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Expensify
EXFY

Overview Fund Activity

65 hedge funds and large institutions have $585M invested in Expensify in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
+17
Holders Change %
+35.42%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
14
Reduced
15
Closed
9
Calls
$40K
Puts
$240K
Net Calls
-$200K
Net Calls Change
-$155K

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$54.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.3M
3
RIM
3
Ranger Investment Management
Texas
$11.2M
4
IC
4
IEQ Capital
California
$10.4M
5
DCP
5
Durable Capital Partners
Maryland
$47.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
LSCM
2
Light Street Capital Management
California
$34.7M
3
GCM
3
Ghisallo Capital Management
Massachusetts
$2.22M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OM
1
OpenView Management
Massachusetts
$179M – – –
SW
2
SVB Wealth
Massachusetts
$54.5M +$54.5M +3,061,230 New
DCP
3
Durable Capital Partners
Maryland
$47.2M +$10.4M +582,637 +28%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M +$27.7M +1,559,231 +178%
KAH
5
Kathryn A. Hall
$41.7M – – –
Capital Research Global Investors
6
Capital Research Global Investors
California
$37.7M – – –
LSCM
7
Light Street Capital Management
California
$34.7M -$2.67M -150,299 -7%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$19.3M -$24K -1,351 -0.1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$19.1M +$2.09M +117,357 +12%
BlackRock
10
BlackRock
New York
$14.9M +$1.64M +92,407 +12%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$12.5M -$33.3K -1,872 -0.3%
RIM
12
Ranger Investment Management
Texas
$11.2M +$11.2M +626,743 New
IC
13
IEQ Capital
California
$10.4M +$10.4M +583,576 New
PC
14
Pier Capital
Connecticut
$7.74M +$12K +677 +0.2%
Invesco
15
Invesco
Georgia
$6.87M +$2.94M +165,347 +75%
SBLIC
16
Security Benefit Life Insurance Company
Kansas
$6.33M +$6.33M +355,853 New
Citadel Advisors
17
Citadel Advisors
Florida
$6.2M -$1.77M -99,752 -22%
OPFM
18
Optimus Prime Fund Management
Cayman Islands
$4.18M – – –
Marshall Wace
19
Marshall Wace
United Kingdom
$2.43M +$462K +25,959 +23%
WP
20
Woodline Partners
California
$2.38M +$281K +15,806 +13%
GCM
21
Ghisallo Capital Management
Massachusetts
$2.22M -$2.22M -125,000 -50%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.18M -$53.6K -3,016 -2%
RC
23
Roubaix Capital
Colorado
$2.16M +$2.16M +121,294 New
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.92M +$1.92M +107,916 New
Renaissance Technologies
25
Renaissance Technologies
New York
$1.63M -$568K -31,905 -26%
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