EXFY Expensify, Inc. - Class A Common Stock

NASDAQ · Technology · Lihat di SEC EDGAR ↗
$2,31
Harga · Agu 18, 2026
Fundamental per Agu 6, 2026

Tentang Expensify, Inc. - Class A Common Stock Tinjauan perusahaan dari Wikipedia

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.

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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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

EXFY Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$2.31
Kapitalisasi Pasar
$223M
P/E (TTM)
-10.4
EPS (TTM)
$-0.23
Pendapatan (TTM)
$142M
Imbal Hasil Dividen
ROE
-16.2%
D/E Utang/Ekuitas
Rentang 52M
$1 – $3

EXFY Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $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
Arus Kas Bebas $20M
5-point trend, +622.0%
2021-12-31 2025-12-31
Margin -15.0%
5-point trend, -19.3%
2021-12-31 2025-12-31

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
EXFY
Median Rekan
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 (Harga / FCF)
4-point trend, -68.9%
11.1

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
EXFY
Median Rekan
Gross Margin (Margin Kotor)
5-point trend, -19.3%
50.3%
71.8%
Operating Margin (Margin Operasi)
5-point trend, -76.6%
-12.7%
Net Profit Margin (Margin Laba Bersih)
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%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
EXFY
Median Rekan
Current Ratio (Rasio Lancar)
5-point trend, +12.1%
3.3
2.2
Quick Ratio (Rasio Cepat)
5-point trend, -23.4%
1.6

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
EXFY
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, -0.5%
2.1%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, -0.5%
-5.7%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, -0.5%
10.0%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
EXFY
Median Rekan
EPS (Diluted)
5-point trend, +36.1%
$-0.23

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
EXFY
Median Rekan

EXFY Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

JUAL 8 analis
  • Beli Kuat 0 0,0%
  • Beli 0 0,0%
  • Tahan 5 62,5%
  • Jual 1 12,5%
  • Jual Kuat 2 25,0%

Target Harga 12 Bulan

3 analis · 2026-08-13
Target median $3.00 +29,9%
Target rata-rata $2.83 +22,7%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
-0.02%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $0.03 $0.02 0.01%
31 Maret 2026 $0.04 $0.02 0.02%
31 Des. 2025 $-0.02 $0.05 -0.07%
30 Sep. 2025 $0.04 $0.06 -0.02%
30 Juni 2025 $-0.02 $0.03 -0.05%
31 Maret 2025 $0.05 $0.07 -0.02%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 18
Data Laporan Laba Rugi Tahunan untuk EXFY
Metrik Tren 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 · ·
Neraca 26
Data Neraca Tahunan untuk EXFY
Metrik Tren 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
Arus Kas 16
Data Arus Kas Tahunan untuk EXFY
Metrik Tren 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 · · ·
Profitabilitas 8
Data Profitabilitas Tahunan untuk EXFY
Metrik Tren 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% · ·
Likuiditas & Solvabilitas 5
Data Likuiditas & Solvabilitas Tahunan untuk EXFY
Metrik Tren 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 · · ·
Efisiensi 2
Data Efisiensi Tahunan untuk EXFY
Metrik Tren 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 · ·
Per Saham 5
Data Per Saham Tahunan untuk EXFY
Metrik Tren 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 · ·
Tingkat Pertumbuhan 3
Data Tingkat Pertumbuhan Tahunan untuk EXFY
Metrik Tren 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% · · · · · ·
Valuasi (TTM) 14
Data Valuasi (TTM) Tahunan untuk EXFY
Metrik Tren 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% · ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $142M$139M$151M$169M$143M
Margin Kotor % 50.3%53.9%55.6%63.0%62.4%
Margin Operasi % -12.7%-0.59%-22.0%-9.0%-7.2%
Laba Bersih $-21M$-10M$-41M$-27M$-14M
EPS Dilusian $-0.23$-0.12$-0.50$-0.33$-0.36
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 0.00.10.50.7
Rasio Lancar 3.33.62.03.12.9
Rasio Cepat 1.61.60.92.02.1
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $20M$24M$175.0K$32M$3M

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Pemilik institusional (13F) 105 pengaju · $31.5M total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
31 (+13 vs Kuartal sebelumnya) 26 (0 vs Kuartal sebelumnya) 34 (+1 vs Kuartal sebelumnya) 25 (-4 vs Kuartal sebelumnya) +1.7M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

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VANGUARD PORTFOLIO MANAGEMENT LLC $2.095.088 1.170.440 6,64% Saham
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GEODE CAPITAL MANAGEMENT, LLC $975.689 544.823 3,09% Saham
MILLENNIUM MANAGEMENT LLC $909.304 507.991 2,88% Saham
TWO SIGMA INVESTMENTS, LP $907.492 506.979 2,88% Saham
VANGUARD FIDUCIARY TRUST CO $703.101 392.794 2,23% Saham
JANE STREET GROUP, LLC $467.951 261.425 1,48% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $466.821 260.794 1,48% Saham
IEQ CAPITAL, LLC $455.054 254.220 1,44% Saham
STATE STREET CORP $436.189 243.681 1,38% Saham
Wealthspire Advisors, LLC $426.969 238.530 1,35% Saham
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RBF Capital, LLC $214.800 120.000 0,68% Saham
Aster Capital Management (DIFC) Ltd $211.202 117.990 0,67% Saham
Bank of New York Mellon Corp $190.361 106.347 0,60% Saham
Mariner, LLC $182.368 101.888 0,58% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $168.797 94.300 0,54% Saham
Creative Planning $154.903 86.538 0,49% Saham
BARCLAYS PLC $150.263 83.946 0,48% Saham
HSBC HOLDINGS PLC $146.924 82.774 0,47% Saham
MARSHALL WACE, LLP $139.123 77.722 0,44% Saham
XTX Topco Ltd $115.928 64.764 0,37% Saham
BANK OF AMERICA CORP /DE/ $107.214 59.896 0,34% Saham
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FRANKLIN RESOURCES INC $99.549 55.614 0,32% Saham
Williams & Novak, LLC $95.998 53.630 0,30% Saham
MERCER GLOBAL ADVISORS INC /ADV $94.231 52.643 0,30% Saham
Connor, Clark & Lunn Investment Management Ltd. $94.100 52.570 0,30% Saham
GOLDMAN SACHS GROUP INC $89.375 49.930 0,28% Saham
FMR LLC $81.896 45.752 0,26% Saham
PRENTISS SMITH & CO INC $76.048 42.485 0,24% Saham
Vanguard Personalized Indexing Management, LLC $70.573 39.426 0,22% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $69.294 38.712 0,22% Saham
Balyasny Asset Management L.P. $66.923 37.387 0,21% Saham
Arax Advisory Partners $65.360 36.514 0,21% Saham
CAPTRUST FINANCIAL ADVISORS $60.017 33.529 0,19% Saham
Russell Investments Group, Ltd. $51.122 28.560 0,16% Saham
Point72 Asset Management, L.P. $47.748 26.675 0,15% Saham
GROUP ONE TRADING LLC $38.408 21.457 0,12% Saham
Susquehanna Portfolio Strategies, LLC $38.306 21.400 0,12% Saham
Merit Financial Group, LLC $38.018 21.239 0,12% Saham
Focus Partners Wealth $36.446 20.361 0,12% Saham
Sand Hill Global Advisors, LLC $36.362 20.314 0,12% Saham
BRIGHTON JONES LLC $35.915 20.064 0,11% Saham
LAVELLE CAPITAL LP $35.800 20.000 0,11% Saham
CWM, LLC $35.750 41.096 0,11% Saham
Pallas Capital Advisors LLC $35.583 19.879 0,11% Saham
R Squared Ltd $35.061 19.587 0,11% Saham
Vanguard Global Advisers, LLC $30.505 17.042 0,10% Saham
StoneX Group Inc. $27.976 25.542 0,09% Saham
Cerity Partners LLC $25.764 14.393 0,08% Saham
VANGUARD GROUP INC $25.733 17.042 0,08% Saham
TWO SIGMA SECURITIES, LLC $25.133 14.041 0,08% Saham
Schonfeld Strategic Advisors LLC $24.447 13.658 0,08% Saham
BNP PARIBAS FINANCIAL MARKETS $19.457 10.870 0,06% Saham
Mutual Advisors, LLC $17.900 10.000 0,06% Saham
OSAIC HOLDINGS, INC. $13.941 7.790 0,04% Saham
Transamerica Financial Advisors, LLC $13.747 7.680 0,04% Saham
UBS Group AG $12.714 7.103 0,04% Saham
Integrated Wealth Concepts LLC $11.683 6.525 0,04% Saham
MORGAN STANLEY $9.412 5.258 0,03% Saham
SIMPLEX TRADING, LLC $8.633 4.823 0,03% Saham
Tower Research Capital LLC (TRC) $7.081 3.956 0,02% Saham
Allworth Financial LP $6.736 3.763 0,02% Saham
DIMENSIONAL FUND ADVISORS LP $6.720 3.754 0,02% Saham
Essential Partners LLC $4.874 2.723 0,02% Saham
ACADIAN ASSET MANAGEMENT LLC $4.392 2.456.422 0,01% Saham
PNC Financial Services Group, Inc. $2.563 1.432 0,01% Saham
ROTHSCHILD INVESTMENT LLC $2.447 1.367 0,01% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1.671 1.921 0,01% Saham
SBI Securities Co., Ltd. $1.602 895 0,01% Saham
True Wealth Design, LLC $1.347 752 0,00% Saham
Farther Finance Advisors, LLC $1.247 701 0,00% Saham
Purpose Unlimited Inc. $1.177 650 0,00% Saham
IFP Advisors, Inc $870 486 0,00% Saham
JPMORGAN CHASE & CO $662 376 0,00% Saham
EverSource Wealth Advisors, LLC $431 241 0,00% Saham
WELLS FARGO & COMPANY/MN $362 202 0,00% Saham
GSA CAPITAL PARTNERS LLP $330 184.143 0,00% Saham
Fortitude Family Office, LLC $320 179 0,00% Saham
HRT FINANCIAL LP $305 170.666 0,00% Saham
Caitong International Asset Management Co., Ltd $224 125 0,00% Saham
RHUMBLINE ADVISERS $179 100 0,00% Saham
SJS Investment Consulting Inc. $174 97 0,00% Saham
AQR CAPITAL MANAGEMENT LLC $152 85 0,00% Saham
Sunbelt Securities, Inc. $95 109 0,00% Saham
CITIGROUP INC $59 33 0,00% Saham
Smartleaf Asset Management LLC $44 25 0,00% Saham
BFSG, LLC $29 16 0,00% Saham
State of Alaska, Department of Revenue $15 8.632 0,00% Saham

Orang dalam perusahaan 9 orang dalam · 2 pejabat · 8 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
David Michael Barrett Chief Executive Officer 23 Juni 2026 A 1.198.480 0 3 $-62.046
Ryan Schaffer Chief Financial Officer 23 Juni 2026 A 238.671 0 1 $-2.533
Ying Liu Direktur 5 Juli 2026 A 183.200 0 0 $0
Daniel Vidal Direktur 23 Juni 2026 A 454.545 0 1 $-4.680
Jason Fahr Mills Direktur 23 Juni 2026 A 549.634 0 1 $-5.145
Divo Carlos Eduardo Alvarez Direktur 15 Juni 2026 S 234.080 0 3 $-29.731
Ellen Pao Direktur 22 Mei 2026 A 292.770 0 0 $0
Timothy L Christen Direktur 22 Mei 2026 A 413.516 0 0 $0
David Martirano 3 Juni 2022 J 429.544 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 10 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
IWC · iShares Trust 0,03% 243.034 SH 8 Agu 2026 Harian
RSSL · Global X Funds 0,00% 27.033 NS 30 April 2026 N-PORT
ITWO · ProShares Trust 0,00% 2.815 NS 31 Mei 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 260.717 NS 31 Mei 2026 N-PORT
UWM · ProShares Trust 0,00% 2.201 NS 31 Mei 2026 N-PORT
URTY · ProShares Trust 0,00% 2.227 NS 31 Mei 2026 N-PORT
HDG · ProShares Trust 0,00% 56 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 636.119 SH 8 Agu 2026 Harian
VTI · VANGUARD INDEX FUNDS 0,00% 1.664.862 SH 8 Agu 2026 Harian
VGT · VANGUARD WORLD FUND 0,00% 1.170.440 SH 8 Agu 2026 Harian