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Expensify

83 hedge funds and large institutions have $489M invested in Expensify in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.22% less ownership

Funds ownership: 48.36%48.15% (-0.22%)

16% less capital invested

Capital invested by funds: $585M → $489M (-$96.4M)

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$528K
Puts
$7K
Net Calls
Net Calls Change

Top Buyers

1 +$21.3M
2 +$10.5M
3 +$9.2M
4
BlackRock
BlackRock
New York
+$7.63M
5
Millennium Management
Millennium Management
New York
+$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$272K
52
$271K
53
$268K
54
$266K
55
$259K
56
$238K
57
$204K
58
$178K
59
$176K
60
$174K
61
$149K
62
$147K
63
$132K
64
$111K
65
$89K
66
$79K
67
$61K
68
$56K
69
$52K
70
$33K
71
$20K
72
$15K
73
$8K
74
$8K
75
$8K