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Expensify

80 hedge funds and large institutions have $39.5M invested in Expensify in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
15
Reduced
34
Closed
27
Calls
$1K
Puts
$34K
Net Calls
-$33K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
51
Paloma Partners
Connecticut
$60K +$60K +40,300 New
SW
52
SVB Wealth
Massachusetts
$59.6K +$59.6K +40,000 New
Connor, Clark & Lunn Investment Management (CC&L)
53
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$55.7K +$55.7K +37,364 New
Squarepoint
54
Squarepoint
New York
$54.6K +$54.6K +36,647 New
Marshall Wace
55
Marshall Wace
United Kingdom
$53.5K +$53.5K +35,899 New
HighTower Advisors
56
HighTower Advisors
Illinois
$44K +$44K +29,406 New
TRCT
57
Tower Research Capital (TRC)
New York
$43.6K +$40.9K +27,475 +1,525%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$41.2K +$41.2K +27,659 New
SHGA
59
Sand Hill Global Advisors
California
$40.5K
PCM
60
Prelude Capital Management
New York
$39.9K -$29.1K -19,500 -42%
ACL
61
Azora Capital LP
Florida
$36.6K
Simplex Trading
62
Simplex Trading
Illinois
$34K +$690 +475 +2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$34K -$68K -45,634 -67%
DTL
64
Dynamic Technology Lab
Singapore
$33K +$33K +22,376 New
US Bancorp
65
US Bancorp
Minnesota
$31.2K
EGM
66
Engineers Gate Manager
New York
$26.7K +$26.7K +17,919 New
TSS
67
Two Sigma Securities
New York
$19.3K +$19.3K +12,948 New
FIA
68
FNY Investment Advisers
New York
$18K
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$16.9K +$16.9K +11,325 New
Verition Fund Management
70
Verition Fund Management
Connecticut
$15.5K -$60.9K -40,845 -80%
Osaic Holdings
71
Osaic Holdings
Arizona
$5.36K +$558 +375 +12%
Macquarie Group
72
Macquarie Group
Australia
$4.14K +$4.14K +2,776 New
Wells Fargo
73
Wells Fargo
California
$3.05K -$24.6K -16,518 -89%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2.76K -$4.53K -3,038 -62%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1K -$46K -22,155 -98%