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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.8KNew |
$41.7K - $76.8K
|
22.8K
$70.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.6KNew |
$19.4K - $35.8K
|
10.6K
$33K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.97K+ 31.97% |
$12.8K - $23.5K
|
28.8K
$89.5K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.01KNew |
$1.84K - $3.39K
|
1.01K
$3.13K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
420New |
$769 - $1.42K
|
420
$1.31K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
195K+ 78.0% |
$614K - $1.59M
|
445K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
177KNew |
$559K - $1.45M
|
177K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
160KNew |
$504K - $1.31M
|
160K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
48KNew |
$151K - $392K
|
48K
$149K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
29.9KNew |
$94.1K - $244K
|
29.9K
$92.9K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 69.88% |
$70.9K - $184K
|
54.7K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
11.3KNew |
$35.5K - $91.9K
|
11.3K
$35K
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
9.62K+ 0.71% |
$30.3K - $78.5K
|
1.37M
$4.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.08K+ 4.67% |
$3.39K - $8.77K
|
24.1K
$75K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
226New |
$712 - $1.84K
|
226
$703
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
140+ 0.89% |
$441 - $1.14K
|
15.8K
$49.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
83New |
$261 - $677
|
83
$258
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$3.15 - $8.16
|
21.5K
$67K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
156KNew |
$896K - $1.32M
|
156K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
85.2K+ 18.34% |
$488K - $720K
|
550K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
44.8K+ 151.35% |
$257K - $379K
|
74.4K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
28.4KNew |
$163K - $240K
|
28.4K
$88.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.2KNew |
$156K - $230K
|
27.2K
$84.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
22K+ 23.21% |
$126K - $186K
|
117K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.77KNew |
$56K - $82.6K
|
9.77K
$30.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.48KNew |
$37.1K - $54.7K
|
6.48K
$20.1K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
6K+ 28.57% |
$34.4K - $50.7K
|
27K
$84K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.56KNew |
$26.1K - $38.5K
|
4.56K
$14.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.1KNew |
$17.7K - $26.2K
|
3.1K
$9.63K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
972+ 2.29% |
$5.57K - $8.21K
|
43.4K
$135K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
133KNew |
$974K - $1.53M
|
133K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
121KNew |
$886K - $1.39M
|
121K
$377K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.5KNew |
$463K - $727K
|
63.5K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20.1KNew |
$146K - $230K
|
20.1K
$62.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
19.5KNew |
$142K - $223K
|
19.5K
$60.7K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19KNew |
$139K - $218K
|
19K
$59.1K
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
15.7KNew |
$114K - $179K
|
15.7K
$48.7K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
14.9KNew |
$109K - $171K
|
14.9K
$46.5K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14.5KNew |
$106K - $166K
|
14.5K
$45K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.8KNew |
$79.1K - $124K
|
10.8K
$33.7K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.54KNew |
$18.6K - $29.1K
|
2.54K
$7.91K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
283+ 1.26% |
$2.07K - $3.24K
|
22.8K
$70.9K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
CALL |
100New |
$730 - $1.15K
|
100
$311
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$100K - $191K
|
12K
$37.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
450New |
$3.75K - $7.15K
|
450
$1.4K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
408KNew |
$5.82M - $9.92M
|
408K
$1.27M
|
|
|
Nov 10, 2022
Q3 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
337KNew |
$4.8M - $8.18M
|
337K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
274KNew |
$3.91M - $6.66M
|
274K
$852K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
189KNew |
$2.7M - $4.6M
|
189K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
79.4K+ 7.38% |
$1.13M - $1.93M
|
1.16M
$3.59M
|
|