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Expensify

80 hedge funds and large institutions have $39.5M invested in Expensify in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
15
Reduced
34
Closed
27
Calls
$1K
Puts
$34K
Net Calls
-$33K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$294 +$21 +14 +8%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$206 +$206 +138 New
PA
78
Parallel Advisors
California
$149 +$149 +100 New
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
-$557K -303,892 Closed
Nuveen Asset Management
80
Nuveen Asset Management
Illinois
-$288K -156,447 Closed
Bank of New York Mellon
81
Bank of New York Mellon
New York
-$259K -140,785 Closed
CAM
82
Cresset Asset Management
Illinois
-$107K -58,098 Closed
Invesco
83
Invesco
Georgia
-$103K -56,071 Closed
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
-$75.2K -40,873 Closed
SC
85
Savant Capital
Illinois
-$67.1K -36,455 Closed
AllianceBernstein
86
AllianceBernstein
Tennessee
-$52.9K -28,770 Closed
AIG
87
American International Group
New York
-$50.6K -27,495 Closed
Deutsche Bank
88
Deutsche Bank
Germany
-$48.5K -26,370 Closed
Wolverine Trading
89
Wolverine Trading
Illinois
-$45.6K -24,758 Closed
VOYA Investment Management
90
VOYA Investment Management
Georgia
-$37.3K -20,277 Closed
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
-$32K -17,284 Closed
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29.8K -16,206 Closed
QT
93
Quantbot Technologies
New York
-$20K -10,896 Closed
ProShare Advisors
94
ProShare Advisors
Maryland
-$18.4K -10,024 Closed
Citigroup
95
Citigroup
New York
-$17.1K -9,276 Closed
Legal & General Group
96
Legal & General Group
United Kingdom
-$11.3K -6,123 Closed
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
-$10.3K -5,609 Closed
AIP
98
Ameritas Investment Partners
Nebraska
-$8.39K -4,561 Closed
Comerica Bank
99
Comerica Bank
Texas
-$5.54K -3,013 Closed
AB
100
Amalgamated Bank
New York
-$3K -1,863 Closed