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Expensify

104 hedge funds and large institutions have $102M invested in Expensify in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
43
Reduced
19
Closed
17
Calls
$264K
Puts
$130K
Net Calls
+$134K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
101
Glassman Wealth Services
Virginia
$735 +$735 +226 New
SC
102
Stephens Consulting
Michigan
$325
VCM
103
Versant Capital Management
Arizona
$270 +$270 +83 New
OM
104
OpenView Management
Massachusetts
-$80.2M -10,044,250 Closed
KC
105
Kadensa Capital
Hong Kong
-$4.39M -549,664 Closed
Marshall Wace
106
Marshall Wace
United Kingdom
-$1.97M -246,396 Closed
LP
107
LGL Partners
Pennsylvania
-$1.06M -133,445 Closed
Alyeska Investment Group
108
Alyeska Investment Group
Illinois
-$969K -121,379 Closed
RA
109
Royce & Associates
New York
-$930K -116,560 Closed
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
-$799K -100,245 Closed
CT
111
Coastline Trust
Rhode Island
-$688K -86,236 Closed
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
-$346K -43,393 Closed
LOAMU
113
Lombard Odier Asset Management (USA)
New York
-$227K -28,388 Closed
SFI
114
Susquehanna Fundamental Investments
Pennsylvania
-$217K -27,162 Closed
ACM
115
Alamar Capital Management
California
-$215K -27,000 Closed
SSA
116
Schonfeld Strategic Advisors
New York
-$114K -14,259 Closed
BAMCO Inc
117
BAMCO Inc
New York
-$95.8K -12,000 Closed
HIIFS
118
Harel Insurance Investments & Financial Services
Israel
-$51K -6,476 Closed
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
-$23.8K -2,980 Closed
Simplex Trading
120
Simplex Trading
Illinois
-$17K -2,172 Closed