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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
869K+ 67.26% |
$1.48M - $2.27M
|
2.16M
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
432K+ 86.07% |
$734K - $1.13M
|
933K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
256KNew |
$435K - $668K
|
256K
$389K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
200K+ 9.67% |
$340K - $523K
|
2.27M
$3.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
198K+ 4.55% |
$336K - $516K
|
4.54M
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
121K+ 199.72% |
$205K - $315K
|
181K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
116K+ 154.4% |
$198K - $304K
|
192K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
116K+ 55.3% |
$197K - $302K
|
325K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
109K+ 45.39% |
$185K - $284K
|
349K
$530K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
101KNew |
$171K - $263K
|
101K
$153K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
90.9K+ 15.62% |
$155K - $237K
|
673K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
81.5K+ 6.14% |
$138K - $213K
|
1.41M
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
64.5K+ 137.55% |
$110K - $168K
|
111K
$169K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
51KNew |
$86.7K - $133K
|
51K
$77.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
50.3KNew |
$85.6K - $131K
|
50.3K
$76.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
48.5KNew |
$82.5K - $127K
|
48.5K
$73.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45.8K+ 9.83% |
$77.9K - $120K
|
512K
$778K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.9KNew |
$69.5K - $107K
|
40.9K
$62.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
30.5KNew |
$51.9K - $79.7K
|
30.5K
$46.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.1KNew |
$40.9K - $62.8K
|
24.1K
$36.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.5KNew |
$33.2K - $51K
|
19.5K
$29.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.4KNew |
$31.3K - $48.1K
|
18.4K
$28K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
16.4KNew |
$27.9K - $42.9K
|
16.4K
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.8K+ 68.52% |
$25.2K - $38.6K
|
36.4K
$55.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
14.8KNew |
$25.2K - $38.6K
|
14.8K
$22.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14KNew |
$23.8K - $36.5K
|
14K
$21.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.9KNew |
$21.9K - $33.7K
|
12.9K
$19.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11.6KNew |
$19.7K - $30.3K
|
11.6K
$17.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
10.4K+ 52.44% |
$17.6K - $27K
|
30.1K
$45.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.02KNew |
$13.6K - $20.9K
|
8.02K
$12.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.71K+ 18.08% |
$11.4K - $17.5K
|
43.8K
$66.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.18K+ 8.48% |
$8.8K - $13.5K
|
66.2K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.16K+ 51.51% |
$8.76K - $13.5K
|
15.2K
$23K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.95KNew |
$8.42K - $12.9K
|
4.95K
$7.53K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.29K+ 0.96% |
$7.3K - $11.2K
|
451K
$685K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.91K+ 75.91% |
$4.95K - $7.61K
|
6.75K
$10.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.68K+ 4.39% |
$4.56K - $7.01K
|
63.9K
$97.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.62K+ 37.49% |
$4.45K - $6.83K
|
9.59K
$14.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.43K+ 4.63% |
$4.13K - $6.34K
|
54.9K
$83.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.8K+ 6.27% |
$3.06K - $4.7K
|
30.5K
$46.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.56KNew |
$2.65K - $4.07K
|
1.56K
$2.37K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 140.8% |
$1.98K - $3.04K
|
1.99K
$3.02K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
947+ 2.5% |
$1.61K - $2.47K
|
38.9K
$59.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
688New |
$1.17K - $1.8K
|
688
$1.05K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
371New |
$631 - $968
|
371
$564
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
201+ 0.36% |
$342 - $525
|
55.9K
$85K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$340 - $522
|
200
$304
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
92New |
$156 - $240
|
92
$140
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
55New |
$93.5 - $144
|
55
$83.6
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
35New |
$59.5 - $91.4
|
35
$53.2
|
|