Williams & Novak’s Expensify EXFY Stock Holding History

Williams & Novak’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 Q2	$96K	Sell	53,630 -10,620	-17%	-$11.9K	0.06%	124
2026 Q1	$56K	Buy	64,250 +29,310	+84%	+$34.8K	0.04%	129
2025 Q4	$52.8K	Buy	34,940 +4,400	+14%	+$6.97K	0.04%	133
2025 Q3	$56.5K	Buy	+30,540	New	+$61.9K	0.04%	134

Other funds holding EXFY

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Williams & Novak's EXFY Position: Q2 2026 in Review

Williams & Novak reduced its Expensify (EXFY) stake by 17% in Q2 2026, selling an estimated $11.9K and leaving 53,630 shares worth $96K. The position accounts for 0.06% of the portfolio, ranked #124.

Williams & Novak first reported a position in EXFY in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Williams & Novak held 53,630 shares of Expensify worth $96K as of Q2 2026.
Williams & Novak sold 10,620 Expensify shares in Q2 2026, an estimated $11.9K.
Expensify made up 0.06% of Williams & Novak's portfolio in Q2 2026, its #124 holding.
Williams & Novak first reported a position in Expensify in Q3 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.