EXFY icon

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 %
RS
76
R Squared
Hong Kong
$45.6K +$45.6K +13,600 New
SG Americas Securities
77
SG Americas Securities
New York
$39K +$39K +11,687 New
TRCT
78
Tower Research Capital (TRC)
New York
$36.3K +$33.5K +9,997 +1,194%
MA
79
Mutual Advisors
Nebraska
$33.5K
Mariner
80
Mariner
Kansas
$33.5K +$33.5K +10,000 New
Osaic Holdings
81
Osaic Holdings
Arizona
$16.4K +$2.26K +675 +16%
PD
82
Point72 (DIFC)
United Arab Emirates
$11.4K +$11.4K +3,417 New
Wells Fargo
83
Wells Fargo
California
$7.49K +$20 +6 +0.3%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$6.7K +$6.7K +2,000 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$5.73K
SS
86
SBI Securities
Japan
$1.6K +$1.6K +478 New
CWM
87
Crowley Wealth Management
Delaware
$670 +$670 +200 New
PA
88
Parallel Advisors
California
$335
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$30
SBLIC
90
Security Benefit Life Insurance Company
Kansas
-$697K -355,853 Closed
ASN
91
Advisory Services Network
Georgia
-$295K -198,052 Closed
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
-$151K -76,945 Closed
QC
93
Quadrature Capital
United Kingdom
-$105K -53,236 Closed
DTL
94
Dynamic Technology Lab
Singapore
-$88K -44,880 Closed
CF
95
Cantor Fitzgerald
New York
-$62.9K -32,070 Closed
EGM
96
Engineers Gate Manager
New York
-$40K -20,433 Closed
Prudential Financial
97
Prudential Financial
New Jersey
-$24.3K -12,400 Closed
Russell Investments Group
98
Russell Investments Group
United Kingdom
-$20.1K -10,260 Closed
FIA
99
FNY Investment Advisers
New York
-$13K -7,000 Closed
Group One Trading
100
Group One Trading
Illinois
-$7.57K -3,862 Closed