EXFY icon

Expensify
EXFY

Overview Fund Activity

90 hedge funds and large institutions have $100M invested in Expensify in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
37
Reduced
17
Closed
14
Calls
$546K
Puts
$48K
Net Calls
+$498K
Net Calls Change
+$428K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.9M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$2.88M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.97M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$4.82M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.02M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$249K
2
Millennium Management
2
Millennium Management
New York
$2.32M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.52M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.23M
5
Walleye Capital
5
Walleye Capital
New York
$829K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.7M 3,504,095 +133,503 +4%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$8.11M 2,419,558 -305,540 -11%
Ameriprise
3
Ameriprise
Minnesota
$7.43M 2,218,204 +20,224 +0.9%
Marshall Wace
4
Marshall Wace
United Kingdom
$4.82M 1,439,877 +602,565 +72%
BlackRock
5
BlackRock
New York
$3.97M 1,185,795 +73,362 +7%
Renaissance Technologies
6
Renaissance Technologies
New York
$3.23M 965,200 -363,041 -27%
FG
7
Formula Growth
Quebec, Canada
$3.18M 950,000 +15,000 +2%
TCM
8
Topline Capital Management
California
$3.09M 920,947 +920,947 New
Morgan Stanley
9
Morgan Stanley
New York
$2.97M 887,738 +617,381 +228%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.9M 864,995 +774,271 +853%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.88M 860,979 +682,087 +381%
Two Sigma Investments
12
Two Sigma Investments
New York
$2.61M 779,341 +36,049 +5%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$2.54M 757,001 +190,345 +34%
Millennium Management
14
Millennium Management
New York
$2.32M 692,232 -752,625 -52%
CM
15
CastleKnight Management
New York
$2.23M 665,337 +161,137 +32%
Goldman Sachs
16
Goldman Sachs
New York
$2.17M 646,987 +224,831 +53%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$2.03M 606,800 +124,800 +26%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.02M 604,088 +537,993 +814%
PVM
19
Palogic Value Management
Texas
$1.85M 550,806 -324,194 -37%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.83M 544,680 +29,732 +6%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.67M 499,170 +312,834 +168%
IC
22
IEQ Capital
California
$1.56M 465,802 – –
Citadel Advisors
23
Citadel Advisors
Florida
$1.52M 454,867 -737,075 -62%
CI
24
Ceera Investments
Texas
$1.47M 439,330 +4,330 +1%
RC
25
RBF Capital
California
$1.37M 408,341 -74,413 -15%
1
2 3 4 5