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Expensify

90 hedge funds and large institutions have $100M invested in Expensify in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
37
Reduced
17
Closed
14
Calls
$546K
Puts
$48K
Net Calls
+$498K
Net Calls Change
+$428K
Name Holding Trade Value Shares
Change
Shares
Change %
NA
101
NewEdge Advisors
Louisiana
-$4.27K -2,180 Closed
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
-$270 -138 Closed
CPA
103
Capital Performance Advisors
California
-$49 -25 Closed