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Expensify
EXFY
EXFY
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: 109 → 104 (-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
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
126
Covestor
London,
United Kingdom
| – | -$2K | -1,567 | Closed |
|
|
PA
127
Parallel Advisors
San Francisco,
California
| – | -$151 | -100 | Closed |
|
128
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$76 | -50 | Closed |
|
129
Rockefeller Capital Management
New York
| – | -$15 | -10 | Closed |
|
|
CA
130
Clearstead Advisors
Cleveland,
Ohio
| – | -$4 | -2 | Closed |
|