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Expensify

80 hedge funds and large institutions have $39.5M invested in Expensify in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
15
Reduced
34
Closed
27
Calls
$1K
Puts
$34K
Net Calls
-$33K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
HLA
26
Hamilton Lane Advisors
Pennsylvania
$408K
Charles Schwab
27
Charles Schwab
California
$365K -$185K -124,236 -34%
ASN
28
Advisory Services Network
Georgia
$295K -$4.78K -3,209 -2%
Jane Street
29
Jane Street
New York
$259K +$171K +114,715 +194%
Federated Hermes
30
Federated Hermes
Pennsylvania
$258K +$7.57K +5,077 +3%
Bank of America
31
Bank of America
North Carolina
$237K -$242K -162,342 -51%
BCM
32
Bridgeway Capital Management
Texas
$235K -$74.5K -50,000 -24%
State Street
33
State Street
Massachusetts
$229K -$1.33M -891,318 -85%
MFA
34
Morling Financial Advisors
California
$222K
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$179K -$6.98K -4,681 -4%
QC
36
Quadrature Capital
United Kingdom
$157K +$103K +68,416 +194%
Man Group
37
Man Group
United Kingdom
$148K -$58.7K -39,404 -28%
CC
38
Centiva Capital
New York
$122K +$122K +81,566 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$102K
UBS Group
40
UBS Group
Switzerland
$101K -$59.6K -40,008 -37%
WANY
41
Wealthspire Advisors (New York)
New York
$98.7K +$28.5K +19,157 +41%
OQS
42
Occudo Quantitative Strategies
Florida
$87.6K -$7.08K -4,751 -7%
PAS
43
Point72 Asia (Singapore)
Singapore
$85.6K +$85.6K +57,447 New
Barclays
44
Barclays
United Kingdom
$85K -$34.9K -23,397 -29%
XT
45
XTX Topco
Cayman Islands
$79.1K -$88.1K -59,128 -53%
SSA
46
Schonfeld Strategic Advisors
New York
$68.6K +$68.6K +46,033 New
CSS
47
Cubist Systematic Strategies
Connecticut
$65.1K -$17.8K -11,924 -21%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$64.3K +$41.9K +28,099 +187%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$63.9K
YIH
50
Y-Intercept (HK)
Hong Kong
$60.9K +$60.9K +40,903 New