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Expensify

100 hedge funds and large institutions have $83.5M invested in Expensify in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
27
Closed
19
Calls
$57K
Puts
$157K
Net Calls
-$100K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$10.4M +$357K +144,459 +4%
SW
2
SVB Wealth
Massachusetts
$8.3M +$3.23M +1,309,037 +64%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.09M -$195K -78,967 -3%
Citadel Advisors
4
Citadel Advisors
Florida
$6.9M +$23.2K +9,396 +0.3%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$5.18M +$2.62M +1,059,863 +102%
Millennium Management
6
Millennium Management
New York
$3.82M +$790K +319,870 +26%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$2.71M -$1.11K -448 -0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.69M +$173K +69,980 +7%
Morgan Stanley
9
Morgan Stanley
New York
$2.63M +$1.68M +681,028 +178%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$2.57M +$1.99M +806,901 +345%
State Street
11
State Street
Massachusetts
$2.56M +$235K +95,214 +10%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.18M +$177K +71,500 +9%
Walleye Capital
13
Walleye Capital
New York
$2.12M +$357K +144,396 +20%
PVM
14
Palogic Value Management
Texas
$1.98M +$494K +200,000 +33%
Ameriprise
15
Ameriprise
Minnesota
$1.7M +$17.8K +7,200 +1%
FG
16
Formula Growth
Quebec, Canada
$1.3M +$124K +50,000 +11%
IC
17
IEQ Capital
California
$1.15M
Northern Trust
18
Northern Trust
Illinois
$1.13M -$56.7K -22,958 -5%
OPFM
19
Optimus Prime Fund Management
Cayman Islands
$1.1M
Two Sigma Investments
20
Two Sigma Investments
New York
$1.08M +$673K +272,394 +167%
AQR Capital Management
21
AQR Capital Management
Connecticut
$1.05M +$675K +273,083 +181%
Charles Schwab
22
Charles Schwab
California
$895K +$87K +35,226 +11%
SBLIC
23
Security Benefit Life Insurance Company
Kansas
$879K
Two Sigma Advisers
24
Two Sigma Advisers
New York
$712K +$429K +173,600 +151%
HLA
25
Hamilton Lane Advisors
Pennsylvania
$677K