EXFY / Expensify, Inc. - Institutionelles Eigentümerschaft, Käufer

Expensify, Inc.
US ˙ NasdaqGS ˙ US30219Q1067

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Expensify, Inc. eröffnet haben, gehören Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Pale Fire Capital SE, Vanguard Fiduciary Trust Co, Creative Planning, NINE MASTS CAPITAL Ltd, Cerity Partners LLC, Vanguard Global Advisers, LLC, Mercer Global Advisors Inc /adv, Merit Financial Group, LLC, Sassicaia Capital Advisers Llc, Transamerica Financial Advisors, Inc., Ubs Asset Management Americas Inc, Wealth Preservation Advisors, LLC, und Smartleaf Asset Management LLC .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-15 13F Balyasny Asset Management Llc 49.980 58,09 43 -8,51
2026-04-20 13F Williams & Novak, LLC 64.250 83,89 56 7,69
2026-05-15 13F Palogic Value Management, L.P. 2.522.566 79,79 2.194 3,59
2026-05-06 13F Deutsche Bank Ag\ 129.384 173,07 113 57,75
2026-05-14 13F Northern Trust Corp 418.271 0,04 364 -42,47
2026-05-07 13F Northwestern Mutual Wealth Management Co 230 0
2026-02-13 13F Barclays Plc 134.689 7,23 203 -12,50
2026-05-15 13F Transamerica Financial Advisors, Inc. 9.356 8
2026-05-15 13F Verition Fund Management LLC 2.350.000 2.044
2026-04-23 13F SJS Investment Consulting Inc. 22 633,33 0
2026-05-08 13F Coldstream Capital Management Inc 62.209 11,50 54 -35,71
2026-05-13 13F Mackenzie Financial Corp 380.185 137,26 331 38,08
2026-05-08 13F Vanguard Global Advisers, LLC 17.042 15
2026-05-15 13F Cerity Partners LLC 32.602 28
2026-01-29 13F Vanguard Group Inc 4.675.746 2,91 7.060 -16,00
2026-05-13 13F SRS Capital Advisors, Inc. 167 0
2026-05-15 13F Tower Research Capital LLC (TRC) 19.419 184,15 17 60,00
2026-05-13 13F Mariner, LLC 33.487 116,09 29 26,09
2026-05-08 13F Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 390.011 339
2026-04-28 13F SBI Securities Co., Ltd. 761 14,61 1 -100,00
2026-05-14 13F Cwm, Llc 41.096 312,11 36
2026-05-15 13F Graham Capital Management, L.P. 15.974 5,26 14 -40,91
2026-05-12 13F Invesco Ltd. 43.591 36,12 38 -22,92
2026-05-15 13F State Street Corp 723.598 1,40 629 -41,60
2026-05-15 13F Advisory Services Network, LLC 81 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 1.900 270,37 2
2026-05-15 13F Two Sigma Securities, Llc 19.016 17
2026-05-08 13F Vanguard Portfolio Management Llc 1.971.586 1.715
2026-05-08 13F Gsa Capital Partners Llp 29.136 28,86 0
2026-05-08 13F Pnc Financial Services Group, Inc. 1.344 568,66 1
2026-02-11 13F Group One Trading, L.p. 12.915 113,54 20 72,73
2026-05-15 13F Royal Bank Of Canada 6.589 242,29 6 100,00
2026-05-12 13F Rhumbline Advisers 42.957 0,39 37 -42,19
2026-05-15 13F Wealth Preservation Advisors, LLC 139 0
2026-05-14 13F Renaissance Technologies Llc 725.000 6,68 631 -38,60
2026-05-13 13F Acadian Asset Management Llc 2.210.606 1,85 2 -66,67
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 17.328 16
2026-05-01 13F Wealthspire Advisors, LLC 238.530 124,58 207 29,38
2026-04-13 13F IFP Advisors, Inc 282 291,67 0
2026-05-14 13F Simplex Trading, Llc 22.133 67,19 19 0,00
2026-05-12 13F Creative Planning 63.059 55
2026-05-21 13F Essential Partners LLC 4.626 425,68 4 300,00
2026-05-13 13F Sassicaia Capital Advisers Llc 10.800 9
2026-05-15 13F Fmr Llc 33.193 63,36 29 -6,67
2026-05-16 13F Sunbelt Securities, Inc. 109 53,52 0
2026-05-15 13F Mercer Global Advisors Inc /adv 14.883 13
2026-05-15 13F Aqr Capital Management Llc 826.233 413,78 719 196,69
2026-05-14 13F Allworth Financial LP 459 181,60 0
2026-04-15 13F Merit Financial Group, LLC 12.180 11
2026-05-14 13F Pale Fire Capital SE 481.051 418
2026-05-15 13F Jones Financial Companies Lllp 2.391 19,55 2 -66,67
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 29.193 2,38 25 -41,86
2026-05-14 13F JustInvest LLC 20.510 31,65 18 -26,09
2026-05-14 13F Ieq Capital, Llc 548.021 13,50 477 -34,71
2026-05-13 13F Ubs Asset Management Americas Inc 1.921 2
2026-05-07 13F Rothschild Investment Llc 253 328,81 0
2026-05-15 13F Goldman Sachs Group Inc 294.787 0,26 256 -42,21
2026-05-12 13F NINE MASTS CAPITAL Ltd 37.557 33
2026-05-15 13F/A Vanguard Capital Management Llc 2.305.690 2.006
2026-05-15 13F Smartleaf Asset Management LLC 25 0
2026-02-17 13F Two Sigma Advisers, Lp 264.400 8,23 399 -11,53
2026-05-15 13F Jacobs Levy Equity Management, Inc 47.816 205,87 42 78,26
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