Stock Transactions — EXPENSIFY INC

Total Bought
8,824,862
59 transactions
Total Sold
6,671,702
53 transactions
Net
+2,153,160
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
BlackRock, Inc.1,180,3494,004,937+2,824,5880.000.00+0.00buy
VANGUARD GROUP INC3,569,9484,345,937+775,9890.000.00-0.00buy
GEODE CAPITAL MANAGEMENT, LLC566,1471,326,129+759,9820.000.00+0.00buy
ACADIAN ASSET MANAGEMENT LLC1,418,5122,071,772+653,2600.010.01-0.00buy
CastleKnight Management LP767,9371,292,146+524,2090.250.22-0.03buy
STATE STREET CORP225,281582,217+356,9360.000.00+0.00buy
NORTHERN TRUST CORP117,157446,657+329,5000.000.00+0.00buy
GLOBEFLEX CAPITAL L P0326,444+326,4440.000.07+0.07buy
DIMENSIONAL FUND ADVISORS LP153,756380,946+227,1900.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.926,6691,120,990+194,3210.010.01-0.00buy
RENAISSANCE TECHNOLOGIES LLC938,1001,118,200+180,1000.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC308,738459,813+151,0750.000.00+0.00buy
FORMULA GROWTH LTD1,000,0001,150,000+150,0001.231.13-0.11buy
GSA CAPITAL PARTNERS LLP378,217516,187+137,9700.100.09-0.01buy
Bank of New York Mellon Corp51,205169,699+118,4940.000.00+0.00buy
Palogic Value Management, L.P.404,485501,420+96,9350.540.55+0.01buy
Integrated Quantitative Investments LLC44,810141,182+96,3720.070.11+0.04buy
Nuveen, LLC077,657+77,6570.000.00+0.00buy
CITADEL ADVISORS LLC591,495663,000+71,5050.000.00-0.00buy
XTX Topco Ltd060,472+60,4720.000.01+0.01buy
RHUMBLINE ADVISERS055,982+55,9820.000.00+0.00buy
Verition Fund Management LLC055,711+55,7110.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC29,58075,379+45,7990.000.00+0.00buy
SIMPLEX TRADING, LLC15,12158,962+43,8410.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND040,500+40,5000.000.00+0.00buy
Millington Financial Advisors, LLC040,000+40,0000.000.05+0.05buy
MetLife Investment Management, LLC039,714+39,7140.000.00+0.00buy
Invesco Ltd.037,928+37,9280.000.00+0.00buy
WELLS FARGO & COMPANY/MN037,091+37,0910.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.032,693+32,6930.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/030,121+30,1210.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC028,729+28,7290.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC99,529121,441+21,9120.000.00-0.00buy
PRELUDE CAPITAL MANAGEMENT, LLC021,600+21,6000.000.01+0.01buy
ROYCE & ASSOCIATES LP019,751+19,7510.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC017,862+17,8620.000.00+0.00buy
Heron Bay Capital Management014,143+14,1430.000.01+0.01buy
Dynamic Technology Lab Private Ltd46,91660,304+13,3880.020.02+0.00buy
Police & Firemen's Retirement System of New Jersey012,436+12,4360.000.00+0.00buy
ProShare Advisors LLC012,263+12,2630.000.00+0.00buy
Kapitalo Investimentos Ltda011,496+11,4960.000.01+0.01buy
MORGAN STANLEY929,412940,245+10,8330.000.00-0.00buy
Belvedere Trading LLC010,344+10,3440.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.010,200+10,2000.000.00+0.00buy
Ameritas Investment Partners, Inc.06,105+6,1050.000.00+0.00buy
Legal & General Group Plc06,081+6,0810.000.00+0.00buy
CITIGROUP INC14,82620,691+5,8650.000.00+0.00buy
HSBC HOLDINGS PLC55,49261,180+5,6880.000.00-0.00buy
NISA INVESTMENT ADVISORS, LLC95,624+5,6150.000.00+0.00buy
CEERA INVESTMENTS, LLC439,330443,640+4,3100.460.35-0.11buy
GROUP ONE TRADING LLC2,3676,448+4,0810.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM03,731+3,7310.000.00+0.00buy
R Squared Ltd18,79021,378+2,5880.060.03-0.03buy
AMALGAMATED BANK02,042+2,0420.000.00+0.00buy
Sterling Capital Management LLC0826+8260.000.00+0.00buy
Vontobel Holding Ltd.52,17452,516+3420.000.00-0.00buy
Spire Wealth Management0200+2000.000.00+0.00buy
SBI Securities Co., Ltd.515566+510.000.00-0.00buy
HighTower Advisors, LLC27,40627,407+10.000.00-0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC194,300194,30000.010.01-0.00hold
Hillsdale Investment Management Inc.85,09785,09700.010.01-0.01hold
Mariner, LLC10,00810,00800.000.00-0.00hold
Wealthspire Advisors, LLC66,21266,21200.000.00-0.00hold
Parallel Advisors, LLC10010000.000.00-0.00hold
Mutual Advisors, LLC10,00010,00000.000.00-0.00hold
IEQ CAPITAL, LLC465,802465,80200.010.01-0.00hold
Morling Financial Advisors, LLC149,024149,02400.160.13-0.03hold
THRIVENT FINANCIAL FOR LUTHERANS12,19712,19700.000.00-0.00hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0000.000.000.00hold
JONES FINANCIAL COMPANIES LLLP2,0002,00000.000.00-0.00hold
CROWLEY WEALTH MANAGEMENT, INC.2000-2000.000.00-0.00sell
COLDSTREAM CAPITAL MANAGEMENT INC4310-4310.000.00-0.00sell
FMR LLC3,2842,259-1,0250.000.00-0.00sell
FEDERATED HERMES, INC.165,684162,984-2,7000.000.00-0.00sell
Sand Hill Global Advisors, LLC24,10220,314-3,7880.000.00-0.00sell
Tower Research Capital LLC (TRC)8,0083,839-4,1690.000.00-0.00sell
Point72 (DIFC) Ltd5,3240-5,3240.000.00-0.00sell
EXCHANGE TRADED CONCEPTS, LLC303,837297,776-6,0610.020.01-0.01sell
Hudson Bay Capital Management LP10,0500-10,0500.000.00-0.00sell
Capula Management Ltd10,4750-10,4750.000.00-0.00sell
Quadrature Capital Ltd11,0520-11,0520.000.00-0.00sell
CAPSTONE INVESTMENT ADVISORS, LLC11,6320-11,6320.000.00-0.00sell
Virtu Financial LLC13,4130-13,4130.000.00-0.00sell
BOOTHBAY FUND MANAGEMENT, LLC14,2720-14,2720.000.00-0.00sell
Catalyst Funds Management Pty Ltd14,4160-14,4160.010.00-0.01sell
SG Americas Securities, LLC28,20012,559-15,6410.000.00-0.00sell
OCCUDO QUANTITATIVE STRATEGIES LP20,0230-20,0230.010.00-0.01sell
Diametric Capital, LP22,5520-22,5520.080.00-0.08sell
BARCLAYS PLC171,134146,015-25,1190.000.00-0.00sell
Brevan Howard Capital Management LP25,8960-25,8960.000.00-0.00sell
JPMORGAN CHASE & CO302,178274,085-28,0930.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS192,480164,363-28,1170.000.00-0.00sell
RBF Capital, LLC240,122210,722-29,4000.050.03-0.02sell
State of Wyoming127,09392,708-34,3850.050.03-0.02sell
Quantessence Capital LLC40,0000-40,0000.030.00-0.03sell
LMR Partners LLP40,9720-40,9720.000.00-0.00sell
WINTON GROUP Ltd65,96123,965-41,9960.010.00-0.01sell
BAILARD, INC.43,6210-43,6210.000.00-0.00sell
Point72 Asia (Singapore) Pte. Ltd.45,1310-45,1310.040.00-0.04sell
Jefferies Financial Group Inc.50,4850-50,4850.000.00-0.00sell
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