Thrivent Financial for Lutherans
EXFY icon

Thrivent Financial for Lutherans’s Expensify EXFY Stock Holding History

Thrivent Financial for Lutherans’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
-12,197
Closed -$32K – 2455
2025
Q2 		$32K Hold
12,197
– – ﹤0.01% 2422
2025
Q1 		$37K Buy
+12,197
New +$42.4K ﹤0.01% 2354

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

Thrivent Financial for Lutherans's EXFY Position: Q3 2025 in Review

Thrivent Financial for Lutherans sold out of Expensify (EXFY) in Q3 2025, closing a stake of 12,197 shares — an estimated $32K sold.

Thrivent Financial for Lutherans first reported a position in EXFY in Q1 2025 and held it in 2 quarters. The position peaked at $37K in Q1 2025. 105 funds tracked by Wall St. Rank hold EXFY as of Q3 2025.

  • Thrivent Financial for Lutherans reported no remaining Expensify position as of Q3 2025 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 12,197 Expensify shares in Q3 2025, an estimated $32K.
  • Thrivent Financial for Lutherans first reported a position in Expensify in Q1 2025 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's Expensify position peaked at $37K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Expensify as of Q3 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2025, filed 4 Nov 2025.