EXFY icon

Expensify

97 hedge funds and large institutions have $88.2M invested in Expensify in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
34
Reduced
26
Closed
28
Calls
$717K
Puts
$17K
Net Calls
+$700K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$32K
ProShare Advisors
77
ProShare Advisors
Maryland
$31.8K +$31.8K +12,263 New
KI
78
Kapitalo Investimentos
Brazil
$29.8K +$29.8K +11,496 New
Belvedere Trading
79
Belvedere Trading
Illinois
$26.8K +$26.8K +10,344 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$26.4K +$26.4K +10,200 New
Mariner
81
Mariner
Kansas
$25.9K
MA
82
Mutual Advisors
Nebraska
$22.2K
Group One Trading
83
Group One Trading
Illinois
$16.7K +$10.6K +4,081 +172%
Osaic Holdings
84
Osaic Holdings
Arizona
$16.5K -$87 -26 -0.5%
AIP
85
Ameritas Investment Partners
Nebraska
$15.8K +$15.8K +6,105 New
Legal & General Group
86
Legal & General Group
United Kingdom
$15.8K +$15.8K +6,081 New
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$14.6K +$14.5K +5,615 +62,389%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$13K +$12.9K +4,701 +15,670%
TRCT
89
Tower Research Capital (TRC)
New York
$9.94K -$10.8K -4,169 -52%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$9.66K +$9.66K +3,731 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$5.85K -$2.66K -1,025 -31%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$5.1K
AB
93
Amalgamated Bank
New York
$5K +$5K +2,042 New
SCM
94
Sterling Capital Management
North Carolina
$2.14K +$2.14K +826 New
SS
95
SBI Securities
Japan
$1.47K +$132 +51 +10%
SWM
96
Spire Wealth Management
Virginia
$518 +$518 +200 New
PA
97
Parallel Advisors
California
$259
Millennium Management
98
Millennium Management
New York
-$4.28M -1,406,476 Closed
Jane Street
99
Jane Street
New York
-$761K -250,280 Closed
EI
100
EAM Investors
California
-$676K -222,460 Closed