EXFY icon

Expensify

96 hedge funds and large institutions have $87.5M invested in Expensify in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 28 closing their positions.

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
34
Reduced
25
Closed
28
Calls
$561K
Puts
$17K
Net Calls
+$544K
Net Calls Change
+$91K
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.3M 4,345,937 +775,989 +22%
BlackRock
2
BlackRock
New York
$10.4M 4,004,937 +2,824,588 +239%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$5.36M 2,071,772 +653,260 +46%
Ameriprise
4
Ameriprise
Minnesota
$4.79M 1,849,320 -444,865 -19%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.78M 1,844,052 -239,066 -11%
Marshall Wace
6
Marshall Wace
United Kingdom
$4.01M 1,547,751 -121,006 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.44M 1,326,129 +759,982 +134%
CM
8
CastleKnight Management
New York
$3.35M 1,292,146 +524,209 +68%
FG
9
Formula Growth
Quebec, Canada
$2.98M 1,150,000 +150,000 +15%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.9M 1,120,990 +194,321 +21%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.9M 1,118,200 +180,100 +19%
Morgan Stanley
12
Morgan Stanley
New York
$2.44M 940,245 +10,833 +1%
TCM
13
Topline Capital Management
California
$2.01M 776,796 -164,813 -18%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.89M 730,888 -207,068 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$1.72M 663,000 +71,505 +12%
State Street
16
State Street
Massachusetts
$1.51M 582,217 +356,936 +158%
GCP
17
GSA Capital Partners
United Kingdom
$1.34M 516,187 +137,970 +36%
PVM
18
Palogic Value Management
Texas
$1.3M 501,420 +96,935 +24%
IC
19
IEQ Capital
California
$1.21M 465,802
Charles Schwab
20
Charles Schwab
California
$1.19M 459,813 +151,075 +49%
Northern Trust
21
Northern Trust
Illinois
$1.16M 446,657 +329,500 +281%
CI
22
Ceera Investments
Texas
$1.15M 443,640 +4,310 +1%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.05M 406,804 -173,517 -30%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$986K 380,946 +227,190 +148%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$875K 338,000 -137,500 -29%