Latest Institutional Sells of Expensify, Inc. (EXFY)
This list provides information on the latest institutional transactions involving Expensify, Inc. (EXFY) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.06K- 1.99% |
$13.3K - $18.5K
|
298K
$709K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-336K- 13.91% |
$1.02M - $1.32M
|
2.08M
$4.96M
|
|
|
May 16, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-320K- 44.17% |
$973K - $1.26M
|
404K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-199K- 25.54% |
$605K - $782K
|
580K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-179K- 92.36% |
$545K - $705K
|
14.8K
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-168K- 41.2% |
$511K - $661K
|
240K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-163K- 25.18% |
$495K - $640K
|
484K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150K- 69.77% |
$457K - $590K
|
65.1K
$155K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-131K- 21.64% |
$399K - $516K
|
476K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57K- 11.42% |
$173K - $224K
|
442K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.1K- 2.81% |
$82.4K - $107K
|
938K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-25.5K- 55.99% |
$77.4K - $100K
|
20K
$47.7K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-23.1K- 33.9% |
$70.4K - $91K
|
45.1K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-16.6K- 55.89% |
$50.5K - $65.2K
|
13.1K
$31.2K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-12.1K- 3.11% |
$36.9K - $47.7K
|
378K
$900K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-9.24K- 15.47% |
$28.1K - $36.3K
|
50.5K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.24K- 2.6% |
$25K - $32.4K
|
309K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.83K- 12.36% |
$23.8K - $30.8K
|
55.5K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-5.99K- 28.38% |
$18.2K - $23.5K
|
15.1K
$36K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.1K- 1.36% |
$9.42K - $12.2K
|
225K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.1K- 43.66% |
$9.42K - $12.2K
|
4K
$9.52K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.09K- 11.35% |
$9.38K - $12.1K
|
24.1K
$57.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.83K- 26.08% |
$8.59K - $11.1K
|
8.01K
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.3K- 2.63% |
$6.99K - $9.04K
|
85.1K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.08K- 1.24% |
$6.32K - $8.17K
|
166K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125- 80.65% |
$380 - $491
|
30
$71.4
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46- 2.06% |
$140 - $181
|
2.19K
$5.21K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-856K- 92.01% |
$1.42M - $3.44M
|
74.3K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-356K- 58.98% |
$591K - $1.43M
|
248K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-167K- 88.37% |
$277K - $670K
|
22K
$52.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-23.8K- 34.54% |
$39.4K - $95.5K
|
45K
$107K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 1.05% |
$86.3 - $209
|
4.9K
$11.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-772K- 90.93% |
$1.12M - $1.98M
|
76.9K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-32.6K- 76.06% |
$47.3K - $83.4K
|
10.3K
$24.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.5K- 44.0% |
$7.98K - $14.1K
|
7K
$16.7K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 6.8% |
$2.9K - $5.12K
|
27.4K
$65.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-188- 95.43% |
$273 - $481
|
9
$21.4
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.9M- 72.29% |
$3.71M - $5.22M
|
1.11M
$2.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-45.6K- 66.68% |
$58.4K - $82.1K
|
22.8K
$54.3K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-22.2K- 97.87% |
$28.4K - $39.9K
|
482
$1.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-19.5K- 42.12% |
$25K - $35.1K
|
26.8K
$63.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.21K- 1.59% |
$4.11K - $5.78K
|
198K
$471K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-274- 56.03% |
$351 - $493
|
215
$512
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.96K- 76.18% |
$9.29K - $14.8K
|
1.86K
$4.43K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.48K- 38.31% |
$5.43K - $8.67K
|
5.61K
$13.3K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.87K- 8.18% |
$2.91K - $4.64K
|
20.9K
$49.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-56.1K- 62.24% |
$103K - $189K
|
34.1K
$81K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-22.7K- 54.81% |
$41.5K - $76.3K
|
18.7K
$44.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 11.11% |
$34.1K - $62.8K
|
149K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-9.96K- 25.41% |
$18.2K - $33.6K
|
29.2K
$69.6K
|
|