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Expensify

97 hedge funds and large institutions have $289M invested in Expensify in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
33
Reduced
19
Closed
30
Calls
$223K
Puts
$99K
Net Calls
+$124K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$138K +$135K +16,965 +4,917%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$125K +$125K +15,680 New
SSA
78
Schonfeld Strategic Advisors
New York
$114K -$232K -29,080 -67%
AllianceBernstein
79
AllianceBernstein
Tennessee
$103K +$103K +12,900 New
BAMCO Inc
80
BAMCO Inc
New York
$95.8K -$31.9K -4,000 -25%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$90K +$90K +11,201 New
SOW
82
State of Wyoming
Wyoming
$88.4K +$34.3K +4,302 +64%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$78K +$78K +9,772 New
Russell Investments Group
84
Russell Investments Group
United Kingdom
$76.3K +$76.3K +9,565 New
HCA
85
Harbor Capital Advisors
Illinois
$72.3K +$72.3K +9,059 New
AB
86
Amalgamated Bank
New York
$67K +$67K +8,374 New
HIIFS
87
Harel Insurance Investments & Financial Services
Israel
$51K +$51K +6,476 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$48K +$26.3K +3,341 +121%
AIP
89
Ameritas Investment Partners
Nebraska
$36.4K +$36.4K +4,561 New
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$24.7K +$24.7K +3,096 New
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$23.8K +$23.8K +2,980 New
Osaic Holdings
92
Osaic Holdings
Arizona
$23.5K +$2.07K +260 +10%
Simplex Trading
93
Simplex Trading
Illinois
$17K -$75.9K -9,699 -82%
TRCT
94
Tower Research Capital (TRC)
New York
$10.5K -$11.7K -1,469 -53%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$5.56K +$5.56K +697 New
UBS Group
96
UBS Group
Switzerland
$5.27K -$11.4K -1,424 -68%
SC
97
Stephens Consulting
Michigan
$798
LSCM
98
Light Street Capital Management
California
-$6.87M -842,678 Closed
DCP
99
Durable Capital Partners
Maryland
-$4.46M -547,526 Closed
HF
100
HRT Financial
New York
-$1.65M -202,930 Closed