Sand Hill Global Advisors’s Expensify EXFY Stock Holding History

Sand Hill Global Advisors’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 Q1	$17.7K	Hold	20,314	–	–	﹤0.01%	203
2025 Q4	$30.7K	Hold	20,314	–	–	﹤0.01%	197
2025 Q3	$37.6K	Hold	20,314	–	–	﹤0.01%	199
2025 Q2	$52.6K	Sell	20,314 -3,788	-16%	-$9.68K	﹤0.01%	201
2025 Q1	$73.3K	Sell	24,102 -3,087	-11%	-$10.7K	﹤0.01%	194
2024 Q4	$91.1K	Hold	27,189	–	–	﹤0.01%	187
2024 Q3	$53.3K	Hold	27,189	–	–	﹤0.01%	195
2024 Q2	$40.5K	Hold	27,189	–	–	﹤0.01%	189
2024 Q1	$50K	Hold	27,189	–	–	﹤0.01%	162
2023 Q4	$67.2K	Hold	27,189	–	–	﹤0.01%	161
2023 Q3	$88.4K	Hold	27,189	–	–	﹤0.01%	151
2023 Q2	$217K	Hold	27,189	–	–	0.01%	149
2023 Q1	$222K	Hold	27,189	–	–	0.01%	149
2022 Q4	$240K	Hold	27,189	–	–	0.01%	149
2022 Q3	$405K	Hold	27,189	–	–	0.03%	122
2022 Q2	$484K	Buy	+27,189	New	+$481K	0.03%	118

Other funds holding EXFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return