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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-856K- 92.01% |
$1.42M - $3.44M
|
74.3K
$113K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-772K- 90.93% |
$1.12M - $1.98M
|
76.9K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
32.1KNew |
$46.5K - $82.1K
|
32.1K
$48.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.51K+ 14.03% |
$3.65K - $6.44K
|
20.4K
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.18KNew |
$3.16K - $5.58K
|
2.18K
$3.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4KNew |
$18K - $31.7K
|
12.4K
$18.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25New |
$36.3 - $64
|
25
$38
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10KNew |
$14.5K - $25.6K
|
10K
$15.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.5K- 44.0% |
$7.98K - $14.1K
|
7K
$10.6K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-40K- 98.81% |
$51.2K - $72K
|
482
$733
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$16.6K - $23.3K
|
12.9K
$19.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.9KNew |
$52.4K - $73.6K
|
40.9K
$62.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
81.6KNew |
$104K - $147K
|
81.6K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
40.3KNew |
$51.6K - $72.5K
|
40.3K
$61.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.9M- 72.29% |
$3.71M - $5.22M
|
1.11M
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.21K- 1.59% |
$4.11K - $5.78K
|
198K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.78KNew |
$3.55K - $5K
|
2.78K
$4.22K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.2K+ 40.71% |
$24.5K - $34.5K
|
66.2K
$101K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$128 - $180
|
100
$152
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
40KNew |
$51.2K - $72K
|
40K
$60.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 12.27% |
$9.91K - $15.8K
|
58.1K
$88.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.01KNew |
$4.7K - $7.5K
|
3.01K
$4.58K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.47K+ 50.91% |
$8.53K - $13.6K
|
16.2K
$24.6K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
39+ 0.14% |
$60.8 - $97.1
|
27.5K
$41.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$20.3 - $32.4
|
13
$19.8
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.4K+ 34.18% |
$16.2K - $25.9K
|
40.9K
$62.1K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.87K- 8.18% |
$2.91K - $4.64K
|
20.9K
$31.8K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
273New |
$426 - $680
|
273
$415
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$17.2 - $27.4
|
11
$16.7
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
32.4K+ 27.7% |
$59.3K - $109K
|
149K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
24.6KNew |
$45K - $82.8K
|
24.6K
$37.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-56.1K- 62.24% |
$103K - $189K
|
34.1K
$51.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.7K- 25.79% |
$6.77K - $12.5K
|
10.6K
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-9.96K- 25.41% |
$18.2K - $33.6K
|
29.2K
$44.4K
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
34.4KNew |
$63K - $116K
|
34.4K
$52.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
54.1KNew |
$99K - $182K
|
54.1K
$82.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.6KNew |
$19.4K - $35.8K
|
10.6K
$16.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-22.7K- 54.81% |
$41.5K - $76.3K
|
18.7K
$28.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
420New |
$769 - $1.42K
|
420
$638
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 11.11% |
$34.1K - $62.8K
|
149K
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.01KNew |
$1.84K - $3.39K
|
1.01K
$1.53K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-425- 4.12% |
$778 - $1.43K
|
9.9K
$15.1K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 69.88% |
$70.9K - $184K
|
54.7K
$83.1K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.9K- 9.0% |
$5.99K - $15.5K
|
19.2K
$29.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
195K+ 78.0% |
$614K - $1.59M
|
445K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
9.62K+ 0.71% |
$30.3K - $78.5K
|
1.37M
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$3.15 - $8.16
|
21.5K
$32.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
11.3KNew |
$35.5K - $91.9K
|
11.3K
$17.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
160KNew |
$504K - $1.31M
|
160K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
226New |
$712 - $1.84K
|
226
$344
|
|