HighTower Advisors, LLC
- SEC CIK
- 0001462245
- Latest filing
- Aug 25, 2026
EXFY holding history
Expensify, Inc. in every 13F filed by HighTower 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 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −27,407−100.0% | Sold out | Holders |
| Q4 2025 | 27,407 | $41.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 27,407 | $50.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 27,407 | $71.0K | <0.1% | +10.0% | Added | Holders |
| Q1 2025 | 27,406 | $83.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 27,406 | $91.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 27,406 | $54.0K | <0.1% | −2,000−6.8% | Reduced | Holders |
| Q2 2024 | 29,406 | $44.0K | <0.1% | +29,406 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −27,199−100.0% | Sold out | Holders |
| Q2 2022 | 27,199 | $484.0K | <0.1% | +27,199 | New | Holders |