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Expensify

77 hedge funds and large institutions have $51.8M invested in Expensify in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
27
Reduced
24
Closed
18
Calls
$141K
Puts
$71K
Net Calls
+$70K
Net Calls Change
+$103K
Name Market Value Shares Shares
Change
Shares
Change %
DTL
51
Dynamic Technology Lab
Singapore
$88K 44,880 +22,504 +101%
JFG
52
Jefferies Financial Group
New York
$87.8K 44,800 +44,800 New
American Century Companies
53
American Century Companies
Missouri
$79.7K 40,687 +40,687 New
PAS
54
Point72 Asia (Singapore)
Singapore
$74.3K 37,906 -19,541 -34%
CF
55
Cantor Fitzgerald
New York
$62.9K 32,070 +32,070 New
Man Group
56
Man Group
United Kingdom
$58.5K 29,850 -69,774 -70%
HighTower Advisors
57
HighTower Advisors
Illinois
$54K 27,406 -2,000 -7%
SHGA
58
Sand Hill Global Advisors
California
$53.3K 27,189
EGM
59
Engineers Gate Manager
New York
$40K 20,433 +2,514 +14%
Prudential Financial
60
Prudential Financial
New Jersey
$24.3K 12,400 +12,400 New
UBS Group
61
UBS Group
Switzerland
$24K 12,221 -55,675 -82%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$20.1K 10,260 -32,597 -76%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$19.9K 10,129 +10,129 New
MA
64
Mutual Advisors
Nebraska
$17K 10,000 +10,000 New
FIA
65
FNY Investment Advisers
New York
$13K 7,000 -5,500 -44%
Osaic Holdings
66
Osaic Holdings
Arizona
$8.28K 4,225 +625 +17%
Group One Trading
67
Group One Trading
Illinois
$7.57K 3,862 +3,862 New
Wells Fargo
68
Wells Fargo
California
$4.37K 2,229 +180 +9%
NA
69
NewEdge Advisors
Louisiana
$4.27K 2,180 +2,180 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$3.35K 1,709 -146 -8%
TRCT
71
Tower Research Capital (TRC)
New York
$1.64K 837 -28,440 -97%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1K 723 +529 +273%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$270 138
PA
74
Parallel Advisors
California
$196 100
CPA
75
Capital Performance Advisors
California
$49 25 +25 New