EXFY
Expensify, Inc.
+0.03 (+1.30%)2.33USD176K成交股數222M市值–本益比(近四季)1.6股價營收比-5.3%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 173K |
| 近 180 天 淨額 | −173K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-05 | 07-07 | Liu Ying | Director | A 獲配股票 | 3.7K | – | – | 183K | SEC |
| 2026-06-15 | 06-16 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出(10b5-1) | 10.7K | 1.28 | 14K | 234K | SEC |
| 2026-06-01 | 06-02 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出(10b5-1) | 30.0K | 1.15 | 35K | 1.2M | SEC |
| 2026-05-22 | 07-07 | Christen Timothy L | Director | A 獲配股票 | 124K | – | – | 414K | SEC |
| 2026-05-22 | 07-07 | Pao Ellen | Director | A 獲配股票 | 124K | – | – | 293K | SEC |
| 2026-05-22 | 07-07 | Liu Ying | Director | A 獲配股票 | 124K | – | – | 307K | SEC |
| 2026-05-15 | 05-28 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出(10b5-1) | 10.0K | 1.13 | 11K | 245K | SEC |
| 2026-05-01 | 05-11 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出(10b5-1) | 30.0K | 1.08 | 32K | 1.3M | SEC |
| 2026-04-28 | 04-30 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出(10b5-1) | 30.7K | 1.01 | 31K | 255K | SEC |
| 2026-04-05 | 05-11 | Liu Ying | Director | A 獲配股票 | 5.4K | – | – | 179K | SEC |
| 2026-04-01 | 06-11 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出(10b5-1) | 30.0K | 0.85 | 26K | 1.2M | SEC |
| 2026-03-30 | 06-11 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出 | 12.5K | 0.81 | 10K | 336K | SEC |
| 2026-03-24 | 06-11 | Schaffer Ryan | Chief Financial Officer | S 公開市場賣出 | 2.7K | 0.84 | 2K | 239K | SEC |
| 2026-03-24 | 06-11 | Mills Jason Fahr | Director | S 公開市場賣出 | 1.8K | 0.84 | 2K | 550K | SEC |
| 2026-03-24 | 06-11 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出 | 10.1K | 0.84 | 8K | 221K | SEC |
| 2026-03-24 | 06-11 | Vidal Daniel | Director | S 公開市場賣出 | 1.5K | 0.84 | 1K | 455K | SEC |
| 2026-03-24 | 06-11 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出 | 1.7K | 0.84 | 1K | 349K | SEC |
| 2026-03-20 | 06-11 | Alvarez Divo Carlos Eduardo | Director | A 獲配股票 | 33.6K | – | – | 351K | SEC |
| 2026-03-17 | 06-11 | Mills Jason Fahr | Director | S 公開市場賣出 | 6.8K | 0.76 | 5K | 551K | SEC |
| 2026-03-17 | 06-11 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出 | 2.7K | 0.76 | 2K | 231K | SEC |
| 2026-03-17 | 06-11 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出 | 6.2K | 0.76 | 5K | 317K | SEC |
| 2026-03-17 | 06-11 | Vidal Daniel | Director | S 公開市場賣出 | 6.2K | 0.76 | 5K | 456K | SEC |
| 2026-03-17 | 06-11 | Schaffer Ryan | Chief Financial Officer | S 公開市場賣出 | 3.3K | 0.76 | 3K | 241K | SEC |
| 2026-03-15 | 06-11 | Alvarez Divo Carlos Eduardo | Director | M 選擇權執行 | 2.5K | – | – | 323K | SEC |
| 2026-03-15 | 06-11 | Mills Jason Fahr | Director | M 選擇權執行 | 3.8K | – | – | 558K | SEC |
| 2026-03-15 | 06-11 | Schaffer Ryan | Chief Financial Officer | M 選擇權執行 | 3.9K | – | – | 245K | SEC |
| 2026-03-15 | 06-11 | Barrett David Michael | Chief Executive Officer | M 選擇權執行 | 14.5K | – | – | 234K | SEC |
| 2026-03-15 | 06-11 | Vidal Daniel | Director | M 選擇權執行 | 2.8K | – | – | 462K | SEC |
| 2026-03-13 | 06-11 | Alvarez Divo Carlos Eduardo | Director | A 獲配股票 | 16.4K | – | – | 321K | SEC |
| 2026-03-13 | 06-11 | Schaffer Ryan | Chief Financial Officer | A 獲配股票 | 8.7K | – | – | 241K | SEC |
| 2026-03-13 | 06-11 | Mills Jason Fahr | Director | A 獲配股票 | 26.1K | – | – | 554K | SEC |
| 2026-03-13 | 06-11 | Alvarez Divo Carlos Eduardo | Director | A 獲配股票 | 59.5K | 0.82 | 49K | 304K | SEC |
| 2026-03-13 | 06-11 | Barrett David Michael | Chief Executive Officer | A 獲配股票 | 6.9K | – | – | 219K | SEC |
| 2026-03-13 | 06-11 | Vidal Daniel | Director | A 獲配股票 | 72.4K | 0.82 | 59K | 438K | SEC |
| 2026-03-13 | 06-11 | Mills Jason Fahr | Director | A 獲配股票 | 41.3K | 0.82 | 34K | 528K | SEC |
| 2026-03-13 | 06-11 | Schaffer Ryan | Chief Financial Officer | A 獲配股票 | 28.1K | 0.82 | 23K | 232K | SEC |
| 2026-03-13 | 06-11 | Vidal Daniel | Director | A 獲配股票 | 20.9K | – | – | 459K | SEC |
| 2026-03-11 | 03-18 | SF Roofdeck GP LLC | TenPercentOwner | P 公開市場買進 | 500K | 0.84 | 420K | 12.2M | SEC |
| 2026-03-11 | 03-18 | Steven J. McLaughlin Revocable Trust | TenPercentOwner | P 公開市場買進 | 500K | 0.84 | 420K | 12.2M | SEC |
| 2026-03-11 | 03-18 | EXP 2020 SPV LP | TenPercentOwner | P 公開市場買進 | 500K | 0.84 | 420K | 12.2M | SEC |
| 2026-03-11 | 03-18 | McLaughlin Steven J. | TenPercentOwner | P 公開市場買進 | 500K | 0.84 | 420K | 12.2M | SEC |
| 2026-03-09 | 03-18 | SF Roofdeck GP LLC | TenPercentOwner | P 公開市場買進 | 456K | 0.95 | 433K | 11.7M | SEC |
| 2026-03-09 | 03-18 | Steven J. McLaughlin Revocable Trust | TenPercentOwner | P 公開市場買進 | 456K | 0.95 | 433K | 11.7M | SEC |
| 2026-03-09 | 03-18 | EXP 2020 SPV LP | TenPercentOwner | P 公開市場買進 | 456K | 0.95 | 433K | 11.7M | SEC |
| 2026-03-09 | 03-18 | McLaughlin Steven J. | TenPercentOwner | P 公開市場買進 | 456K | 0.95 | 433K | 11.7M | SEC |
| 2026-03-06 | 03-18 | SF Roofdeck GP LLC | TenPercentOwner | P 公開市場買進 | 480K | 0.96 | 461K | 11.2M | SEC |
| 2026-03-06 | 03-18 | Steven J. McLaughlin Revocable Trust | TenPercentOwner | P 公開市場買進 | 480K | 0.96 | 461K | 11.2M | SEC |
| 2026-03-06 | 03-18 | EXP 2020 SPV LP | TenPercentOwner | P 公開市場買進 | 480K | 0.96 | 461K | 11.2M | SEC |
| 2026-03-06 | 03-18 | McLaughlin Steven J. | TenPercentOwner | P 公開市場買進 | 480K | 0.96 | 461K | 11.2M | SEC |
| 2026-03-04 | 03-18 | SF Roofdeck GP LLC | TenPercentOwner | P 公開市場買進 | 327K | 1.02 | 334K | 10.8M | SEC |
| 2026-03-04 | 03-18 | Steven J. McLaughlin Revocable Trust | TenPercentOwner | P 公開市場買進 | 327K | 1.02 | 334K | 10.8M | SEC |
| 2026-03-04 | 03-18 | EXP 2020 SPV LP | TenPercentOwner | P 公開市場買進 | 327K | 1.02 | 334K | 10.8M | SEC |
| 2026-03-04 | 03-18 | McLaughlin Steven J. | TenPercentOwner | P 公開市場買進 | 327K | 1.02 | 334K | 10.8M | SEC |
| 2026-03-03 | 03-18 | McLaughlin Steven J. | TenPercentOwner | P 公開市場買進 | 500K | 0.97 | 485K | 10.4M | SEC |
| 2026-03-03 | 03-18 | Steven J. McLaughlin Revocable Trust | TenPercentOwner | P 公開市場買進 | 500K | 0.97 | 485K | 10.4M | SEC |
| 2026-03-03 | 03-18 | SF Roofdeck GP LLC | TenPercentOwner | P 公開市場買進 | 500K | 0.97 | 485K | 10.4M | SEC |
| 2026-03-03 | 03-18 | EXP 2020 SPV LP | TenPercentOwner | P 公開市場買進 | 500K | 0.97 | 485K | 10.4M | SEC |
| 2026-03-02 | 03-03 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出(10b5-1) | 30.0K | 0.90 | 27K | 1.3M | SEC |
| 2026-02-02 | 02-04 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出(10b5-1) | 30.0K | 1.45 | 44K | 1.3M | SEC |
| 2026-01-05 | 02-18 | Liu Ying | Director | A 獲配股票 | 3.4K | – | – | 174K | SEC |
| 2026-01-05 | 01-12 | Alvarez Divo Carlos Eduardo | Director | J 其他 | 5.3K | – | – | 286K | SEC |
| 2026-01-04 | 01-12 | Alvarez Divo Carlos Eduardo | Director | J 其他 | 7.8K | – | – | 291K | SEC |
| 2026-01-02 | 01-05 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出(10b5-1) | 30.0K | 1.50 | 45K | 1.3M | SEC |
| 2025-12-31 | 01-12 | Alvarez Divo Carlos Eduardo | Director | J 其他 | 20.4K | – | – | 299K | SEC |
| 2025-12-31 | 01-12 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出 | 6.5K | 1.50 | 10K | 319K | SEC |
| 2025-12-30 | 01-12 | Alvarez Divo Carlos Eduardo | Director | S 公開市場賣出 | 2.5K | 1.52 | 4K | 326K | SEC |
| 2025-12-30 | 01-05 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出(10b5-1) | 14.5K | 1.52 | 22K | 213K | SEC |
| 2025-12-30 | 01-05 | Vidal Daniel | Director | S 公開市場賣出 | 2.8K | 1.52 | 4K | 366K | SEC |
| 2025-12-30 | 01-05 | Mills Jason Fahr | Director | S 公開市場賣出 | 3.8K | 1.52 | 6K | 487K | SEC |
| 2025-12-30 | 01-05 | Schaffer Ryan | Chief Financial Officer | S 公開市場賣出 | 3.9K | 1.52 | 6K | 204K | SEC |
| 2025-12-17 | 12-18 | Mills Jason Fahr | Director | S 公開市場賣出 | 5.9K | 1.55 | 9K | 487K | SEC |
| 2025-12-17 | 12-18 | Barrett David Michael | Chief Executive Officer | S 公開市場賣出 | 2.5K | 1.55 | 4K | 213K | SEC |
| 2025-12-17 | 12-18 | Vidal Daniel | Director | S 公開市場賣出 | 4.8K | 1.55 | 7K | 366K | SEC |
| 2025-12-17 | 12-18 | Schaffer Ryan | Chief Financial Officer | S 公開市場賣出 | 2.6K | 1.55 | 4K | 204K | SEC |
| 2025-12-17 | 12-18 | Muralidharan Anuradha | Chief Operating Officer | S 公開市場賣出 | 523 | 1.55 | 810.65 | 77.8K | SEC |
| 2025-12-15 | 01-05 | Mills Jason Fahr | Director | M 選擇權執行 | 3.8K | – | – | 491K | SEC |
| 2025-12-15 | 01-05 | Barrett David Michael | Chief Executive Officer | M 選擇權執行 | 14.5K | – | – | 227K | SEC |
| 2025-12-15 | 01-05 | Muralidharan Anuradha | Chief Operating Officer | M 選擇權執行 | 3.2K | – | – | 80.9K | SEC |
| 2025-12-15 | 01-05 | Schaffer Ryan | Chief Financial Officer | M 選擇權執行 | 3.9K | – | – | 208K | SEC |
| 2025-12-15 | 01-05 | Vidal Daniel | Director | M 選擇權執行 | 2.8K | – | – | 369K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Parallel Advisors, LLC | 2.7M | 4.8M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 4.2M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 2.1M | 3.7M | 新進 | 新進 |
| Palogic Value Management, L.P. | 1.8M | 3.2M | 新進 | 新進 |
| CastleKnight Management LP | 1.7M | 3.1M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | 2.1M | 新進 | 新進 |
| BlackRock, Inc. | 1.1M | 2.0M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 1.0M | 1.8M | 新進 | 新進 |
| FORMULA GROWTH LTD | 875K | 1.6M | 新進 | 新進 |
| MARSHALL WACE, LLP | 752K | 1.3M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 747K | 1.3M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 663K | 1.2M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 508K | 909K | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 507K | 907K | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 393K | 703K | 新進 | 新進 |
| MORGAN STANLEY | 336K | 601K | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 261K | 467K | 新進 | 新進 |
| UBS Group AG | 257K | 461K | 新進 | 新進 |
| IEQ CAPITAL, LLC | 254K | 455K | 新進 | 新進 |
| STATE STREET CORP | 244K | 436K | 新進 | 新進 |
| Wealthspire Advisors, LLC | 239K | 427K | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 204K | 366K | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 174K | 311K | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 158K | 283K | 新進 | 新進 |
| NORTHERN TRUST CORP | 151K | 270K | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 101 -3 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 101 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 25.7M · 26.9% |
| 合計季末市值 | 40.9M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 1.2M |
|---|---|
| 與上期比 | +48.8% |
| 佔流通股數 | 1.23% |
| 日均成交量 | 729K |
| 回補天數 | 1.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 1.2M | +48.8% | 1.23% | 729K | 1.6 |
| 2026-08-14 | 787K | -3.9% | 0.82% | 1.7M | 1.0 |
| 2026-07-31 | 819K | +9.3% | 0.86% | 654K | 1.3 |
| 2026-07-15 | 749K | -49.8% | 0.79% | 1.3M | 1.0 |
| 2026-06-30 | 1.5M | -66.7% | 1.56% | 3.7M | 1.0 |
| 2026-06-15 | 4.5M | +12.3% | 4.69% | 1.1M | 4.1 |
| 2026-05-29 | 4.0M | +6.6% | 4.18% | 526K | 7.6 |
| 2026-05-15 | 3.7M | +5.4% | 3.92% | 804K | 4.7 |
| 2026-04-30 | 3.5M | -15.6% | 3.72% | 552K | 6.4 |
| 2026-04-15 | 4.2M | +11.7% | 4.41% | 582K | 7.2 |
| 2026-03-31 | 3.8M | +6.2% | 3.95% | 1.1M | 3.5 |
| 2026-03-13 | 3.5M | +36.0% | 3.71% | 1.2M | 3.0 |
| 2026-02-27 | 2.6M | -5.6% | 2.73% | 961K | 2.7 |
| 2026-02-13 | 2.8M | +2.0% | 2.89% | 606K | 4.6 |
| 2026-01-30 | 2.7M | +6.7% | 2.84% | 380K | 7.1 |
| 2026-01-15 | 2.5M | +17.7% | 2.66% | 422K | 6.0 |
| 2025-12-31 | 2.2M | -8.9% | 2.26% | 606K | 3.6 |
| 2025-12-15 | 2.4M | -6.7% | 2.48% | 479K | 4.9 |
| 2025-11-28 | 2.5M | +11.2% | 2.66% | 438K | 5.8 |
| 2025-11-14 | 2.3M | +2.1% | 2.39% | 541K | 4.2 |
| 2025-10-31 | 2.2M | -3.7% | 2.34% | 344K | 6.5 |
| 2025-10-15 | 2.3M | -12.5% | 2.43% | 508K | 4.6 |
| 2025-09-30 | 2.7M | -0.3% | 2.78% | 590K | 4.5 |
| 2025-09-15 | 2.7M | -5.3% | 2.79% | 379K | 7.0 |
| 2025-08-29 | 2.8M | +2.9% | 2.94% | 592K | 4.7 |
| 2025-08-15 | 2.7M | -5.0% | 2.86% | 877K | 3.1 |