Position in EXFY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$28
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 101 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026BFSG, LLC holds $6,825,495 across 17 Software - Application names. EXFY ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
37,462 | $2,703,257 | |
| 2 | CRM |
Salesforce, Inc.
|
16,249 | $2,545,568 | |
| 3 | NOW |
ServiceNow, Inc.
|
10,368 | $1,029,335 | |
| 4 | NICE |
NICE Ltd.
|
2,566 | $233,121 | |
| 5 | CXM |
Sprinklr, Inc.
|
43,277 | $223,309 | |
| 6 | FICO |
Fair Isaac Corp
|
23 | $27,479 | |
| 7 | SNOW |
Snowflake Inc.
|
73 | $18,578 | |
| 8 | ADP |
Automatic Data Processing Inc
|
56 | $12,541 |
All Filings in EXFY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28 | 16 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||