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Expensify shares owned by WestEnd Advisors

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by WestEnd Advisors from 13F filings

Historical chart of WestEnd Advisors investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by WestEnd Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Expensify by WestEnd Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5k 1.0k 2.47

More positions owned by WestEnd Advisors

Select Sector Spdr Tr Sbi Heal Common Stock (XLV)
Select Sector Spdr Tr Sbi Int- Common Stock (XLK)
Vanguard Intl Equity Index F A Common Stock (VEU)
Vanguard Intl Equity Index F P Common Stock (VPL)
Select Sector Spdr Tr Communic Common Stock (XLC)
Select Sector Spdr Tr Sbi Cons Common Stock (XLP)
Select Sector Spdr Tr Sbi Cons Common Stock (XLY)
Ishares Tr Lehman 3-7 Yr Common Stock (IEI)
ISHARES TR 20 plus YR TRS BD Common Stock (TLT)
Ishares Tr 7-10 Yr Trs Bd Common Stock (IEF)
Select Sector Spdr Tr Sbi Int- Common Stock (XLU)
Vanguard Scottsdale Fds Int-te Common Stock (VCIT)
Ishares Tr Trs Flt Rt Bd Common Stock (TFLO)
Ishares Tr Core Msci Euro Common Stock (IEUR)
Amazon Common Stock (AMZN)

View all positions for WestEnd Advisors

Top funds holding Expensify

Bp Wealth Management
Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Millennium Management
Baillie Gifford & Co
Jacobs Levy Equity Management
Walleye Trading Advisors
Ieq Capital
Two Sigma Investments
AQR Capital Management
Charles Schwab Investment Management
Security Benefit Life Insurance
Two Sigma Advisers
Hamilton Lane Advisors

View all funds holding Expensify