Purchases and Sales Made in Q3 2023 in Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.27K+ 14.0% |
$3.99K - $10.3K
|
10.3K
$31.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.08K+ 4.67% |
$3.39K - $8.77K
|
24.1K
$74K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.01K+ 9.03% |
$3.18K - $8.25K
|
12.2K
$37.5K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
979+ 3.68% |
$3.08K - $7.99K
|
27.6K
$84.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
964+ 15.79% |
$3.04K - $7.87K
|
7.07K
$21.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
659+ 2.3% |
$2.08K - $5.38K
|
29.3K
$89.9K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
460+ 2.06% |
$1.45K - $3.75K
|
22.8K
$69.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
226New |
$712 - $1.84K
|
226
$694
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
212+ 0.23% |
$668 - $1.73K
|
93.4K
$287K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
195+ 0.85% |
$614 - $1.59K
|
23K
$70.7K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
140+ 0.89% |
$441 - $1.14K
|
15.8K
$48.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
83New |
$261 - $677
|
83
$255
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
67New |
$211 - $547
|
67
$206
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$3.15 - $8.16
|
21.5K
$66.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155- 5.25% |
$488 - $1.26K
|
2.8K
$8.58K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-537- 0.75% |
$1.69K - $4.38K
|
71.3K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-1.26K- 1.06% |
$3.97K - $10.3K
|
117K
$359K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.9K- 9.0% |
$5.99K - $15.5K
|
19.2K
$58.9K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.97K- 12.33% |
$18.8K - $48.7K
|
42.4K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.77K- 14.15% |
$21.3K - $55.2K
|
41K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10K- 2.04% |
$31.6K - $81.8K
|
482K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12K- 49.1% |
$37.7K - $97.6K
|
12.4K
$38.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.7K- 34.43% |
$52.7K - $137K
|
31.9K
$97.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.6K- 7.52% |
$83.8K - $217K
|
327K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-35.6K- 0.86% |
$112K - $290K
|
4.08M
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-38.2K- 72.71% |
$120K - $312K
|
14.3K
$44K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.7K- 99.44% |
$157K - $406K
|
282
$866
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 38.65% |
$324K - $838K
|
163K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-130K- 58.97% |
$408K - $1.06M
|
90.2K
$277K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 25.44% |
$412K - $1.07M
|
383K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-177K- 15.82% |
$557K - $1.44M
|
942K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-300K- 15.17% |
$945K - $2.45M
|
1.68M
$5.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-450K- 18.0% |
$1.42M - $3.67M
|
2.05M
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-776K- 20.84% |
$2.45M - $6.34M
|
2.95M
$9.05M
|