Latest Institutional Transactions on Expensify, Inc. (EXFY)
This table provides information on the latest institutional transactions involving Expensify, Inc. (EXFY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 1.17% |
$23.7K - $33.1K
|
940K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.79K- 15.72% |
$8.3K - $11.6K
|
20.3K
$36.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-445K- 19.39% |
$974K - $1.36M
|
1.85M
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
30.1KNew |
$66K - $92.2K
|
30.1K
$54.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-174K- 29.9% |
$380K - $531K
|
407K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.9K+ 1594.43% |
$76.4K - $107K
|
37.1K
$66.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-64.3K- 68.7% |
$141K - $197K
|
29.3K
$52.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-29.4K- 12.24% |
$64.4K - $90K
|
211K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-138K- 28.92% |
$301K - $421K
|
338K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.6KNew |
$47.3K - $66.1K
|
21.6K
$38.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-240K- 79.74% |
$526K - $735K
|
61K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-202K- 45.78% |
$443K - $619K
|
240K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
357K+ 158.44% |
$782K - $1.09M
|
582K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-42K- 63.67% |
$92K - $129K
|
24K
$43.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-801K- 74.92% |
$1.76M - $2.45M
|
268K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.2KNew |
$22.3K - $31.2K
|
10.2K
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-34.1K- 36.12% |
$74.7K - $104K
|
60.3K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.17K- 52.06% |
$9.13K - $12.8K
|
3.84K
$6.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
32.7KNew |
$71.6K - $100K
|
32.7K
$58.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-348K- 91.8% |
$763K - $1.07M
|
31.1K
$56K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71.5K+ 12.09% |
$157K - $219K
|
663K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-239K- 11.48% |
$524K - $732K
|
1.84M
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.7K+ 15670.0% |
$10.3K - $14.4K
|
4.73K
$8.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
326KNew |
$715K - $999K
|
326K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.73KNew |
$8.17K - $11.4K
|
3.73K
$6.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
524K+ 68.26% |
$1.15M - $1.6M
|
1.29M
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$438K - $612K
|
200K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
17.9KNew |
$39.1K - $54.7K
|
17.9K
$32.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
55.7KNew |
$122K - $170K
|
55.7K
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-275K- 56.82% |
$602K - $842K
|
209K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 72.22% |
$103K - $144K
|
112K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.1K- 14.68% |
$55K - $76.9K
|
146K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-207K- 22.08% |
$453K - $634K
|
731K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26- 0.53% |
$56.9 - $79.6
|
4.93K
$8.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
45.8K+ 154.83% |
$100K - $140K
|
75.4K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
40KNew |
$87.6K - $122K
|
40K
$72K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
40.5KNew |
$88.7K - $124K
|
40.5K
$72.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.69K+ 10.25% |
$12.5K - $17.4K
|
61.2K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-121K- 7.25% |
$265K - $370K
|
1.55M
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.7K- 1.63% |
$5.91K - $8.26K
|
163K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.08K+ 172.41% |
$8.94K - $12.5K
|
6.45K
$11.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
150K+ 15.0% |
$329K - $459K
|
1.15M
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
330K+ 281.25% |
$722K - $1.01M
|
447K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
180K+ 19.2% |
$394K - $551K
|
1.12M
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
39.7KNew |
$87K - $122K
|
39.7K
$71.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.9KNew |
$83.1K - $116K
|
37.9K
$68.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
227K+ 147.76% |
$498K - $695K
|
381K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
14.1KNew |
$31K - $43.3K
|
14.1K
$25.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
56KNew |
$123K - $171K
|
56K
$101K
|