Stock Transactions — EXPENSIFY INC

Total Bought
3,246,629
52 transactions
Total Sold
6,106,275
46 transactions
Net
-2,859,646
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
CastleKnight Management LP1,292,1462,161,305+869,1590.220.21-0.01buy
Palogic Value Management, L.P.501,420932,987+431,5670.550.73+0.18buy
AQR CAPITAL MANAGEMENT LLC0255,917+255,9170.000.00+0.00buy
ACADIAN ASSET MANAGEMENT LLC2,071,7722,272,041+200,2690.010.01-0.00buy
VANGUARD GROUP INC4,345,9374,543,639+197,7020.000.00-0.00buy
BlackRock, Inc.4,004,9374,157,597+152,6600.000.00-0.00buy
XTX Topco Ltd60,472181,247+120,7750.010.02+0.01buy
VICTORY CAPITAL MANAGEMENT INC75,379191,764+116,3850.000.00+0.00buy
GOLDMAN SACHS GROUP INC209,024324,613+115,5890.000.00-0.00buy
Qube Research & Technologies Ltd239,720348,521+108,8010.000.00+0.00buy
DEUTSCHE BANK AG\0100,647+100,6470.000.00+0.00buy
STATE STREET CORP582,217673,133+90,9160.000.00-0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,326,1291,407,595+81,4660.000.00-0.00buy
Dynamic Technology Lab Private Ltd60,304111,449+51,1450.020.03+0.01buy
Sugar Maple Asset Management, LLC051,000+51,0000.000.07+0.07buy
COLDSTREAM CAPITAL MANAGEMENT INC050,347+50,3470.000.00+0.00buy
IEQ CAPITAL, LLC465,802511,608+45,8060.010.00-0.00buy
Williams & Novak, LLC030,540+30,5400.000.04+0.04buy
Quadrature Capital Ltd024,080+24,0800.000.00+0.00buy
CWM, LLC019,524+19,5240.000.00+0.00buy
FRANKLIN RESOURCES INC018,428+18,4280.000.00+0.00buy
Savant Capital, LLC016,423+16,4230.000.00+0.00buy
PRELUDE CAPITAL MANAGEMENT, LLC21,60036,400+14,8000.010.01-0.00buy
BALYASNY ASSET MANAGEMENT L.P.013,981+13,9810.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC012,907+12,9070.000.00+0.00buy
ROYCE & ASSOCIATES LP19,75130,109+10,3580.000.00+0.00buy
Arax Advisory Partners08,017+8,0170.000.00+0.00buy
WELLS FARGO & COMPANY/MN37,09143,798+6,7070.000.00-0.00buy
Mariner, LLC10,00815,163+5,1550.000.00-0.00buy
Russell Investments Group, Ltd.04,953+4,9530.000.00+0.00buy
NORTHERN TRUST CORP446,657450,951+4,2940.000.00-0.00buy
Tower Research Capital LLC (TRC)3,8396,753+2,9140.000.00+0.00buy
HSBC HOLDINGS PLC61,18063,864+2,6840.000.00-0.00buy
Vontobel Holding Ltd.52,51654,945+2,4290.000.00-0.00buy
INTECH INVESTMENT MANAGEMENT LLC28,72930,530+1,8010.000.00-0.00buy
Covestor Ltd01,561+1,5610.000.00+0.00buy
Sterling Capital Management LLC8261,989+1,1630.000.00+0.00buy
Invesco Ltd.37,92838,875+9470.000.00-0.00buy
EverSource Wealth Advisors, LLC0688+6880.000.00+0.00buy
FMR LLC2,2592,838+5790.000.00-0.00buy
Bank of New York Mellon Corp169,699170,203+5040.000.00-0.00buy
IFP Advisors, Inc0371+3710.000.00+0.00buy
Verition Fund Management LLC55,71155,912+2010.000.00-0.00buy
Clearstead Advisors, LLC0200+2000.000.00+0.00buy
Allworth Financial LP092+920.000.00+0.00buy
Golden State Wealth Management, LLC055+550.000.00+0.00buy
True Wealth Design, LLC035+350.000.00+0.00buy
SBI Securities Co., Ltd.566597+310.000.00-0.00buy
Sunbelt Securities, Inc.029+290.000.00+0.00buy
Wealth Watch Advisors, INC014+140.000.00+0.00buy
Rockefeller Capital Management L.P.010+100.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3,7313,734+30.000.00-0.00buy
Sand Hill Global Advisors, LLC20,31420,31400.000.00-0.00hold
Ameritas Investment Partners, Inc.6,1056,10500.000.00-0.00hold
FORMULA GROWTH LTD1,150,0001,150,00001.130.76-0.37hold
ALLIANCEBERNSTEIN L.P.10,20010,20000.000.00-0.00hold
HighTower Advisors, LLC27,40727,40700.000.00-0.00hold
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
CEERA INVESTMENTS, LLC443,640443,64000.350.26-0.10hold
Nuveen, LLC77,65777,65700.000.00-0.00hold
Morling Financial Advisors, LLC149,024149,02400.130.09-0.04hold
Police & Firemen's Retirement System of New Jersey12,43612,43600.000.00-0.00hold
AMERICAN CENTURY COMPANIES INC121,441121,44100.000.00-0.00hold
Legal & General Group Plc6,0816,08100.000.00-0.00hold
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
JONES FINANCIAL COMPANIES LLLP2,0002,00000.000.00-0.00hold
AMALGAMATED BANK2,0422,04200.000.00-0.00hold
Spire Wealth Management2000-2000.000.00-0.00sell
RHUMBLINE ADVISERS55,98255,679-3030.000.00-0.00sell
GROUP ONE TRADING LLC6,4486,048-4000.000.00-0.00sell
FEDERATED HERMES, INC.162,984161,146-1,8380.000.00-0.00sell
ProShare Advisors LLC12,26310,225-2,0380.000.00-0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,69327,633-5,0600.000.00-0.00sell
VOYA INVESTMENT MANAGEMENT LLC17,86212,539-5,3230.000.00-0.00sell
NISA INVESTMENT ADVISORS, LLC5,6249-5,6150.000.00-0.00sell
Belvedere Trading LLC10,3440-10,3440.000.00-0.00sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC459,813448,677-11,1360.000.00-0.00sell
Kapitalo Investimentos Ltda11,4960-11,4960.010.00-0.01sell
THRIVENT FINANCIAL FOR LUTHERANS12,1970-12,1970.000.00-0.00sell
SG Americas Securities, LLC12,5590-12,5590.000.00-0.00sell
AMERIPRISE FINANCIAL INC1,849,3201,836,320-13,0000.000.00-0.00sell
Heron Bay Capital Management14,1430-14,1430.010.00-0.01sell
Squarepoint Ops LLC29,31414,499-14,8150.000.00-0.00sell
CITIGROUP INC20,6911,685-19,0060.000.00-0.00sell
BARCLAYS PLC146,015125,609-20,4060.000.00-0.00sell
EXCHANGE TRADED CONCEPTS, LLC297,776277,340-20,4360.010.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS164,363143,175-21,1880.000.00-0.00sell
R Squared Ltd21,3780-21,3780.030.00-0.03sell
WINTON GROUP Ltd23,9650-23,9650.000.00-0.00sell
TUDOR INVESTMENT CORP ET AL31,0950-31,0950.000.00-0.00sell
MetLife Investment Management, LLC39,7140-39,7140.000.00-0.00sell
Connor, Clark & Lunn Investment Management Ltd.1,120,9901,080,994-39,9960.010.01-0.00sell
Millington Financial Advisors, LLC40,0000-40,0000.050.00-0.05sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC194,300144,300-50,0000.010.01-0.01sell
Hillsdale Investment Management Inc.85,09727,038-58,0590.010.00-0.01sell
SIMPLEX TRADING, LLC58,9620-58,9620.000.00-0.00sell
DIMENSIONAL FUND ADVISORS LP380,946297,856-83,0900.000.00-0.00sell
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