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Expensify
EXFY

Overview Fund Activity

83 hedge funds and large institutions have $489M invested in Expensify in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
28
Reduced
13
Closed
10
Calls
$528K
Puts
$7K
Net Calls
+$521K
Net Calls Change
+$721K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$57.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$11.2M
4
BlackRock
BlackRock
New York
$20.1M
5
Millennium Management
Millennium Management
New York
$6.53M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
Invesco
Invesco
Georgia
$0
4
LSCM
Light Street Capital Management
California
$23.9M
5
Citadel Advisors
Citadel Advisors
Florida
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
Woodline Partners
California
$2.05M +$61K +4,096 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$2.02M -$3.17M -213,015 -61%
SLG
28
Stanley-Laman Group
Pennsylvania
$1.74M +$1.74M +117,003 New
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.6M -$3.24K -218 -0.2%
CT
30
Coastline Trust
Rhode Island
$1.43M +$1.43M +95,886 New
Goldman Sachs
31
Goldman Sachs
New York
$1.25M +$270K +18,136 +28%
Northern Trust
32
Northern Trust
Illinois
$1.21M +$865K +58,133 +255%
Victory Capital Management
33
Victory Capital Management
Texas
$1.1M -$13.4K -899 -1%
Morgan Stanley
34
Morgan Stanley
New York
$815K +$353K +23,705 +76%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$796K +$796K +53,498 New
JF
36
Jump Financial
Illinois
$738K +$738K +49,600 New
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$724K +$511K +34,348 +241%
TI
38
Trexquant Investment
Connecticut
$684K +$684K +45,949 New
SEI Investments
39
SEI Investments
Pennsylvania
$665K +$665K +44,674 New
GAG
40
GM Advisory Group
New York
$662K – – –
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$638K -$461K -30,989 -42%
Ameriprise
42
Ameriprise
Minnesota
$599K +$599K +40,244 New
ARMT
43
Amica Retiree Medical Trust
Rhode Island
$537K +$537K +36,117 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$491K +$491K +32,970 New
Swiss National Bank
45
Swiss National Bank
Switzerland
$478K – – –
PCM
46
Parsons Capital Management
Rhode Island
$408K +$408K +27,396 New
SHGA
47
Sand Hill Global Advisors
California
$405K – – –
Holocene Advisors
48
Holocene Advisors
New York
$403K +$403K +27,084 New
BAM
49
Bullseye Asset Management
Colorado
$309K -$3.26K -219 -1%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$289K +$289K +19,413 New
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