Purchases and Sales Made in Q4 2021 in Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Open View Management, LLC
Boston, MA |
BUY
|
- |
10MNew |
$348M - $488M
|
10M
$35.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
2.34MNew |
$81M - $114M
|
2.34M
$8.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.67MNew |
$57.6M - $80.8M
|
1.67M
$5.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Durable Capital Partners LP
Bethesda, MD |
BUY
|
- |
1.62MNew |
$56.2M - $78.8M
|
1.62M
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
1.56MNew |
$54.2M - $75.9M
|
1.56M
$5.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
956KNew |
$33.1M - $46.4M
|
956K
$3.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Baillie Gifford & CO
|
BUY
|
- |
900KNew |
$31.1M - $43.7M
|
900K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
855KNew |
$29.6M - $41.5M
|
855K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
710KNew |
$24.6M - $34.5M
|
710K
$2.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
463KNew |
$16M - $22.5M
|
463K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
300KNew |
$10.4M - $14.5M
|
300K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
BUY
|
- |
250KNew |
$8.65M - $12.1M
|
250K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
250KNew |
$8.65M - $12.1M
|
250K
$880K
|
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
134KNew |
$4.63M - $6.49M
|
134K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
130KNew |
$4.5M - $6.31M
|
130K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
118KNew |
$4.08M - $5.73M
|
118K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
100KNew |
$3.46M - $4.85M
|
100K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87.1KNew |
$3.02M - $4.23M
|
87.1K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
78.8KNew |
$2.73M - $3.82M
|
78.8K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71.7KNew |
$2.48M - $3.48M
|
71.7K
$252K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
70.8KNew |
$2.45M - $3.44M
|
70.8K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
61.6KNew |
$2.13M - $2.99M
|
61.6K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
58.1KNew |
$2.01M - $2.82M
|
58.1K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
51.8KNew |
$1.79M - $2.51M
|
51.8K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
50KNew |
$1.73M - $2.43M
|
50K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45.8KNew |
$1.59M - $2.22M
|
45.8K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Crestwood Capital Management, L.P.
|
BUY
|
- |
45KNew |
$1.56M - $2.18M
|
45K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
38.4KNew |
$1.33M - $1.86M
|
38.4K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
36.2KNew |
$1.25M - $1.76M
|
36.2K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
26KNew |
$900K - $1.26M
|
26K
$91.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
25KNew |
$865K - $1.21M
|
25K
$88K
|
|
|
Feb 14, 2022
Q4 2021
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
25KNew |
$865K - $1.21M
|
25K
$88K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.5KNew |
$849K - $1.19M
|
24.5K
$86.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
17.3KNew |
$599K - $840K
|
17.3K
$60.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
BUY
|
- |
17KNew |
$588K - $825K
|
17K
$59.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.6KNew |
$576K - $808K
|
16.6K
$58.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
15KNew |
$519K - $728K
|
15K
$52.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
14.7KNew |
$507K - $711K
|
14.7K
$51.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.3KNew |
$356K - $499K
|
10.3K
$36.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.6KNew |
$298K - $418K
|
8.6K
$30.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.44KNew |
$257K - $361K
|
7.44K
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
5.9KNew |
$204K - $286K
|
5.9K
$20.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48KNew |
$155K - $217K
|
4.48K
$15.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2KNew |
$69.2K - $97.1K
|
2K
$7.04K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$34.6K - $48.5K
|
1K
$3.52K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$34.6K - $48.5K
|
1K
$3.52K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
306New |
$10.6K - $14.9K
|
306
$1.08K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
125New |
$4.33K - $6.07K
|
125
$440
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
100New |
$3.46K - $4.85K
|
100
$352
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$3.46K - $4.85K
|
100
$352
|