Purchases and Sales Made in Q4 2022 in Expensify, Inc. (EXFY)
This table provides information about the institutional ownership of Expensify, Inc. (EXFY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.36MNew |
$28M - $53.4M
|
3.36M
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
1.44MNew |
$12M - $22.8M
|
1.44M
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
263K+ 60.02% |
$2.19M - $4.18M
|
703K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
209K+ 487.15% |
$1.74M - $3.32M
|
252K
$887K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
168KNew |
$1.4M - $2.66M
|
168K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
118KNew |
$981K - $1.87M
|
118K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
115K+ 2.97% |
$956K - $1.82M
|
3.98M
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
98.5K+ 60.62% |
$821K - $1.56M
|
261K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
87.2KNew |
$727K - $1.39M
|
87.2K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
68.1K+ 31.68% |
$567K - $1.08M
|
283K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
67.7KNew |
$564K - $1.08M
|
67.7K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
58.7K+ 325.91% |
$489K - $933K
|
76.8K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.4K+ 66.05% |
$462K - $880K
|
139K
$490K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.4K+ 66.05% |
$462K - $880K
|
139K
$490K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
54.8K+ 57.14% |
$456K - $870K
|
151K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
54.4KNew |
$453K - $863K
|
54.4K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
51K+ 1452.44% |
$425K - $810K
|
54.5K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46.8K+ 3.47% |
$390K - $744K
|
1.4M
$4.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.5KNew |
$346K - $660K
|
41.5K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
38.2K+ 213.56% |
$318K - $606K
|
56K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.8K+ 20.02% |
$307K - $584K
|
221K
$777K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
30KNew |
$250K - $476K
|
30K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
27.2KNew |
$226K - $431K
|
27.2K
$95.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.6K+ 41.28% |
$188K - $359K
|
77.3K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
22.5KNew |
$187K - $357K
|
22.5K
$79.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
20K+ 4.85% |
$166K - $317K
|
431K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.6K+ 42.61% |
$163K - $311K
|
65.5K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5K+ 31903.28% |
$162K - $309K
|
19.5K
$68.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 94.25% |
$137K - $262K
|
34K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$133K - $253K
|
15.9K
$56.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$111K - $212K
|
13.4K
$47.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$100K - $191K
|
12K
$42.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
11.5K+ 1.05% |
$95.5K - $182K
|
1.1M
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.3KNew |
$86.1K - $164K
|
10.3K
$36.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10K+ 12.35% |
$83.3K - $159K
|
91K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8.6KNew |
$71.6K - $137K
|
8.6K
$30.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.68K+ 2.54% |
$47.3K - $90.3K
|
230K
$809K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.8K+ 28.0% |
$23.3K - $44.5K
|
12.8K
$45.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
450New |
$3.75K - $7.15K
|
450
$1.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
210+ 0.03% |
$1.75K - $3.33K
|
704K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
152+ 1.3% |
$1.27K - $2.41K
|
11.9K
$41.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
126+ 1.4% |
$1.05K - $2K
|
9.1K
$32K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
113New |
$941 - $1.79K
|
113
$398
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5+ 0.23% |
$41.7 - $79.4
|
2.18K
$7.68K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5New |
$41.7 - $79.4
|
5
$17.6
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-164- 32.48% |
$1.37K - $2.6K
|
341
$1.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-522- 39.1% |
$4.35K - $8.29K
|
813
$2.86K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-847- 1.74% |
$7.06K - $13.5K
|
47.8K
$168K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.33K- 43.7% |
$19.4K - $37K
|
3K
$10.6K
|