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Expensify

88 hedge funds and large institutions have $56.1M invested in Expensify in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-12
Holders Change %
-12%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
31
Reduced
31
Closed
25
Calls
$5K
Puts
$86K
Net Calls
-$81K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$78.9K -$2.21K -1,202 -3%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$75.2K +$19.2K +10,412 +34%
SC
53
Savant Capital
Illinois
$67.1K +$67.1K +36,455 New
QC
54
Quadrature Capital
United Kingdom
$64.8K +$64.8K +35,242 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$52.9K
AIG
56
American International Group
New York
$50.6K +$72 +39 +0.1%
SHGA
57
Sand Hill Global Advisors
California
$50K
Deutsche Bank
58
Deutsche Bank
Germany
$48.5K -$2.48K -1,346 -5%
Wolverine Trading
59
Wolverine Trading
Illinois
$45.6K +$3.61K +1,964 +9%
ACL
60
Azora Capital LP
Florida
$45.2K
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$42K -$228 -123 -0.5%
Simplex Trading
62
Simplex Trading
Illinois
$42K +$42K +22,935 New
US Bancorp
63
US Bancorp
Minnesota
$38.5K -$3.43K -1,865 -8%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$37.3K -$3.12K -1,693 -8%
Wells Fargo
65
Wells Fargo
California
$34.2K +$5.64K +3,063 +20%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$32K +$7.93K +4,281 +33%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8K +$10.1K +5,467 +51%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$27.7K -$97K -52,693 -78%
QT
69
Quantbot Technologies
New York
$20K -$47.1K -25,606 -70%
ProShare Advisors
70
ProShare Advisors
Maryland
$18.4K +$18.4K +10,024 New
Citigroup
71
Citigroup
New York
$17.1K -$8.41K -4,569 -33%
Legal & General Group
72
Legal & General Group
United Kingdom
$11.3K -$1.28K -697 -10%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$10.3K -$6.41K -3,483 -38%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$9K +$7.67K +4,167 +574%
AIP
75
Ameritas Investment Partners
Nebraska
$8.39K