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Hillsdale Investment Management’s Expensify EXFY Stock Holding History

Hillsdale Investment Management’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
2025
Q4 		– Sell
-27,038
Closed -$50K – 692
2025
Q3 		$50K Sell
27,038
-58,059
-68% -$118K ﹤0.01% 507
2025
Q2 		$220K Hold
85,097
– – 0.01% 458
2025
Q1 		$259K Sell
85,097
-2,300
-3% -$7.99K 0.01% 403
2024
Q4 		$293K Buy
+87,397
New +$235K 0.01% 379

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Hillsdale Investment Management's EXFY Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Expensify (EXFY) in Q4 2025, closing a stake of 27,038 shares — an estimated $50K sold.

Hillsdale Investment Management first reported a position in EXFY in Q4 2024 and held it in 4 quarters. The position peaked at $293K in Q4 2024. 109 funds tracked by Wall St. Rank hold EXFY as of Q4 2025.

  • Hillsdale Investment Management reported no remaining Expensify position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 27,038 Expensify shares in Q4 2025, an estimated $50K.
  • Hillsdale Investment Management first reported a position in Expensify in Q4 2024 and held it in 4 quarters.
  • Hillsdale Investment Management's Expensify position peaked at $293K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Expensify as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.