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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-856K- 92.01% |
$1.42M - $3.44M
|
74.3K
$177K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-772K- 90.93% |
$1.12M - $1.98M
|
76.9K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
32.1KNew |
$46.5K - $82.1K
|
32.1K
$76.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.51K+ 14.03% |
$3.65K - $6.44K
|
20.4K
$48.6K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.18KNew |
$3.16K - $5.58K
|
2.18K
$5.19K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 6.8% |
$2.9K - $5.12K
|
27.4K
$65.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-32.6K- 76.06% |
$47.3K - $83.4K
|
10.3K
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4KNew |
$18K - $31.7K
|
12.4K
$29.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25New |
$36.3 - $64
|
25
$59.5
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10KNew |
$14.5K - $25.6K
|
10K
$23.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-188- 95.43% |
$273 - $481
|
9
$21.4
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.5K- 44.0% |
$7.98K - $14.1K
|
7K
$16.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-19.5K- 42.12% |
$25K - $35.1K
|
26.8K
$63.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$16.6K - $23.3K
|
12.9K
$30.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.9KNew |
$52.4K - $73.6K
|
40.9K
$97.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
81.6KNew |
$104K - $147K
|
81.6K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
40.3KNew |
$51.6K - $72.5K
|
40.3K
$95.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
27.7KNew |
$35.4K - $49.8K
|
27.7K
$65.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.9M- 72.29% |
$3.71M - $5.22M
|
1.11M
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.21K- 1.59% |
$4.11K - $5.78K
|
198K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$177 - $248
|
138
$328
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.78KNew |
$3.55K - $5K
|
2.78K
$6.61K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.2K+ 40.71% |
$24.5K - $34.5K
|
66.2K
$158K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$128 - $180
|
100
$238
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
40KNew |
$51.2K - $72K
|
40K
$95.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-45.6K- 66.68% |
$58.4K - $82.1K
|
22.8K
$54.3K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-22.2K- 97.87% |
$28.4K - $39.9K
|
482
$1.15K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-274- 56.03% |
$351 - $493
|
215
$512
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
26.4KNew |
$41.1K - $65.7K
|
26.4K
$62.8K
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20.3KNew |
$31.6K - $50.5K
|
20.3K
$48.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$1.65K - $2.64K
|
1.06K
$2.52K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.01KNew |
$4.7K - $7.5K
|
3.01K
$7.17K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 12.27% |
$9.91K - $15.8K
|
58.1K
$138K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.48K- 38.31% |
$5.43K - $8.67K
|
5.61K
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.28K+ 32.92% |
$6.68K - $10.7K
|
17.3K
$41.1K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.47K+ 50.91% |
$8.53K - $13.6K
|
16.2K
$38.6K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31.6K+ 129.45% |
$49.3K - $78.8K
|
56.1K
$133K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
39+ 0.14% |
$60.8 - $97.1
|
27.5K
$65.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$20.3 - $32.4
|
13
$30.9
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.4K+ 34.18% |
$16.2K - $25.9K
|
40.9K
$97.3K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
10KNew |
$15.6K - $25K
|
10K
$23.9K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.87K- 8.18% |
$2.91K - $4.64K
|
20.9K
$49.8K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
36.5KNew |
$56.9K - $90.8K
|
36.5K
$86.8K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
273New |
$426 - $680
|
273
$650
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$17.2 - $27.4
|
11
$26.2
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.96K- 76.18% |
$9.29K - $14.8K
|
1.86K
$4.43K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.82KNew |
$12.5K - $23K
|
6.82K
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
24.6KNew |
$45K - $82.8K
|
24.6K
$58.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
32.4K+ 27.7% |
$59.3K - $109K
|
149K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.97K+ 31.97% |
$12.8K - $23.5K
|
28.8K
$68.5K
|
|