EXFY icon

Expensify
EXFY

Overview Fund Activity

65 hedge funds and large institutions have $585M invested in Expensify in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+17
Holders Change %
+35.42%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
14
Reduced
15
Closed
9
Calls
$40K
Puts
$240K
Net Calls
-$200K
Net Calls Change
-$155K

Top Buyers

1
SW
SVB Wealth
Massachusetts
$54.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$43.3M
3
RIM
Ranger Investment Management
Texas
$11.2M
4
IC
IEQ Capital
California
$10.4M
5
DCP
Durable Capital Partners
Maryland
$47.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
LSCM
Light Street Capital Management
California
$34.7M
3
GCM
Ghisallo Capital Management
Massachusetts
$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
$6.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$1.33M -$18 -1 -0%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$1.31M -$273K -15,347 -17%
Goldman Sachs
28
Goldman Sachs
New York
$1.17M -$129K -7,245 -10%
State Street
29
State Street
Massachusetts
$854K +$218K +12,262 +34%
Charles Schwab
30
Charles Schwab
California
$809K -$26.4K -1,485 -3%
Bank of America
31
Bank of America
North Carolina
$793K +$769K +43,239 +3,210%
GAG
32
GM Advisory Group
New York
$791K +$791K +44,482 New
BC
33
BIT Capital
Germany
$764K +$764K +42,939 New
APP
34
Alpha Paradigm Partners
Illinois
$761K +$761K +42,767 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$571K +$571K +32,100 New
Morgan Stanley
36
Morgan Stanley
New York
$552K +$59.4K +3,341 +12%
SHGA
37
Sand Hill Global Advisors
California
$484K +$484K +27,189 New
HighTower Advisors
38
HighTower Advisors
Illinois
$484K +$484K +27,199 New
KC
39
Kadensa Capital
Hong Kong
$467K +$467K +26,247 New
Northern Trust
40
Northern Trust
Illinois
$406K +$117K +6,558 +40%
BAM
41
Bullseye Asset Management
Colorado
$374K +$374K +20,998 New
Wellington Management Group
42
Wellington Management Group
Massachusetts
$336K +$336K +18,864 New
CSS
43
Cubist Systematic Strategies
Connecticut
$324K +$324K +18,188 New
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$254K +$254K +14,281 New
BAMCO Inc
45
BAMCO Inc
New York
$249K – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$208K +$208K +11,664 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$163K +$163K +9,169 New
CS
48
Credit Suisse
Switzerland
$160K +$160K +8,967 New
Legal & General Group
49
Legal & General Group
United Kingdom
$154K +$154K +8,655 New
Osaic Holdings
50
Osaic Holdings
Arizona
$101K +$52.7K +2,966 +109%
1
2
3