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 %
GC
26
Globeflex Capital
California
$845K 326,444 +326,444 New
ETC
27
Exchange Traded Concepts
Oklahoma
$771K 297,776 -6,061 -2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$710K 274,085 -28,093 -9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$695K 268,241 -801,475 -75%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$621K 239,720 -202,423 -46%
RC
31
RBF Capital
California
$546K 210,722 -29,400 -12%
Goldman Sachs
32
Goldman Sachs
New York
$541K 209,024 -275,034 -57%
BCM
33
Bridgeway Capital Management
Texas
$503K 194,300
Bank of New York Mellon
34
Bank of New York Mellon
New York
$440K 169,699 +118,494 +231%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$426K 164,363 -28,117 -15%
Federated Hermes
36
Federated Hermes
Pennsylvania
$422K 162,984 -2,700 -2%
MFA
37
Morling Financial Advisors
California
$386K 149,024
Barclays
38
Barclays
United Kingdom
$378K 146,015 -25,119 -15%
IQI
39
Integrated Quantitative Investments
Washington
$366K 141,182 +96,372 +215%
American Century Companies
40
American Century Companies
Missouri
$315K 121,441 +21,912 +22%
Bank of America
41
Bank of America
North Carolina
$290K 112,078 +46,999 +72%
SOW
42
State of Wyoming
Wyoming
$240K 92,708 -34,385 -27%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$220K 85,097
NL
44
Nuveen LLC
North Carolina
$201K 77,657 +77,657 New
Victory Capital Management
45
Victory Capital Management
Texas
$195K 75,379 +45,799 +155%
WANY
46
Wealthspire Advisors (New York)
New York
$171K 66,212
UBS Group
47
UBS Group
Switzerland
$158K 61,041 -240,318 -80%
XT
48
XTX Topco
Cayman Islands
$157K 60,472 +60,472 New
HSBC Holdings
49
HSBC Holdings
United Kingdom
$156K 61,180 +5,688 +10%
DTL
50
Dynamic Technology Lab
Singapore
$156K 60,304 +13,388 +29%