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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
53.5KNew |
$763K - $1.3M
|
53.5K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
44.7KNew |
$637K - $1.09M
|
44.7K
$124K
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
36.1KNew |
$515K - $878K
|
36.1K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
27.1KNew |
$386K - $658K
|
27.1K
$75.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
26.6K+ 4.25% |
$380K - $647K
|
653K
$1.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
13.7KNew |
$195K - $333K
|
13.7K
$38.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
9.26K+ 2.13% |
$132K - $225K
|
444K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.95KNew |
$84.9K - $145K
|
5.95K
$16.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$2.85K - $4.86K
|
200
$556
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26New |
$371 - $632
|
26
$72.3
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$357 - $608
|
25
$69.5
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
13New |
$186 - $316
|
13
$36.1
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Roubaix Capital, LLC
|
BUY
|
- |
121KNew |
$1.72M - $2.58M
|
121K
$337K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
44.5KNew |
$631K - $945K
|
44.5K
$124K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
42.8KNew |
$606K - $908K
|
42.8K
$119K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27.2KNew |
$386K - $577K
|
27.2K
$75.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18.9KNew |
$267K - $401K
|
18.9K
$52.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
575New |
$8.15K - $12.2K
|
575
$1.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
100New |
$1.42K - $2.12K
|
100
$278
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.12MNew |
$33.6M - $85.6M
|
2.12M
$5.89M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
242New |
$3.84K - $9.77K
|
242
$673
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Open View Management, LLC
Boston, MA |
BUY
|
- |
10MNew |
$348M - $488M
|
10M
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
26KNew |
$900K - $1.26M
|
26K
$72.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$34.6K - $48.5K
|
1K
$2.78K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
125New |
$4.33K - $6.07K
|
125
$348
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$3.46K - $4.85K
|
100
$278
|
|