Stock Transactions — EXPENSIFY INC

Total Bought
5,646,172
51 transactions
Total Sold
5,001,331
50 transactions
Net
+644,841
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Verition Fund Management LLC02,350,000+2,350,0000.000.02+0.02buy
Palogic Value Management, L.P.1,403,0652,522,566+1,119,5010.910.96+0.05buy
AQR CAPITAL MANAGEMENT LLC160,813826,233+665,4200.000.00+0.00buy
Pale Fire Capital SE0481,051+481,0510.000.04+0.04buy
MACKENZIE FINANCIAL CORP160,243380,185+219,9420.000.00+0.00buy
Wealthspire Advisors, LLC106,212238,530+132,3180.000.00+0.00buy
DEUTSCHE BANK AG\47,382129,384+82,0020.000.00+0.00buy
IEQ CAPITAL, LLC482,823548,021+65,1980.000.00+0.00buy
Creative Planning063,059+63,0590.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC679,600725,000+45,4000.000.00-0.00buy
ACADIAN ASSET MANAGEMENT LLC2,170,4942,210,606+40,1120.010.00-0.00buy
NINE MASTS CAPITAL Ltd037,557+37,5570.000.01+0.01buy
Cerity Partners LLC032,602+32,6020.000.00+0.00buy
JACOBS LEVY EQUITY MANAGEMENT, INC15,63347,816+32,1830.000.00+0.00buy
CWM, LLC9,97241,096+31,1240.000.00+0.00buy
Williams & Novak, LLC34,94064,250+29,3100.040.04+0.00buy
TWO SIGMA SECURITIES, LLC019,016+19,0160.000.00+0.00buy
SEI INVESTMENTS CO018,647+18,6470.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.31,61549,980+18,3650.000.00-0.00buy
Mariner, LLC15,49733,487+17,9900.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC017,328+17,3280.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV014,883+14,8830.000.00+0.00buy
FMR LLC20,31933,193+12,8740.000.00-0.00buy
Tower Research Capital LLC (TRC)6,83419,419+12,5850.000.00+0.00buy
Merit Financial Group, LLC012,180+12,1800.000.00+0.00buy
Invesco Ltd.32,02543,591+11,5660.000.00-0.00buy
Sassicaia Capital Advisers LLC010,800+10,8000.000.01+0.01buy
STATE STREET CORP713,578723,598+10,0200.000.00-0.00buy
Transamerica Financial Advisors, LLC09,356+9,3560.000.00+0.00buy
SIMPLEX TRADING, LLC13,23822,133+8,8950.000.00+0.00buy
GSA CAPITAL PARTNERS LLP22,61029,136+6,5260.000.00-0.00buy
COLDSTREAM CAPITAL MANAGEMENT INC55,79262,209+6,4170.000.00-0.00buy
Vanguard Personalized Indexing Management, LLC15,57920,510+4,9310.000.00-0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC01,921+1,9210.000.00+0.00buy
EverSource Wealth Advisors, LLC5131,900+1,3870.000.00+0.00buy
Graham Capital Management, L.P.15,17615,974+7980.000.00-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28,51329,193+6800.000.00-0.00buy
JONES FINANCIAL COMPANIES LLLP2,0002,391+3910.000.00-0.00buy
Allworth Financial LP163459+2960.000.00+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0230+2300.000.00+0.00buy
IFP Advisors, Inc72282+2100.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC59253+1940.000.00+0.00buy
NORTHERN TRUST CORP418,095418,271+1760.000.00-0.00buy
Arax Advisory Partners0167+1670.000.00+0.00buy
RHUMBLINE ADVISERS42,79242,957+1650.000.00-0.00buy
Wealth Preservation Advisors, LLC0139+1390.000.00+0.00buy
SBI Securities Co., Ltd.664761+970.000.00-0.00buy
Advisory Services Network, LLC081+810.000.00+0.00buy
Sunbelt Securities, Inc.71109+380.000.00-0.00buy
Smartleaf Asset Management LLC025+250.000.00+0.00buy
SJS Investment Consulting Inc.322+190.000.00+0.00buy
Sand Hill Global Advisors, LLC20,31420,31400.000.00-0.00hold
Ameritas Investment Partners, Inc.6,1056,10500.000.00-0.00hold
ALLIANCEBERNSTEIN L.P.10,20010,20000.000.00+0.00hold
PRENTISS SMITH & CO INC32,48532,48500.030.02-0.01hold
State of Alaska, Department of Revenue8,6328,63200.000.00-0.00hold
Mutual Advisors, LLC10,00010,00000.000.00-0.00hold
CastleKnight Management LP1,730,0621,730,06200.150.07-0.08hold
Nuveen, LLC77,65777,65700.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey12,43612,43600.000.00-0.00hold
PRICE T ROWE ASSOCIATES INC /MD/30,12130,12100.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND40,50040,50000.000.00-0.00hold
HSBC HOLDINGS PLC84,32984,32900.000.00-0.00hold
Clearstead Advisors, LLC20-20.000.00-0.00sell
Rockefeller Capital Management L.P.100-100.000.00-0.00sell
NISA INVESTMENT ADVISORS, LLC500-500.000.00-0.00sell
Parallel Advisors, LLC1000-1000.000.00-0.00sell
True Wealth Design, LLC25334-2190.000.00-0.00sell
MAI Capital Management500159-3410.000.00-0.00sell
FRANKLIN RESOURCES INC17,30116,871-4300.000.00-0.00sell
Legal & General Group Plc6,0815,425-6560.000.00-0.00sell
Sterling Capital Management LLC2,1201,126-9940.000.00-0.00sell
Covestor Ltd1,5670-1,5670.000.00-0.00sell
AMALGAMATED BANK1,8790-1,8790.000.00-0.00sell
Bank of New York Mellon Corp233,588231,584-2,0040.000.00-0.00sell
Russell Investments Group, Ltd.8,9525,946-3,0060.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3,6760-3,6760.000.00-0.00sell
GROUP ONE TRADING LLC12,9158,015-4,9000.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP370,735364,223-6,5120.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS19,74312,883-6,8600.000.00-0.00sell
FORMULA GROWTH LTD900,000890,000-10,0000.520.35-0.17sell
ProShare Advisors LLC10,9230-10,9230.000.00-0.00sell
INTECH INVESTMENT MANAGEMENT LLC27,04515,833-11,2120.000.00-0.00sell
VOYA INVESTMENT MANAGEMENT LLC12,5390-12,5390.000.00-0.00sell
Abel Hall, LLC16,2430-16,2430.010.00-0.01sell
SG Americas Securities, LLC17,7650-17,7650.000.00-0.00sell
GLOBEFLEX CAPITAL L P21,8010-21,8010.010.00-0.01sell
Quadrature Capital Ltd22,1310-22,1310.000.00-0.00sell
ROYCE & ASSOCIATES LP25,4770-25,4770.000.00-0.00sell
HighTower Advisors, LLC27,4070-27,4070.000.00-0.00sell
D. E. Shaw & Co., Inc.1,348,7501,318,100-30,6500.000.00-0.00sell
GEODE CAPITAL MANAGEMENT, LLC1,401,0321,369,959-31,0730.000.00-0.00sell
PRELUDE CAPITAL MANAGEMENT, LLC36,4000-36,4000.000.00-0.00sell
Dynamic Technology Lab Private Ltd42,3340-42,3340.010.00-0.01sell
HRT FINANCIAL LP45,1480-45,1480.000.00-0.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC144,30094,300-50,0000.000.00-0.00sell
Vontobel Holding Ltd.54,1370-54,1370.000.00-0.00sell
CITIGROUP INC57,8442,970-54,8740.000.00-0.00sell
JPMORGAN CHASE & CO59,3620-59,3620.000.00-0.00sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC448,331380,396-67,9350.000.00-0.00sell
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