EXFY icon

Expensify
EXFY

Overview Fund Activity

77 hedge funds and large institutions have $51.8M invested in Expensify in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
27
Reduced
24
Closed
18
Calls
$141K
Puts
$71K
Net Calls
+$70K
Net Calls Change
+$103K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$1.64M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.11M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.46M
4
Millennium Management
4
Millennium Management
New York
$2.83M
5
Citigroup
5
Citigroup
New York
$496K

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$370K
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$151K
3
PVM
3
Palogic Value Management
Texas
$1.72M
4
OPFM
4
Optimus Prime Fund Management
Cayman Islands
$0
5
Northern Trust
5
Northern Trust
Illinois
$182K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.61M 3,370,592 +224,774 +7%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.34M 2,725,098 +24,738 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$4.31M 2,197,980 +69,140 +3%
Millennium Management
4
Millennium Management
New York
$2.83M 1,444,857 +292,160 +25%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.6M 1,328,241 +251,241 +23%
Citadel Advisors
6
Citadel Advisors
Florida
$2.34M 1,191,942 -89,604 -7%
BlackRock
7
BlackRock
New York
$2.18M 1,112,433 +1,551 +0.1%
FG
8
Formula Growth
Quebec, Canada
$1.83M 935,000 +235,000 +34%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$1.82M 930,285 -157,120 -14%
PVM
10
Palogic Value Management
Texas
$1.72M 875,000 -625,000 -42%
Marshall Wace
11
Marshall Wace
United Kingdom
$1.64M 837,312 +801,413 +2,232%
Two Sigma Investments
12
Two Sigma Investments
New York
$1.46M 743,292 +405,316 +120%
Walleye Capital
13
Walleye Capital
New York
$1.18M 603,506 +178,911 +42%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.11M 566,656 +566,656 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.01M 514,948 +52,385 +11%
CM
16
CastleKnight Management
New York
$988K 504,200 +118,000 +31%
RC
17
RBF Capital
California
$946K 482,754 +47,389 +11%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$945K 482,000 +115,700 +32%
IC
19
IEQ Capital
California
$913K 465,802 – –
CI
20
Ceera Investments
Texas
$853K 435,000 – –
Goldman Sachs
21
Goldman Sachs
New York
$827K 422,156 -269,502 -39%
SBLIC
22
Security Benefit Life Insurance Company
Kansas
$697K 355,853 – –
Charles Schwab
23
Charles Schwab
California
$604K 308,065 +63,052 +26%
Morgan Stanley
24
Morgan Stanley
New York
$530K 270,357 -19,895 -7%
Citigroup
25
Citigroup
New York
$496K 253,174 +253,174 New
1
2 3 4