Purchases and Sales Made in Q2 2022 in Expensify, Inc. (EXFY)

EXFY Quotes by TradingView

This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q2 2022. The information is specifically focused on institutions that hold shares of Expensify, Inc..

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
3.06M
New
$43.4M - $65M
3.06M $10.8M
Aug 12, 2022 Q2 2022
Vanguard Group Inc

Valley Forge, PA
BUY
 -
1.56M
+ 177.98%
$22.1M - $33.1M
2.44M $8.57M
Aug 15, 2022 Q2 2022
Ranger Investment Management, L.P.

Dallas, TX
BUY
 -
627K
New
$8.89M - $13.3M
627K $2.21M
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
584K
New
$8.28M - $12.4M
584K $2.05M
Aug 12, 2022 Q2 2022
Durable Capital Partners LP

Bethesda, MD
BUY
 -
583K
+ 28.15%
$8.26M - $12.4M
2.65M $9.34M
Aug 12, 2022 Q2 2022
Security Benefit Life Insurance CO

Topeka, KS
BUY
 -
356K
New
$5.05M - $7.56M
356K $1.25M
Aug 15, 2022 Q2 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
165K
+ 74.79%
$2.34M - $3.51M
386K $1.36M
Aug 05, 2022 Q2 2022
Roubaix Capital, LLC

BUY
 -
121K
New
$1.72M - $2.58M
121K $427K
Aug 09, 2022 Q2 2022
Massachusetts Financial Services CO

Boston, MA
BUY
 -
117K
+ 12.24%
$1.66M - $2.49M
1.08M $3.79M
Jul 29, 2022 Q2 2022
Russell Investments Group, Ltd.

BUY
 -
108K
New
$1.53M - $2.29M
108K $380K
Aug 15, 2022 Q2 2022
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
44.5K
New
$631K - $945K
44.5K $157K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
43.2K
+ 3210.02%
$613K - $918K
44.6K $157K
Aug 15, 2022 Q2 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
42.8K
New
$606K - $908K
42.8K $151K
Aug 09, 2022 Q2 2022
Swiss National Bank

Zurich, V8
BUY
 -
32.1K
New
$455K - $682K
32.1K $113K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
27.2K
New
$386K - $578K
27.2K $95.7K
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
Kadensa Capital LTD

Central, K3
BUY
 -
26.2K
New
$372K - $557K
26.2K $92.4K
Aug 15, 2022 Q2 2022
Marshall Wace, LLP

London, X0
BUY
 -
26K
+ 23.47%
$368K - $551K
137K $481K
Aug 15, 2022 Q2 2022
Bullseye Asset Management LLC

Denver, CO
BUY
 -
21K
New
$298K - $446K
21K $73.9K
Aug 15, 2022 Q2 2022
Wellington Management Group LLP

Boston, MA
BUY
 -
18.9K
New
$267K - $401K
18.9K $66.4K
Aug 15, 2022 Q2 2022
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 -
18.2K
New
$258K - $386K
18.2K $64K
Aug 15, 2022 Q2 2022
Woodline Partners LP

San Francisco, CA
BUY
 -
15.8K
+ 13.4%
$224K - $336K
134K $471K
Aug 15, 2022 Q2 2022
State Of Wisconsin Investment Board

Madison, WI
BUY
 -
14.3K
New
$203K - $303K
14.3K $50.3K
Aug 15, 2022 Q2 2022
State Street Corp

Boston, MA
BUY
 -
12.3K
+ 34.32%
$174K - $260K
48K $169K
Aug 15, 2022 Q2 2022
California State Teachers Retirement System

West Sacramento, CA
BUY
 -
11.7K
New
$165K - $248K
11.7K $41.1K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
9.17K
New
$130K - $195K
9.17K $32.3K
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
8.97K
New
$127K - $190K
8.97K $31.6K
Aug 22, 2022 Q2 2022
Legal & General Group PLC

London, X0
BUY
 -
8.66K
New
$123K - $184K
8.66K $30.5K
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
6.56K
+ 40.31%
$93K - $139K
22.8K $80.4K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
3.34K
+ 12.06%
$47.4K - $71K
31K $109K
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
3.34K
+ 12.06%
$47.4K - $71K
31K $109K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.97K
+ 109.04%
$42.1K - $63K
5.69K $20K
Aug 15, 2022 Q2 2022
Pier Capital, LLC

Stamford, CT
BUY
 -
677
+ 0.16%
$9.6K - $14.4K
435K $1.53M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
575
New
$8.15K - $12.2K
575 $2.02K
Aug 15, 2022 Q2 2022
Dark Forest Capital Management LP

Weston, CT
BUY
 -
552
New
$7.83K - $11.7K
552 $1.94K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
332
New
$4.71K - $7.05K
332 $1.17K
Jul 19, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
100
New
$1.42K - $2.12K
100 $352
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
61
New
$865 - $1.3K
61 $215
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
6
+ 10.34%
$85.1 - $127
64 $225
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 01, 2022 Q2 2022
Victory Capital Management Inc

SELL
 -
-1
- -0.0%
$14.2 - $21.2
74.5K $262K
Aug 04, 2022 Q2 2022
Cutler Group LP

SELL
 -
-130
- 79.75%
$1.84K - $2.76K
33 $116
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-765
Closed
$10.8K - $16.2K
0 $0
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-800
Closed
$11.3K - $17K
0 $0
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

SELL
 -
-1.32K
Closed
$18.7K - $28K
0 $0
Aug 08, 2022 Q2 2022
Baillie Gifford & CO

SELL
 -
-1.35K
- 0.12%
$19.2K - $28.7K
1.09M $3.82M
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-1.49K
- 3.16%
$21.1K - $31.5K
45.5K $160K
Aug 15, 2022 Q2 2022
Janus Henderson Group PLC

London, X0
SELL
 -
-1.87K
- 0.27%
$26.5K - $39.8K
704K $2.48M

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