EXFY Expensify, Inc. - Class A Common Stock

NASDAQ · Technology · SEC EDGAR पर देखें ↗
$2.31
मूल्य · अग 18, 2026
मौलिकता इस प्रकार है अग 6, 2026

Expensify, Inc. - Class A Common Stock के बारे में विकिपीडिया से कंपनी का अवलोकन

Expensify, Inc. is an American software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.

और पढ़ें

Expensify, Inc. is an American software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.

History

Expensify was founded in 2008 by current CEO David Barrett. Barrett, a native of Saginaw, Michigan, and a graduate of the University of Michigan, began programming at the age of six. He was involved in numerous tech companies prior to Expensify, including Red Swoosh.

The company has completed several rounds of venture capital funding, raising $1 million in 2009, $5.7 million in 2010, $3.5 million in 2014, and $17 million in 2015.

The company, which expanded its operation in Michigan in 2014, partnered with Gogebic Community College to offer scholarships to students in the area.

In July 2015, CEO David Barrett addressed the United States Congress on behalf of the app industry, speaking to a House, Health, and Technology subcommittee.

In November 2017, the company faced allegations of exposing some customers' personal information to contractors manually entering receipts through Amazon's Mechanical Turk service. Expensify acknowledged that a bug allowed fewer than 200 receipts to be visible to certain company contractors using Mechanical Turk to test a new feature under development. The company halted the test.

The company went public on 11 November 2021 under the ticker EXFY. The company's stock has decreased more than 95% since its IPO.

In 2023, Expensify funded an update and renovation of Portland's oldest food cart pod, located next to their Portland headquarters. It was renamed the Midtown Beer Garden.

Products

Expensify has developed a reporting expense mobile and web application that is available in the Apple and Android marketplaces.

Expensify allows users to download expense reports based on user transactions.

In June 2025, it was announced they would be expanding their corporate card product to Canada.

Expensify Ventures

Expensify launched a venture capital arm, Expensify Ventures, as part of a $17 million round of funding the company received in early 2015. Expensify Ventures makes strategic investments in early-stage travel, payments, and finance start-ups.

Political activism

On 22 October 2020, in a highly controversial letter, CEO David Barrett emailed all Expensify customers and non-customers on Expensify's marketing list worldwide, urging them to vote for U.S. presidential candidate Joe Biden.

स्रोत: विकिपीडिया (अंग्रेज़ी), CC BY-SA 4.0 · विकिपीडिया पर देखें ↗

Wikidata ↗

EXFY स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा

मूल्य
$2.31
मार्केट कैप
$223M
P/E (TTM)
-10.4
EPS (TTM)
$-0.23
राजस्व (TTM)
$142M
लाभांश प्रतिफल
ROE
-16.2%
D/E ऋण/इक्विटी
52W रेंज
$1 – $3

EXFY स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें

10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान

राजस्व और शुद्ध आय $142M
7-point trend, +76.6%
2019-12-31 2025-12-31
EPS $-0.23
7-point trend, -0.23
2019-12-31 2025-12-31
फ्री कैश फ्लो $20M
5-point trend, +622.0%
2021-12-31 2025-12-31
मार्जिन -15.0%
5-point trend, -19.3%
2021-12-31 2025-12-31

मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?

मेट्रिक
5Y रुझान
EXFY
सहकर्मी माध्यिका
P/E (TTM)
5-point trend, +94.6%
-10.4
68.5
P/S (TTM)
4-point trend, -77.0%
1.6
1.8
P/B
4-point trend, -85.9%
1.7
9.9
Price / FCF (मूल्य / FCF)
4-point trend, -68.9%
11.1

लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC

मेट्रिक
5Y रुझान
EXFY
सहकर्मी माध्यिका
Gross Margin (सकल मार्जिन)
5-point trend, -19.3%
50.3%
71.8%
Operating Margin (परिचालन मार्जिन)
5-point trend, -76.6%
-12.7%
Net Profit Margin (शुद्ध लाभ मार्जिन)
5-point trend, -58.6%
-15.0%
-16.6%
ROA
5-point trend, -18.8%
-11.9%
-12.9%
ROE
5-point trend, +64.5%
-16.2%
-28.0%
ROIC
5-point trend, -127.6%
-17.8%

वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती

मेट्रिक
5Y रुझान
EXFY
सहकर्मी माध्यिका
Current Ratio (वर्तमान अनुपात)
5-point trend, +12.1%
3.3
2.2
Quick Ratio (त्वरित अनुपात)
5-point trend, -23.4%
1.6

विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR

मेट्रिक
5Y रुझान
EXFY
सहकर्मी माध्यिका
Revenue YoY (राजस्व YoY)
5-point trend, -0.5%
2.1%
Revenue CAGR 3Y (राजस्व CAGR 3Y)
5-point trend, -0.5%
-5.7%
Revenue CAGR 5Y (राजस्व CAGR 5Y)
5-point trend, -0.5%
10.0%

प्रति शेयर मेट्रिक्स EPS, प्रति शेयर बुक वैल्यू, प्रति शेयर नकदी प्रवाह, प्रति शेयर लाभांश

मेट्रिक
5Y रुझान
EXFY
सहकर्मी माध्यिका
EPS (Diluted) (EPS (तनुभूत))
5-point trend, +36.1%
$-0.23

पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर

मेट्रिक
5Y रुझान
EXFY
सहकर्मी माध्यिका

EXFY विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड

बेचें 8 विश्लेषक
  • मजबूत खरीद 0 0.0%
  • खरीदें 0 0.0%
  • होल्ड 5 62.5%
  • बेचें 1 12.5%
  • मजबूत बिक्री 2 25.0%

12-महीने का मूल्य लक्ष्य

3 विश्लेषक · 2026-08-13
मध्यिका लक्ष्य $3.00 +29.9%
माध्य लक्ष्य $2.83 +22.7%

Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि

औसत आश्चर्य
-0.02%
Period EPS Actual EPS अनुमान आश्चर्य
30 जून 2026 $0.03 $0.02 0.01%
31 मार्च 2026 $0.04 $0.02 0.02%
31 दिसमबर 2025 $-0.02 $0.05 -0.07%
30 सितमबर 2025 $0.04 $0.06 -0.02%
30 जून 2025 $-0.02 $0.03 -0.05%
31 मार्च 2025 $0.05 $0.07 -0.02%

सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी

टिकर मार्केट कैप P/E राजस्व YoY शुद्ध मार्जिन ROE सकल मार्जिन
EXFY $141M -6.6 2.1% -15.0% -16.2% 50.3%
CD
LAW $491M -10.8 8.3% -28.3% -33.4% 74.9%
KLTR $242M -20.5 1.2% -6.7% -103.7% 70.6%
EGAN $169M 5.5 -4.7% 36.5% 47.4% 70.1%
DOMO -4.0 0.57% -18.6% 31.4% 75.0%
TONX $112M -0.3 1327.8% -1161.9% -70.2%

पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह

आय विवरण 18
EXFY के लिए वार्षिक आय विवरण डेटा
मेट्रिक रुझान 2025202420232022202120202019
Revenue 7-point trend, +76.6% $142M $139M $151M $169M $143M $88M $80M
Cost of Revenue 7-point trend, +70574000.00 $71M $64M $10M $6M $3M $1M $0
Gross Profit 7-point trend, +47.6% $72M $75M $84M $107M $89M $56M $48M
R&D Expense 7-point trend, +403.2% $21M $25M $23M $14M $11M $7M $4M
SG&A Expense 7-point trend, +164.4% $42M $38M $49M $58M $61M $33M $16M
Operating Expenses 7-point trend, +89.6% $90M $76M $117M $122M $99M $50M $47M
Operating Income 7-point trend, -1545.0% $-18M $-820.0K $-33M $-15M $-10M $6M $1M
Interest Expense 4-point trend, +79.3% · · $5M $4M $3M $3M ·
Interest Income 2-point trend, +72.7% $2M $1M · · · · ·
Other Non-op 2-point trend, +209.8% $2M $-2M · · · · ·
Pretax Income 7-point trend, -979.0% $-16M $-2M $-38M $-21M $-14M $3M $-2M
Income Tax 7-point trend, +285.2% $5M $8M $3M $6M $-174.0K $5M $-3M
Net Income 7-point trend, -1823.5% $-21M $-10M $-41M $-27M $-14M $-2M $1M
EPS (Basic) 7-point trend, -0.23 $-0.23 $-0.12 $-0.50 $-0.33 $-0.36 $-0.06 $0.00
EPS (Diluted) 7-point trend, -0.23 $-0.23 $-0.12 $-0.50 $-0.33 $-0.36 $-0.06 $0.00
Shares (Basic) 7-point trend, +256.0% 92,283,974 87,380,708 82,493,226 80,786,725 38,039,222 27,424,480 25,921,890
Shares (Diluted) 7-point trend, +256.0% 92,283,974 87,380,708 82,493,226 80,786,725 38,039,222 27,424,480 25,921,890
EBITDA 5-point trend, -89.1% $-10M $6M $-28M $-10M $-5M · ·
बैलेंस शीट 26
EXFY के लिए वार्षिक बैलेंस शीट डेटा
मेट्रिक रुझान 2025202420232022202120202019
Cash & Equivalents 7-point trend, +531.4% $63M $49M $48M $104M $98M $34M $10M
Receivables 6-point trend, +25.9% $13M $13M $14M $16M $16M $10M ·
Prepaid Expense 6-point trend, +502.8% $6M $12M $6M $9M $7M $927.0K ·
Other Current Assets 6-point trend, +673.9% $26M $21M $31M $22M $14M $3M ·
Current Assets 6-point trend, +140.3% $153M $137M $137M $187M $158M $64M ·
PP&E (Net) 6-point trend, -15.3% $13M $14M $14M $14M $16M $15M ·
PP&E (Gross) 6-point trend, +15.9% $23M $23M $23M $22M $22M $20M ·
Accum. Depreciation 6-point trend, +118.6% $10M $10M $9M $8M $6M $5M ·
Intangibles $14M · · · · · ·
Other Non-current Assets 6-point trend, +37.6% $1M $1M $6M $664.0K $710.0K $833.0K ·
Total Assets 6-point trend, +112.0% $186M $174M $177M $210M $183M $88M ·
Accounts Payable 6-point trend, -87.6% $289.0K $196.0K $1M $1M $4M $2M ·
Accrued Liabilities 5-point trend, +115.1% · $157.0K $159.0K $291.0K $246.0K $73.0K ·
Current Liabilities 6-point trend, +18.4% $46M $38M $68M $60M $54M $39M ·
Capital Leases 6-point trend, +366.9% $5M $6M $6M $0 $329.0K $1M ·
Deferred Tax 2-point trend, -100.0% · · · · $0 $916.0K ·
Other Non-current Liabilities 6-point trend, +102.7% $2M $2M $2M $1M $153.0K $877.0K ·
Total Liabilities 6-point trend, -27.7% $53M $45M $76M $113M $107M $74M ·
Long-term Debt 4-point trend, -76.6% · · $8M $52M $68M $33M ·
Total Debt 4-point trend, -100.0% · $0 $8M $52M $53M · ·
Common Stock 6-point trend, +9000.00 $9.0K $9.0K $8.0K $7.0K $6.0K $0 ·
Paid-in Capital 6-point trend, +1330.9% $305M $279M $242M $195M $143M $21M ·
Retained Earnings 6-point trend, -229.0% $-172M $-151M $-141M $-98M $-66M $-52M ·
Stockholders' Equity 7-point trend, +373.9% $133M $128M $101M $97M $77M $-31M $-48M
Liabilities + Equity 6-point trend, +112.0% $186M $174M $177M $210M $183M $88M ·
Shares Outstanding 7-point trend, +250.0% 93,060,902 91,376,765 85,225,328 82,429,367 81,400,860 29,366,940 26,589,930
नकदी प्रवाह 16
EXFY के लिए वार्षिक नकदी प्रवाह डेटा
मेट्रिक रुझान 2025202420232022202120202019
D&A 7-point trend, +197.4% $8M $7M $5M $5M $5M $3M $3M
Stock-based Comp 7-point trend, +1457.9% $27M $34M $41M $52M $15M $18M $2M
Deferred Tax 7-point trend, +100.2% $5.0K $-42.0K $-112.0K $29.0K $-868.0K $3M $-3M
Other Non-cash 5-point trend, +4463.8% $6M $-6M $-3M $2M $141.0K · ·
Operating Cash Flow 7-point trend, +61.6% $20M $24M $2M $33M $5M $8M $12M
CapEx 7-point trend, -99.5% $17.0K $0 $1M $585.0K $3M $2M $3M
Investing Cash Flow 7-point trend, +27.5% $-4M $-8M $-7M $-2M $-8M $-4M $-5M
Debt Issued 5-point trend, +0.00 · · $0 $0 $45M $0 $0
Net Debt Issued 5-point trend, -100.0% $0 $-23M $-45M $-595.0K $20M · ·
Stock Repurchased 7-point trend, +64864.3% $9M $2M $3M $6M $0 $0 $14.0K
Net Stock Activity 5-point trend, -9095000.00 $-9M $-2M $-3M $-6M $0 · ·
Financing Cash Flow 7-point trend, -153.4% $-3M $-22M $-45M $-8M $81M $9M $5M
Net Change in Cash 7-point trend, +8.9% $14M $-6M $-51M $22M $78M $12M $13M
Taxes Paid 7-point trend, +2534.7% $6M $5M $4M $975.0K $7M $150.0K $216.0K
Free Cash Flow 5-point trend, +622.0% $20M $24M $175.0K $32M $3M · ·
Levered FCF 2-point trend, -120.6% · · $-5M $26M · · ·
लाभप्रदता 8
EXFY के लिए वार्षिक लाभप्रदता डेटा
मेट्रिक रुझान 2025202420232022202120202019
Gross Margin 5-point trend, -19.3% 50.3% 53.9% 55.6% 63.0% 62.4% · ·
Operating Margin 5-point trend, -76.6% -12.7% -0.59% -22.0% -9.0% -7.2% · ·
Net Margin 5-point trend, -58.6% -15.0% -7.2% -27.5% -15.9% -9.5% · ·
Pretax Margin 5-point trend, -19.4% -11.5% -1.7% -25.5% -12.2% -9.6% · ·
EBITDA Margin 5-point trend, -90.1% -6.7% 4.3% -18.6% -5.8% -3.5% · ·
ROA 5-point trend, -18.8% -11.9% -5.7% -21.4% -13.7% -10.0% · ·
ROE 5-point trend, +64.5% -16.2% -8.1% -42.4% -28.0% -45.6% · ·
ROIC 5-point trend, -127.6% -17.8% -2.7% -33.0% -13.4% -7.8% · ·
तरलता और शोधन क्षमता 5
EXFY के लिए वार्षिक तरलता और शोधन क्षमता डेटा
मेट्रिक रुझान 2025202420232022202120202019
Current Ratio 5-point trend, +12.1% 3.3 3.6 2.0 3.1 2.9 · ·
Quick Ratio 5-point trend, -23.4% 1.6 1.6 0.9 2.0 2.1 · ·
Debt / Equity 4-point trend, -100.0% · 0.0 0.1 0.5 0.7 · ·
LT Debt / Equity 3-point trend, -100.0% · · 0.0 0.5 0.7 · ·
Interest Coverage 2-point trend, -88.3% · · -6.4 -3.4 · · ·
दक्षता 2
EXFY के लिए वार्षिक दक्षता डेटा
मेट्रिक रुझान 2025202420232022202120202019
Asset Turnover 5-point trend, -25.0% 0.8 0.8 0.8 0.9 1.1 · ·
Receivables Turnover 5-point trend, +1.1% 11.2 10.5 10.0 10.5 11.1 · ·
प्रति शेयर 5
EXFY के लिए वार्षिक प्रति शेयर डेटा
मेट्रिक रुझान 2025202420232022202120202019
Book Value / Share 4-point trend, +20.9% $1.43 $1.40 $1.18 $1.18 · · ·
Revenue / Share 5-point trend, -59.0% $1.54 $1.59 $1.83 $2.10 $3.75 · ·
Cash Flow / Share 5-point trend, +51.0% $0.22 $0.27 $0.02 $0.41 $0.14 · ·
Cash / Share 4-point trend, -46.2% $0.68 $0.53 $0.56 $1.26 · · ·
EPS (TTM) 5-point trend, +36.1% $-0.23 $-0.12 $-0.50 $-0.33 $-0.36 · ·
विकास दरें 3
EXFY के लिए वार्षिक विकास दरें डेटा
मेट्रिक रुझान 2025202420232022202120202019
Revenue YoY 5-point trend, -96.7% 2.1% -7.6% -11.1% 18.7% 62.2% · ·
Revenue CAGR 3Y 3-point trend, -129.1% -5.7% -0.85% 19.6% · · · ·
Revenue CAGR 5Y 10.0% · · · · · ·
मूल्यांकन (TTM) 14
EXFY के लिए वार्षिक मूल्यांकन (TTM) डेटा
मेट्रिक रुझान 2025202420232022202120202019
Revenue TTM 5-point trend, -0.5% $142M $139M $151M $169M $143M · ·
Net Income TTM 5-point trend, -57.8% $-21M $-10M $-41M $-27M $-14M · ·
Market Cap 4-point trend, -80.7% $141M $306M $211M $728M · · ·
Enterprise Value 3-point trend, -61.9% · $257M $171M $676M · · ·
P/E 5-point trend, +94.6% -6.6 -27.9 -4.9 -26.8 -122.2 · ·
P/S 4-point trend, -77.0% 1.0 2.2 1.4 4.3 · · ·
P/B 4-point trend, -85.9% 1.1 2.4 2.1 7.5 · · ·
P / Tangible Book 4-point trend, -85.9% 1.1 2.4 2.1 7.5 · · ·
P / Cash Flow 4-point trend, -68.4% 7.0 12.8 135.0 22.1 · · ·
P / FCF 4-point trend, -68.9% 7.0 12.8 1202.9 22.5 · · ·
EV / EBITDA 3-point trend, +162.5% · 42.9 -6.1 -68.7 · · ·
EV / FCF 3-point trend, -48.5% · 10.8 975.2 20.9 · · ·
EV / Revenue 3-point trend, -53.7% · 1.8 1.1 4.0 · · ·
Earnings Yield 5-point trend, -1757.3% -15.2% -3.6% -20.2% -3.7% -0.82% · ·

वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष

आय विवरण
2025-12-312024-12-312023-12-312022-12-312021-12-31
राजस्व $142M$139M$151M$169M$143M
सकल मार्जिन % 50.3%53.9%55.6%63.0%62.4%
परिचालन मार्जिन % -12.7%-0.59%-22.0%-9.0%-7.2%
शुद्ध आय $-21M$-10M$-41M$-27M$-14M
तनुकरणित EPS $-0.23$-0.12$-0.50$-0.33$-0.36
बैलेंस शीट
2025-12-312024-12-312023-12-312022-12-312021-12-31
ऋण / इक्विटी 0.00.10.50.7
वर्तमान अनुपात 3.33.62.03.12.9
त्वरित अनुपात 1.61.60.92.02.1
नकदी प्रवाह
2025-12-312024-12-312023-12-312022-12-312021-12-31
फ्री कैश फ्लो $20M$24M$175.0K$32M$3M

ताज़ा समाचार इस कंपनी का उल्लेख करने वाली हालिया सुर्खियां

मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ

📊

उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर पूर्ण फंडामेंटल में किसी भी पंक्ति के बगल में ➕ पर क्लिक करें।

आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।

संस्थागत मालिक (13F) 105 फाइलर्स · $31.5M कुल · तिथि अनुसार 30 जून 2026

संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।

संस्थागत गतिविधि — Q2 2026 बनाम पिछली तिमाही
नई स्थितियाँ बाहर निकली पोजीशन बढ़ाया घटा हुआ शुद्ध शेयर परिवर्तन
31 (+13 पिछली तिमाही की तुलना में) 26 (0 पिछली तिमाही की तुलना में) 34 (+1 पिछली तिमाही की तुलना में) 25 (-4 पिछली तिमाही की तुलना में) +1.7M

Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।

संस्था मूल्य शेयर % ट्रैक किए गए 13F का प्रकार
Parallel Advisors, LLC $4768626 2664037 15.12% शेयर
VANGUARD CAPITAL MANAGEMENT LLC $4222918 2359172 13.39% शेयर
Palogic Value Management, L.P. $3165536 1768456 10.03% शेयर
CastleKnight Management LP $3096811 1730062 9.82% शेयर
VANGUARD PORTFOLIO MANAGEMENT LLC $2095088 1170440 6.64% शेयर
FORMULA GROWTH LTD $1566250 875000 4.96% शेयर
RENAISSANCE TECHNOLOGIES LLC $1336593 746700 4.24% शेयर
GEODE CAPITAL MANAGEMENT, LLC $975689 544823 3.09% शेयर
MILLENNIUM MANAGEMENT LLC $909304 507991 2.88% शेयर
TWO SIGMA INVESTMENTS, LP $907492 506979 2.88% शेयर
VANGUARD FIDUCIARY TRUST CO $703101 392794 2.23% शेयर
JANE STREET GROUP, LLC $467951 261425 1.48% शेयर
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $466821 260794 1.48% शेयर
IEQ CAPITAL, LLC $455054 254220 1.44% शेयर
STATE STREET CORP $436189 243681 1.38% शेयर
Wealthspire Advisors, LLC $426969 238530 1.35% शेयर
TWO SIGMA ADVISERS, LP $399244 264400 1.27% शेयर
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $365720 204313 1.16% शेयर
BlackRock, Inc. $337766 188696 1.07% शेयर
CITADEL ADVISORS LLC $310669 173558 0.98% शेयर
NORTHERN TRUST CORP $266194 148712 0.84% शेयर
Pale Fire Capital SE $240592 134409 0.76% शेयर
RBF Capital, LLC $214800 120000 0.68% शेयर
Aster Capital Management (DIFC) Ltd $211202 117990 0.67% शेयर
Bank of New York Mellon Corp $190361 106347 0.60% शेयर
Mariner, LLC $182368 101888 0.58% शेयर
BRIDGEWAY CAPITAL MANAGEMENT, LLC $168797 94300 0.54% शेयर
Creative Planning $154903 86538 0.49% शेयर
BARCLAYS PLC $150263 83946 0.48% शेयर
HSBC HOLDINGS PLC $146924 82774 0.47% शेयर
MARSHALL WACE, LLP $139123 77722 0.44% शेयर
XTX Topco Ltd $115928 64764 0.37% शेयर
BANK OF AMERICA CORP /DE/ $107214 59896 0.34% शेयर
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $104621 55355 0.33% शेयर
FRANKLIN RESOURCES INC $99549 55614 0.32% शेयर
Williams & Novak, LLC $95998 53630 0.30% शेयर
MERCER GLOBAL ADVISORS INC /ADV $94231 52643 0.30% शेयर
Connor, Clark & Lunn Investment Management Ltd. $94100 52570 0.30% शेयर
GOLDMAN SACHS GROUP INC $89375 49930 0.28% शेयर
FMR LLC $81896 45752 0.26% शेयर
PRENTISS SMITH & CO INC $76048 42485 0.24% शेयर
Vanguard Personalized Indexing Management, LLC $70573 39426 0.22% शेयर
SUSQUEHANNA INTERNATIONAL GROUP, LLP $69294 38712 0.22% शेयर
Balyasny Asset Management L.P. $66923 37387 0.21% शेयर
Arax Advisory Partners $65360 36514 0.21% शेयर
CAPTRUST FINANCIAL ADVISORS $60017 33529 0.19% शेयर
Russell Investments Group, Ltd. $51122 28560 0.16% शेयर
Point72 Asset Management, L.P. $47748 26675 0.15% शेयर
GROUP ONE TRADING LLC $38408 21457 0.12% शेयर
Susquehanna Portfolio Strategies, LLC $38306 21400 0.12% शेयर
Merit Financial Group, LLC $38018 21239 0.12% शेयर
Focus Partners Wealth $36446 20361 0.12% शेयर
Sand Hill Global Advisors, LLC $36362 20314 0.12% शेयर
BRIGHTON JONES LLC $35915 20064 0.11% शेयर
LAVELLE CAPITAL LP $35800 20000 0.11% शेयर
CWM, LLC $35750 41096 0.11% शेयर
Pallas Capital Advisors LLC $35583 19879 0.11% शेयर
R Squared Ltd $35061 19587 0.11% शेयर
Vanguard Global Advisers, LLC $30505 17042 0.10% शेयर
StoneX Group Inc. $27976 25542 0.09% शेयर
Cerity Partners LLC $25764 14393 0.08% शेयर
VANGUARD GROUP INC $25733 17042 0.08% शेयर
TWO SIGMA SECURITIES, LLC $25133 14041 0.08% शेयर
Schonfeld Strategic Advisors LLC $24447 13658 0.08% शेयर
BNP PARIBAS FINANCIAL MARKETS $19457 10870 0.06% शेयर
Mutual Advisors, LLC $17900 10000 0.06% शेयर
OSAIC HOLDINGS, INC. $13941 7790 0.04% शेयर
Transamerica Financial Advisors, LLC $13747 7680 0.04% शेयर
UBS Group AG $12714 7103 0.04% शेयर
Integrated Wealth Concepts LLC $11683 6525 0.04% शेयर
MORGAN STANLEY $9412 5258 0.03% शेयर
SIMPLEX TRADING, LLC $8633 4823 0.03% शेयर
Tower Research Capital LLC (TRC) $7081 3956 0.02% शेयर
Allworth Financial LP $6736 3763 0.02% शेयर
DIMENSIONAL FUND ADVISORS LP $6720 3754 0.02% शेयर
Essential Partners LLC $4874 2723 0.02% शेयर
ACADIAN ASSET MANAGEMENT LLC $4392 2456422 0.01% शेयर
PNC Financial Services Group, Inc. $2563 1432 0.01% शेयर
ROTHSCHILD INVESTMENT LLC $2447 1367 0.01% शेयर
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1671 1921 0.01% शेयर
SBI Securities Co., Ltd. $1602 895 0.01% शेयर
True Wealth Design, LLC $1347 752 0.00% शेयर
Farther Finance Advisors, LLC $1247 701 0.00% शेयर
Purpose Unlimited Inc. $1177 650 0.00% शेयर
IFP Advisors, Inc $870 486 0.00% शेयर
JPMORGAN CHASE & CO $662 376 0.00% शेयर
EverSource Wealth Advisors, LLC $431 241 0.00% शेयर
WELLS FARGO & COMPANY/MN $362 202 0.00% शेयर
GSA CAPITAL PARTNERS LLP $330 184143 0.00% शेयर
Fortitude Family Office, LLC $320 179 0.00% शेयर
HRT FINANCIAL LP $305 170666 0.00% शेयर
Caitong International Asset Management Co., Ltd $224 125 0.00% शेयर
RHUMBLINE ADVISERS $179 100 0.00% शेयर
SJS Investment Consulting Inc. $174 97 0.00% शेयर
AQR CAPITAL MANAGEMENT LLC $152 85 0.00% शेयर
Sunbelt Securities, Inc. $95 109 0.00% शेयर
CITIGROUP INC $59 33 0.00% शेयर
Smartleaf Asset Management LLC $44 25 0.00% शेयर
BFSG, LLC $29 16 0.00% शेयर
State of Alaska, Department of Revenue $15 8632 0.00% शेयर

कंपनी के अंदरूनी सूत्र 9 इनसाइडर्स · 2 अधिकारी · 8 निदेशक

अंदरूनी भूमिका अंतिम गतिविधि शेयरों का स्वामित्व खरीद 12m बिक्री 12m नेट 12m
David Michael Barrett Chief Executive Officer 23 जून 2026 A 1198480 0 3 $-62046
Ryan Schaffer Chief Financial Officer 23 जून 2026 A 238671 0 1 $-2533
Ying Liu निदेशक 5 जुलाई 2026 A 183200 0 0 $0
Daniel Vidal निदेशक 23 जून 2026 A 454545 0 1 $-4680
Jason Fahr Mills निदेशक 23 जून 2026 A 549634 0 1 $-5145
Divo Carlos Eduardo Alvarez निदेशक 15 जून 2026 S 234080 0 3 $-29731
Ellen Pao निदेशक 22 मई 2026 A 292770 0 0 $0
Timothy L Christen निदेशक 22 मई 2026 A 413516 0 0 $0
David Martirano 3 जून 2022 J 429544 0 0 $0

SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S

ईटीएफ स्वामित्व 10 ETFs द्वारा धारित

वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।

फंड भार इकाइयाँ तिथि अनुसार स्रोत
IWC · iShares Trust 0.03% 243034 SH 8 अगस्त 2026 दैनिक
RSSL · Global X Funds 0.00% 27033 NS 30 अप्रैल 2026 N-PORT
ITWO · ProShares Trust 0.00% 2815 NS 31 मई 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.00% 260717 NS 31 मई 2026 N-PORT
UWM · ProShares Trust 0.00% 2201 NS 31 मई 2026 N-PORT
URTY · ProShares Trust 0.00% 2227 NS 31 मई 2026 N-PORT
HDG · ProShares Trust 0.00% 56 NS 31 मई 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 636119 SH 8 अगस्त 2026 दैनिक
VTI · VANGUARD INDEX FUNDS 0.00% 1664862 SH 8 अगस्त 2026 दैनिक
VGT · VANGUARD WORLD FUND 0.00% 1170440 SH 8 अगस्त 2026 दैनिक