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Expensify
EXFY

Overview Fund Activity

97 hedge funds and large institutions have $277M invested in Expensify in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+22
Holders Change %
+29.33%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
28
Reduced
25
Closed
8
Calls
$334K
Puts
$263K
Net Calls
+$71K
Net Calls Change
-$284K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$9.73M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.24M
3
Millennium Management
3
Millennium Management
New York
$7.72M
4
KC
4
Kadensa Capital
Hong Kong
$3.79M
5
FG
5
Formula Growth
Quebec, Canada
$1.47M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$4.46M
2
LSCM
2
Light Street Capital Management
California
$6.87M
3
KAH
3
Kathryn A. Hall
$16.1M
4
BlackRock
4
BlackRock
New York
$8.66M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OM
1
OpenView Management
Massachusetts
$81.9M 10,044,250 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.1M 3,815,480 -165,956 -4%
SW
3
SVB Wealth
Massachusetts
$27.4M 3,360,230 – –
KAH
4
Kathryn A. Hall
$16.1M 1,977,136 -364,454 -16%
ICM
5
Invenomic Capital Management
Massachusetts
$12M 1,472,401 +36,043 +3%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$9.73M 1,194,007 +489,895 +70%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$8.95M 1,097,896 -489 -0%
BlackRock
8
BlackRock
New York
$8.66M 1,062,688 -333,869 -24%
Millennium Management
9
Millennium Management
New York
$7.72M 946,779 +244,272 +35%
LSCM
10
Light Street Capital Management
California
$6.87M 842,678 -506,533 -38%
DCP
11
Durable Capital Partners
Maryland
$4.46M 547,526 -1,052,379 -66%
IC
12
IEQ Capital
California
$3.8M 465,802 – –
KC
13
Kadensa Capital
Hong Kong
$3.79M 464,464 +203,400 +78%
Marshall Wace
14
Marshall Wace
United Kingdom
$3.58M 438,894 -7,108 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.51M 431,250 – –
SBLIC
16
Security Benefit Life Insurance Company
Kansas
$2.9M 355,853 – –
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$2.8M 343,469 +91,583 +36%
State Street
18
State Street
Massachusetts
$2.59M 317,538 +34,433 +12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.24M 274,690 +274,690 New
HLA
20
Hamilton Lane Advisors
Pennsylvania
$2.23M 273,959 – –
Morgan Stanley
21
Morgan Stanley
New York
$1.87M 229,066 +151,720 +196%
Charles Schwab
22
Charles Schwab
California
$1.85M 226,462 -3,294 -1%
HF
23
HRT Financial
New York
$1.65M 202,930 +161,385 +388%
FG
24
Formula Growth
Quebec, Canada
$1.47M 180,000 +180,000 New
Goldman Sachs
25
Goldman Sachs
New York
$1.4M 171,214 +31,927 +23%
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