Expensify
EXFY
55 hedge funds and large institutions have $1.07B invested in Expensify in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
35.92% more ownership
Funds ownership: 0% → 35.92% (+36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAH
Kathryn A. Hall
|
+$95.3M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$67.8M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$66.1M |
| 4 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
+$63.7M |
| 5 |
BlackRock
New York
|
+$38.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| $13K | +$12.5K | +306 | New |
|
|
BDWM
52
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $6K | +$5.09K | +125 | New |
|
|
SC
53
Stephens Consulting
Flint,
Michigan
| $4.4K | +$4.07K | +100 | New |
|
|
RA
54
Resolute Advisors
San Francisco,
California
| $4K | +$4.07K | +100 | New |
|
55
Wells Fargo
San Francisco,
California
| $3K | +$2.36K | +58 | New |
|
EXFY Hedge Fund Activity: Q4 2021 in Review
55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expensify (EXFY) for Q4 2021, worth a combined $1.07B.
Buyers outnumbered sellers: 55 funds opened new EXFY positions and 0 closed out — a net gain of 55 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Kathryn A. Hall, opening a new position worth an estimated $95.3M.
- 55 institutional investors held Expensify (EXFY) as of Q4 2021, up from 0 in Q3 2021.
- Funds reported $1.07B of Expensify stock for Q4 2021.
- 55 funds opened new Expensify positions in Q4 2021 and 0 closed out, a net change of +55 holders.
- The largest Expensify buyer in Q4 2021 was Kathryn A. Hall, an estimated $95.3M added.
Based on aggregated 13F filings for Q4 2021.