FFO
EXFY icon

Fortitude Family Office’s Expensify EXFY Stock Holding History

Fortitude Family Office’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 		– Sell
-179
Closed -$320 – 2679
2026
Q2 		$320 Buy
+179
New +$201 ﹤0.01% 2045

Other funds holding EXFY

WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's EXFY Position: Q3 2026 in Review

Fortitude Family Office sold out of Expensify (EXFY) in Q3 2026, closing a stake of 179 shares — an estimated $320 sold.

Fortitude Family Office first reported a position in EXFY in Q2 2026 and held it in 1 quarter. The position peaked at $320 in Q2 2026. 7 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

  • Fortitude Family Office reported no remaining Expensify position as of Q3 2026 after selling out during the quarter.
  • Fortitude Family Office sold 179 Expensify shares in Q3 2026, an estimated $320.
  • Fortitude Family Office first reported a position in Expensify in Q2 2026 and held it in 1 quarter.
  • Fortitude Family Office's Expensify position peaked at $320 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.