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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.2K+ 1.05% |
$13.2K - $24.3K
|
690K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.97K+ 31.97% |
$12.8K - $23.5K
|
28.8K
$97K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6.14K+ 27.78% |
$11.2K - $20.7K
|
28.2K
$95.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.25K+ 2.14% |
$7.78K - $14.3K
|
203K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.79K+ 67.13% |
$6.94K - $12.8K
|
9.44K
$31.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.6K+ 22.98% |
$6.59K - $12.1K
|
19.3K
$65K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 6.99% |
$6.19K - $11.4K
|
51.7K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.1K+ 24.99% |
$5.67K - $10.4K
|
15.5K
$52.2K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.01KNew |
$1.84K - $3.39K
|
1.01K
$3.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
791+ 6.48% |
$1.45K - $2.67K
|
13K
$43.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
420New |
$769 - $1.42K
|
420
$1.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
374+ 13.38% |
$684 - $1.26K
|
3.17K
$10.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-52- 0.08% |
$95.2 - $175
|
65.9K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-53- 79.1% |
$97 - $179
|
14
$47.2
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-110- 0.4% |
$201 - $371
|
27.5K
$92.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-425- 4.12% |
$778 - $1.43K
|
9.9K
$33.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-448- 0.04% |
$820 - $1.51K
|
1.1M
$3.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-554- 6.62% |
$1.01K - $1.87K
|
7.82K
$26.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.04K- 2.3% |
$1.9K - $3.49K
|
44.1K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.7K- 25.79% |
$6.77K - $12.5K
|
10.6K
$35.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.85K- 16.56% |
$8.88K - $16.3K
|
24.4K
$82.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-9.96K- 25.41% |
$18.2K - $33.6K
|
29.2K
$98.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-10.9K- 22.99% |
$19.9K - $36.7K
|
36.5K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.3K- 53.35% |
$22.5K - $41.4K
|
10.7K
$36.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 42.99% |
$31.4K - $57.9K
|
22.8K
$76.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 11.11% |
$34.1K - $62.8K
|
149K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-22.7K- 54.81% |
$41.5K - $76.3K
|
18.7K
$62.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23K- 4.76% |
$42K - $77.4K
|
459K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-25.9K- 42.24% |
$47.3K - $87.1K
|
35.3K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-33.3K- 78.58% |
$61K - $112K
|
9.09K
$30.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-35.7K- 72.08% |
$65.4K - $120K
|
13.8K
$46.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-56.1K- 62.24% |
$103K - $189K
|
34.1K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-77.7K- 71.62% |
$142K - $262K
|
30.8K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-79K- 2.68% |
$145K - $266K
|
2.87M
$9.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-86.5K- 92.69% |
$158K - $292K
|
6.82K
$23K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-126K- 39.33% |
$231K - $425K
|
194K
$655K
|