Boston Private Wealth LLC
- SEC CIK
- 0001626116
- Latest filing
- Jul 17, 2026
EXFY holding history
Expensify, Inc. in every 13F filed by Boston Private Wealth 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 (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −40,000−100.0% | Sold out | Holders |
| Q2 2024 | 40,000 | $59.6K | <0.1% | +40,000 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −3,359,037−100.0% | Sold out | Holders |
| Q4 2023 | 3,359,037 | $8.30M | 0.2% | +1,309,037+63.9% | Added | Holders |
| Q3 2023 | 2,050,000 | $6.66M | 0.1% | −450,000−18.0% | Reduced | Holders |
| Q2 2023 | 2,500,000 | $19.9M | 0.4% | −860,230−25.6% | Reduced | Holders |
| Q1 2023 | 3,360,230 | $27.4M | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2022 | 3,360,230 | $29.7M | 0.4% | +3,360,230 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −3,061,230−100.0% | Sold out | Holders |
| Q2 2022 | 3,061,230 | $54.5M | 0.8% | +3,061,230 | New | Holders |