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Expensify
EXFY

Overview Fund Activity

97 hedge funds and large institutions have $277M invested in Expensify in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+22
Holders Change %
+29.33%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
28
Reduced
25
Closed
8
Calls
$334K
Puts
$263K
Net Calls
+$71K
Net Calls Change
-$284K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$9.73M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.24M
3
Millennium Management
3
Millennium Management
New York
$7.72M
4
KC
4
Kadensa Capital
Hong Kong
$3.79M
5
FG
5
Formula Growth
Quebec, Canada
$1.47M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$4.46M
2
LSCM
2
Light Street Capital Management
California
$6.87M
3
KAH
3
Kathryn A. Hall
$16.1M
4
BlackRock
4
BlackRock
New York
$8.66M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
51
Schonfeld Strategic Advisors
New York
$353K -$103K -12,678 -23%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$346K -$43.7K -5,361 -11%
PP
53
PDT Partners
New York
$334K +$334K +40,980 New
Federated Hermes
54
Federated Hermes
Pennsylvania
$326K +$81.5K +10,000 +33%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$321K +$321K +40,230 New
Verition Fund Management
56
Verition Fund Management
Connecticut
$277K +$277K +34,032 New
JF
57
Jump Financial
Illinois
$262K -$15.5K -1,900 -6%
DTL
58
Dynamic Technology Lab
Singapore
$245K +$245K +30,055 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$241K -$20.4K -2,500 -8%
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233K +$233K +28,560 New
SHGA
61
Sand Hill Global Advisors
California
$222K – – –
SFI
62
Susquehanna Fundamental Investments
Pennsylvania
$221K – – –
LP
63
LMR Partners
United Kingdom
$186K +$2.31K +283 +1%
PCM
64
Prelude Capital Management
New York
$183K +$183K +22,470 New
Citadel Advisors
65
Citadel Advisors
Florida
$176K +$173K +21,268 +5,827%
ACM
66
Alamar Capital Management
California
$171K +$171K +21,000 New
BAM
67
Bullseye Asset Management
Colorado
$170K – – –
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$164K +$164K +20,062 New
CIP
69
Cornerstone Investment Partners
Georgia
$159K +$159K +19,516 New
ACL
70
Azora Capital LP
Florida
$158K +$158K +19,356 New
ECM
71
ExodusPoint Capital Management
New York
$156K +$156K +19,110 New
PTC
72
Petrus Trust Company
Texas
$155K +$155K +19,000 New
Squarepoint
73
Squarepoint
New York
$155K +$155K +18,987 New
VRS
74
Virginia Retirement Systems
Virginia
$152K +$48.1K +5,900 +46%
BAMCO Inc
75
BAMCO Inc
New York
$130K – – –
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3
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