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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$201K -$2.38K -2,004 -0.9%
Deutsche Bank
27
Deutsche Bank
Germany
$113K +$97.3K +82,002 +173%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$106K -$169K -142,286 -54%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$84.9K -$12.5K -10,573 -10%
BCM
30
Bridgeway Capital Management
Texas
$82K -$59.3K -50,000 -35%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$75.2K
UBS Group
32
UBS Group
Switzerland
$69.4K -$14.7K -12,391 -13%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$67.7K -$81.8K -68,921 -47%
N
34
Nuveen
North Carolina
$67.6K
WN
35
Williams & Novak
California
$56K +$34.8K +29,310 +84%
Creative Planning
36
Creative Planning
Kansas
$54.9K +$74.8K +63,059 New
CCM
37
Coldstream Capital Management
Washington
$54.1K +$7.61K +6,417 +12%
Barclays
38
Barclays
United Kingdom
$45.4K -$97.9K -82,526 -61%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$43.5K +$21.8K +18,365 +58%
Bank of America
40
Bank of America
North Carolina
$42.3K -$54.7K -46,111 -49%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$41.6K +$38.2K +32,183 +206%
Invesco
42
Invesco
Georgia
$37.9K +$13.7K +11,566 +36%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$37.4K +$196 +165 +0.4%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$35.8K +$36.9K +31,124 +312%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$35.2K
NMC
46
Nine Masts Capital
Hong Kong
$32.7K +$44.6K +37,557 New
Mariner
47
Mariner
Kansas
$29.1K +$21.3K +17,990 +116%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$28.9K +$15.3K +12,874 +63%
Cerity Partners
49
Cerity Partners
New York
$28.4K +$38.7K +32,602 New
PSC
50
Prentiss Smith & Co
Vermont
$28.3K