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Expensify
EXFY

Overview Fund Activity

75 hedge funds and large institutions have $295M invested in Expensify in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
25
Reduced
16
Closed
26
Calls
$428K
Puts
$73K
Net Calls
+$355K
Net Calls Change
-$166K

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$29.7M
2
ICM
2
Invenomic Capital Management
Massachusetts
$12.7M
3
Millennium Management
3
Millennium Management
New York
$6.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.22M
5
MFA
5
Morling Financial Advisors
California
$1.48M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
RIM
2
Ranger Investment Management
Texas
$0
3
DCP
3
Durable Capital Partners
Maryland
$14.1M
4
PC
4
Pier Capital
Connecticut
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
76
Ranger Investment Management
Texas
– -$9.72M -653,351 Closed
PC
77
Pier Capital
Connecticut
– -$6.61M -444,170 Closed
AMI
78
Amica Mutual Insurance
Rhode Island
– -$6.07M -408,115 Closed
NRCM
79
North Reef Capital Management
California
– -$5.01M -336,591 Closed
Allspring Global Investments
80
Allspring Global Investments
North Carolina
– -$2.81M -189,140 Closed
Russell Investments Group
81
Russell Investments Group
United Kingdom
– -$1.6M -107,698 Closed
Victory Capital Management
82
Victory Capital Management
Texas
– -$1.1M -73,646 Closed
Voloridge Investment Management
83
Voloridge Investment Management
Florida
– -$796K -53,498 Closed
SEI Investments
84
SEI Investments
Pennsylvania
– -$665K -44,674 Closed
Ameriprise
85
Ameriprise
Minnesota
– -$599K -40,244 Closed
ARMT
86
Amica Retiree Medical Trust
Rhode Island
– -$537K -36,117 Closed
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
– -$491K -32,970 Closed
Holocene Advisors
88
Holocene Advisors
New York
– -$403K -27,084 Closed
Jacobs Levy Equity Management
89
Jacobs Levy Equity Management
New Jersey
– -$289K -19,413 Closed
ECM
90
ExodusPoint Capital Management
New York
– -$272K -18,281 Closed
SFPM
91
Sensible Financial Planning & Management
Massachusetts
– -$204K -13,698 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$178K -11,937 Closed
DTL
93
Dynamic Technology Lab
Singapore
– -$176K -11,831 Closed
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
– -$147K -9,858 Closed
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
– -$89K -5,950 Closed
DFCM
96
Dark Forest Capital Management
Puerto Rico
– -$8K -563 Closed
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
– -$4K -242 Closed
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