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Expensify

104 hedge funds and large institutions have $26.4M invested in Expensify in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0.69% more ownership

Funds ownership: 36.87%37.56% (+0.69%)

5% less funds holding

Funds holding: 109104 (-5)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

41% less capital invested

Capital invested by funds: $45M → $26.4M (-$18.6M)

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
37
Reduced
31
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.47M -$91.2K -76,884 -2%
PVM
2
Palogic Value Management
Texas
$2.19M +$1.33M +1,119,501 +80%
Verition Fund Management
3
Verition Fund Management
Connecticut
$2.04M +$2.79M +2,350,000 New
VCM
4
Vanguard Capital Management
Pennsylvania
$2.01M +$2.74M +2,305,690 New
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$1.92M +$47.6K +40,112 +2%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$1.72M +$2.34M +1,971,586 New
CM
7
CastleKnight Management
New York
$1.5M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.19M -$36.9K -31,073 -2%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$1.15M -$36.4K -30,650 -2%
Marshall Wace
10
Marshall Wace
United Kingdom
$795K -$620K -522,398 -36%
FG
11
Formula Growth
Quebec, Canada
$774K -$11.9K -10,000 -1%
AQR Capital Management
12
AQR Capital Management
Connecticut
$719K +$789K +665,420 +414%
Renaissance Technologies
13
Renaissance Technologies
New York
$631K +$53.9K +45,400 +7%
State Street
14
State Street
Massachusetts
$629K +$11.9K +10,020 +1%
IC
15
IEQ Capital
California
$477K +$77.4K +65,198 +14%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$439K -$564K -475,380 -48%
PFCS
17
Pale Fire Capital SE
Czech Republic
$418K +$571K +481,051 New
Northern Trust
18
Northern Trust
Illinois
$364K +$209 +176 +0%
VFT
19
Vanguard Fiduciary Trust
Pennsylvania
$339K +$463K +390,011 New
Charles Schwab
20
Charles Schwab
California
$331K -$80.6K -67,935 -15%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$331K +$261K +219,942 +137%
Two Sigma Investments
22
Two Sigma Investments
New York
$317K -$7.73K -6,512 -2%
Goldman Sachs
23
Goldman Sachs
New York
$256K +$890 +750 +0.3%
Morgan Stanley
24
Morgan Stanley
New York
$237K -$307K -258,427 -49%
WANY
25
Wealthspire Advisors (New York)
New York
$207K +$157K +132,318 +125%