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
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8.37KNew |
$48K - $70.8K
|
8.37K
$28.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.48KNew |
$37.1K - $54.7K
|
6.48K
$21.8K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
6K+ 28.57% |
$34.4K - $50.7K
|
27K
$91K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.56KNew |
$26.1K - $38.5K
|
4.56K
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.3K+ 63.55% |
$24.7K - $36.4K
|
11.1K
$37.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.34K+ 120.79% |
$19.1K - $28.2K
|
6.11K
$20.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.1KNew |
$17.7K - $26.2K
|
3.1K
$10.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.98KNew |
$17.1K - $25.2K
|
2.98K
$10K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.4K+ 12.83% |
$13.8K - $20.3K
|
21.1K
$71.1K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
972+ 2.29% |
$5.57K - $8.21K
|
43.4K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
550+ 1.01% |
$3.15K - $4.65K
|
54.9K
$185K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
260+ 9.66% |
$1.49K - $2.2K
|
2.95K
$9.94K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-555- 1.94% |
$3.18K - $4.69K
|
28K
$94.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 68.33% |
$8.16K - $12K
|
660
$2.22K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.47K- 52.65% |
$8.42K - $12.4K
|
1.32K
$4.45K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.9K- 5.16% |
$22.4K - $33K
|
71.8K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-4K- 25.0% |
$22.9K - $33.8K
|
12K
$40.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.05K- 15.05% |
$34.7K - $51.2K
|
34.2K
$115K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-9.7K- 81.7% |
$55.6K - $82K
|
2.17K
$7.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-9.99K- 7.78% |
$57.2K - $84.4K
|
118K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-29.1K- 67.1% |
$167K - $246K
|
14.3K
$48.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-51.2K- 35.39% |
$293K - $432K
|
93.4K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.2K- 43.07% |
$316K - $466K
|
72.9K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-90.1K- 2.36% |
$516K - $761K
|
3.73M
$12.6M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 60.62% |
$595K - $877K
|
67.4K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 60.62% |
$595K - $877K
|
67.4K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-108K- 7.36% |
$621K - $916K
|
1.36M
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-192K- 43.86% |
$1.1M - $1.63M
|
246K
$830K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-226K- 82.3% |
$1.3M - $1.91M
|
48.6K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-544K- 57.45% |
$3.12M - $4.6M
|
403K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-860K- 25.6% |
$4.93M - $7.27M
|
2.5M
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.17M- 98.2% |
$6.72M - $9.91M
|
21.5K
$72.6K
|