Essential Partners’s Expensify EXFY Stock Holding History

Essential Partners’s Portfolio EXFY Stock Details EXFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.2K	Sell	978 -1,745	-64%	-$3.75K	﹤0.01%	1888
2026 Q2	$4.87K	Sell	2,723 -1,903	-41%	-$2.13K	﹤0.01%	1554
2026 Q1	$4.02K	Buy	4,626 +3,746	+426%	+$4.44K	﹤0.01%	1688
2025 Q4	$1.33K	Buy	880 +174	+25%	+$276	﹤0.01%	1936
2025 Q3	$1.31K	Buy	+706	New	+$1.43K	﹤0.01%	1941

Other funds holding EXFY

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's EXFY Position: Q3 2026 in Review

Essential Partners reduced its Expensify (EXFY) stake by 64% in Q3 2026, selling an estimated $3.75K and leaving 978 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Essential Partners first reported a position in EXFY in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.87K in Q2 2026. 5 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

Essential Partners held 978 shares of Expensify worth $2.2K as of Q3 2026.
Essential Partners sold 1,745 Expensify shares in Q3 2026, an estimated $3.75K.
Expensify made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1888 holding.
Essential Partners first reported a position in Expensify in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Expensify position peaked at $4.87K in Q2 2026.
5 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.