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Expensify
EXFY

Overview Fund Activity

55 hedge funds and large institutions have $1.07B invested in Expensify in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+55
Holders Change %
–
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
55
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAH
Kathryn A. Hall
$103M
2
Capital Research Global Investors
Capital Research Global Investors
California
$73.3M
3
DCP
Durable Capital Partners
Maryland
$71.4M
4
LSCM
Light Street Capital Management
California
$68.8M
5
BlackRock
BlackRock
New York
$42.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
HBK Investments
Texas
$2.2M +$2.2M +50,000 New
Charles Schwab
27
Charles Schwab
California
$2.02M +$2.02M +45,835 New
CCM
28
Crestwood Capital Management
New York
$1.98M +$1.98M +45,000 New
Marshall Wace
29
Marshall Wace
United Kingdom
$1.69M +$1.69M +38,403 New
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$1.59M +$1.59M +36,200 New
DKCM
31
Davidson Kempner Capital Management
New York
$1.14M +$1.14M +26,000 New
Squarepoint
32
Squarepoint
New York
$1.1M +$1.1M +25,000 New
Morgan Stanley
33
Morgan Stanley
New York
$1.08M +$1.08M +24,535 New
RCM
34
Rokos Capital Management
United Kingdom
$1.06M +$1.06M +25,000 New
Citadel Advisors
35
Citadel Advisors
Florida
$920K +$920K +20,917 New
Millennium Management
36
Millennium Management
New York
$816K +$816K +18,539 New
LCM
37
Laurion Capital Management
New York
$761K +$761K +17,300 New
BAMCO Inc
38
BAMCO Inc
New York
$748K +$748K +17,000 New
Northern Trust
39
Northern Trust
Illinois
$732K +$732K +16,636 New
Legal & General Group
40
Legal & General Group
United Kingdom
$659K +$659K +15,000 New
PCM
41
Pinz Capital Management
New York
$645K +$645K +14,652 New
Two Sigma Investments
42
Two Sigma Investments
New York
$453K +$453K +10,289 New
AI
43
Atom Investors
Texas
$378K +$378K +8,602 New
CSS
44
Cubist Systematic Strategies
Connecticut
$327K +$327K +7,436 New
State Street
45
State Street
Massachusetts
$260K +$260K +5,900 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$197K +$197K +4,479 New
Osaic Holdings
47
Osaic Holdings
Arizona
$197K +$197K +4,502 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$88K +$88K +2,000 New
WBC
49
West Branch Capital
Massachusetts
$44K +$44K +1,000 New
NFSG
50
Newbridge Financial Services Group
Florida
$44K +$44K +1,000 New
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