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Expensify
EXFY

Overview Fund Activity

97 hedge funds and large institutions have $289M invested in Expensify in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
33
Reduced
19
Closed
30
Calls
$223K
Puts
$99K
Net Calls
+$124K
Net Calls Change
+$53K

Top Buyers

1
BlackRock
1
BlackRock
New York
$32.8M
2
State Street
2
State Street
Massachusetts
$8.93M
3
Ameriprise
3
Ameriprise
Minnesota
$4.68M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$8.11M
5
Northern Trust
5
Northern Trust
Illinois
$3.93M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$172K
2
LSCM
2
Light Street Capital Management
California
$0
3
SW
3
SVB Wealth
Massachusetts
$20M
4
DCP
4
Durable Capital Partners
Maryland
$0
5
Millennium Management
5
Millennium Management
New York
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
OM
1
OpenView Management
Massachusetts
$80.2M – – –
BlackRock
2
BlackRock
New York
$32.8M +$24.4M +3,053,582 +287%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.7M -$719K -90,095 -2%
SW
4
SVB Wealth
Massachusetts
$20M -$6.86M -860,230 -26%
KAH
5
Kathryn A. Hall
$15.8M – – –
ICM
6
Invenomic Capital Management
Massachusetts
$10.9M -$865K -108,437 -7%
State Street
7
State Street
Massachusetts
$8.93M +$6.39M +801,183 +252%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$8.76M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.11M +$4.67M +584,734 +136%
Ameriprise
10
Ameriprise
Minnesota
$4.68M +$4.68M +586,580 New
KC
11
Kadensa Capital
Hong Kong
$4.39M +$680K +85,200 +18%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$4.11M +$1.37M +171,489 +50%
Morgan Stanley
13
Morgan Stanley
New York
$4.1M +$2.27M +284,546 +124%
Northern Trust
14
Northern Trust
Illinois
$3.93M +$3.2M +400,712 +437%
IC
15
IEQ Capital
California
$3.72M – – –
Millennium Management
16
Millennium Management
New York
$3.21M -$4.34M -543,899 -57%
SBLIC
17
Security Benefit Life Insurance Company
Kansas
$2.84M – – –
Charles Schwab
18
Charles Schwab
California
$2.82M +$1.02M +127,409 +56%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.71M +$1.72M +215,900 +174%
HLA
20
Hamilton Lane Advisors
Pennsylvania
$2.19M – – –
OPFM
21
Optimus Prime Fund Management
Cayman Islands
$2M +$718K +90,000 +56%
Marshall Wace
22
Marshall Wace
United Kingdom
$1.97M -$1.54M -192,498 -44%
AG
23
Algert Global
California
$1.75M +$696K +87,235 +66%
FG
24
Formula Growth
Quebec, Canada
$1.6M +$160K +20,000 +11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.53M +$1.02M +127,896 +202%
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