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Expensify
EXFY

Overview Fund Activity

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
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

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$9.73M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.24M
3
Millennium Management
3
Millennium Management
New York
$7.72M
4
KC
4
Kadensa Capital
Hong Kong
$3.79M
5
FG
5
Formula Growth
Quebec, Canada
$1.47M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$4.46M
2
LSCM
2
Light Street Capital Management
California
$6.87M
3
KAH
3
Kathryn A. Hall
$16.1M
4
BlackRock
4
BlackRock
New York
$8.66M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
26
Morling Financial Advisors
California
$1.37M – – –
OPFM
27
Optimus Prime Fund Management
Cayman Islands
$1.3M -$611K -75,000 -32%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.18M +$468K +57,363 +66%
LP
29
LGL Partners
Pennsylvania
$1.09M +$1.09M +133,445 New
AG
30
Algert Global
California
$1.08M +$1.08M +132,550 New
WP
31
Woodline Partners
California
$1.05M +$3.09K +379 +0.3%
Bank of America
32
Bank of America
North Carolina
$1.04M +$768K +94,182 +277%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.01M -$789K -96,800 -44%
Alyeska Investment Group
34
Alyeska Investment Group
Illinois
$989K +$989K +121,379 New
RA
35
Royce & Associates
New York
$771K +$771K +94,600 New
Northern Trust
36
Northern Trust
Illinois
$747K +$5.38K +660 +0.7%
Jane Street
37
Jane Street
New York
$707K +$577K +70,827 +444%
CT
38
Coastline Trust
Rhode Island
$703K -$525K -64,442 -43%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$672K +$672K +82,494 New
SLG
40
Stanley-Laman Group
Pennsylvania
$617K -$207K -25,443 -25%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$607K +$448K +55,021 +282%
CM
42
CastleKnight Management
New York
$596K +$596K +73,100 New
CSS
43
Cubist Systematic Strategies
Connecticut
$578K -$47.8K -5,861 -8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$517K -$34.5K -4,235 -6%
TI
45
Trexquant Investment
Connecticut
$510K -$24.3K -2,982 -5%
Legal & General Group
46
Legal & General Group
United Kingdom
$509K +$64.8K +7,957 +15%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$503K +$503K +61,760 New
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$449K +$340K +41,732 +312%
ASN
49
Advisory Services Network
Georgia
$443K -$244 -30 -0.1%
GAG
50
GM Advisory Group
New York
$363K – – –
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