Jim Simons Expensify, Inc. Transaction History

Renaissance Technologies LLC

$62.3 Billion
Q1 2025

A detailed history of Jim Simons (Renaissance Technologies LLC) transactions in Expensify, Inc. stock. As of the latest transaction made, Renaissance Technologies LLC holds 938,100 shares of EXFY stock, worth $2.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

938,100

Previous 965,200 2.81%

Holding current value

$2.2 Million

Previous $3.23 Million 11.82%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$3.04 - $3.93 $82,384 - $106,503	-27,100 Reduced 2.81%	938,100 $2.85 Million
Q4 2024 Feb 13, 2025	SELL	$1.66 - $4.02 $602,648 - $1.46 Million	-363,041 Reduced 27.33%	965,200 $3.23 Million
Q3 2024 Nov 13, 2024	BUY	$1.45 - $2.56 $364,299 - $643,176	251,241 Added 23.33%	1,328,241 $2.6 Million
Q2 2024 Aug 09, 2024	SELL	$1.28 - $1.8 $209,664 - $294,840	-163,800 Reduced 13.2%	1,077,000 $1.6 Million
Q1 2024 May 13, 2024	BUY	$1.56 - $2.49 $561,600 - $896,400	360,000 Added 40.87%	1,240,800 $2.28 Million
Q4 2023 Feb 13, 2024	BUY	$1.83 - $3.37 $130,845 - $240,955	71,500 Added 8.83%	880,800 $2.18 Million
Q3 2023 Nov 14, 2023	BUY	$3.15 - $8.16 $1.48 Million - $3.83 Million	469,600 Added 138.24%	809,300 $2.63 Million
Q2 2023 Aug 11, 2023	BUY	$5.73 - $8.45 $1.24 Million - $1.82 Million	215,900 Added 174.39%	339,700 $2.71 Million
Q1 2023 May 12, 2023	SELL	$7.3 - $11.45 $706,640 - $1.11 Million	-96,800 Reduced 43.88%	123,800 $1.01 Million
Q4 2022 Feb 13, 2023	BUY	$8.33 - $15.88 $306,544 - $584,384	36,800 Added 20.02%	220,600 $1.95 Million
Q3 2022 Nov 14, 2022	BUY	$14.27 - $24.3 $1.32 Million - $2.24 Million	92,305 Added 100.89%	183,800 $2.74 Million
Q2 2022 Aug 12, 2022	SELL	$14.18 - $21.24 $452,412 - $677,662	-31,905 Reduced 25.85%	91,495 $1.63 Million
Q1 2022 May 13, 2022	BUY	$15.86 - $40.38 $1.96 Million - $4.98 Million	123,400 New	123,400 $2.17 Million

Others Institutions Holding EXFY

# of Institutions

102

Shares Held

30.5M

Call Options Held

138K

Put Options Held

View Full List

About Expensify, Inc.

Ticker EXFY
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 68,252,496
Market Cap $160M
Description
Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...

More about EXFY

Track Jim Simons's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Renaissance Technologies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Renaissance Technologies LLC and Jim Simons with notifications on news.

Account