Expensify
EXFY
EXFY
97 hedge funds and large institutions have $277M invested in Expensify in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+22
Holders Change %
+29.33%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
28
Reduced
25
Closed
8
Calls
$334K
Puts
$263K
Net Calls
+$71K
Net Calls Change
-$284K
Top Buyers
Top Sellers
| 1 |
DCP
1
Durable Capital Partners
Bethesda,
Maryland
|
$4.46M |
| 2 |
LSCM
2
Light Street Capital Management
Palo Alto,
California
|
$6.87M |
| 3 |
KAH
3
Kathryn A. Hall
|
$16.1M |
| 4 |
4
BlackRock
New York
|
$8.66M |
| 5 |
5
Vanguard Group
Malvern,
Pennsylvania
|
$31.1M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
101
Rockefeller Capital Management
New York
| – | -$5K | -575 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.97K | -450 | Closed |
|
|
MCC
103
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1.1K | -125 | Closed |
|
|
NA
104
NewEdge Advisors
New Orleans,
Louisiana
| – | -$44 | -5 | Closed |
|
105
Fidelity Investments
Boston,
Massachusetts
| – | -$34 | -4 | Closed |
|