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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
408KNew |
$5.82M - $9.92M
|
408K
$1.44M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
36.1KNew |
$515K - $878K
|
36.1K
$127K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
42.8KNew |
$606K - $908K
|
42.8K
$151K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27.2KNew |
$386K - $577K
|
27.2K
$95.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-85KClosed |
$1.21M - $1.81M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18.9KNew |
$267K - $401K
|
18.9K
$66.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
44.5KNew |
$631K - $945K
|
44.5K
$157K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
575New |
$8.15K - $12.2K
|
575
$2.02K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-149KClosed |
$2.11M - $3.16M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Roubaix Capital, LLC
|
BUY
|
- |
121KNew |
$1.72M - $2.58M
|
121K
$427K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-130- 79.75% |
$1.84K - $2.76K
|
33
$116
|
|
|
Jul 19, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
100New |
$1.42K - $2.12K
|
100
$352
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-765Closed |
$10.8K - $16.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
242New |
$3.84K - $9.77K
|
242
$852
|
|
|
May 19, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.12MNew |
$33.6M - $85.6M
|
2.12M
$7.46M
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-17.3KClosed |
$274K - $699K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-250KClosed |
$3.97M - $10.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-25KClosed |
$397K - $1.01M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-50KClosed |
$793K - $2.02M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-14.7KClosed |
$232K - $592K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-78.8KClosed |
$1.25M - $3.18M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-45KClosed |
$714K - $1.82M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-100Closed |
$1.59K - $4.04K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1KClosed |
$15.9K - $40.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$3.46K - $4.85K
|
100
$352
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
125New |
$4.33K - $6.07K
|
125
$440
|
|
|
Feb 14, 2022
Q4 2021
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-51.8KClosed |
$1.79M - $2.51M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
26KNew |
$900K - $1.26M
|
26K
$91.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Open View Management, LLC
Boston, MA |
BUY
|
- |
10MNew |
$348M - $488M
|
10M
$35.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$34.6K - $48.5K
|
1K
$3.52K
|
|