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 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
27.7KNew |
$35.4K - $49.8K
|
27.7K
$84.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.2K+ 40.71% |
$24.5K - $34.5K
|
66.2K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$16.6K - $23.3K
|
12.9K
$39.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$14.5K - $20.4K
|
11.3K
$34.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.78KNew |
$3.55K - $5K
|
2.78K
$8.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$177 - $248
|
138
$424
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$128 - $180
|
100
$307
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
310K+ 248.0% |
$484K - $772K
|
435K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
36.5KNew |
$56.9K - $90.8K
|
36.5K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31.6K+ 129.45% |
$49.3K - $78.8K
|
56.1K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.4K+ 34.18% |
$16.2K - $25.9K
|
40.9K
$125K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
10KNew |
$15.6K - $25K
|
10K
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 12.27% |
$9.91K - $15.8K
|
58.1K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.47K+ 50.91% |
$8.53K - $13.6K
|
16.2K
$49.8K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.28K+ 32.92% |
$6.68K - $10.7K
|
17.3K
$53.1K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.01KNew |
$4.7K - $7.5K
|
3.01K
$9.25K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 8.62% |
$3.06K - $4.89K
|
24.8K
$76K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.16KNew |
$1.81K - $2.89K
|
1.16K
$3.56K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$1.65K - $2.64K
|
1.06K
$3.25K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
273New |
$426 - $680
|
273
$838
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
39+ 0.14% |
$60.8 - $97.1
|
27.5K
$84.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$20.3 - $32.4
|
13
$39.9
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$17.2 - $27.4
|
11
$33.8
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.4KNew |
$131K - $241K
|
71.4K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
54.1KNew |
$99K - $182K
|
54.1K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
34.4KNew |
$63K - $116K
|
34.4K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
32.4K+ 27.7% |
$59.3K - $109K
|
149K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
24.6KNew |
$45K - $82.8K
|
24.6K
$75.5K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.8KNew |
$41.7K - $76.8K
|
22.8K
$70K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$35.4K - $65.1K
|
19.3K
$59.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.6KNew |
$19.4K - $35.8K
|
10.6K
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.97K+ 31.97% |
$12.8K - $23.5K
|
28.8K
$88.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.6K+ 22.98% |
$6.59K - $12.1K
|
19.3K
$59.2K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.01KNew |
$1.84K - $3.39K
|
1.01K
$3.09K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
420New |
$769 - $1.42K
|
420
$1.29K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
195K+ 78.0% |
$614K - $1.59M
|
445K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
177KNew |
$559K - $1.45M
|
177K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
160KNew |
$504K - $1.31M
|
160K
$491K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
125KNew |
$395K - $1.02M
|
125K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
48KNew |
$151K - $392K
|
48K
$147K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
29.9KNew |
$94.1K - $244K
|
29.9K
$91.7K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 69.88% |
$70.9K - $184K
|
54.7K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
11.3KNew |
$35.5K - $91.9K
|
11.3K
$34.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
9.62K+ 0.71% |
$30.3K - $78.5K
|
1.37M
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.08K+ 4.67% |
$3.39K - $8.77K
|
24.1K
$74K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
226New |
$712 - $1.84K
|
226
$694
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
140+ 0.89% |
$441 - $1.14K
|
15.8K
$48.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
83New |
$261 - $677
|
83
$255
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$3.15 - $8.16
|
21.5K
$66.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
156KNew |
$896K - $1.32M
|
156K
$480K
|
|