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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
221KNew |
$366K - $887K
|
221K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
43.6KNew |
$72.4K - $175K
|
43.6K
$66.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
20.5K+ 68.56% |
$34K - $82.3K
|
50.3K
$76.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20.3KNew |
$33.7K - $81.6K
|
20.3K
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
19.9KNew |
$33K - $79.9K
|
19.9K
$30.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.6KNew |
$32.5K - $78.6K
|
19.6K
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$23.7K - $57.4K
|
14.3K
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$19.6K - $47.5K
|
11.8K
$18K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$332 - $804
|
200
$304
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
32.1KNew |
$46.5K - $82.1K
|
32.1K
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4KNew |
$18K - $31.7K
|
12.4K
$18.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10KNew |
$14.5K - $25.6K
|
10K
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.51K+ 14.03% |
$3.65K - $6.44K
|
20.4K
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.18KNew |
$3.16K - $5.58K
|
2.18K
$3.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25New |
$36.3 - $64
|
25
$38
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
81.6KNew |
$104K - $147K
|
81.6K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.9KNew |
$52.4K - $73.6K
|
40.9K
$62.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
40.3KNew |
$51.6K - $72.5K
|
40.3K
$61.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
40KNew |
$51.2K - $72K
|
40K
$60.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.2K+ 40.71% |
$24.5K - $34.5K
|
66.2K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$16.6K - $23.3K
|
12.9K
$19.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.78KNew |
$3.55K - $5K
|
2.78K
$4.22K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$128 - $180
|
100
$152
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.4K+ 34.18% |
$16.2K - $25.9K
|
40.9K
$62.1K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 12.27% |
$9.91K - $15.8K
|
58.1K
$88.3K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.47K+ 50.91% |
$8.53K - $13.6K
|
16.2K
$24.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.01KNew |
$4.7K - $7.5K
|
3.01K
$4.58K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
273New |
$426 - $680
|
273
$415
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
39+ 0.14% |
$60.8 - $97.1
|
27.5K
$41.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$20.3 - $32.4
|
13
$19.8
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$17.2 - $27.4
|
11
$16.7
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
54.1KNew |
$99K - $182K
|
54.1K
$82.2K
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
34.4KNew |
$63K - $116K
|
34.4K
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
32.4K+ 27.7% |
$59.3K - $109K
|
149K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
24.6KNew |
$45K - $82.8K
|
24.6K
$37.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.6KNew |
$19.4K - $35.8K
|
10.6K
$16.1K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.01KNew |
$1.84K - $3.39K
|
1.01K
$1.53K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
420New |
$769 - $1.42K
|
420
$638
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
195K+ 78.0% |
$614K - $1.59M
|
445K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
177KNew |
$559K - $1.45M
|
177K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
160KNew |
$504K - $1.31M
|
160K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
48KNew |
$151K - $392K
|
48K
$73K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 69.88% |
$70.9K - $184K
|
54.7K
$83.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
11.3KNew |
$35.5K - $91.9K
|
11.3K
$17.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
9.62K+ 0.71% |
$30.3K - $78.5K
|
1.37M
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.08K+ 4.67% |
$3.39K - $8.77K
|
24.1K
$36.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
226New |
$712 - $1.84K
|
226
$344
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
140+ 0.89% |
$441 - $1.14K
|
15.8K
$24K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
83New |
$261 - $677
|
83
$126
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$3.15 - $8.16
|
21.5K
$32.7K
|
|