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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-56.1K- 62.24% |
$103K - $189K
|
34.1K
$81K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.7K- 25.79% |
$6.77K - $12.5K
|
10.6K
$25.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-9.96K- 25.41% |
$18.2K - $33.6K
|
29.2K
$69.6K
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
34.4KNew |
$63K - $116K
|
34.4K
$82K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
54.1KNew |
$99K - $182K
|
54.1K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.6KNew |
$19.4K - $35.8K
|
10.6K
$25.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-22.7K- 54.81% |
$41.5K - $76.3K
|
18.7K
$44.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
420New |
$769 - $1.42K
|
420
$1K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 11.11% |
$34.1K - $62.8K
|
149K
$355K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.01KNew |
$1.84K - $3.39K
|
1.01K
$2.39K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-425- 4.12% |
$778 - $1.43K
|
9.9K
$23.6K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 69.88% |
$70.9K - $184K
|
54.7K
$130K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
29.9KNew |
$94.1K - $244K
|
29.9K
$71.1K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.9K- 9.0% |
$5.99K - $15.5K
|
19.2K
$45.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
195K+ 78.0% |
$614K - $1.59M
|
445K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
9.62K+ 0.71% |
$30.3K - $78.5K
|
1.37M
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$3.15 - $8.16
|
21.5K
$51.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
11.3KNew |
$35.5K - $91.9K
|
11.3K
$26.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
160KNew |
$504K - $1.31M
|
160K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.08K+ 4.67% |
$3.39K - $8.77K
|
24.1K
$57.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
48KNew |
$151K - $392K
|
48K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
177KNew |
$559K - $1.45M
|
177K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-300K- 15.17% |
$945K - $2.45M
|
1.68M
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
226New |
$712 - $1.84K
|
226
$538
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
140+ 0.89% |
$441 - $1.14K
|
15.8K
$37.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-537- 0.75% |
$1.69K - $4.38K
|
71.3K
$170K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
83New |
$261 - $677
|
83
$198
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
6K+ 28.57% |
$34.4K - $50.7K
|
27K
$64.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
28.4KNew |
$163K - $240K
|
28.4K
$67.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
156KNew |
$896K - $1.32M
|
156K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
972+ 2.29% |
$5.57K - $8.21K
|
43.4K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
85.2K+ 18.34% |
$488K - $720K
|
550K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-4K- 25.0% |
$22.9K - $33.8K
|
12K
$28.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.56KNew |
$26.1K - $38.5K
|
4.56K
$10.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.1KNew |
$17.7K - $26.2K
|
3.1K
$7.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.2KNew |
$156K - $230K
|
27.2K
$64.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
44.8K+ 151.35% |
$257K - $379K
|
74.4K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.77KNew |
$56K - $82.6K
|
9.77K
$23.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
22K+ 23.21% |
$126K - $186K
|
117K
$277K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.48KNew |
$37.1K - $54.7K
|
6.48K
$15.4K
|
|
| Q1 2023 | |||||||
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-64.4K- 42.77% |
$470K - $738K
|
86.2K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.8KNew |
$79.1K - $124K
|
10.8K
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-1.05M- 65.78% |
$7.68M - $12M
|
548K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
121KNew |
$886K - $1.39M
|
121K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19KNew |
$139K - $218K
|
19K
$45.2K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.54KNew |
$18.6K - $29.1K
|
2.54K
$6.05K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20.1KNew |
$146K - $230K
|
20.1K
$47.7K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.98K- 4.55% |
$21.8K - $34.1K
|
62.5K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-507K- 37.54% |
$3.7M - $5.8M
|
843K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
133KNew |
$974K - $1.53M
|
133K
$318K
|
|