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Expensify

97 hedge funds and large institutions have $88.2M invested in Expensify in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
34
Reduced
26
Closed
28
Calls
$717K
Puts
$17K
Net Calls
+$700K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.3M +$2.01M +775,989 +22%
BlackRock
2
BlackRock
New York
$10.4M +$7.32M +2,824,588 +239%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$5.36M +$1.69M +653,260 +46%
Ameriprise
4
Ameriprise
Minnesota
$4.79M -$1.15M -444,865 -19%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.78M -$619K -239,066 -11%
Marshall Wace
6
Marshall Wace
United Kingdom
$4.01M -$313K -121,006 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.44M +$1.97M +759,982 +134%
CM
8
CastleKnight Management
New York
$3.35M +$1.36M +524,209 +68%
FG
9
Formula Growth
Quebec, Canada
$2.98M +$389K +150,000 +15%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.9M +$503K +194,321 +21%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.9M +$466K +180,100 +19%
Morgan Stanley
12
Morgan Stanley
New York
$2.44M +$28.1K +10,833 +1%
TCM
13
Topline Capital Management
California
$2.01M -$427K -164,813 -18%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.89M -$536K -207,068 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$1.72M +$185K +71,505 +12%
State Street
16
State Street
Massachusetts
$1.51M +$924K +356,936 +158%
GCP
17
GSA Capital Partners
United Kingdom
$1.34M +$357K +137,970 +36%
PVM
18
Palogic Value Management
Texas
$1.3M +$251K +96,935 +24%
IC
19
IEQ Capital
California
$1.21M
Charles Schwab
20
Charles Schwab
California
$1.19M +$391K +151,075 +49%
Northern Trust
21
Northern Trust
Illinois
$1.16M +$853K +329,500 +281%
CI
22
Ceera Investments
Texas
$1.15M +$11.2K +4,310 +1%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.05M -$449K -173,517 -30%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$986K +$588K +227,190 +148%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$875K -$356K -137,500 -29%