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Expensify

97 hedge funds and large institutions have $88.2M invested in Expensify in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
34
Reduced
26
Closed
28
Calls
$717K
Puts
$17K
Net Calls
+$700K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
GC
26
Globeflex Capital
California
$845K +$845K +326,444 New
ETC
27
Exchange Traded Concepts
Oklahoma
$771K -$15.7K -6,061 -2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$710K -$72.8K -28,093 -9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$695K -$2.08M -801,475 -75%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$621K -$524K -202,423 -46%
RC
31
RBF Capital
California
$546K -$76.1K -29,400 -12%
Goldman Sachs
32
Goldman Sachs
New York
$541K -$712K -275,034 -57%
BCM
33
Bridgeway Capital Management
Texas
$503K
Bank of New York Mellon
34
Bank of New York Mellon
New York
$440K +$307K +118,494 +231%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$426K -$72.8K -28,117 -15%
Federated Hermes
36
Federated Hermes
Pennsylvania
$422K -$6.99K -2,700 -2%
MFA
37
Morling Financial Advisors
California
$386K
Barclays
38
Barclays
United Kingdom
$378K -$65K -25,119 -15%
IQI
39
Integrated Quantitative Investments
Washington
$366K +$250K +96,372 +215%
American Century Companies
40
American Century Companies
Missouri
$315K +$56.8K +21,912 +22%
Bank of America
41
Bank of America
North Carolina
$290K +$122K +46,999 +72%
SOW
42
State of Wyoming
Wyoming
$240K -$89.1K -34,385 -27%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$220K
NL
44
Nuveen LLC
North Carolina
$201K +$201K +77,657 New
Victory Capital Management
45
Victory Capital Management
Texas
$195K +$119K +45,799 +155%
WANY
46
Wealthspire Advisors (New York)
New York
$171K
UBS Group
47
UBS Group
Switzerland
$158K -$622K -240,318 -80%
XT
48
XTX Topco
Cayman Islands
$157K +$157K +60,472 New
HSBC Holdings
49
HSBC Holdings
United Kingdom
$156K +$14.5K +5,688 +10%
DTL
50
Dynamic Technology Lab
Singapore
$156K +$34.6K +13,388 +29%