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Expensify

98 hedge funds and large institutions have $96.7M invested in Expensify in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
27
Closed
11
Calls
$473K
Puts
$20K
Net Calls
+$453K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Shares
Change %
CFM
76
Catalyst Funds Management
Australia
$43.8K +$43.8K +14,416 New
BFM
77
Boothbay Fund Management
New York
$43.4K
VF
78
Virtu Financial
New York
$41K +$41K +13,413 New
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$37K +$37K +12,197 New
Capstone Investment Advisors
80
Capstone Investment Advisors
New York
$35.4K +$35.4K +11,632 New
QC
81
Quadrature Capital
United Kingdom
$33.5K +$33.5K +11,052 New
CM
82
Capula Management
Cayman Islands
$31.8K +$31.8K +10,475 New
Hudson Bay Capital Management
83
Hudson Bay Capital Management
Connecticut
$30.6K +$30.6K +10,050 New
Mariner
84
Mariner
Kansas
$30.4K +$24 +8 +0.1%
MA
85
Mutual Advisors
Nebraska
$29.8K
TRCT
86
Tower Research Capital (TRC)
New York
$24.3K -$8.59K -2,826 -26%
PD
87
Point72 (DIFC)
United Arab Emirates
$16.2K +$5.8K +1,907 +56%
Osaic Holdings
88
Osaic Holdings
Arizona
$15.1K +$158 +52 +1%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$9.98K +$4.79K +1,575 +92%
Group One Trading
90
Group One Trading
Illinois
$7.2K +$7.2K +2,367 New
Wells Fargo
91
Wells Fargo
California
$6.66K -$140 -46 -2%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$6.22K
SS
93
SBI Securities
Japan
$1.57K +$113 +37 +8%
CCM
94
Coldstream Capital Management
Washington
$1.31K +$1.31K +431 New
CWM
95
Crowley Wealth Management
Delaware
$608
PA
96
Parallel Advisors
California
$304
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$27
Walleye Capital
98
Walleye Capital
New York
-$829K -247,531 Closed
6CM
99
683 Capital Management
New York
-$740K -220,758 Closed
Baillie Gifford & Co
100
Baillie Gifford & Co
United Kingdom
-$249K -74,307 Closed