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Expensify

98 hedge funds and large institutions have $96.7M invested in Expensify in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
27
Closed
11
Calls
$473K
Puts
$20K
Net Calls
+$453K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Shares
Change %
GCP
26
GSA Capital Partners
United Kingdom
$1.15M -$36.9K -12,131 -3%
Charles Schwab
27
Charles Schwab
California
$939K -$25K -8,238 -3%
ETC
28
Exchange Traded Concepts
Oklahoma
$924K +$296K +97,530 +47%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$919K +$262K +86,245 +40%
UBS Group
30
UBS Group
Switzerland
$916K +$123K +40,582 +16%
Jane Street
31
Jane Street
New York
$761K +$165K +54,211 +28%
RC
32
RBF Capital
California
$730K -$511K -168,219 -41%
State Street
33
State Street
Massachusetts
$685K -$9.42K -3,100 -1%
EI
34
EAM Investors
California
$676K +$676K +222,460 New
BCM
35
Bridgeway Capital Management
Texas
$591K +$15.2K +5,000 +3%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$585K -$20.3K -6,690 -3%
Barclays
37
Barclays
United Kingdom
$520K +$132K +43,300 +34%
Federated Hermes
38
Federated Hermes
Pennsylvania
$504K -$6.32K -2,078 -1%
SSA
39
Schonfeld Strategic Advisors
New York
$479K +$46.5K +15,284 +11%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$468K +$299K +98,127 +176%
MFA
41
Morling Financial Advisors
California
$453K
SOW
42
State of Wyoming
Wyoming
$386K +$227K +74,729 +143%
OAC
43
OMERS Administration Corp
Ontario, Canada
$382K +$17.3K +5,700 +5%
HF
44
HRT Financial
New York
$362K +$362K +119,294 New
CSS
45
Cubist Systematic Strategies
Connecticut
$357K +$258K +84,948 +262%
Northern Trust
46
Northern Trust
Illinois
$356K +$30K +9,852 +9%
American Century Companies
47
American Century Companies
Missouri
$303K +$95.2K +31,301 +46%
Squarepoint
48
Squarepoint
New York
$285K +$143K +47,201 +102%
HIM
49
Hillsdale Investment Management
Ontario, Canada
$259K -$6.99K -2,300 -3%
JG
50
Jain Global
New York
$215K +$215K +70,565 New