EXFY icon

Expensify

98 hedge funds and large institutions have $96.7M invested in Expensify in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
27
Closed
11
Calls
$473K
Puts
$20K
Net Calls
+$453K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.9M +$200K +65,853 +2%
Ameriprise
2
Ameriprise
Minnesota
$6.97M +$231K +75,981 +3%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$6.33M -$1.02M -336,440 -14%
Marshall Wace
4
Marshall Wace
United Kingdom
$5.07M +$696K +228,880 +16%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.31M +$1.69M +557,533 +65%
Millennium Management
6
Millennium Management
New York
$4.28M +$2.17M +714,244 +103%
BlackRock
7
BlackRock
New York
$3.59M -$16.6K -5,446 -0.5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.25M +$622K +204,721 +24%
FG
9
Formula Growth
Quebec, Canada
$3.04M +$152K +50,000 +5%
TCM
10
Topline Capital Management
California
$2.86M +$62.8K +20,662 +2%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.85M -$82.4K -27,100 -3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$2.85M +$550K +180,955 +24%
Morgan Stanley
13
Morgan Stanley
New York
$2.83M +$127K +41,674 +5%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.82M +$981K +322,581 +53%
CM
15
CastleKnight Management
New York
$2.33M +$312K +102,600 +15%
Citadel Advisors
16
Citadel Advisors
Florida
$1.8M +$415K +136,628 +30%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.76M -$605K -199,020 -26%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.72M +$65.3K +21,467 +4%
Goldman Sachs
19
Goldman Sachs
New York
$1.47M -$495K -162,929 -25%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.45M -$399K -131,300 -22%
IC
21
IEQ Capital
California
$1.42M
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$1.34M -$173K -57,027 -11%
CI
23
Ceera Investments
Texas
$1.34M
PVM
24
Palogic Value Management
Texas
$1.23M -$445K -146,321 -27%
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$1.15M +$273K +89,715 +31%