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WestEnd Advisors, LLC

SEC CIK
0001351731
Latest filing
Jul 22, 2026

EXFY holding history

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

EXFY overviewAll 13F holders of EXFYFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of EXFY by WestEnd Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−1,005−100.0%Sold outHolders
Q4 20231,005$2.48K<0.1%+1,005NewHolders