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Expensify

104 hedge funds and large institutions have $26.4M invested in Expensify in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0.69% more ownership

Funds ownership: 36.87%37.56% (+0.69%)

5% less funds holding

Funds holding: 109104 (-5)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

41% less capital invested

Capital invested by funds: $45M → $26.4M (-$18.6M)

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
37
Reduced
31
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$27K
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$25.4K +$807 +680 +2%
GCP
53
GSA Capital Partners
United Kingdom
$25K +$7.74K +6,526 +29%
JP Morgan Chase
54
JP Morgan Chase
New York
$21K -$40.2K -33,865 -57%
Wells Fargo
55
Wells Fargo
California
$20.4K -$55.2K -46,554 -66%
Simplex Trading
56
Simplex Trading
Illinois
$19.3K +$10.6K +8,895 +67%
VPIM
57
Vanguard Personalized Indexing Management
California
$17.8K +$5.85K +4,931 +32%
SHGA
58
Sand Hill Global Advisors
California
$17.7K
LC
59
Lavelle Capital
California
$17.4K
TRCT
60
Tower Research Capital (TRC)
New York
$16.9K +$14.9K +12,585 +184%
TSS
61
Two Sigma Securities
New York
$16.5K +$22.6K +19,016 New
SEI Investments
62
SEI Investments
Pennsylvania
$16.2K +$22.1K +18,647 New
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$15.6K +$20.6K +17,328 New
AllianceBernstein
64
AllianceBernstein
Tennessee
$15.4K
VGA
65
Vanguard Global Advisers
Pennsylvania
$14.8K +$20.2K +17,042 New
Franklin Resources
66
Franklin Resources
California
$14.7K -$510 -430 -2%
Ameriprise
67
Ameriprise
Minnesota
$14.6K -$2.18M -1,837,315 -99%
GCM
68
Graham Capital Management
Connecticut
$13.9K +$947 +798 +5%
IIM
69
INTECH Investment Management
Florida
$13.8K -$13.3K -11,212 -41%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$12.9K +$17.7K +14,883 New
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$11.2K -$8.14K -6,860 -35%
PFSRSONJ
72
Police & Firemen's Retirement System of New Jersey
New Jersey
$10.8K
MFG
73
Merit Financial Group
Georgia
$10.6K +$14.4K +12,180 New
SCA
74
Sassicaia Capital Advisers
New York
$9.39K +$12.8K +10,800 New
MA
75
Mutual Advisors
Nebraska
$8.7K