WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in EXFY — Expensify, Inc.
CIK 1632972
PLYMOUTH, MN
Position in EXFY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$99,085
+$84,010 QoQ
Shares Held
55,355
+219.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 101 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EXFY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. EXFY ranks #93 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in EXFY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,085 | 55,355 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,075 | 17,328 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $23,877 | 12,907 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||