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Expensify

104 hedge funds and large institutions have $26.4M invested in Expensify in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0.69% more ownership

Funds ownership: 36.87%37.56% (+0.69%)

5% less funds holding

Funds holding: 109104 (-5)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

41% less capital invested

Capital invested by funds: $45M → $26.4M (-$18.6M)

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
37
Reduced
31
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Transamerica Financial Advisors
Florida
$8.14K +$11.1K +9,356 New
Osaic Holdings
77
Osaic Holdings
Arizona
$7.32K -$1.39K -1,170 -12%
SOADOR
78
State of Alaska Department of Revenue
Alaska
$7K
Group One Trading
79
Group One Trading
Illinois
$6.97K -$5.81K -4,900 -38%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$6K +$5.53K +4,664 +242%
AIP
81
Ameritas Investment Partners
Nebraska
$5.31K
Russell Investments Group
82
Russell Investments Group
United Kingdom
$5.17K -$3.57K -3,006 -34%
Legal & General Group
83
Legal & General Group
United Kingdom
$4.72K -$778 -656 -11%
EP
84
Essential Partners
California
$4.02K +$4.44K +3,746 +426%
Citigroup
85
Citigroup
New York
$2.58K -$65.1K -54,874 -95%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$1.94K +$464 +391 +20%
UBS AM
87
UBS AM
Illinois
$1.67K +$2.28K +1,921 New
EWA
88
EverSource Wealth Advisors
Alabama
$1.65K +$1.65K +1,387 +270%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$1.17K +$1.36K +1,143 +569%
SCM
90
Sterling Capital Management
North Carolina
$980 -$1.18K -994 -47%
SS
91
SBI Securities
Japan
$662 +$115 +97 +15%
PUI
92
Purpose Unlimited Inc
$567
AF
93
Allworth Financial
California
$400 +$351 +296 +182%
IA
94
IFP Advisors
Florida
$245 +$249 +210 +292%
RIL
95
Rothschild Investment LLC
Illinois
$220 +$230 +194 +329%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$200 +$273 +230 New
AAP
97
Arax Advisory Partners
Colorado
$145 +$198 +167 New
MCM
98
MAI Capital Management
Ohio
$139 -$405 -341 -68%
WPA
99
Wealth Preservation Advisors
Tennessee
$121 +$165 +139 New
SS
100
Sunbelt Securities
Texas
$95 +$45 +38 +54%