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Get Institutions for : 
Expensify, Inc. (EXFY)  
$1.79 0.00 (0.00%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 100    6
Total shares held : 
33,267,741  
% of shares held : 
49.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
2,049,121  
% of shares held change : 
  3.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$3.26  
Last Quarter's Ending Price : 
$2.47  
Last Quarter's Average Price
$2.59  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (30.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 519,104
 1.56%
 
Increased Positions :
45
 6,216,135
 18.69%
 
Unchanged Positions :
15
 1,850,472
 5.56%
 
Decreased Positions :
27
-774,525
-2.33%
 
Closed Positions :
19
-3,911,593
-11.76%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CEERA INVESTMENTS LLC 67 *New 2023-12-31 125,000 $309,000 125,000
   HRT FINANCIAL LLC 1642 *New 2023-12-31 71,386 $176,000 71,386
   Aristides Capital LLC 224 *New 2023-12-31 54,104 $134,000 54,104
   BRIDGEWAY CAPITAL MANAGEMENT INC 1203 *New 2023-12-31 53,465 $132,000 53,465
   Sontag Advisory LLC 626 *New 2023-12-31 47,055 $116,000 47,055
   B. Riley Asset Management LLC 78 *New 2023-12-31 34,439 $87,000 34,439
   MACKENZIE FINANCIAL CORP 1423 *New 2023-12-31 30,461 $75,000 30,461
   Azora Capital LP 44 *New 2023-12-31 24,583 $61,000 24,583
   TWO SIGMA SECURITIES LLC 1018 *New 2023-12-31 24,854 $61,000 24,854
   VIRTU FINANCIAL LLC 1153 *New 2023-12-31 22,796 $56,000 22,796
   US BANCORP 2595 *New 2023-12-31 22,806 $56,000 22,806
   BOOTHBAY FUND MANAGEMENT LLC 1243 *New 2023-12-31 19,328 $48,000 19,328
   SIMPLEX TRADING LLC 1446 *New 2024-03-31 22,935 $42,000 22,935
   Ground Swell Capital LLC 46 *New 2023-12-31 10,618 $26,000 10,618
   WESTEND ADVISORS LLC 82 *New 2023-12-31 1,005 $2,000 1,005
   Efficient Wealth Management LLC 914 *New 2024-03-31 273 $1,000 273
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 11 $0 11
   NISA INVESTMENT ADVISORS L L C *New 2024-03-31 183 $0 183

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results