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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-83.1K- 21.81% |
$141K - $217K
|
298K
$453K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-400- 6.2% |
$680 - $1.04K
|
6.05K
$9.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
10.4K+ 52.44% |
$17.6K - $27K
|
30.1K
$45.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 140.8% |
$1.98K - $3.04K
|
1.99K
$3.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
81.5K+ 6.14% |
$138K - $213K
|
1.41M
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
116K+ 154.4% |
$198K - $304K
|
192K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-305K- 93.32% |
$518K - $795K
|
21.8K
$33.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.4K- 13.98% |
$34.7K - $53.3K
|
126K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
64.5K+ 137.55% |
$110K - $168K
|
111K
$169K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-58.1K- 68.23% |
$98.7K - $152K
|
27K
$41.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-19K- 91.86% |
$32.3K - $49.6K
|
1.69K
$2.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 2.42% |
$18.9K - $29.1K
|
449K
$682K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$340 - $522
|
200
$304
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
688New |
$1.17K - $1.8K
|
688
$1.05K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.8K+ 6.27% |
$3.06K - $4.7K
|
30.5K
$46.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$1.7 - $2.61
|
1
$1.52
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-202K- 66.75% |
$343K - $526K
|
100K
$153K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
198K+ 4.55% |
$336K - $516K
|
4.54M
$6.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-206K- 39.81% |
$349K - $536K
|
311K
$472K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-303- 0.54% |
$515 - $791
|
55.7K
$84.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.04K- 16.62% |
$3.46K - $5.32K
|
10.2K
$15.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31+ 5.48% |
$52.7 - $80.9
|
597
$907
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
16.4KNew |
$27.9K - $42.9K
|
16.4K
$25K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.84K- 1.13% |
$3.12K - $4.8K
|
161K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
55New |
$93.5 - $144
|
55
$83.6
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.56KNew |
$2.65K - $4.07K
|
1.56K
$2.37K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
30.5KNew |
$51.9K - $79.7K
|
30.5K
$46.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
51KNew |
$86.7K - $133K
|
51K
$77.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.9KNew |
$21.9K - $33.7K
|
12.9K
$19.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.62K- 99.84% |
$9.55K - $14.7K
|
9
$13.7
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
35New |
$59.5 - $91.4
|
35
$53.2
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.43K+ 4.63% |
$4.13K - $6.34K
|
54.9K
$83.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.5KNew |
$33.2K - $51K
|
19.5K
$29.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20.4K- 6.86% |
$34.7K - $53.3K
|
277K
$422K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.32K- 29.8% |
$9.05K - $13.9K
|
12.5K
$19.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.7K+ 15670.0% |
$10.3K - $14.4K
|
4.73K
$7.19K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-34.4K- 27.05% |
$75.3K - $105K
|
92.7K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-348K- 91.8% |
$763K - $1.07M
|
31.1K
$47.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-42K- 63.67% |
$92K - $129K
|
24K
$36.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-29.4K- 12.24% |
$64.4K - $90K
|
211K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
30.1KNew |
$66K - $92.2K
|
30.1K
$45.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.79K- 15.72% |
$8.3K - $11.6K
|
20.3K
$30.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.2KNew |
$22.3K - $31.2K
|
10.2K
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$438K - $612K
|
200K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
40KNew |
$87.6K - $122K
|
40K
$60.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-207K- 22.08% |
$453K - $634K
|
731K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
39.7KNew |
$87K - $122K
|
39.7K
$60.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
150K+ 15.0% |
$329K - $459K
|
1.15M
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
14.1KNew |
$31K - $43.3K
|
14.1K
$21.5K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.9K+ 22.02% |
$48K - $67.1K
|
121K
$185K
|
|