Stock Transactions — EXPENSIFY INC

Total Bought
4,327,075
41 transactions
Total Sold
3,934,387
53 transactions
Net
+392,688
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
D. E. Shaw & Co., Inc.2,096,7062,807,393+710,6870.010.01-0.00buy
AQR CAPITAL MANAGEMENT LLC424,0791,076,166+652,0870.000.00+0.00buy
VANGUARD GROUP INC2,870,0283,346,715+476,6870.000.00-0.00buy
Palogic Value Management, L.P.800,0001,267,614+467,6140.881.01+0.13buy
RENAISSANCE TECHNOLOGIES LLC880,8001,240,800+360,0000.000.00+0.00buy
CEERA INVESTMENTS, LLC125,000435,000+310,0000.150.35+0.21buy
TWO SIGMA ADVISERS, LP288,200467,600+179,4000.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC53,465208,000+154,5350.000.01+0.00buy
Man Group plc0139,028+139,0280.000.00+0.00buy
ACADIAN ASSET MANAGEMENT LLC174,203303,892+129,6890.000.00+0.00buy
FORMULA GROWTH LTD525,000650,000+125,0000.420.38-0.03buy
XTX Topco Ltd0112,187+112,1870.000.03+0.03buy
BANK OF AMERICA CORP /DE/215,406321,105+105,6990.000.00-0.00buy
GOLDMAN SACHS GROUP INC265,787323,390+57,6030.000.00-0.00buy
AMERIPRISE FINANCIAL INC690,112738,912+48,8000.000.00-0.00buy
UBS Group AG61,160107,904+46,7440.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP435,621472,634+37,0130.000.00-0.00buy
Savant Capital, LLC036,455+36,4550.000.00+0.00buy
Quadrature Capital Ltd035,242+35,2420.000.00+0.00buy
Invesco Ltd.24,43756,071+31,6340.000.00+0.00buy
SIMPLEX TRADING, LLC022,935+22,9350.000.00+0.00buy
Verition Fund Management LLC35,34751,253+15,9060.000.00+0.00buy
MACKENZIE FINANCIAL CORP30,46140,873+10,4120.000.00-0.00buy
ProShare Advisors LLC010,024+10,0240.000.00+0.00buy
STATE STREET CORP1,036,9651,045,149+8,1840.000.00-0.00buy
FEDERATED HERMES, INC.161,146168,073+6,9270.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC362,479369,249+6,7700.000.00-0.00buy
Cresset Asset Management, LLC51,74858,098+6,3500.000.00-0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE10,73916,206+5,4670.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/13,00317,284+4,2810.000.00-0.00buy
FMR LLC7264,893+4,1670.000.00+0.00buy
COMERICA BANK03,013+3,0130.000.00+0.00buy
RHUMBLINE ADVISERS65,91568,433+2,5180.000.00-0.00buy
WOLVERINE TRADING, LLC22,79424,758+1,9640.000.00+0.00buy
EverSource Wealth Advisors, LLC01,059+1,0590.000.00+0.00buy
CWM, LLC14489+4750.000.00+0.00buy
Avion Wealth0273+2730.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC0183+1830.000.00+0.00buy
AMERICAN INTERNATIONAL GROUP, INC.27,45627,495+390.000.00-0.00buy
Farther Finance Advisors, LLC013+130.000.00+0.00buy
Avior Wealth Management, LLC011+110.000.00+0.00buy
Sand Hill Global Advisors, LLC27,18927,18900.000.00-0.00hold
Ameritas Investment Partners, Inc.4,5614,56100.000.00-0.00hold
ALLIANCEBERNSTEIN L.P.28,77028,77000.000.00-0.00hold
HAMILTON LANE ADVISORS LLC273,959273,95900.280.34+0.07hold
Wealthspire Advisors, LLC47,05547,05500.000.00-0.00hold
Azora Capital LP24,58324,58300.010.00-0.00hold
Optimus Prime Fund Management Co., Ltd.445,000445,00000.140.08-0.06hold
FNY Investment Advisers, LLC12,50012,50000.030.01-0.02hold
IEQ CAPITAL, LLC465,802465,80200.020.01-0.01hold
CastleKnight Management LP131,200131,20000.050.04-0.02hold
Morling Financial Advisors, LLC149,024149,02400.300.16-0.14hold
SECURITY BENEFIT LIFE INSURANCE CO /KS/355,853355,85300.180.20+0.03hold
NEW YORK STATE COMMON RETIREMENT FUND22,76022,637-1230.000.00-0.00sell
Private Wealth Management Group, LLC4200-4200.000.00-0.00sell
Legal & General Group Plc6,8206,123-6970.000.00-0.00sell
WestEnd Advisors, LLC1,0050-1,0050.000.00-0.00sell
Russell Investments Group, Ltd.44,05942,857-1,2020.000.00-0.00sell
DEUTSCHE BANK AG\27,71626,370-1,3460.000.00-0.00sell
VOYA INVESTMENT MANAGEMENT LLC21,97020,277-1,6930.000.00-0.00sell
Advisory Services Network, LLC203,013201,261-1,7520.010.01-0.00sell
US BANCORP \DE\22,80620,941-1,8650.000.00-0.00sell
GEODE CAPITAL MANAGEMENT, LLC1,088,5241,086,335-2,1890.000.00-0.00sell
METROPOLITAN LIFE INSURANCE CO/NY3,0960-3,0960.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM9,0925,609-3,4830.000.00-0.00sell
CITIGROUP INC13,8459,276-4,5690.000.00-0.00sell
PRELUDE CAPITAL MANAGEMENT, LLC51,30046,300-5,0000.010.01-0.01sell
AMALGAMATED BANK7,8201,863-5,9570.000.00-0.00sell
Bank of New York Mellon Corp147,590140,785-6,8050.000.00-0.00sell
Tower Research Capital LLC (TRC)9,4381,802-7,6360.000.00-0.00sell
HARBOR CAPITAL ADVISORS, INC.9,9020-9,9020.000.00-0.00sell
BAILLIE GIFFORD & CO1,097,4481,087,013-10,4350.000.00-0.00sell
Ground Swell Capital, LLC10,6180-10,6180.100.00-0.10sell
PDT Partners, LLC10,6480-10,6480.000.00-0.00sell
NORTHERN TRUST CORP459,349447,484-11,8650.000.00-0.00sell
WELLS FARGO & COMPANY/MN15,5040-15,5040.000.00-0.00sell
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15,8200-15,8200.000.00-0.00sell
AIGEN INVESTMENT MANAGEMENT, LP18,6740-18,6740.010.00-0.01sell
SG Americas Securities, LLC19,2740-19,2740.000.00-0.00sell
BOOTHBAY FUND MANAGEMENT, LLC19,3280-19,3280.000.00-0.00sell
Centiva Capital, LP20,8070-20,8070.000.00-0.00sell
OCCUDO QUANTITATIVE STRATEGIES LP86,01263,514-22,4980.030.02-0.01sell
Virtu Financial LLC22,7960-22,7960.000.00-0.00sell
TWO SIGMA SECURITIES, LLC24,8540-24,8540.000.00-0.00sell
Quantbot Technologies LP36,50210,896-25,6060.010.00-0.00sell
State of Wyoming28,2320-28,2320.010.00-0.01sell
HSBC HOLDINGS PLC98,63069,657-28,9730.000.00-0.00sell
Point72 Middle East FZE29,2370-29,2370.010.00-0.01sell
MetLife Investment Management, LLC29,8790-29,8790.000.00-0.00sell
Connor, Clark & Lunn Investment Management Ltd.30,7630-30,7630.000.00-0.00sell
Engineers Gate Manager LP31,1330-31,1330.000.00-0.00sell
ALGERT GLOBAL LLC34,0500-34,0500.000.00-0.00sell
272 Capital LP34,4390-34,4390.030.00-0.03sell
BARCLAYS PLC117,15680,446-36,7100.000.00-0.00sell
Squarepoint Ops LLC51,1470-51,1470.000.00-0.00sell
Aristides Capital LLC54,1040-54,1040.070.00-0.07sell
HRT FINANCIAL LP71,3860-71,3860.000.00-0.00sell
JACOBS LEVY EQUITY MANAGEMENT, INC1,040,879952,487-88,3920.010.01-0.01sell
JPMORGAN CHASE & CO225,874124,542-101,3320.000.00-0.00sell
Woodline Partners LP149,4660-149,4660.000.00-0.00sell
Page 1 of 2