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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
1
$7.38M
2
$6.16M
3
$5.17M
4
$2.72M
5
$2.33M
6
$2.28M
7
$2.17M
8
$2M
9
$2M
10
$1.98M
11
$1.92M
12
$1.75M
13
$1.36M
14
$1.2M
15
$1.16M
16
$870K
17
$860K
18
$857K
19
$823K
20
$819K
21
$800K
22
$735K
23
$679K
24
$655K
25
$595K