Latest Institutional Purchases of Expensify, Inc. (EXFY)

EXFY Quotes by TradingView

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
Aug 14, 2023 Q2 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
156K
New
$896K - $1.32M
156K $551K
Aug 14, 2023 Q2 2023
Kadensa Capital LTD

Central, K3
BUY
 -
85.2K
+ 18.34%
$488K - $720K
550K $1.93M
Aug 09, 2023 Q2 2023
Swiss National Bank

Zurich, V8
BUY
 -
44.8K
+ 151.35%
$257K - $379K
74.4K $262K
Aug 14, 2023 Q2 2023
Lombard Odier Asset Management (Usa) Corp

New York, NY
BUY
 -
28.4K
New
$163K - $240K
28.4K $99.9K
Aug 10, 2023 Q2 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
27.2K
New
$156K - $230K
27.2K $95.7K
Aug 07, 2023 Q2 2023
Royce & Associates LP

BUY
 -
22K
+ 23.21%
$126K - $186K
117K $410K
Aug 07, 2023 Q2 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
9.77K
New
$56K - $82.6K
9.77K $34.4K
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
6.48K
New
$37.1K - $54.7K
6.48K $22.8K
Aug 24, 2023 Q2 2023
Alamar Capital Management, LLC

BUY
 -
6K
+ 28.57%
$34.4K - $50.7K
27K $95K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
4.56K
New
$26.1K - $38.5K
4.56K $16.1K
Aug 14, 2023 Q2 2023
State Of Wisconsin Investment Board

Madison, WI
BUY
 -
972
+ 2.29%
$5.57K - $8.21K
43.4K $153K
Q1 2023
May 12, 2023 Q1 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
133K
New
$974K - $1.53M
133K $470K
May 15, 2023 Q1 2023
Alyeska Investment Group, L.P.

Chicago, IL
BUY
 -
121K
New
$886K - $1.39M
121K $427K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
63.5K
New
$463K - $727K
63.5K $223K
May 15, 2023 Q1 2023
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
20.1K
New
$146K - $230K
20.1K $70.6K
Apr 21, 2023 Q1 2023
Cornerstone Investment Partners, LLC

BUY
 -
19.5K
New
$142K - $223K
19.5K $68.7K
May 15, 2023 Q1 2023
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
19K
New
$139K - $218K
19K $66.9K
May 11, 2023 Q1 2023
Keebeck Alpha, LP

Stamford, CT
BUY
 -
15.7K
New
$114K - $179K
15.7K $55.2K
May 11, 2023 Q1 2023
Diametric Capital, LP

Boston, MA
BUY
 -
14.9K
New
$109K - $171K
14.9K $52.6K
May 12, 2023 Q1 2023
Fox Run Management, L.L.C.

Greenwich, CT
BUY
 -
14.5K
New
$106K - $166K
14.5K $51K
May 15, 2023 Q1 2023
Atom Investors LP

Austin, TX
BUY
 -
10.8K
New
$79.1K - $124K
10.8K $38.2K
May 15, 2023 Q1 2023
Quarry LP

New York, NY
BUY
 -
2.54K
New
$18.6K - $29.1K
2.54K $8.95K
May 15, 2023 Q1 2023
Lmr Partners LLP

London, X0
BUY
 -
283
+ 1.26%
$2.07K - $3.24K
22.8K $80.2K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 CALL
100
New
$730 - $1.15K
100 $352
Q4 2022
Feb 14, 2023 Q4 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
BUY
 -
27.2K
New
$226K - $431K
27.2K $95.6K
Feb 09, 2023 Q4 2022
Landscape Capital Management, L.L.C.

BUY
 -
12K
New
$100K - $191K
12K $42.4K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
450
New
$3.75K - $7.15K
450 $1.58K
Q3 2022
Oct 24, 2022 Q3 2022
Amica Mutual Insurance CO

BUY
 -
408K
New
$5.82M - $9.92M
408K $1.44M
Nov 10, 2022 Q3 2022
North Reef Capital Management LP

Laguna Beach, CA
BUY
 -
337K
New
$4.8M - $8.18M
337K $1.18M
Nov 08, 2022 Q3 2022
Hamilton Lane Advisors LLC

BUY
 -
274K
New
$3.91M - $6.66M
274K $964K
Oct 26, 2022 Q3 2022
Allspring Global Investments Holdings, LLC

BUY
 -
189K
New
$2.7M - $4.6M
189K $666K
Nov 09, 2022 Q3 2022
Massachusetts Financial Services CO

Boston, MA
BUY
 -
79.4K
+ 7.38%
$1.13M - $1.93M
1.16M $4.07M
Nov 14, 2022 Q3 2022
Voloridge Investment Management, LLC

Jupiter, FL
BUY
 -
53.5K
New
$763K - $1.3M
53.5K $188K
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
44.7K
New
$637K - $1.09M
44.7K $157K
Oct 24, 2022 Q3 2022
Amica Retiree Medical Trust

BUY
 -
36.1K
New
$515K - $878K
36.1K $127K
Nov 14, 2022 Q3 2022
Holocene Advisors, LP

New York, NY
BUY
 -
27.1K
New
$386K - $658K
27.1K $95.3K
Nov 14, 2022 Q3 2022
Ranger Investment Management, L.P.

Dallas, TX
BUY
 -
26.6K
+ 4.25%
$380K - $647K
653K $2.3M
Nov 07, 2022 Q3 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
13.7K
New
$195K - $333K
13.7K $48.2K
Nov 15, 2022 Q3 2022
Pier Capital, LLC

Stamford, CT
BUY
 -
9.26K
+ 2.13%
$132K - $225K
444K $1.56M
Nov 14, 2022 Q3 2022
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
5.95K
New
$84.9K - $145K
5.95K $20.9K
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 CALL
200
New
$2.85K - $4.86K
200 $704
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
26
New
$371 - $632
26 $91.5
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
25
New
$357 - $608
25 $88
Oct 28, 2022 Q3 2022
Community Bank, N.A.

BUY
 -
13
New
$186 - $316
13 $45.8
Q2 2022
Aug 05, 2022 Q2 2022
Roubaix Capital, LLC

BUY
 -
121K
New
$1.72M - $2.58M
121K $427K
Aug 15, 2022 Q2 2022
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
44.5K
New
$631K - $945K
44.5K $157K
Aug 15, 2022 Q2 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
42.8K
New
$606K - $908K
42.8K $151K
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
27.2K
New
$386K - $577K
27.2K $95.7K
Aug 15, 2022 Q2 2022
Wellington Management Group LLP

Boston, MA
BUY
 -
18.9K
New
$267K - $401K
18.9K $66.4K

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