capital Management, LLC | 1,401,032 | $211.6 萬 | 0.00% | −6,563−0.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,348,750 | $203.7 萬 | 0.00% | −177,243−11.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 980,208 | $148.0 萬 | 0.00% | −100,786−9.3% | 減碼 |
| Formula Growth Ltd | 900,000 | $135.9 萬 | 0.52% | −250,000−21.7% | 減碼 |
| State Street Corp | 713,578 | $107.8 萬 | 0.00% | +40,445+6.0% | 加碼 |
| Renaissance Technologies LLC | 679,600 | $102.6 萬 | 0.00% | −24,250−3.4% | 減碼 |
| Morgan Stanley | 531,276 | $80.2 萬 | 0.00% | −130,036−19.7% | 減碼 |
| Ieq Capital, LLC | 482,823 | $72.9 萬 | 0.00% | −28,785−5.6% | 減碼 |
| Charles Schwab Investment Management Inc | 448,331 | $67.7 萬 | 0.00% | −346−0.1% | 減碼 |
| Northern Trust Corp | 418,095 | $63.1 萬 | 0.00% | −32,856−7.3% | 減碼 |
| Two Sigma Investments, LP | 370,735 | $56.0 萬 | 0.00% | +97,583+35.7% | 加碼 |
| Goldman Sachs Group Inc | 294,037 | $44.4 萬 | 0.00% | −30,576−9.4% | 減碼 |
| Two Sigma Advisers, LP | 264,400 | $39.9 萬 | 0.00% | +20,100+8.2% | 加碼 |
| Qube Research & Technologies Ltd | 264,070 | $39.9 萬 | 0.00% | −84,451−24.2% | 減碼 |
| Bank of New York Mellon Corp | 233,588 | $35.3 萬 | 0.00% | +63,385+37.2% | 加碼 |
| XTX Topco Ltd | 191,397 | $28.9 萬 | 0.01% | +10,150+5.6% | 加碼 |
| Exchange Traded Concepts, LLC | 173,693 | $26.2 萬 | 0.00% | −103,647−37.4% | 減碼 |
| AQR Capital Management LLC | 160,813 | $24.3 萬 | 0.00% | −95,104−37.2% | 減碼 |
| Mackenzie Financial Corp | 160,243 | $24.0 萬 | 0.00% | +160,243 | 新進 |
| Dimensional Fund Advisors LP | 147,094 | $22.2 萬 | 0.00% | −150,762−50.6% | 減碼 |
| Bridgeway Capital Management, LLC | 144,300 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 134,689 | $20.3 萬 | 0.00% | +9,080+7.2% | 加碼 |
| American Century Companies Inc | 121,441 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 108,123 | $16.3 萬 | 0.00% | +23,861+28.3% | 加碼 |
| Wealthspire Advisors, LLC | 106,212 | $16.0 萬 | 0.00% | +40,000+60.4% | 加碼 |
| Bank of America Corp | 94,790 | $14.3 萬 | 0.00% | −11,109−10.5% | 減碼 |
| UBS Group AG | 92,116 | $13.9 萬 | 0.00% | +25,898+39.1% | 加碼 |
| HSBC Holdings PLC | 84,329 | $12.7 萬 | 0.00% | +20,465+32.0% | 加碼 |
| Nuveen, LLC | 77,657 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 70,036 | $10.6 萬 | 0.00% | +26,238+59.9% | 加碼 |
| JPMorgan Chase & Co | 59,362 | $8.96 萬 | 0.00% | −41,117−40.9% | 減碼 |
| Citigroup Inc | 57,844 | $8.73 萬 | 0.00% | +56,159+3,332.9% | 加碼 |
| Coldstream Capital Management Inc | 55,792 | $8.42 萬 | 0.00% | +5,445+10.8% | 加碼 |
| Vontobel Holding Ltd. | 54,137 | $8.17 萬 | 0.00% | −808−1.5% | 減碼 |
| Citadel Advisors LLC | 48,231 | $7.28 萬 | 0.00% | −148,431−75.5% | 減碼 |
| Deutsche Bank AG | 47,382 | $7.15 萬 | 0.00% | −53,265−52.9% | 減碼 |
| HRT Financial LP | 45,148 | $6.80 萬 | 0.00% | +45,148 | 新進 |
| Rhumbline Advisers | 42,792 | $6.46 萬 | 0.00% | −12,887−23.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 42,334 | $6.40 萬 | 0.01% | −69,115−62.0% | 減碼 |
| New York State Common Retirement Fund | 40,500 | $6.12 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 36,400 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Williams & Novak, LLC | 34,940 | $5.28 萬 | 0.04% | +4,400+14.4% | 加碼 |
| Pitcairn Wealth Advisors LLC | 33,000 | $4.98 萬 | 0.00% | +33,000 | 新進 |
| Prentiss Smith & Co Inc | 32,485 | $4.91 萬 | 0.03% | +32,485 | 新進 |
| Invesco Ltd. | 32,025 | $4.84 萬 | 0.00% | −6,850−17.6% | 減碼 |
| Balyasny Asset Management LLC | 31,615 | $4.77 萬 | 0.00% | +17,634+126.1% | 加碼 |
| Price T Rowe Associates Inc | 30,121 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 28,513 | $4.31 萬 | 0.00% | +880+3.2% | 加碼 |
| HighTower Advisors, LLC | 27,407 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 27,045 | $4.08 萬 | 0.00% | −3,485−11.4% | 減碼 |
| Royce & Associates LP | 25,477 | $3.85 萬 | 0.00% | −4,632−15.4% | 減碼 |
| Gsa Capital Partners LLP | 22,610 | $3.40 萬 | 0.00% | −288,071−92.7% | 減碼 |
| Quadrature Capital Ltd | 22,131 | $3.34 萬 | 0.00% | −1,949−8.1% | 減碼 |
| Globeflex Capital L P | 21,801 | $3.29 萬 | 0.01% | 00.0% | 不變 |
| FMR LLC | 20,319 | $3.07 萬 | 0.00% | +17,481+616.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 20,314 | $3.07 萬 | 0.00% | 00.0% | 不變 |
| Lavelle Capital LP | 20,000 | $3.02 萬 | 0.02% | +20,000 | 新進 |
| BNP Paribas Arbitrage, SA | 19,743 | $2.98 萬 | 0.00% | −123,432−86.2% | 減碼 |
| Jane Street Group, LLC | 18,821 | $2.84 萬 | 0.00% | −22,035−53.9% | 減碼 |
| SG Americas Securities, LLC | 17,765 | $2.70 萬 | 0.00% | +17,765 | 新進 |
| Franklin Resources Inc | 17,301 | $2.61 萬 | 0.00% | −1,127−6.1% | 減碼 |
| Abel Hall, LLC | 16,243 | $2.45 萬 | 0.01% | +16,243 | 新進 |
| Jacobs Levy Equity Management, Inc | 15,633 | $2.36 萬 | 0.00% | +15,633 | 新進 |
| JustInvest LLC | 15,579 | $2.35 萬 | 0.00% | +15,579 | 新進 |
| Mariner, LLC | 15,497 | $2.34 萬 | 0.00% | +334+2.2% | 加碼 |
| Graham Capital Management, L.P. | 15,176 | $2.29 萬 | 0.00% | +15,176 | 新進 |
| Simplex Trading, LLC | 13,238 | $2.00 萬 | 0.00% | +13,238 | 新進 |
| Group One Trading, L.P. | 12,915 | $1.95 萬 | 0.00% | +6,867+113.5% | 加碼 |
| Voya Investment Management LLC | 12,539 | $1.89 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,923 | $1.65 萬 | 0.00% | +698+6.8% | 加碼 |
| Alliancebernstein L.P. | 10,200 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Mutual Advisors, LLC | 10,000 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 9,972 | $1.50 萬 | 0.00% | −9,552−48.9% | 減碼 |
| Advisor Group Holdings, Inc. | 9,591 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 8,952 | $1.35 萬 | 0.00% | +3,999+80.7% | 加碼 |
| State of Alaska, Department of Revenue | 8,632 | $1.30 萬 | 0.00% | +8,632 | 新進 |
| Tower Research Capital LLC (TRC) | 6,834 | $1.03 萬 | 0.00% | +81+1.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,105 | $9,219 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 6,081 | $9,183 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 3,676 | $5,551 | 0.00% | −58−1.6% | 減碼 |
| Sterling Capital Management LLC | 2,120 | $3,201 | 0.00% | +131+6.6% | 加碼 |
| Jones Financial Companies LLLP | 2,000 | $3,020 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 1,879 | $3,000 | 0.00% | −163−8.0% | 減碼 |
| Royal Bank of Canada | 1,925 | $3,000 | 0.00% | +1,330+223.5% | 加碼 |
| Covestor Ltd | 1,567 | $2,000 | 0.00% | +6+0.4% | 加碼 |
| Essential Partners LLC | 880 | $1,329 | 0.00% | +174+24.6% | 加碼 |
| SBI Securities Co., Ltd. | 664 | $1,003 | 0.00% | +67+11.2% | 加碼 |
| Purpose Unlimited Inc. | 650 | $975 | 0.00% | +650 | 新進 |
| EverSource Wealth Advisors, LLC | 513 | $775 | 0.00% | −175−25.4% | 減碼 |
| MAI Capital Management | 500 | $755 | 0.00% | +500 | 新進 |
| True Wealth Design, LLC | 253 | $383 | 0.00% | +218+622.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 201 | $304 | 0.00% | +200+20,000.0% | 加碼 |