Expensify
EXFY
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.
99% more call options, than puts
Call options by funds: $141K | Put options by funds: $71K
31% more capital invested
Capital invested by funds: $39.5M → $51.8M (+$12.2M)
13% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 24
2.55% less ownership
Funds ownership: 36.98% → 34.44% (-2.5%)
4% less funds holding
Funds holding: 80 → 77 (-3)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$1.66M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.18M |
| 3 |
Two Sigma Investments
New York
|
+$842K |
| 4 |
Millennium Management
New York
|
+$607K |
| 5 |
Citigroup
New York
|
+$526K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.78M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.6M |
| 3 |
PVM
Palogic Value Management
Dallas,
Texas
|
-$1.3M |
| 4 |
OPFM
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
|
-$663K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$660K |
EXFY Hedge Fund Activity: Q3 2024 in Review
77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expensify (EXFY) for Q3 2024, worth a combined $51.8M — up 31% from $39.5M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EXFY and 15 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 27 added.
The largest buyer was Marshall Wace, adding an estimated $1.66M. The largest seller was AQR Capital Management, cutting an estimated $1.78M.
- 77 institutional investors held Expensify (EXFY) as of Q3 2024, down from 80 in Q2 2024.
- Funds reported $51.8M of Expensify stock for Q3 2024, up 31% quarter-over-quarter.
- 15 funds opened new Expensify positions in Q3 2024 and 18 closed out, a net change of -3 holders.
- The largest Expensify buyer in Q3 2024 was Marshall Wace, an estimated $1.66M added.
- The largest Expensify seller in Q3 2024 was AQR Capital Management, an estimated $1.78M sold.
Based on aggregated 13F filings for Q3 2024.