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Expensify
EXFY

97 hedge funds and large institutions have $277M invested in Expensify in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

29% more funds holding

Funds holding: 75 → 97 (+22)

27% more call options, than puts

Call options by funds: $334K | Put options by funds: $263K

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.78% more ownership

Funds ownership: 48.99% → 49.77% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $295M → $277M (-$18.4M)

Holders
97
Holders Change
+22
Holders Change %
+29.33%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
28
Reduced
25
Closed
8
Calls
$334K
Puts
$263K
Net Calls
+$71K
Net Calls Change
-$284K

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$4.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.44M
3
Millennium Management
Millennium Management
New York
+$2.17M
4
KC
Kadensa Capital
Hong Kong
+$1.81M
5
FG
Formula Growth
Quebec, Canada
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
DCP
Durable Capital Partners
Maryland
-$9.36M
2
LSCM
Light Street Capital Management
California
-$4.51M
3
KAH
Kathryn A. Hall
-$3.24M
4
BlackRock
BlackRock
New York
-$2.97M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
26
Morling Financial Advisors
California
$1.37M – – –
OPFM
27
Optimus Prime Fund Management
Cayman Islands
$1.3M -$667K -75,000 -32%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.18M +$510K +57,363 +66%
LP
29
LGL Partners
Pennsylvania
$1.09M +$1.19M +133,445 New
AG
30
Algert Global
California
$1.08M +$1.18M +132,550 New
WP
31
Woodline Partners
California
$1.05M +$3.37K +379 +0.3%
Bank of America
32
Bank of America
North Carolina
$1.04M +$838K +94,182 +277%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.01M -$861K -96,800 -44%
Alyeska Investment Group
34
Alyeska Investment Group
Illinois
$989K +$1.08M +121,379 New
RA
35
Royce & Associates
New York
$771K +$842K +94,600 New
Northern Trust
36
Northern Trust
Illinois
$747K +$5.87K +660 +0.7%
Jane Street
37
Jane Street
New York
$707K +$630K +70,827 +444%
CT
38
Coastline Trust
Rhode Island
$703K -$573K -64,442 -43%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$672K +$734K +82,494 New
SLG
40
Stanley-Laman Group
Pennsylvania
$617K -$226K -25,443 -25%
JP Morgan Chase
41
JP Morgan Chase
New York
$607K +$490K +55,021 +282%
CM
42
CastleKnight Management
New York
$596K +$650K +73,100 New
CSS
43
Cubist Systematic Strategies
Connecticut
$578K -$52.2K -5,861 -8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$517K -$37.7K -4,235 -6%
TI
45
Trexquant Investment
Connecticut
$510K -$26.5K -2,982 -5%
Legal & General Group
46
Legal & General Group
United Kingdom
$509K +$70.8K +7,957 +15%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$503K +$550K +61,760 New
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$449K +$371K +41,732 +312%
ASN
49
Advisory Services Network
Georgia
$443K -$267 -30 -0.1%
GAG
50
GM Advisory Group
New York
$363K – – –
1
2
3 4 5

EXFY Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expensify (EXFY) for Q1 2023, worth a combined $277M — down 6.2% from $295M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EXFY positions and 8 closed out — a net gain of 22 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $4.36M. The largest seller was Durable Capital Partners, cutting an estimated $9.36M.

  • 97 institutional investors held Expensify (EXFY) as of Q1 2023, up from 75 in Q4 2022.
  • Funds reported $277M of Expensify stock for Q1 2023, down 6.2% quarter-over-quarter.
  • 30 funds opened new Expensify positions in Q1 2023 and 8 closed out, a net change of +22 holders.
  • The largest Expensify buyer in Q1 2023 was Janus Henderson Group, an estimated $4.36M added.
  • The largest Expensify seller in Q1 2023 was Durable Capital Partners, an estimated $9.36M sold.

Based on aggregated 13F filings for Q1 2023.