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Expensify

90 hedge funds and large institutions have $100M invested in Expensify in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
37
Reduced
17
Closed
14
Calls
$546K
Puts
$48K
Net Calls
+$498K
Net Calls Change
+$428K
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$214K -$135 -40 -0.1%
JFG
52
Jefferies Financial Group
New York
$200K +$50K +14,922 +33%
WG
53
Winton Group
United Kingdom
$195K +$195K +58,177 New
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$187K +$187K +55,629 New
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$182K +$182K +54,367 New
SOW
56
State of Wyoming
Wyoming
$175K +$20.6K +6,138 +13%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$174K +$174K +51,988 New
Man Group
58
Man Group
United Kingdom
$169K +$68.6K +20,466 +69%
Verition Fund Management
59
Verition Fund Management
Connecticut
$157K +$157K +46,917 New
Squarepoint
60
Squarepoint
New York
$156K -$61.2K -18,275 -28%
OQS
61
Occudo Quantitative Strategies
Florida
$152K -$9.64K -2,876 -6%
XT
62
XTX Topco
Cayman Islands
$151K -$79.6K -23,763 -35%
IQI
63
Integrated Quantitative Investments
Washington
$149K +$149K +44,600 New
B
64
Bailard
California
$146K +$146K +43,621 New
CSS
65
Cubist Systematic Strategies
Connecticut
$109K -$145K -43,427 -57%
HighTower Advisors
66
HighTower Advisors
Illinois
$91.8K
SHGA
67
Sand Hill Global Advisors
California
$91.1K
ECM
68
ExodusPoint Capital Management
New York
$91K +$91K +27,099 New
AGM
69
Alpine Global Management
New York
$79.2K +$79.2K +23,640 New
AQR Capital Management
70
AQR Capital Management
Connecticut
$73.5K -$559K -166,747 -88%
Simplex Trading
71
Simplex Trading
Illinois
$70K +$69.2K +20,858 +8,180%
Wolverine Trading
72
Wolverine Trading
Illinois
$68K +$68K +19,552 New
QT
73
Quantbot Technologies
New York
$68K +$68K +20,300 New
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$66.6K +$66.6K +19,879 New
BFM
75
Boothbay Fund Management
New York
$47.8K +$47.8K +14,272 New