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Expensify

97 hedge funds and large institutions have $289M invested in Expensify in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 9797 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$223K
Puts
$99K
Net Calls
Net Calls Change

Top Sellers

1 -$9.34M
2 -$6.87M
3 -$6.86M
4
DCP
Durable Capital Partners
Maryland
-$4.46M
5
Millennium Management
Millennium Management
New York
-$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.46M
27
$1.34M
28
$1.29M
29
$1.25M
30
$1.15M
31
$1.06M
32
$969K
33
$944K
34
$930K
35
$799K
36
$772K
37
$745K
38
$743K
39
$688K
40
$594K
41
$583K
42
$582K
43
$573K
44
$538K
45
$498K
46
$452K
47
$438K
48
$420K
49
$399K
50
$388K