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Expensify

83 hedge funds and large institutions have $489M invested in Expensify in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
28
Reduced
13
Closed
10
Calls
$528K
Puts
$7K
Net Calls
+$521K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
51
ExodusPoint Capital Management
New York
$272K +$272K +18,281 New
Bank of New York Mellon
52
Bank of New York Mellon
New York
$271K +$271K +18,233 New
CSS
53
Cubist Systematic Strategies
Connecticut
$268K -$2.47K -166 -0.9%
SSA
54
Schonfeld Strategic Advisors
New York
$266K +$266K +17,865 New
Bank of America
55
Bank of America
North Carolina
$259K -$402K -27,106 -61%
BAMCO Inc
56
BAMCO Inc
New York
$238K +$29.8K +2,000 +14%
SFPM
57
Sensible Financial Planning & Management
Massachusetts
$204K +$204K +13,698 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$178K +$178K +11,937 New
DTL
59
Dynamic Technology Lab
Singapore
$176K +$176K +11,831 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$174K +$684 +46 +0.4%
VRS
61
Virginia Retirement Systems
Virginia
$149K +$149K +10,000 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$147K +$10.3K +689 +8%
CS
63
Credit Suisse
Switzerland
$132K +$59 +4 +0%
TRCT
64
Tower Research Capital (TRC)
New York
$111K +$110K +7,340 +9,175%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$89K +$89K +5,950 New
Osaic Holdings
66
Osaic Holdings
Arizona
$79K -$5.28K -356 -6%
QT
67
Quantbot Technologies
New York
$61K +$35.3K +2,403 +138%
UBS Group
68
UBS Group
Switzerland
$56K +$56K +3,774 New
Legal & General Group
69
Legal & General Group
United Kingdom
$52K -$76.2K -5,144 -59%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$33K +$17.8K +1,178 +118%
Wells Fargo
71
Wells Fargo
California
$20K +$19K +1,271 +1,986%
NFSG
72
Newbridge Financial Services Group
Florida
$15K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$8K
DFCM
74
Dark Forest Capital Management
Puerto Rico
$8K +$156 +11 +2%
Citigroup
75
Citigroup
New York
$8K +$2.74K +173 +52%