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Expensify

83 hedge funds and large institutions have $489M invested in Expensify in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
28
Reduced
13
Closed
10
Calls
$528K
Puts
$7K
Net Calls
+$521K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Shares
Change %
OM
1
OpenView Management
Massachusetts
$149M
Vanguard Group
2
Vanguard Group
Pennsylvania
$57.5M +$21.3M +1,431,326 +59%
DCP
3
Durable Capital Partners
Maryland
$37.9M -$1.52M -102,435 -4%
KAH
4
Kathryn A. Hall
$34.8M
LSCM
5
Light Street Capital Management
California
$23.9M -$5.19M -348,751 -18%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$20.9M +$10.5M +703,902 +100%
BlackRock
7
BlackRock
New York
$20.1M +$7.63M +512,628 +61%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$17.2M +$1.18M +79,436 +7%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$16.2M +$20.8K +1,396 +0.1%
Marshall Wace
10
Marshall Wace
United Kingdom
$11.2M +$9.2M +618,022 +453%
RIM
11
Ranger Investment Management
Texas
$9.72M +$396K +26,608 +4%
IC
12
IEQ Capital
California
$6.93M -$1.75M -117,774 -20%
PC
13
Pier Capital
Connecticut
$6.61M +$138K +9,263 +2%
Millennium Management
14
Millennium Management
New York
$6.53M +$6.53M +439,025 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.12M +$4.3M +288,823 +236%
AMI
16
Amica Mutual Insurance
Rhode Island
$6.07M +$6.07M +408,115 New
SBLIC
17
Security Benefit Life Insurance Company
Kansas
$5.3M
NRCM
18
North Reef Capital Management
California
$5.01M +$5.01M +336,591 New
HLA
19
Hamilton Lane Advisors
Pennsylvania
$4.08M +$4.08M +273,959 New
OPFM
20
Optimus Prime Fund Management
Cayman Islands
$3.5M
Charles Schwab
21
Charles Schwab
California
$3.34M +$2.66M +178,599 +393%
State Street
22
State Street
Massachusetts
$3.2M +$2.48M +167,002 +348%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$2.81M +$2.81M +189,140 New
Renaissance Technologies
24
Renaissance Technologies
New York
$2.74M +$1.37M +92,305 +101%
KC
25
Kadensa Capital
Hong Kong
$2.42M +$2.03M +136,287 +519%