EXFY icon

Expensify

80 hedge funds and large institutions have $39.5M invested in Expensify in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
15
Reduced
34
Closed
27
Calls
$1K
Puts
$34K
Net Calls
-$33K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.69M -$299K -200,897 -6%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$4.02M -$159K -107,033 -4%
Ameriprise
3
Ameriprise
Minnesota
$3.17M +$2.07M +1,389,928 +188%
PVM
4
Palogic Value Management
Texas
$2.24M +$346K +232,386 +18%
Citadel Advisors
5
Citadel Advisors
Florida
$1.91M -$294K -197,277 -13%
Millennium Management
6
Millennium Management
New York
$1.72M -$35.7K -23,955 -2%
BlackRock
7
BlackRock
New York
$1.66M -$4.32M -2,898,416 -72%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$1.62M +$584 +392 +0%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.6M -$244K -163,800 -13%
AQR Capital Management
10
AQR Capital Management
Connecticut
$1.56M -$45.9K -30,815 -3%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$1.26M -$155K -103,815 -11%
FG
12
Formula Growth
Quebec, Canada
$1.04M +$74.5K +50,000 +8%
Goldman Sachs
13
Goldman Sachs
New York
$1.03M +$549K +368,268 +114%
IC
14
IEQ Capital
California
$694K
Geode Capital Management
15
Geode Capital Management
Massachusetts
$689K -$930K -623,772 -57%
OPFM
16
Optimus Prime Fund Management
Cayman Islands
$663K
RC
17
RBF Capital
California
$649K +$649K +435,365 New
CI
18
Ceera Investments
Texas
$648K
Walleye Capital
19
Walleye Capital
New York
$633K -$310K -207,979 -33%
Northern Trust
20
Northern Trust
Illinois
$611K -$55.4K -37,170 -8%
CM
21
CastleKnight Management
New York
$575K +$380K +255,000 +194%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$546K -$151K -101,300 -22%
SBLIC
23
Security Benefit Life Insurance Company
Kansas
$530K
Two Sigma Investments
24
Two Sigma Investments
New York
$504K -$201K -134,658 -28%
Morgan Stanley
25
Morgan Stanley
New York
$432K -$163K -109,389 -27%