Mutual Advisors, LLC Expensify, Inc. Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Expensify, Inc. stock. As of the latest transaction made, Mutual Advisors, LLC holds 10,000 shares of EXFY stock, worth $30,700. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,000

Holding current value

$30,700

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$1.45 - $2.56 $14,500 - $25,600	10,000 New	10,000 $19,000

Others Institutions Holding EXFY

# of Institutions

Shares Held

26.5M

Call Options Held

45.7K

Put Options Held

29.5K

Vanguard Group Inc Valley Forge, PA

3.37M
Shares

$10.3 Million
0.0% of portfolio
D. E. Shaw & Co., Inc. New York, NY

2.73M
Shares

$8.37 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.2M
Shares

$6.75 Million
0.0% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

1.44M
Shares

$4.44 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.33M
Shares

$4.08 Million
0.0% of portfolio

View Full List

About Expensify, Inc.

Ticker EXFY
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 68,252,496
Market Cap $210M
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

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