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。
2026 年第 1 季 13F 持有人
Expensify, Inc. 在 2026/3/31 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
- 104
- 較 2025 年第 4 季 −4 家
- 持有股數
- 3,038 萬
- 較 2025 年第 4 季 +525.4 萬 (+20.9%)
- 總市值
- $2,643 萬
- 較 2025 年第 4 季 −$1,151 萬 (−30.3%)
- 新進機構
- 22
- 另有 37 家加碼
- 清倉機構
- 26
- 另有 31 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,994,506 | $347.5 萬 | 0.00% | −76,884−1.9% | 減碼 |
| Palogic Value Management, L.P. | 2,522,566 | $219.4 萬 | 0.96% | +1,119,501+79.8% | 加碼 |
| Verition Fund Management LLC | 2,350,000 | $204.4 萬 | 0.02% | +2,350,000 | 新進 |
| Vanguard Capital Management LLC | 2,305,690 | $200.6 萬 | 0.00% | +2,305,690 | 新進 |
| Acadian Asset Management LLC | 2,210,606 | $191.8 萬 | 0.00% | +40,112+1.8% | 加碼 |
| Vanguard Portfolio Management LLC | 1,971,586 | $171.5 萬 | 0.00% | +1,971,586 | 新進 |
| CastleKnight Management LP | 1,730,062 | $150.5 萬 | 0.07% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,369,959 | $119.2 萬 | 0.00% | −31,073−2.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,318,100 | $114.7 萬 | 0.00% | −30,650−2.3% | 減碼 |
| Marshall Wace, LLP | 914,309 | $79.5 萬 | 0.00% | −522,398−36.4% | 減碼 |
| Formula Growth Ltd | 890,000 | $77.4 萬 | 0.35% | −10,000−1.1% | 減碼 |
| AQR Capital Management LLC | 826,233 | $71.9 萬 | 0.00% | +665,420+413.8% | 加碼 |
| Renaissance Technologies LLC | 725,000 | $63.1 萬 | 0.00% | +45,400+6.7% | 加碼 |
| State Street Corp | 723,598 | $62.9 萬 | 0.00% | +10,020+1.4% | 加碼 |
| Ieq Capital, LLC | 548,021 | $47.7 萬 | 0.00% | +65,198+13.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 504,828 | $43.9 萬 | 0.00% | −475,380−48.5% | 減碼 |
| Pale Fire Capital SE | 481,051 | $41.8 萬 | 0.04% | +481,051 | 新進 |
| Northern Trust Corp | 418,271 | $36.4 萬 | 0.00% | +1760.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 390,011 | $33.9 萬 | 0.00% | +390,011 | 新進 |
| Charles Schwab Investment Management Inc | 380,396 | $33.1 萬 | 0.00% | −67,935−15.2% | 減碼 |
| Mackenzie Financial Corp | 380,185 | $33.1 萬 | 0.00% | +219,942+137.3% | 加碼 |
| Two Sigma Investments, LP | 364,223 | $31.7 萬 | 0.00% | −6,512−1.8% | 減碼 |
| Goldman Sachs Group Inc | 294,787 | $25.6 萬 | 0.00% | +750+0.3% | 加碼 |
| Morgan Stanley | 272,849 | $23.7 萬 | 0.00% | −258,427−48.6% | 減碼 |
| Wealthspire Advisors, LLC | 238,530 | $20.7 萬 | 0.00% | +132,318+124.6% | 加碼 |
| Bank of New York Mellon Corp | 231,584 | $20.1 萬 | 0.00% | −2,004−0.9% | 減碼 |
| Deutsche Bank AG | 129,384 | $11.3 萬 | 0.00% | +82,002+173.1% | 加碼 |
| Qube Research & Technologies Ltd | 121,784 | $10.6 萬 | 0.00% | −142,286−53.9% | 減碼 |
| Susquehanna International Group, LLP | 97,550 | $8.49 萬 | 0.00% | −10,573−9.8% | 減碼 |
| Bridgeway Capital Management, LLC | 94,300 | $8.20 萬 | 0.00% | −50,000−34.7% | 減碼 |
| HSBC Holdings PLC | 84,329 | $7.52 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 79,725 | $6.94 萬 | 0.00% | −12,391−13.5% | 減碼 |
| Dimensional Fund Advisors LP | 78,173 | $6.77 萬 | 0.00% | −68,921−46.9% | 減碼 |
| Nuveen, LLC | 77,657 | $6.76 萬 | 0.00% | 00.0% | 不變 |
| Williams & Novak, LLC | 64,250 | $5.60 萬 | 0.04% | +29,310+83.9% | 加碼 |
| Creative Planning | 63,059 | $5.49 萬 | 0.00% | +63,059 | 新進 |
| Coldstream Capital Management Inc | 62,209 | $5.41 萬 | 0.00% | +6,417+11.5% | 加碼 |
| Barclays PLC | 52,163 | $4.54 萬 | 0.00% | −82,526−61.3% | 減碼 |
| Balyasny Asset Management LLC | 49,980 | $4.35 萬 | 0.00% | +18,365+58.1% | 加碼 |
| Bank of America Corp | 48,679 | $4.23 萬 | 0.00% | −46,111−48.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 47,816 | $4.16 萬 | 0.00% | +32,183+205.9% | 加碼 |
| Invesco Ltd. | 43,591 | $3.79 萬 | 0.00% | +11,566+36.1% | 加碼 |
| Rhumbline Advisers | 42,957 | $3.74 萬 | 0.00% | +165+0.4% | 加碼 |
| CWM, LLC | 41,096 | $3.58 萬 | 0.00% | +31,124+312.1% | 加碼 |
| New York State Common Retirement Fund | 40,500 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| Nine Masts Capital Ltd | 37,557 | $3.27 萬 | 0.01% | +37,557 | 新進 |
| Mariner, LLC | 33,487 | $2.91 萬 | 0.00% | +17,990+116.1% | 加碼 |
| FMR LLC | 33,193 | $2.89 萬 | 0.00% | +12,874+63.4% | 加碼 |
| Cerity Partners LLC | 32,602 | $2.84 萬 | 0.00% | +32,602 | 新進 |
| Prentiss Smith & Co Inc | 32,485 | $2.83 萬 | 0.02% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 30,121 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 29,193 | $2.54 萬 | 0.00% | +680+2.4% | 加碼 |
| Gsa Capital Partners LLP | 29,136 | $2.50 萬 | 0.00% | +6,526+28.9% | 加碼 |
| JPMorgan Chase & Co | 25,497 | $2.10 萬 | 0.00% | −33,865−57.0% | 減碼 |
| Wells Fargo & Company | 23,482 | $2.04 萬 | 0.00% | −46,554−66.5% | 減碼 |
| Simplex Trading, LLC | 22,133 | $1.93 萬 | 0.00% | +8,895+67.2% | 加碼 |
| JustInvest LLC | 20,510 | $1.78 萬 | 0.00% | +4,931+31.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 20,314 | $1.77 萬 | 0.00% | 00.0% | 不變 |
| Lavelle Capital LP | 20,000 | $1.74 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 19,419 | $1.69 萬 | 0.00% | +12,585+184.2% | 加碼 |
| Two Sigma Securities, LLC | 19,016 | $1.65 萬 | 0.00% | +19,016 | 新進 |
| SEI Investments Co | 18,647 | $1.62 萬 | 0.00% | +18,647 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 17,328 | $1.56 萬 | 0.00% | +17,328 | 新進 |
| Alliancebernstein L.P. | 10,200 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 17,042 | $1.48 萬 | 0.00% | +17,042 | 新進 |
| Franklin Resources Inc | 16,871 | $1.47 萬 | 0.00% | −430−2.5% | 減碼 |
| Ameriprise Financial Inc | 16,742 | $1.46 萬 | 0.00% | −1,837,315−99.1% | 減碼 |
| Graham Capital Management, L.P. | 15,974 | $1.39 萬 | 0.00% | +798+5.3% | 加碼 |
| Intech Investment Management LLC | 15,833 | $1.38 萬 | 0.00% | −11,212−41.5% | 減碼 |
| Mercer Global Advisors Inc | 14,883 | $1.29 萬 | 0.00% | +14,883 | 新進 |
| BNP Paribas Arbitrage, SA | 12,883 | $1.12 萬 | 0.00% | −6,860−34.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 12,436 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 12,180 | $1.06 萬 | 0.00% | +12,180 | 新進 |
| Sassicaia Capital Advisers LLC | 10,800 | $9,395 | 0.01% | +10,800 | 新進 |
| Mutual Advisors, LLC | 10,000 | $8,699 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 9,356 | $8,138 | 0.00% | +9,356 | 新進 |
| Advisor Group Holdings, Inc. | 8,421 | $7,322 | 0.00% | −1,170−12.2% | 減碼 |
| State of Alaska, Department of Revenue | 8,632 | $7,000 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 8,015 | $6,972 | 0.00% | −4,900−37.9% | 減碼 |
| Royal Bank of Canada | 6,589 | $6,000 | 0.00% | +4,664+242.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,105 | $5,311 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 5,946 | $5,172 | 0.00% | −3,006−33.6% | 減碼 |
| Legal & General Group Plc | 5,425 | $4,719 | 0.00% | −656−10.8% | 減碼 |
| Essential Partners LLC | 4,626 | $4,024 | 0.00% | +3,746+425.7% | 加碼 |
| Citigroup Inc | 2,970 | $2,584 | 0.00% | −54,874−94.9% | 減碼 |
| Jones Financial Companies LLLP | 2,391 | $1,937 | 0.00% | +391+19.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,921 | $1,671 | 0.00% | +1,921 | 新進 |
| EverSource Wealth Advisors, LLC | 1,900 | $1,653 | 0.00% | +1,387+270.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,344 | $1,169 | 0.00% | +1,143+568.7% | 加碼 |
| Sterling Capital Management LLC | 1,126 | $980 | 0.00% | −994−46.9% | 減碼 |
| SBI Securities Co., Ltd. | 761 | $662 | 0.00% | +97+14.6% | 加碼 |
| Purpose Unlimited Inc. | 650 | $567 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 459 | $400 | 0.00% | +296+181.6% | 加碼 |
| IFP Advisors, Inc | 282 | $245 | 0.00% | +210+291.7% | 加碼 |
| Rothschild Investment LLC | 253 | $220 | 0.00% | +194+328.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 230 | $200 | 0.00% | +230 | 新進 |
| SRS Capital Advisors, Inc. | 167 | $145 | 0.00% | +167 | 新進 |
| MAI Capital Management | 159 | $139 | 0.00% | −341−68.2% | 減碼 |
| Wealth Preservation Advisors, LLC | 139 | $121 | 0.00% | +139 | 新進 |
| Sunbelt Securities, Inc. | 109 | $95 | 0.00% | +38+53.5% | 加碼 |