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 Q2	$36.4K	Hold	20,314	–	–	﹤0.01%	213
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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Sand Hill Global Advisors's EXFY Position: Q2 2026 in Review

Sand Hill Global Advisors held its Expensify (EXFY) position steady in Q2 2026 at 20,314 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Sand Hill Global Advisors first reported a position in EXFY in Q2 2022 and has held it in 17 quarters since. The position peaked at $484K in Q2 2022. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Sand Hill Global Advisors held 20,314 shares of Expensify worth $36.4K as of Q2 2026.
Sand Hill Global Advisors left its Expensify share count unchanged in Q2 2026.
Expensify made up ﹤0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #213 holding.
Sand Hill Global Advisors first reported a position in Expensify in Q2 2022 and has held it in 17 quarters since.
Sand Hill Global Advisors's Expensify position peaked at $484K in Q2 2022.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.