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Expensify

48 hedge funds and large institutions have $454M invested in Expensify in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 20 closing their positions.

Holders
48
Holders Change
-7
Holders Change %
-12.73%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
16
Reduced
11
Closed
20
Calls
Puts
$45K
Net Calls
-$45K
Net Calls Change
-$45K
Name Market Value Shares Shares
Change
Shares
Change %
OM
1
OpenView Management
Massachusetts
$176M 10,044,250
KAH
2
Kathryn A. Hall
$41.1M 2,341,590
Capital Research Global Investors
3
Capital Research Global Investors
California
$37.2M 2,120,087 +455,026 +27%
LSCM
4
Light Street Capital Management
California
$36.9M 2,102,760 +538,163 +34%
DCP
5
Durable Capital Partners
Maryland
$36.3M 2,069,629 +445,937 +27%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$19.1M 1,086,875 +186,875 +21%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$16.8M 958,697 +495,741 +107%
Vanguard Group
8
Vanguard Group
Pennsylvania
$15.4M 876,072 +20,964 +2%
BlackRock
9
BlackRock
New York
$13.1M 744,682 -211,332 -22%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$12.4M 705,774 -4,088 -0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$7.87M 448,183 +427,266 +2,043%
PC
12
Pier Capital
Connecticut
$7.63M 434,230 +434,230 New
GCM
13
Ghisallo Capital Management
Massachusetts
$4.39M 250,000
OPFM
14
Optimus Prime Fund Management
Cayman Islands
$4.13M 235,000 +105,000 +81%
Invesco
15
Invesco
Georgia
$3.88M 221,088 -78,420 -26%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$2.91M 149,000 +61,865 +71%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.2M 125,485 -8,310 -6%
Renaissance Technologies
18
Renaissance Technologies
New York
$2.17M 123,400 +123,400 New
WP
19
Woodline Partners
California
$2.07M 117,996
Marshall Wace
20
Marshall Wace
United Kingdom
$1.94M 110,603 +72,200 +188%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.57M 89,236 +89,236 New
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$1.49M 85,000 -15,000 -15%
Goldman Sachs
23
Goldman Sachs
New York
$1.28M 72,991 +1,297 +2%
Victory Capital Management
24
Victory Capital Management
Texas
$1.12M 74,546 +3,748 +5%
Charles Schwab
25
Charles Schwab
California
$825K 46,958 +1,123 +2%