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Expensify

55 hedge funds and large institutions have $1.07B invested in Expensify in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+55
Holders Change %
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
55
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OM
1
OpenView Management
Massachusetts
$442M +$442M +10,044,250 New
KAH
2
Kathryn A. Hall
$103M +$103M +2,341,590 New
Capital Research Global Investors
3
Capital Research Global Investors
California
$73.3M +$73.3M +1,665,061 New
DCP
4
Durable Capital Partners
Maryland
$71.4M +$71.4M +1,623,692 New
LSCM
5
Light Street Capital Management
California
$68.8M +$68.8M +1,564,597 New
BlackRock
6
BlackRock
New York
$42.1M +$42.1M +956,014 New
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$39.6M +$39.6M +900,000 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$38.9M +$38.9M +884,780 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$37.6M +$37.6M +855,108 New
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$31.2M +$31.2M +709,862 New
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$20.4M +$20.4M +462,956 New
Invesco
12
Invesco
Georgia
$13.2M +$13.2M +299,508 New
GCM
13
Ghisallo Capital Management
Massachusetts
$11M +$11M +250,000 New
Tiger Global Management
14
Tiger Global Management
New York
$11M +$11M +250,000 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.89M +$5.89M +133,795 New
OPFM
16
Optimus Prime Fund Management
Cayman Islands
$5.72M +$5.72M +130,000 New
WP
17
Woodline Partners
California
$5.19M +$5.19M +117,996 New
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$4.4M +$4.4M +100,000 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.72M +$3.72M +87,135 New
CCM
20
CAAS Capital Management
New York
$3.47M +$3.47M +78,771 New
Goldman Sachs
21
Goldman Sachs
New York
$3.16M +$3.16M +71,694 New
Victory Capital Management
22
Victory Capital Management
Texas
$3.12M +$3.12M +70,798 New
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$2.71M +$2.71M +61,578 New
SSA
24
Schonfeld Strategic Advisors
New York
$2.56M +$2.56M +58,146 New
SCM
25
Steadfast Capital Management
New York
$2.28M +$2.28M +51,790 New