Latest Institutional Purchases of Expensify, Inc. (EXFY)
This list provides information on the latest institutional transactions involving Expensify, Inc. (EXFY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
776K+ 21.74% |
$1.7M - $2.37M
|
4.35M
$7.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
760K+ 134.24% |
$1.66M - $2.33M
|
1.33M
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
653K+ 46.05% |
$1.43M - $2M
|
2.07M
$3.73M
|
|
|
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
|
State Street Corp
Boston, MA |
BUY
|
- |
357K+ 158.44% |
$782K - $1.09M
|
582K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
330K+ 281.25% |
$722K - $1.01M
|
447K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
326KNew |
$715K - $999K
|
326K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
227K+ 147.76% |
$498K - $695K
|
381K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$438K - $612K
|
200K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
194K+ 20.97% |
$426K - $595K
|
1.12M
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
180K+ 19.2% |
$394K - $551K
|
1.12M
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
151K+ 48.93% |
$331K - $462K
|
460K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
150K+ 15.0% |
$329K - $459K
|
1.15M
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
138K+ 36.48% |
$302K - $422K
|
516K
$929K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
96.9K+ 23.97% |
$212K - $297K
|
501K
$903K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
96.4K+ 215.07% |
$211K - $295K
|
141K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
77.7KNew |
$170K - $238K
|
77.7K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71.5K+ 12.09% |
$157K - $219K
|
663K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
60.5KNew |
$132K - $185K
|
60.5K
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
56KNew |
$123K - $171K
|
56K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
55.7KNew |
$122K - $170K
|
55.7K
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 72.22% |
$103K - $144K
|
112K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
45.8K+ 154.83% |
$100K - $140K
|
75.4K
$136K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
43.8K+ 289.93% |
$96K - $134K
|
59K
$106K
|
|
|
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
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
40KNew |
$87.6K - $122K
|
40K
$72K
|
|
|
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 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
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
32.7KNew |
$71.6K - $100K
|
32.7K
$58.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
30.1KNew |
$66K - $92.2K
|
30.1K
$54.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
28.7KNew |
$62.9K - $87.9K
|
28.7K
$51.7K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.9K+ 22.02% |
$48K - $67.1K
|
121K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.6KNew |
$47.3K - $66.1K
|
21.6K
$38.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
19.8KNew |
$43.3K - $60.4K
|
19.8K
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
17.9KNew |
$39.1K - $54.7K
|
17.9K
$32.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
14.1KNew |
$31K - $43.3K
|
14.1K
$25.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
12.4KNew |
$27.2K - $38.1K
|
12.4K
$22.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
12.3KNew |
$26.9K - $37.5K
|
12.3K
$22.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
11.5KNew |
$25.2K - $35.2K
|
11.5K
$20.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 1.17% |
$23.7K - $33.1K
|
940K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
10.3KNew |
$22.7K - $31.7K
|
10.3K
$18.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.2KNew |
$22.3K - $31.2K
|
10.2K
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.11KNew |
$13.4K - $18.7K
|
6.11K
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.08KNew |
$13.3K - $18.6K
|
6.08K
$10.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.87K+ 39.56% |
$12.8K - $17.9K
|
20.7K
$37.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.69K+ 10.25% |
$12.5K - $17.4K
|
61.2K
$110K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.62K+ 62388.89% |
$12.3K - $17.2K
|
5.62K
$10.1K
|
|
|
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 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.31K+ 0.98% |
$9.44K - $13.2K
|
444K
$799K
|