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Expensify

104 hedge funds and large institutions have $102M invested in Expensify in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
43
Reduced
19
Closed
17
Calls
$264K
Puts
$130K
Net Calls
+$134K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$13.3M -$116K -35,586 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.58M -$2.52M -776,390 -21%
Citadel Advisors
3
Citadel Advisors
Florida
$9.05M +$8.46M +2,601,792 +1,423%
SW
4
SVB Wealth
Massachusetts
$6.66M -$1.46M -450,000 -18%
KAH
5
Kathryn A. Hall
$5.45M -$975K -300,000 -15%
ICM
6
Invenomic Capital Management
Massachusetts
$4.46M +$31.3K +9,620 +0.7%
Millennium Management
7
Millennium Management
New York
$3.99M +$2.68M +824,772 +205%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$3.57M
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$3.37M +$1.7M +521,885 +101%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.31M +$8.32K +2,560 +0.3%
State Street
11
State Street
Massachusetts
$3.06M -$575K -176,970 -16%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.63M +$1.53M +469,600 +138%
Walleye Capital
13
Walleye Capital
New York
$2.32M +$1.85M +570,495 +396%
Ameriprise
14
Ameriprise
Minnesota
$2.22M +$313K +96,332 +16%
PVM
15
Palogic Value Management
Texas
$1.95M +$1.95M +600,000 New
Northern Trust
16
Northern Trust
Illinois
$1.57M -$32.6K -10,022 -2%
FG
17
Formula Growth
Quebec, Canada
$1.54M +$894K +275,000 +138%
IC
18
IEQ Capital
California
$1.51M
OPFM
19
Optimus Prime Fund Management
Cayman Islands
$1.45M +$634K +195,000 +78%
Morgan Stanley
20
Morgan Stanley
New York
$1.24M -$425K -130,660 -25%
SBLIC
21
Security Benefit Life Insurance Company
Kansas
$1.16M
Charles Schwab
22
Charles Schwab
California
$1.06M -$86.5K -26,618 -8%
Jane Street
23
Jane Street
New York
$1.04M +$1.04M +320,367 New
HLA
24
Hamilton Lane Advisors
Pennsylvania
$890K
Bank of America
25
Bank of America
North Carolina
$878K +$641K +197,360 +271%