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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
1
$149M
2
$57.5M
3
$37.9M
4
$34.8M
5
$23.9M
6
$20.9M
7
$20.1M
8
$17.2M
9
$16.2M
10
$11.2M
11
$9.72M
12
$6.93M
13
$6.61M
14
$6.53M
15
$6.12M
16
$6.07M
17
$5.29M
18
$5.01M
19
$4.08M
20
$3.5M
21
$3.33M
22
$3.2M
23
$2.81M
24
$2.73M
25
$2.42M