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Expensify
EXFY

Overview Fund Activity

96 hedge funds and large institutions have $87.5M invested in Expensify in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 28 closing their positions.

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
34
Reduced
25
Closed
28
Calls
$561K
Puts
$17K
Net Calls
+$544K
Net Calls Change
+$91K

Top Buyers

1
BlackRock
1
BlackRock
New York
$10.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.44M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$5.36M
5
CM
5
CastleKnight Management
New York
$3.35M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$4.79M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$80.5K
4
Jane Street
4
Jane Street
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$541K
Name Market Value Shares Shares
Change 		Shares
Change %
SSA
101
Schonfeld Strategic Advisors
New York
– – -157,520 Closed
OAC
102
OMERS Administration Corp
Ontario, Canada
– – -125,800 Closed
HF
103
HRT Financial
New York
– – -119,294 Closed
CSS
104
Cubist Systematic Strategies
Connecticut
– – -117,397 Closed
JG
105
Jain Global
New York
– – -70,565 Closed
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
– – -68,339 Closed
ECM
107
ExodusPoint Capital Management
New York
– – -52,330 Closed
JFG
108
Jefferies Financial Group
New York
– – -50,485 Closed
PAS
109
Point72 Asia (Singapore)
Singapore
– – -45,131 Closed
B
110
Bailard
California
– – -43,621 Closed
LP
111
LMR Partners
United Kingdom
– – -40,972 Closed
QC
112
Quantessence Capital
New York
– – -40,000 Closed
BHCM
113
Brevan Howard Capital Management
Jersey
– – -25,896 Closed
DC
114
Diametric Capital
Massachusetts
– – -22,552 Closed
OQS
115
Occudo Quantitative Strategies
Florida
– – -20,023 Closed
CFM
116
Catalyst Funds Management
Australia
– – -14,416 Closed
BFM
117
Boothbay Fund Management
New York
– – -14,272 Closed
VF
118
Virtu Financial
New York
– – -13,413 Closed
Capstone Investment Advisors
119
Capstone Investment Advisors
New York
– – -11,632 Closed
QC
120
Quadrature Capital
United Kingdom
– – -11,052 Closed
CM
121
Capula Management
Cayman Islands
– – -10,475 Closed
Hudson Bay Capital Management
122
Hudson Bay Capital Management
Connecticut
– – -10,050 Closed
PD
123
Point72 (DIFC)
United Arab Emirates
– – -5,324 Closed
CCM
124
Coldstream Capital Management
Washington
– – -431 Closed
CWM
125
Crowley Wealth Management
Delaware
– – -200 Closed
2 3 4
5
6