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Millington Financial Advisors’s Expensify EXFY Stock Holding History

Millington Financial Advisors’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
Q3 		– Sell
-40,000
Closed -$93.2K – 106
2025
Q2 		$93.2K Buy
+40,000
New +$102K 0.05% 102

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
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 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

Millington Financial Advisors's EXFY Position: Q3 2025 in Review

Millington Financial Advisors sold out of Expensify (EXFY) in Q3 2025, closing a stake of 40,000 shares — an estimated $93.2K sold.

Millington Financial Advisors first reported a position in EXFY in Q2 2025 and held it in 1 quarter. The position peaked at $93.2K in Q2 2025. 105 funds tracked by Wall St. Rank hold EXFY as of Q3 2025.

  • Millington Financial Advisors reported no remaining Expensify position as of Q3 2025 after selling out during the quarter.
  • Millington Financial Advisors sold 40,000 Expensify shares in Q3 2025, an estimated $93.2K.
  • Millington Financial Advisors first reported a position in Expensify in Q2 2025 and held it in 1 quarter.
  • Millington Financial Advisors's Expensify position peaked at $93.2K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Expensify as of Q3 2025.

Based on Millington Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.