Latest Institutional Transactions on Expensify, Inc. (EXFY)
This table provides information on the latest institutional transactions involving Expensify, Inc. (EXFY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
92New |
$156 - $240
|
92
$140
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
371New |
$631 - $968
|
371
$564
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29New |
$49.3 - $75.7
|
29
$44.1
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
50.3KNew |
$85.6K - $131K
|
50.3K
$76.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11.6KNew |
$19.7K - $30.3K
|
11.6K
$17.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14KNew |
$23.8K - $36.5K
|
14K
$21.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-50K- 25.73% |
$85K - $131K
|
144K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
201+ 0.36% |
$342 - $525
|
55.9K
$85K
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
432K+ 86.07% |
$734K - $1.13M
|
933K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
116K+ 55.3% |
$197K - $302K
|
325K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-184K- 68.59% |
$313K - $480K
|
84.3K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13K- 0.7% |
$22.1K - $33.9K
|
1.84M
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-93.7K- 27.72% |
$159K - $245K
|
244K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.91K+ 75.91% |
$4.95K - $7.61K
|
6.75K
$10.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-134K- 32.85% |
$227K - $349K
|
273K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10New |
$17 - $26.1
|
10
$15.2
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
109K+ 45.39% |
$185K - $284K
|
349K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-14.8K- 50.54% |
$25.2K - $38.7K
|
14.5K
$22K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.18K- 5.51% |
$10.5K - $16.1K
|
106K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-279K- 29.67% |
$474K - $728K
|
661K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
90.9K+ 15.62% |
$155K - $237K
|
673K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.62K+ 37.49% |
$4.45K - $6.83K
|
9.59K
$14.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-5.06K- 15.48% |
$8.6K - $13.2K
|
27.6K
$42K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.02KNew |
$13.6K - $20.9K
|
8.02K
$12.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
869K+ 67.26% |
$1.48M - $2.27M
|
2.16M
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
48.5KNew |
$82.5K - $127K
|
48.5K
$73.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-466K- 70.34% |
$793K - $1.22M
|
197K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
256KNew |
$435K - $668K
|
256K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-318K- 17.25% |
$541K - $830K
|
1.53M
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45.8K+ 9.83% |
$77.9K - $120K
|
512K
$778K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.29K+ 0.96% |
$7.3K - $11.2K
|
451K
$685K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3+ 0.08% |
$5.1 - $7.83
|
3.73K
$5.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.8K+ 68.52% |
$25.2K - $38.6K
|
36.4K
$55.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.16K+ 51.51% |
$8.76K - $13.5K
|
15.2K
$23K
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
121K+ 199.72% |
$205K - $315K
|
181K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.18K+ 8.48% |
$8.8K - $13.5K
|
66.2K
$101K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.71K+ 18.08% |
$11.4K - $17.5K
|
43.8K
$66.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-40K- 3.57% |
$68K - $104K
|
1.08M
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.4KNew |
$31.3K - $48.1K
|
18.4K
$28K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.68K+ 4.39% |
$4.56K - $7.01K
|
63.9K
$97.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.95KNew |
$8.42K - $12.9K
|
4.95K
$7.53K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
200K+ 9.67% |
$340K - $523K
|
2.27M
$3.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
101KNew |
$171K - $263K
|
101K
$153K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-414K- 37.06% |
$704K - $1.08M
|
704K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
947+ 2.5% |
$1.61K - $2.47K
|
38.9K
$59.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.1KNew |
$40.9K - $62.8K
|
24.1K
$36.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-188K- 12.14% |
$319K - $490K
|
1.36M
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
14New |
$23.8 - $36.5
|
14
$21.3
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.9KNew |
$69.5K - $107K
|
40.9K
$62.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
14.8KNew |
$25.2K - $38.6K
|
14.8K
$22.5K
|
|