Covestor Ltd

SEC CIK: 0001909846
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

EXFY holding history

Expensify, Inc. in every 13F filed by Covestor Ltd, 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 (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of EXFY by Covestor Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−1,567−100.0%	Sold out	Holders
Q4 2025	1,567	$2.00K	<0.1%	+6+0.4%	Added	Holders
Q3 2025	1,561	$3.00K	<0.1%	+1,561	New	Holders