Expensify, Inc.
Hedge Funds Holdings

Last updated:

Expensify, Inc.‘s stocks are currently a part of 52 hedge funds’ portfolios, which represents 26.23% of the total amount of its stocks outstanding. This makes up a total of 21.19M shares of Expensify, Inc.. Compared to the previous quarter, the number fell by -36.59% or -12.22M shares fewer. As for the holding position changes, 19.23% (10) of current hedge fund investors increased the number of shares held, 26.92% (14) of current holders sold a part of the shares held, and 9.62% (5) closed the holdings completely. 17 hedge funds are new holders of Expensify, Inc. stock in Q1 2023, it is 32.69% of total holders.

Hedge funds holding Expensify (Q4 2021 – Q1 2023)

Number of hedge funds
Q4 2021 55
Q1 2022 48
Q2 2022 63
Q3 2022 79
Q4 2022 73
Q1 2023 52

Hedge funds changes in Expensify positions (Q4 2021 – Q1 2023)

Changes in positions
Q4 2021 550000
Q1 2022 13161120-12
Q2 2022 251414100
Q3 2022 26261494
Q4 2022 18241623-8
Q1 2023 17101456

Hedge funds changes in Expensify stock options (Q4 2021 – Q1 2023)

Changes in stock options
Q4 2021 0 0
Q1 2022 0 45,000
Q2 2022 40,000 240,000
Q3 2022 528,000 7,000
Q4 2022 428,372 72,640
Q1 2023 817,000 159,000

Top 50 hedge fund holders of Expensify, Inc. (NASDAQ:EXFY)

Hedge fund Value Shares owned Portfolio share
OPENVIEW MANAGEMENT, LLC 149.45M 10.04M 80.627%
VANGUARD GROUP INC 57.53M 3.86M 0.002%
DURABLE CAPITAL PARTNERS LP 37.94M 2.54M 0.417%
HALL KATHRYN A. 34.84M 2.34M 14.439%
LIGHT STREET CAPITAL MANAGEMENT, LLC 23.86M 1.60M 6.069%
BLACKROCK INC. Larry Fink 20.08M 1.34M 0.001%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 17.19M 1.15M 0.006%
BAILLIE GIFFORD & CO 16.17M 1.08M 0.017%
MARSHALL WACE, LLP Paul Marshall 11.22M 754.58K 0.025%
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 10.59M 711.70K 0.758%
JANUS HENDERSON GROUP PLC 10.47M 703.90K 0.008%
RANGER INVESTMENT MANAGEMENT, L.P. 9.72M 653.35K 0.763%
IEQ CAPITAL, LLC 6.93M 465.80K 0.190%
PIER CAPITAL, LLC 6.60M 444.17K 1.136%
MILLENNIUM MANAGEMENT LLC Israel Englander 6.53M 439.02K 0.004%
GEODE CAPITAL MANAGEMENT, LLC 6.12M 411.29K 0.001%
AMICA MUTUAL INSURANCE CO 6.07M 408.11K 0.861%
NORTH REEF CAPITAL MANAGEMENT LP 5.00M 336.59K 1.250%
HAMILTON LANE ADVISORS LLC 4.07M 273.95K 1.491%
OPTIMUS PRIME FUND MANAGEMENT CO., LTD. 3.49M 235K 0.434%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.33M 224.07K 0.001%
STATE STREET CORP 3.19M 214.99K 0.000%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 2.81M 189.14K 0.005%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 2.73M 183.8K 0.004%
KADENSA CAPITAL LTD 2.41M 162.53K 0.791%
WOODLINE PARTNERS LP 2.05M 137.89K 0.029%
CITADEL ADVISORS LLC Ken Griffin 2.01M 135.41K 0.001%
STANLEY-LAMAN GROUP, LTD. 1.74M 117.00K 0.330%
RUSSELL INVESTMENTS GROUP, LTD. 1.60M 107.69K 0.004%
COASTLINE TRUST CO 1.42M 95.88K 0.228%
GOLDMAN SACHS GROUP INC 1.24M 83.88K 0.000%
NORTHERN TRUST CORP 1.20M 80.96K 0.000%
VICTORY CAPITAL MANAGEMENT INC 1.09M 73.64K 0.001%
MORGAN STANLEY 815K 54.74K 0.000%
VOLORIDGE INVESTMENT MANAGEMENT, LLC 796K 53.49K 0.004%
JUMP FINANCIAL, LLC 738K 49.6K 0.029%
STATE OF WISCONSIN INVESTMENT BOARD 724K 48.62K 0.002%
TREXQUANT INVESTMENT LP 684K 45.94K 0.024%
SEI INVESTMENTS CO 665K 44.67K 0.002%
GM ADVISORY GROUP, INC. 662K 44.48K 0.083%
D. E. SHAW & CO., INC. David E. Shaw 638K 42.9K 0.001%
AMERIPRISE FINANCIAL INC 599K 40.24K 0.000%
AMICA RETIREE MEDICAL TRUST 537K 36.11K 0.671%
QUBE RESEARCH & TECHNOLOGIES LTD 491K 32.97K 0.003%
SWISS NATIONAL BANK 478K 32.1K 0.000%
PARSONS CAPITAL MANAGEMENT INC/RI 408K 27.39K 0.037%
SAND HILL GLOBAL ADVISORS, LLC 405K 27.18K 0.025%
HOLOCENE ADVISORS, LP 403K 27.08K 0.003%
BULLSEYE ASSET MANAGEMENT LLC 309K 20.77K 0.179%
JACOBS LEVY EQUITY MANAGEMENT, INC 289K 19.41K 0.002%