Goldman Sachs
EXFY icon

Goldman Sachs’s Expensify EXFY Stock Holding History

Goldman Sachs’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 		$283K Sell
157,928
-136,859
-46% -$154K ﹤0.01% 6036
2026
Q1 		$256K Buy
294,787
+750
+0.3% +$890 ﹤0.01% 5970
2025
Q4 		$444K Sell
294,037
-30,576
-9% -$48.5K ﹤0.01% 5661
2025
Q3 		$601K Buy
324,613
+115,589
+55% +$234K ﹤0.01% 5394
2025
Q2 		$541K Sell
209,024
-275,034
-57% -$703K ﹤0.01% 5113
2025
Q1 		$1.47M Sell
484,058
-162,929
-25% -$566K ﹤0.01% 4391
2024
Q4 		$2.17M Buy
646,987
+224,831
+53% +$605K ﹤0.01% 4203
2024
Q3 		$827K Sell
422,156
-269,502
-39% -$560K ﹤0.01% 4769
2024
Q2 		$1.03M Buy
691,658
+368,268
+114% +$581K ﹤0.01% 4409
2024
Q1 		$595K Buy
323,390
+57,603
+22% +$109K ﹤0.01% 4654
2023
Q4 		$656K Buy
265,787
+102,738
+63% +$266K ﹤0.01% 4606
2023
Q3 		$530K Buy
163,049
+95,621
+142% +$516K ﹤0.01% 4633
2023
Q2 		$538K Sell
67,428
-103,786
-61% -$761K ﹤0.01% 4710
2023
Q1 		$1.4M Buy
171,214
+31,927
+23% +$284K ﹤0.01% 4134
2022
Q4 		$1.23M Buy
139,287
+55,405
+66% +$620K ﹤0.01% 4289
2022
Q3 		$1.25M Buy
83,882
+18,136
+28% +$339K ﹤0.01% 4360
2022
Q2 		$1.17M Sell
65,746
-7,245
-10% -$128K ﹤0.01% 4489
2022
Q1 		$1.28M Buy
72,991
+1,297
+2% +$31.6K ﹤0.01% 4629
2021
Q4 		$3.15M Buy
+71,694
New +$2.92M ﹤0.01% 3833

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Goldman Sachs's EXFY Position: Q2 2026 in Review

Goldman Sachs reduced its Expensify (EXFY) stake by 46% in Q2 2026, selling an estimated $154K and leaving 157,928 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #6036.

Goldman Sachs first reported a position in EXFY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.15M in Q4 2021. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Goldman Sachs held 157,928 shares of Expensify worth $283K as of Q2 2026.
  • Goldman Sachs sold 136,859 Expensify shares in Q2 2026, an estimated $154K.
  • Expensify made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #6036 holding.
  • Goldman Sachs first reported a position in Expensify in Q4 2021 and has held it in 19 quarters since.
  • Goldman Sachs's Expensify position peaked at $3.15M in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.