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Expensify
EXFY

Overview Fund Activity

77 hedge funds and large institutions have $51.8M invested in Expensify in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
27
Reduced
24
Closed
18
Calls
$141K
Puts
$71K
Net Calls
+$70K
Net Calls Change
+$103K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$1.64M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.11M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.46M
4
Millennium Management
4
Millennium Management
New York
$2.83M
5
Citigroup
5
Citigroup
New York
$496K

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$370K
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$151K
3
PVM
3
Palogic Value Management
Texas
$1.72M
4
OPFM
4
Optimus Prime Fund Management
Cayman Islands
$0
5
Northern Trust
5
Northern Trust
Illinois
$182K
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$370K -$1.68M -856,654 -82%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$365K +$365K +186,336 New
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$349K +$349K +178,892 New
Federated Hermes
29
Federated Hermes
Pennsylvania
$330K -$9.48K -4,839 -3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$314K +$78.7K +40,141 +33%
BCM
31
Bridgeway Capital Management
Texas
$310K – – –
State Street
32
State Street
Massachusetts
$302K – – –
Bank of America
33
Bank of America
North Carolina
$296K -$14.9K -7,600 -5%
ASN
34
Advisory Services Network
Georgia
$295K – – –
MFA
35
Morling Financial Advisors
California
$292K – – –
GCP
36
GSA Capital Partners
United Kingdom
$183K +$183K +93,442 New
Northern Trust
37
Northern Trust
Illinois
$182K -$623K -317,685 -77%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$178K +$93.3K +47,577 +110%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$151K -$1.51M -771,727 -91%
CSS
40
Cubist Systematic Strategies
Connecticut
$149K +$63.1K +32,208 +74%
XT
41
XTX Topco
Cayman Islands
$135K +$30.8K +15,730 +30%
WANY
42
Wealthspire Advisors (New York)
New York
$130K – – –
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$130K +$56.3K +28,731 +77%
Squarepoint
44
Squarepoint
New York
$127K +$55K +28,080 +77%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$125K -$12.5K -6,300 -9%
Jane Street
46
Jane Street
New York
$122K -$219K -111,663 -64%
Barclays
47
Barclays
United Kingdom
$117K +$5.47K +2,798 +5%
QC
48
Quadrature Capital
United Kingdom
$105K -$99.1K -50,422 -49%
OQS
49
Occudo Quantitative Strategies
Florida
$94.8K -$20.4K -10,390 -18%
SOW
50
State of Wyoming
Wyoming
$90.6K +$90.6K +46,226 New
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