Purchases and Sales Made in Q4 2024 in Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q4 2024. 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 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10K+ 1194.38% |
$16.6K - $40.2K
|
10.8K
$25.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.91K+ 2.89% |
$14.8K - $35.8K
|
317K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6.14K+ 13.28% |
$10.2K - $24.7K
|
52.4K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.33K+ 1.0% |
$7.19K - $17.4K
|
439K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.42KNew |
$5.67K - $13.7K
|
3.42K
$8.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$3.32K - $8.04K
|
2K
$4.76K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
478New |
$793 - $1.92K
|
478
$1.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$332 - $804
|
200
$476
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6+ 0.27% |
$9.96 - $24.1
|
2.24K
$5.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-40- 0.06% |
$66.4 - $161
|
63.3K
$151K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 1.05% |
$86.3 - $209
|
4.9K
$11.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-549- 0.33% |
$911 - $2.21K
|
168K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-568- 78.56% |
$943 - $2.28K
|
155
$369
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-2.88K- 5.95% |
$4.77K - $11.6K
|
45.5K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-18.3K- 28.23% |
$30.3K - $73.5K
|
46.5K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-23.8K- 34.54% |
$39.4K - $95.5K
|
45K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-43.4K- 57.23% |
$72.1K - $175K
|
32.4K
$77.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-59K- 23.32% |
$98K - $237K
|
194K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-74.4K- 15.41% |
$124K - $299K
|
408K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-167K- 88.37% |
$277K - $670K
|
22K
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-306K- 11.21% |
$507K - $1.23M
|
2.42M
$5.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-324K- 37.05% |
$538K - $1.3M
|
551K
$1.31M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-324K- 37.05% |
$538K - $1.3M
|
551K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-356K- 58.98% |
$591K - $1.43M
|
248K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-363K- 27.33% |
$603K - $1.46M
|
965K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-737K- 61.84% |
$1.22M - $2.96M
|
455K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-753K- 52.09% |
$1.25M - $3.03M
|
692K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-856K- 92.01% |
$1.42M - $3.44M
|
74.3K
$177K
|