Bailard, Inc.

SEC CIK: 0000750641
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

EXFY holding history

Expensify, Inc. in every 13F filed by Bailard, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXFY overview All 13F holders of EXFY Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of EXFY by Bailard, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−43,621−100.0%	Sold out	Holders
Q1 2025	43,621	$132.6K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	43,621	$146.1K	<0.1%	+43,621	New	Holders