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Expensify

104 hedge funds and large institutions have $26.4M invested in Expensify in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0.69% more ownership

Funds ownership: 36.87%37.56% (+0.69%)

5% less funds holding

Funds holding: 109104 (-5)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

41% less capital invested

Capital invested by funds: $45M → $26.4M (-$18.6M)

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
37
Reduced
31
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$70 +$96 +81 New
TWD
102
True Wealth Design
Ohio
$30 -$260 -219 -87%
SAM
103
Smartleaf Asset Management
Massachusetts
$21 +$30 +25 New
SIC
104
SJS Investment Consulting
Ohio
$20 +$23 +19 +633%
Two Sigma Advisers
105
Two Sigma Advisers
New York
-$399K -264,400 Closed
XT
106
XTX Topco
Cayman Islands
-$289K -191,397 Closed
ETC
107
Exchange Traded Concepts
Oklahoma
-$262K -173,693 Closed
American Century Companies
108
American Century Companies
Missouri
-$183K -121,441 Closed
Vontobel Holding
109
Vontobel Holding
Switzerland
-$81.7K -54,137 Closed
Citadel Advisors
110
Citadel Advisors
Florida
-$72.8K -48,231 Closed
HF
111
HRT Financial
New York
-$68K -45,148 Closed
DTL
112
Dynamic Technology Lab
Singapore
-$64K -42,334 Closed
PCM
113
Prelude Capital Management
New York
-$55K -36,400 Closed
PWA
114
Pitcairn Wealth Advisors
Pennsylvania
-$49.8K -33,000 Closed
HighTower Advisors
115
HighTower Advisors
Illinois
-$41.4K -27,407 Closed
RA
116
Royce & Associates
New York
-$38.5K -25,477 Closed
QC
117
Quadrature Capital
United Kingdom
-$33.4K -22,131 Closed
GC
118
Globeflex Capital
California
-$32.9K -21,801 Closed
Jane Street
119
Jane Street
New York
-$28.4K -18,821 Closed
SG Americas Securities
120
SG Americas Securities
New York
-$27K -17,765 Closed
AHL
121
Abel Hall LLC
Louisiana
-$24.5K -16,243 Closed
VOYA Investment Management
122
VOYA Investment Management
Georgia
-$18.9K -12,539 Closed
ProShare Advisors
123
ProShare Advisors
Maryland
-$16.5K -10,923 Closed
California State Teachers Retirement System (CalSTRS)
124
California State Teachers Retirement System (CalSTRS)
California
-$5.55K -3,676 Closed
AB
125
Amalgamated Bank
New York
-$3K -1,879 Closed