Purchases and Sales Made in Q2 2023 in Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.05M+ 287.35% |
$17.5M - $25.8M
|
4.12M
$14.9M
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
801K+ 252.31% |
$4.59M - $6.77M
|
1.12M
$4.05M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
587KNew |
$3.36M - $4.96M
|
587K
$2.12M
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
585K+ 135.59% |
$3.35M - $4.94M
|
1.02M
$3.68M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
401K+ 437.38% |
$2.3M - $3.39M
|
492K
$1.78M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
285K+ 124.22% |
$1.63M - $2.4M
|
514K
$1.86M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
216K+ 174.39% |
$1.24M - $1.82M
|
340K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
171K+ 49.93% |
$983K - $1.45M
|
515K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
162KNew |
$926K - $1.36M
|
162K
$585K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
161K+ 744.95% |
$923K - $1.36M
|
183K
$662K
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
156KNew |
$896K - $1.32M
|
156K
$566K
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
144KNew |
$825K - $1.22M
|
144K
$521K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
127K+ 56.26% |
$730K - $1.08M
|
354K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
90K+ 56.25% |
$516K - $760K
|
250K
$905K
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
87.2K+ 65.81% |
$500K - $737K
|
220K
$796K
|
|
Aug 14, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
85.2K+ 18.34% |
$488K - $720K
|
550K
$1.99M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
62.3KNew |
$357K - $527K
|
62.3K
$226K
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
56.7KNew |
$325K - $479K
|
56.7K
$205K
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
47.8KNew |
$274K - $404K
|
47.8K
$173K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46.5KNew |
$267K - $393K
|
46.5K
$168K
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
44.8K+ 151.35% |
$257K - $379K
|
74.4K
$269K
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
38.5K+ 62.31% |
$221K - $325K
|
100K
$363K
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
36.4K+ 302.35% |
$208K - $307K
|
48.4K
$175K
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
30.7K+ 49.12% |
$176K - $259K
|
93.1K
$337K
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
29.9KNew |
$171K - $252K
|
29.9K
$108K
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
29.9KNew |
$171K - $252K
|
29.9K
$108K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.6KNew |
$164K - $242K
|
28.6K
$104K
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
28.4KNew |
$163K - $240K
|
28.4K
$103K
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.2KNew |
$156K - $230K
|
27.2K
$98.4K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
26.6KNew |
$152K - $225K
|
26.6K
$96.2K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23.8KNew |
$136K - $201K
|
23.8K
$86K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.7K+ 3327.57% |
$136K - $200K
|
24.4K
$88.2K
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
23KNew |
$132K - $195K
|
23K
$83.4K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
22.8KNew |
$131K - $193K
|
22.8K
$82.6K
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
22.3KNew |
$128K - $188K
|
22.3K
$80.7K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 29.84% |
$127K - $188K
|
96.8K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
22KNew |
$126K - $186K
|
22K
$79.5K
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
22K+ 23.21% |
$126K - $186K
|
117K
$422K
|
|
Aug 11, 2023
Q2 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
20K+ 11.11% |
$115K - $169K
|
200K
$724K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
17K+ 4917.39% |
$97.2K - $143K
|
17.3K
$62.7K
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
15.7KNew |
$89.8K - $132K
|
15.7K
$56.8K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.9KNew |
$73.9K - $109K
|
12.9K
$46.7K
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
11.6K+ 28.28% |
$66.4K - $97.9K
|
52.6K
$190K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.2KNew |
$64.2K - $94.6K
|
11.2K
$40.5K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
10.5K+ 112.88% |
$60.2K - $88.8K
|
19.8K
$71.8K
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.4K+ 73.15% |
$59.3K - $87.5K
|
24.5K
$88.7K
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10K+ 25.0% |
$57.3K - $84.5K
|
50K
$181K
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.77KNew |
$56K - $82.6K
|
9.77K
$35.4K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.57KNew |
$54.8K - $80.8K
|
9.57K
$34.6K
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.06KNew |
$51.9K - $76.5K
|
9.06K
$32.8K
|