New York State Common Retirement Fund’s Expensify EXFY Stock Holding History

New York State Common Retirement Fund’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	–	Sell	-40,500	Closed	-$35.2K	–	3223
2026 Q1	$35.2K	Hold	40,500	–	–	﹤0.01%	2908
2025 Q4	$61.2K	Hold	40,500	–	–	﹤0.01%	2844
2025 Q3	$74.9K	Hold	40,500	–	–	﹤0.01%	2796
2025 Q2	$105K	Buy	+40,500	New	+$104K	﹤0.01%	2575
2024 Q3	–	Sell	-482	Closed	-$718	–	3236
2024 Q2	$718	Sell	482 -22,155	-98%	-$34.9K	﹤0.01%	3307
2024 Q1	$41.7K	Sell	22,637 -123	-0.5%	-$233	﹤0.01%	3029
2023 Q4	$56.2K	Hold	22,760	–	–	﹤0.01%	2959
2023 Q3	$74K	Buy	22,760 +460	+2%	+$2.48K	﹤0.01%	2874
2023 Q2	$178K	Buy	+22,300	New	+$164K	﹤0.01%	2553

Other funds holding EXFY

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

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

PSC

Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return

MFG

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

Lavelle Capital San Francisco, California $232M AUM

SOADOR

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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

New York State Common Retirement Fund's EXFY Position: Q2 2026 in Review

New York State Common Retirement Fund sold out of Expensify (EXFY) in Q2 2026, closing a stake of 40,500 shares — an estimated $35.2K sold.

New York State Common Retirement Fund first reported a position in EXFY in Q2 2023 and held it in 9 quarters. The position peaked at $178K in Q2 2023. 15 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

New York State Common Retirement Fund reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
New York State Common Retirement Fund sold 40,500 Expensify shares in Q2 2026, an estimated $35.2K.
New York State Common Retirement Fund first reported a position in Expensify in Q2 2023 and held it in 9 quarters.
New York State Common Retirement Fund's Expensify position peaked at $178K in Q2 2023.
15 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.