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Expensify

88 hedge funds and large institutions have $56.1M invested in Expensify in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-12
Holders Change %
-12%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
31
Reduced
31
Closed
25
Calls
$5K
Puts
$86K
Net Calls
-$81K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$7.38M -$397K -215,845 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.16M +$877K +476,687 +17%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$5.17M +$1.31M +710,687 +34%
Citadel Advisors
4
Citadel Advisors
Florida
$2.72M -$2.42M -1,315,153 -47%
PVM
5
Palogic Value Management
Texas
$2.33M +$860K +467,614 +58%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.28M +$662K +360,000 +41%
Millennium Management
7
Millennium Management
New York
$2.17M -$682K -370,870 -24%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$2M -$19.2K -10,435 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2M -$4.03K -2,189 -0.2%
AQR Capital Management
10
AQR Capital Management
Connecticut
$1.98M +$1.2M +652,087 +154%
State Street
11
State Street
Massachusetts
$1.92M +$15.1K +8,184 +0.8%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$1.75M -$163K -88,392 -8%
Ameriprise
13
Ameriprise
Minnesota
$1.36M +$89.8K +48,800 +7%
FG
14
Formula Growth
Quebec, Canada
$1.2M +$230K +125,000 +24%
Walleye Capital
15
Walleye Capital
New York
$1.16M -$417K -226,359 -26%
Two Sigma Investments
16
Two Sigma Investments
New York
$870K +$68.1K +37,013 +8%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$860K +$330K +179,400 +62%
IC
18
IEQ Capital
California
$857K
Northern Trust
19
Northern Trust
Illinois
$823K -$21.8K -11,865 -3%
OPFM
20
Optimus Prime Fund Management
Cayman Islands
$819K
CI
21
Ceera Investments
Texas
$800K +$570K +310,000 +248%
Morgan Stanley
22
Morgan Stanley
New York
$735K -$1.22M -664,339 -62%
Charles Schwab
23
Charles Schwab
California
$679K +$12.5K +6,770 +2%
SBLIC
24
Security Benefit Life Insurance Company
Kansas
$655K
Goldman Sachs
25
Goldman Sachs
New York
$595K +$106K +57,603 +22%