Purchases and Sales Made in Q1 2025 in Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q1 2025. The information is specifically focused on institutions that hold shares of Expensify, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.37KNew |
$7.2K - $9.3K
|
2.37K
$5.63K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.91K+ 55.81% |
$5.8K - $7.49K
|
5.32K
$12.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.53K+ 321.94% |
$4.64K - $6K
|
2K
$4.76K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
727+ 17.21% |
$2.21K - $2.86K
|
4.95K
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
431New |
$1.31K - $1.69K
|
431
$1.03K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
210+ 0.47% |
$638 - $825
|
44.8K
$107K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
37+ 7.74% |
$112 - $145
|
515
$1.23K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.08% |
$24.3 - $31.4
|
10K
$23.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46- 2.06% |
$140 - $181
|
2.19K
$5.21K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125- 80.65% |
$380 - $491
|
30
$71.4
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.53K- 76.3% |
$4.64K - $6K
|
474
$1.13K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.08K- 1.24% |
$6.32K - $8.17K
|
166K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.3K- 2.63% |
$6.99K - $9.04K
|
85.1K
$203K
|
|
|
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 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
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.1K- 1.36% |
$9.42K - $12.2K
|
225K
$536K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-5.99K- 28.38% |
$18.2K - $23.5K
|
15.1K
$36K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.83K- 12.36% |
$23.8K - $30.8K
|
55.5K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.24K- 2.6% |
$25K - $32.4K
|
309K
$735K
|
|
|
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 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-12.1K- 3.11% |
$36.9K - $47.7K
|
378K
$900K
|
|
|
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
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-25.5K- 55.99% |
$77.4K - $100K
|
20K
$47.7K
|
|
|
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
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57K- 11.42% |
$173K - $224K
|
442K
$1.05M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150K- 69.77% |
$457K - $590K
|
65.1K
$155K
|
|
|
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
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-168K- 41.2% |
$511K - $661K
|
240K
$571K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-179K- 92.36% |
$545K - $705K
|
14.8K
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-199K- 25.54% |
$605K - $782K
|
580K
$1.38M
|
|
|
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
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-336K- 13.91% |
$1.02M - $1.32M
|
2.08M
$4.96M
|