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Expensify
EXFY

Overview Fund Activity

75 hedge funds and large institutions have $295M invested in Expensify in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
25
Reduced
16
Closed
26
Calls
$428K
Puts
$73K
Net Calls
+$355K
Net Calls Change
-$166K

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$29.7M
2
ICM
2
Invenomic Capital Management
Massachusetts
$12.7M
3
Millennium Management
3
Millennium Management
New York
$6.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.22M
5
MFA
5
Morling Financial Advisors
California
$1.48M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
RIM
2
Ranger Investment Management
Texas
$0
3
DCP
3
Durable Capital Partners
Maryland
$14.1M
4
PC
4
Pier Capital
Connecticut
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
OM
1
OpenView Management
Massachusetts
$88.7M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.2M +$1.01M +114,807 +3%
SW
3
SVB Wealth
Massachusetts
$29.7M +$29.7M +3,360,230 New
KAH
4
Kathryn A. Hall
$20.7M – – –
DCP
5
Durable Capital Partners
Maryland
$14.1M -$8.39M -949,926 -37%
ICM
6
Invenomic Capital Management
Massachusetts
$12.7M +$12.7M +1,436,358 New
BlackRock
7
BlackRock
New York
$12.3M +$414K +46,840 +3%
LSCM
8
Light Street Capital Management
California
$11.9M -$2.25M -254,499 -16%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$9.7M +$101K +11,465 +1%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$6.22M -$6.21M -703,692 -50%
Millennium Management
11
Millennium Management
New York
$6.2M +$2.33M +263,482 +60%
IC
12
IEQ Capital
California
$4.11M – – –
Marshall Wace
13
Marshall Wace
United Kingdom
$3.94M -$2.72M -308,582 -41%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.81M +$176K +19,958 +5%
SBLIC
15
Security Benefit Life Insurance Company
Kansas
$3.14M – – –
State Street
16
State Street
Massachusetts
$2.5M +$601K +68,110 +32%
HLA
17
Hamilton Lane Advisors
Pennsylvania
$2.42M – – –
KC
18
Kadensa Capital
Hong Kong
$2.31M +$870K +98,530 +61%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.22M +$1.85M +208,986 +487%
OPFM
20
Optimus Prime Fund Management
Cayman Islands
$2.08M – – –
Charles Schwab
21
Charles Schwab
California
$2.03M +$50.2K +5,684 +3%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.95M +$325K +36,800 +20%
MFA
23
Morling Financial Advisors
California
$1.48M +$1.48M +167,652 New
CT
24
Coastline Trust
Rhode Island
$1.33M +$484K +54,792 +57%
Goldman Sachs
25
Goldman Sachs
New York
$1.23M +$489K +55,405 +66%
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