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Apella Capital’s Expedia Group EXPE Stock Holding History

Apella Capital’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Buy
+1,196
New +$348K ﹤0.01% 632
2026
Q1 		– Sell
-791
Closed -$224K – 688
2025
Q4 		$224K Buy
+791
New +$195K ﹤0.01% 495

Other funds holding EXPE

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

Apella Capital's EXPE Position: Q3 2026 in Review

Apella Capital opened a new position in Expedia Group (EXPE) in Q3 2026: 1,196 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Apella Capital previously reported a position in EXPE as recently as Q4 2025.

Apella Capital first reported a position in EXPE in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Apella Capital held 1,196 shares of Expedia Group worth $310K as of Q3 2026.
  • Expedia Group was a new Apella Capital position in Q3 2026.
  • Expedia Group made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #632 holding.
  • Apella Capital first reported a position in Expedia Group in Q4 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.