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Expensify

96 hedge funds and large institutions have $87.5M invested in Expensify in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 28 closing their positions.

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
34
Reduced
25
Closed
28
Calls
$561K
Puts
$17K
Net Calls
+$544K
Net Calls Change
+$91K
Name Market Value Shares Shares
Change
Shares
Change %
Simplex Trading
51
Simplex Trading
Illinois
$152K 58,962 +43,841 +290%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$145K 55,982 +55,982 New
Verition Fund Management
53
Verition Fund Management
Connecticut
$144K 55,711 +55,711 New
Vontobel Holding
54
Vontobel Holding
Switzerland
$136K 52,516 +342 +0.7%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$105K 40,500 +40,500 New
MIM
56
MetLife Investment Management
New Jersey
$103K 39,714 +39,714 New
Invesco
57
Invesco
Georgia
$98.2K 37,928 +37,928 New
Wells Fargo
58
Wells Fargo
California
$96.1K 37,091 +34,902 +1,594%
MFA
59
Millington Financial Advisors
Illinois
$93.2K 40,000 +40,000 New
Mirae Asset Global ETFs Holdings
60
Mirae Asset Global ETFs Holdings
Hong Kong
$84.7K 32,693 +32,693 New
Tudor Investment Corp
61
Tudor Investment Corp
Connecticut
$80.5K 31,095 -348,337 -92%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$79K 30,121 +30,121 New
Squarepoint
63
Squarepoint
New York
$75.9K 29,314 -64,339 -69%
IIM
64
INTECH Investment Management
Florida
$74.4K 28,729 +28,729 New
HighTower Advisors
65
HighTower Advisors
Illinois
$71K 27,407 +1 +0%
WG
66
Winton Group
United Kingdom
$62.1K 23,965 -41,996 -64%
PCM
67
Prelude Capital Management
New York
$55.9K 21,600 +21,600 New
RS
68
R Squared
Hong Kong
$55.4K 21,378 +2,588 +14%
Citigroup
69
Citigroup
New York
$53.6K 20,691 +5,865 +40%
SHGA
70
Sand Hill Global Advisors
California
$52.6K 20,314 -3,788 -16%
RA
71
Royce & Associates
New York
$51.2K 19,751 +19,751 New
VOYA Investment Management
72
VOYA Investment Management
Georgia
$46.3K 17,862 +17,862 New
HBCM
73
Heron Bay Capital Management
Michigan
$36.6K 14,143 +14,143 New
SG Americas Securities
74
SG Americas Securities
New York
$33K 12,559 -15,641 -55%
PFSRSONJ
75
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.2K 12,436 +12,436 New