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Expensify
EXFY

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

35.92% more ownership

Funds ownership: 0% → 35.92% (+36%)

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

Rank Fund Capital Flow
1
KAH
Kathryn A. Hall
+$95.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$67.8M
3
DCP
Durable Capital Partners
Maryland
+$66.1M
4
LSCM
Light Street Capital Management
California
+$63.7M
5
BlackRock
BlackRock
New York
+$38.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
HBK Investments
Texas
$2.2M +$2.04M +50,000 New
Charles Schwab
27
Charles Schwab
California
$2.02M +$1.87M +45,835 New
CCM
28
Crestwood Capital Management
New York
$1.98M +$1.83M +45,000 New
Marshall Wace
29
Marshall Wace
United Kingdom
$1.69M +$1.56M +38,403 New
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$1.59M +$1.47M +36,200 New
DKCM
31
Davidson Kempner Capital Management
New York
$1.14M +$1.06M +26,000 New
Squarepoint
32
Squarepoint
New York
$1.1M +$1.02M +25,000 New
Morgan Stanley
33
Morgan Stanley
New York
$1.08M +$999K +24,535 New
RCMU
34
Rokos Capital Management (UK)
United Kingdom
$1.06M +$1.02M +25,000 New
Citadel Advisors
35
Citadel Advisors
Florida
$920K +$851K +20,917 New
Millennium Management
36
Millennium Management
New York
$816K +$755K +18,539 New
LCM
37
Laurion Capital Management
New York
$761K +$704K +17,300 New
BAMCO Inc
38
BAMCO Inc
New York
$748K +$692K +17,000 New
Northern Trust
39
Northern Trust
Illinois
$732K +$677K +16,636 New
Legal & General Group
40
Legal & General Group
United Kingdom
$659K +$611K +15,000 New
PCM
41
Pinz Capital Management
New York
$645K +$596K +14,652 New
Two Sigma Investments
42
Two Sigma Investments
New York
$453K +$419K +10,289 New
AI
43
Atom Investors
Texas
$378K +$350K +8,602 New
CSS
44
Cubist Systematic Strategies
Connecticut
$327K +$303K +7,436 New
State Street
45
State Street
Massachusetts
$260K +$240K +5,900 New
JP Morgan Chase
46
JP Morgan Chase
New York
$197K +$182K +4,479 New
Osaic Holdings
47
Osaic Holdings
Arizona
$197K +$183K +4,502 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$88K +$81.4K +2,000 New
NFSG
49
Newbridge Financial Services Group
Florida
$44K +$40.7K +1,000 New
WBC
50
West Branch Capital
Massachusetts
$44K +$40.7K +1,000 New
1
2
3

EXFY Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expensify (EXFY) for Q4 2021, worth a combined $1.07B.

Buyers outnumbered sellers: 55 funds opened new EXFY positions and 0 closed out — a net gain of 55 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Kathryn A. Hall, opening a new position worth an estimated $95.3M.

  • 55 institutional investors held Expensify (EXFY) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $1.07B of Expensify stock for Q4 2021.
  • 55 funds opened new Expensify positions in Q4 2021 and 0 closed out, a net change of +55 holders.
  • The largest Expensify buyer in Q4 2021 was Kathryn A. Hall, an estimated $95.3M added.

Based on aggregated 13F filings for Q4 2021.