Wealthspire Advisors, LLC
- SEC CIK
- 0001646247
- Latest filing
- Aug 11, 2026
EXFY holding history
Expensify, Inc. in every 13F filed by Wealthspire 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 (Q2 2026)
- 238,530
- Value
- $427.0K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 238,530 | $427.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 238,530 | $207.5K | <0.1% | +132,318+124.6% | Added | Holders |
| Q4 2025 | 106,212 | $160.4K | <0.1% | +40,000+60.4% | Added | Holders |
| Q3 2025 | 66,212 | $122.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 66,212 | $171.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 66,212 | $201.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 66,212 | $221.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 66,212 | $129.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 66,212 | $98.7K | <0.1% | +19,157+40.7% | Added | Holders |
| Q1 2024 | 47,055 | $86.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 47,055 | $116.2K | <0.1% | +47,055 | New | Holders |