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Get Institutions for : 
Expensify, Inc. (EXFY)  
$1.78 0.01 (0.56%) as of 4:30 Thu 5/9


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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  : 
0.81 (31.27%)  




 
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
   IEQ CAPITAL LLC 397 - 2023-12-31 465,802 $1,151,000 0
   Optimus Prime Fund Management Co. Ltd. 22 - 2023-12-31 445,000 $1,099,000 0
   SECURITY BENEFIT LIFE INSURANCE CO /KS/ 11 - 2023-12-31 355,853 $879,000 0
   HAMILTON LANE ADVISORS LLC 14 - 2024-03-31 273,959 $504,000 0
   NUVEEN ASSET MANAGEMENT, LLC 3046 - 2023-12-31 156,447 $386,000 0
   MetLife Investment Advisors LLC 2726 - 2023-12-31 29,879 $74,000 0
   DEUTSCHE BANK AG 3274 - 2023-12-31 27,716 $68,000 0
   SAND HILL ADVISORS INC/CA 161 - 2023-12-31 27,189 $67,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 2901 - 2023-12-31 22,760 $56,000 0
   ING INVESTMENT MANAGEMENT LLC 2694 - 2023-12-31 21,970 $54,000 0
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 2360 - 2023-12-31 15,820 $39,000 0
   FNY Investment Advisers LLC 333 - 2024-03-31 12,500 $23,000 0
   SUMMIT INVESTMENT ADVISORS INC 2818 - 2023-12-31 4,561 $11,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2241 - 2023-12-31 3,096 $8,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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