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Expensify
EXFY

Overview Fund Activity

90 hedge funds and large institutions have $100M invested in Expensify in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
37
Reduced
17
Closed
14
Calls
$546K
Puts
$48K
Net Calls
+$498K
Net Calls Change
+$428K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.9M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$2.88M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.97M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$4.82M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.02M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$249K
2
Millennium Management
2
Millennium Management
New York
$2.32M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.52M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.23M
5
Walleye Capital
5
Walleye Capital
New York
$829K
Name Market Value Shares Shares
Change 		Shares
Change %
GCP
26
GSA Capital Partners
United Kingdom
$1.31M 390,348 +296,906 +318%
Charles Schwab
27
Charles Schwab
California
$1.06M 316,976 +8,911 +3%
Tudor Investment Corp
28
Tudor Investment Corp
Connecticut
$971K 289,717 +279,588 +2,760%
UBS Group
29
UBS Group
Switzerland
$874K 260,777 +248,556 +2,034%
Walleye Capital
30
Walleye Capital
New York
$829K 247,531 -355,975 -59%
State Street
31
State Street
Massachusetts
$765K 228,381 +74,550 +48%
6CM
32
683 Capital Management
New York
$740K 220,758 +220,758 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$723K 215,933 +55,931 +35%
Bank of America
34
Bank of America
North Carolina
$721K 215,251 +64,088 +42%
ETC
35
Exchange Traded Concepts
Oklahoma
$691K 206,307 +206,307 New
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$667K 199,170 +199,170 New
Jane Street
37
Jane Street
New York
$657K 196,069 +133,943 +216%
Citigroup
38
Citigroup
New York
$650K 194,129 -59,045 -23%
BCM
39
Bridgeway Capital Management
Texas
$634K 189,300 +31,300 +20%
Federated Hermes
40
Federated Hermes
Pennsylvania
$562K 167,762 -549 -0.3%
MFA
41
Morling Financial Advisors
California
$499K 149,024 – –
SSA
42
Schonfeld Strategic Advisors
New York
$476K 142,236 +142,236 New
Barclays
43
Barclays
United Kingdom
$428K 127,834 +67,987 +114%
OAC
44
OMERS Administration Corp
Ontario, Canada
$402K 120,100 +120,100 New
Northern Trust
45
Northern Trust
Illinois
$359K 107,305 +14,676 +16%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$293K 87,397 +87,397 New
Baillie Gifford & Co
47
Baillie Gifford & Co
United Kingdom
$249K 74,307 -855,978 -92%
PAS
48
Point72 Asia (Singapore)
Singapore
$229K 68,279 +30,373 +80%
American Century Companies
49
American Century Companies
Missouri
$229K 68,228 +27,541 +68%
WANY
50
Wealthspire Advisors (New York)
New York
$222K 66,212 – –
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