Purchases and Sales Made in Q4 2023 in Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.31M+ 63.86% |
$2.4M - $4.41M
|
3.36M
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.14M+ 284.11% |
$2.09M - $3.86M
|
1.55M
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.06M+ 102.22% |
$1.94M - $3.57M
|
2.1M
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
807K+ 344.86% |
$1.48M - $2.72M
|
1.04M
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
273K+ 180.85% |
$500K - $920K
|
424K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
272K+ 166.88% |
$498K - $918K
|
436K
$1.49M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
242K+ 83.29% |
$442K - $815K
|
532K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
200K+ 33.33% |
$366K - $674K
|
800K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
189K+ 338.62% |
$345K - $636K
|
245K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
174KNew |
$319K - $587K
|
174K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
174K+ 151.48% |
$318K - $585K
|
288K
$989K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
161K+ 57043.97% |
$294K - $542K
|
161K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 38.92% |
$273K - $502K
|
532K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
144K+ 3.54% |
$264K - $487K
|
4.23M
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
144K+ 20.21% |
$264K - $487K
|
859K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 195.3% |
$261K - $480K
|
215K
$739K
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
125KNew |
$229K - $421K
|
125K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 63.01% |
$188K - $346K
|
266K
$912K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
95.2K+ 10.11% |
$174K - $321K
|
1.04M
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
71.5K+ 8.83% |
$131K - $241K
|
881K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.4KNew |
$131K - $241K
|
71.4K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
70K+ 6.87% |
$128K - $236K
|
1.09M
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
58.9K+ 2645.06% |
$108K - $199K
|
61.2K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
58.1K+ 79.48% |
$106K - $196K
|
131K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
54.1KNew |
$99K - $182K
|
54.1K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
53.5KNew |
$97.8K - $180K
|
53.5K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
51.1KNew |
$93.6K - $172K
|
51.1K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
50K+ 10.53% |
$91.5K - $169K
|
525K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.1KNew |
$86.1K - $159K
|
47.1K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
45K+ 109.59% |
$82.3K - $152K
|
86K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
42.8K+ 76.52% |
$78.2K - $144K
|
98.6K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.9K+ 112.47% |
$65.6K - $121K
|
67.7K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
35.2K+ 10.76% |
$64.5K - $119K
|
362K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
34.4KNew |
$63K - $116K
|
34.4K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.3K+ 17.29% |
$60.9K - $112K
|
226K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
32.4K+ 27.7% |
$59.3K - $109K
|
149K
$513K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
30.5KNew |
$55.7K - $103K
|
30.5K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$45.5K - $83.8K
|
24.9K
$85.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
24.6KNew |
$45K - $82.8K
|
24.6K
$84.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
22.8KNew |
$41.7K - $76.9K
|
22.8K
$78.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.8KNew |
$41.7K - $76.8K
|
22.8K
$78.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$35.4K - $65.1K
|
19.3K
$66.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
11.4K+ 10.78% |
$20.9K - $38.4K
|
117K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 157.43% |
$20.4K - $37.5K
|
18.2K
$62.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.6KNew |
$19.4K - $35.8K
|
10.6K
$36.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.3K+ 49.79% |
$18.9K - $34.9K
|
31.1K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.4K+ 0.34% |
$17.2K - $31.7K
|
2.79M
$9.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.24K+ 79.94% |
$16.9K - $31.2K
|
20.8K
$71.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.5K+ 212.5% |
$15.6K - $28.6K
|
12.5K
$42.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.7K+ 17.66% |
$14.1K - $25.9K
|
51.3K
$176K
|