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Expensify

88 hedge funds and large institutions have $56.1M invested in Expensify in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

94% less call options, than puts

Call options by funds: $5K | Put options by funds: $86K

Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5K
Puts
$86K
Net Calls
Net Calls Change

Top Sellers

1 -$8.3M
2 -$2.42M
3 -$1.22M
4
Millennium Management
Millennium Management
New York
-$682K
5
Walleye Capital
Walleye Capital
New York
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$591K
27
$557K
28
$504K
29
$383K
30
$370K
31
$309K
32
$288K
33
$274K
34
$259K
35
$256K
36
$241K
37
$229K
38
$206K
39
$199K
40
$148K
41
$128K
42
$126K
43
$117K
44
$109K
45
$107K
46
$103K
47
$102K
48
$94.3K
49
$86.6K
50
$85.2K