Latest Institutional Purchases of Expensify, Inc. (EXFY)
This list provides information on the latest institutional transactions involving Expensify, Inc. (EXFY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
55New |
$93.5 - $144
|
55
$83.6
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31+ 5.48% |
$52.7 - $80.9
|
597
$907
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29New |
$49.3 - $75.7
|
29
$44.1
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
14New |
$23.8 - $36.5
|
14
$21.3
|
|
|
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
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3+ 0.08% |
$5.1 - $7.83
|
3.73K
$5.68K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$1.7 - $2.61
|
1
$1.52
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$438K - $612K
|
200K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
150K+ 15.0% |
$329K - $459K
|
1.15M
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
96.4K+ 215.07% |
$211K - $295K
|
141K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
77.7KNew |
$170K - $238K
|
77.7K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
43.8K+ 289.93% |
$96K - $134K
|
59K
$89.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
40KNew |
$87.6K - $122K
|
40K
$60.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
39.7KNew |
$87K - $122K
|
39.7K
$60.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
30.1KNew |
$66K - $92.2K
|
30.1K
$45.8K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.9K+ 22.02% |
$48K - $67.1K
|
121K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
14.1KNew |
$31K - $43.3K
|
14.1K
$21.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
12.4KNew |
$27.2K - $38.1K
|
12.4K
$18.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
11.5KNew |
$25.2K - $35.2K
|
11.5K
$17.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
10.3KNew |
$22.7K - $31.7K
|
10.3K
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.2KNew |
$22.3K - $31.2K
|
10.2K
$15.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.11KNew |
$13.4K - $18.7K
|
6.11K
$9.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.08KNew |
$13.3K - $18.6K
|
6.08K
$9.24K
|
|
|
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 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.31K+ 0.98% |
$9.44K - $13.2K
|
444K
$674K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
3KNew |
$6.57K - $9.18K
|
3K
$4.56K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.59K+ 13.77% |
$5.67K - $7.92K
|
21.4K
$32.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.04KNew |
$4.47K - $6.25K
|
2.04K
$3.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
200New |
$438 - $612
|
200
$304
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$2.19 - $3.06
|
27.4K
$41.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
714K+ 103.18% |
$2.17M - $2.81M
|
1.41M
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
222KNew |
$676K - $874K
|
222K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
119KNew |
$363K - $469K
|
119K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
84.9K+ 261.79% |
$258K - $334K
|
117K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
70.6KNew |
$215K - $277K
|
70.6K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
41KNew |
$125K - $161K
|
41K
$62.3K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
40KNew |
$122K - $157K
|
40K
$60.8K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
25.9KNew |
$78.7K - $102K
|
25.9K
$39.4K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
25.2K+ 93.11% |
$76.7K - $99.2K
|
52.3K
$79.5K
|
|
|
May 14, 2025
Q1 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
22.6KNew |
$68.6K - $88.6K
|
22.6K
$34.3K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
15.3K+ 10.75% |
$46.5K - $60.1K
|
158K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
14.4KNew |
$43.8K - $56.7K
|
14.4K
$21.9K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.4KNew |
$40.8K - $52.7K
|
13.4K
$20.4K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$37.1K - $47.9K
|
12.2K
$18.5K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$35.4K - $45.7K
|
11.6K
$17.7K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
10.5KNew |
$31.8K - $41.2K
|
10.5K
$15.9K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
10.1KNew |
$30.6K - $39.5K
|
10.1K
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.7K+ 4.75% |
$17.3K - $22.4K
|
126K
$191K
|
|