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 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
972+ 2.29% |
$5.57K - $8.21K
|
43.4K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
85.2K+ 18.34% |
$488K - $720K
|
550K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-4K- 25.0% |
$22.9K - $33.8K
|
12K
$41.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.56KNew |
$26.1K - $38.5K
|
4.56K
$15.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.1KNew |
$17.7K - $26.2K
|
3.1K
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.2KNew |
$156K - $230K
|
27.2K
$93.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
44.8K+ 151.35% |
$257K - $379K
|
74.4K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
22K+ 23.21% |
$126K - $186K
|
117K
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.77KNew |
$56K - $82.6K
|
9.77K
$33.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.48KNew |
$37.1K - $54.7K
|
6.48K
$22.2K
|
|
| Q1 2023 | |||||||
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-64.4K- 42.77% |
$470K - $738K
|
86.2K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.8KNew |
$79.1K - $124K
|
10.8K
$37.2K
|
|
|
May 15, 2023
Q1 2023
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-1.05M- 65.78% |
$7.68M - $12M
|
548K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
283+ 1.26% |
$2.07K - $3.24K
|
22.8K
$78.1K
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
121KNew |
$886K - $1.39M
|
121K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19KNew |
$139K - $218K
|
19K
$65.2K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.54KNew |
$18.6K - $29.1K
|
2.54K
$8.72K
|
|
|
May 15, 2023
Q1 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-507K- 37.54% |
$3.7M - $5.8M
|
843K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.98K- 4.55% |
$21.8K - $34.1K
|
62.5K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20.1KNew |
$146K - $230K
|
20.1K
$68.8K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
CALL |
100New |
$730 - $1.15K
|
100
$343
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14.5KNew |
$106K - $166K
|
14.5K
$49.7K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
133KNew |
$974K - $1.53M
|
133K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
14.9KNew |
$109K - $171K
|
14.9K
$51.3K
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
15.7KNew |
$114K - $179K
|
15.7K
$53.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.5KNew |
$463K - $727K
|
63.5K
$218K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
19.5KNew |
$142K - $223K
|
19.5K
$66.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-16.4K- 60.0% |
$120K - $188K
|
11K
$37.6K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
450New |
$3.75K - $7.15K
|
450
$1.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
27.2KNew |
$226K - $431K
|
27.2K
$93.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$100K - $191K
|
12K
$41.3K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26New |
$371 - $632
|
26
$89.2
|
|
|
Dec 08, 2022
Q3 2022
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-356K- 50.0% |
$5.08M - $8.65M
|
356K
$1.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
9.26K+ 2.13% |
$132K - $225K
|
444K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
53.5KNew |
$763K - $1.3M
|
53.5K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
27.1KNew |
$386K - $658K
|
27.1K
$92.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.95KNew |
$84.9K - $145K
|
5.95K
$20.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
26.6K+ 4.25% |
$380K - $647K
|
653K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-219- 1.04% |
$3.13K - $5.32K
|
20.8K
$71.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
44.7KNew |
$637K - $1.09M
|
44.7K
$153K
|
|
|
Nov 10, 2022
Q3 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
337KNew |
$4.8M - $8.18M
|
337K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
79.4K+ 7.38% |
$1.13M - $1.93M
|
1.16M
$3.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
274KNew |
$3.91M - $6.66M
|
274K
$940K
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
13.7KNew |
$195K - $333K
|
13.7K
$47K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-118K- 20.18% |
$1.68M - $2.86M
|
466K
$1.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$357 - $608
|
25
$85.8
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-899- 1.21% |
$12.8K - $21.8K
|
73.6K
$253K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
13New |
$186 - $316
|
13
$44.6
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
189KNew |
$2.7M - $4.6M
|
189K
$649K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$2.85K - $4.86K
|
200
$686
|
|