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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
100New |
$1.42K - $2.12K
|
100
$307
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.12MNew |
$33.6M - $85.6M
|
2.12M
$6.51M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
242New |
$3.84K - $9.77K
|
242
$743
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Open View Management, LLC
Boston, MA |
BUY
|
- |
10MNew |
$348M - $488M
|
10M
$30.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
26KNew |
$900K - $1.26M
|
26K
$79.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$34.6K - $48.5K
|
1K
$3.07K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
125New |
$4.33K - $6.07K
|
125
$384
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$3.46K - $4.85K
|
100
$307
|
|