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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
51
$386K
52
$381K
53
$371K
54
$355K
55
$346K
56
$276K
57
$238K
58
$228K
59
$227K
60
$223K
61
$217K
62
$217K
63
$217K
64
$215K
65
$212K
66
$196K
67
$194K
68
$190K
69
$184K
70
$182K
71
$178K
72
$175K
73
$172K
74
$168K
75
$158K