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, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
85.2K+ 18.34% |
$488K - $720K
|
550K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
44.8K+ 151.35% |
$257K - $379K
|
74.4K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
28.4KNew |
$163K - $240K
|
28.4K
$87.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.2KNew |
$156K - $230K
|
27.2K
$83.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
22K+ 23.21% |
$126K - $186K
|
117K
$358K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.77KNew |
$56K - $82.6K
|
9.77K
$30K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.48KNew |
$37.1K - $54.7K
|
6.48K
$19.9K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
6K+ 28.57% |
$34.4K - $50.7K
|
27K
$82.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.56KNew |
$26.1K - $38.5K
|
4.56K
$14K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.1KNew |
$17.7K - $26.2K
|
3.1K
$9.5K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
972+ 2.29% |
$5.57K - $8.21K
|
43.4K
$133K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
133KNew |
$974K - $1.53M
|
133K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
121KNew |
$886K - $1.39M
|
121K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.5KNew |
$463K - $727K
|
63.5K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20.1KNew |
$146K - $230K
|
20.1K
$61.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
19.5KNew |
$142K - $223K
|
19.5K
$59.9K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19KNew |
$139K - $218K
|
19K
$58.3K
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
15.7KNew |
$114K - $179K
|
15.7K
$48.1K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
14.9KNew |
$109K - $171K
|
14.9K
$45.9K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14.5KNew |
$106K - $166K
|
14.5K
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.8KNew |
$79.1K - $124K
|
10.8K
$33.3K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.54KNew |
$18.6K - $29.1K
|
2.54K
$7.81K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
283+ 1.26% |
$2.07K - $3.24K
|
22.8K
$69.9K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
CALL |
100New |
$730 - $1.15K
|
100
$307
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
27.2KNew |
$226K - $431K
|
27.2K
$83.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$100K - $191K
|
12K
$37K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
450New |
$3.75K - $7.15K
|
450
$1.38K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
408KNew |
$5.82M - $9.92M
|
408K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
337KNew |
$4.8M - $8.18M
|
337K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
274KNew |
$3.91M - $6.66M
|
274K
$841K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
189KNew |
$2.7M - $4.6M
|
189K
$581K
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
79.4K+ 7.38% |
$1.13M - $1.93M
|
1.16M
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
53.5KNew |
$763K - $1.3M
|
53.5K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
44.7KNew |
$637K - $1.09M
|
44.7K
$137K
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
36.1KNew |
$515K - $878K
|
36.1K
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
27.1KNew |
$386K - $658K
|
27.1K
$83.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
26.6K+ 4.25% |
$380K - $647K
|
653K
$2.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
13.7KNew |
$195K - $333K
|
13.7K
$42.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
9.26K+ 2.13% |
$132K - $225K
|
444K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.95KNew |
$84.9K - $145K
|
5.95K
$18.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$2.85K - $4.86K
|
200
$614
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26New |
$371 - $632
|
26
$79.8
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$357 - $608
|
25
$76.8
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
13New |
$186 - $316
|
13
$39.9
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Roubaix Capital, LLC
|
BUY
|
- |
121KNew |
$1.72M - $2.58M
|
121K
$372K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
44.5KNew |
$631K - $945K
|
44.5K
$137K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
42.8KNew |
$606K - $908K
|
42.8K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27.2KNew |
$386K - $577K
|
27.2K
$83.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18.9KNew |
$267K - $401K
|
18.9K
$57.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
575New |
$8.15K - $12.2K
|
575
$1.77K
|
|