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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.84K- 2.79% |
$7.02K - $12.4K
|
168K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-625K- 41.67% |
$906K - $1.6M
|
875K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
253KNew |
$367K - $648K
|
253K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
63.1K+ 25.73% |
$91.4K - $161K
|
308K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
52.4K+ 11.32% |
$76K - $134K
|
515K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
40.7KNew |
$59K - $104K
|
40.7K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
179KNew |
$259K - $458K
|
179K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
22.5K+ 100.57% |
$32.6K - $57.6K
|
44.9K
$154K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
28.7K+ 76.89% |
$41.7K - $73.6K
|
66.1K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-23.2K- 98.91% |
$33.6K - $59.3K
|
255
$875
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.1K+ 33.49% |
$58.2K - $103K
|
160K
$549K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
93.4KNew |
$135K - $239K
|
93.4K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-157K- 14.45% |
$228K - $402K
|
930K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25New |
$36.3 - $64
|
25
$85.8
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10KNew |
$14.5K - $25.6K
|
10K
$34.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-188- 95.43% |
$273 - $481
|
9
$30.9
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.5K- 44.0% |
$7.98K - $14.1K
|
7K
$24K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-19.5K- 42.12% |
$25K - $35.1K
|
26.8K
$91.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$16.6K - $23.3K
|
12.9K
$44.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-50K- 24.04% |
$64K - $90K
|
158K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-40.8K- 79.69% |
$52.3K - $73.5K
|
10.4K
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.9KNew |
$52.4K - $73.6K
|
40.9K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$14.5K - $20.4K
|
11.3K
$38.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
81.6KNew |
$104K - $147K
|
81.6K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-891K- 85.28% |
$1.14M - $1.6M
|
154K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
40.3KNew |
$51.6K - $72.5K
|
40.3K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
46KNew |
$58.9K - $82.9K
|
46K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
27.7KNew |
$35.4K - $49.8K
|
27.7K
$94.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.21K- 1.59% |
$4.11K - $5.78K
|
198K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.9M- 72.29% |
$3.71M - $5.22M
|
1.11M
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$177 - $248
|
138
$473
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.78KNew |
$3.55K - $5K
|
2.78K
$9.52K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.2K+ 40.71% |
$24.5K - $34.5K
|
66.2K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$128 - $180
|
100
$343
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
40KNew |
$51.2K - $72K
|
40K
$137K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-45.6K- 66.68% |
$58.4K - $82.1K
|
22.8K
$78.2K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-22.2K- 97.87% |
$28.4K - $39.9K
|
482
$1.65K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-274- 56.03% |
$351 - $493
|
215
$737
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$1.65K - $2.64K
|
1.06K
$3.63K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 12.27% |
$9.91K - $15.8K
|
58.1K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.69K- 7.71% |
$2.64K - $4.22K
|
20.3K
$69.6K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.35K- 4.86% |
$2.1K - $3.35K
|
26.4K
$90.4K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.28K+ 32.92% |
$6.68K - $10.7K
|
17.3K
$59.3K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 8.62% |
$3.06K - $4.89K
|
24.8K
$84.9K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.16KNew |
$1.81K - $2.89K
|
1.16K
$3.98K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.01KNew |
$4.7K - $7.5K
|
3.01K
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.48K- 38.31% |
$5.43K - $8.67K
|
5.61K
$19.2K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.47K+ 50.91% |
$8.53K - $13.6K
|
16.2K
$55.6K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31.6K+ 129.45% |
$49.3K - $78.8K
|
56.1K
$192K
|
|