Position in EXFY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,900
+$9,200 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 101 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXFY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mutual Advisors, LLC holds $16,496,900 across 17 Software - Application names. EXFY ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
16,930 | $3,470,988 | |
| 2 | SHOP |
Shopify Inc.
|
26,763 | $3,055,799 | |
| 3 | ADP |
Automatic Data Processing Inc
|
9,038 | $2,024,060 | |
| 4 | CRM |
Salesforce, Inc.
|
11,346 | $1,777,464 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,168 | $1,189,013 | |
| 6 | NOW |
ServiceNow, Inc.
|
11,360 | $1,127,820 | |
| 7 | UBER |
Uber Technologies, Inc
|
10,257 | $740,145 | |
| 8 | INTU |
Intuit Inc.
|
2,330 | $608,130 |
All Filings in EXFY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,900 | 10,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,700 | 10,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,100 | 10,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $18,500 | 10,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,900 | 10,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $30,400 | 10,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $33,500 | 10,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19,600 | 10,000 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||