Position in EXFY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$36,362
+$18,689 QoQ
Shares Held
20,314
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 101 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXFY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sand Hill Global Advisors, LLC holds $29,552,113 across 8 Software - Application names. EXFY ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
44,489 | $11,322,450 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
18,459 | $6,928,031 | |
| 3 | ADSK |
Autodesk, Inc.
|
30,282 | $5,887,426 | |
| 4 | CRM |
Salesforce, Inc.
|
26,752 | $4,190,968 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,294 | $513,741 | |
| 6 | UBER |
Uber Technologies, Inc
|
5,890 | $425,022 | |
| 7 | SHOP |
Shopify Inc.
|
2,173 | $248,113 | |
| 8 | EXFY |
Expensify, Inc.
This page
|
20,314 | $36,362 |
All Filings in EXFY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,362 | 20,314 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,673 | 20,314 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,674 | 20,314 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $37,580 | 20,314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,613 | 20,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,270 | 24,102 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $91,083 | 27,189 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,290 | 27,189 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,511 | 27,189 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $50,027 | 27,189 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $67,156 | 27,189 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $88,364 | 27,189 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $216,968 | 27,189 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $221,590 | 27,189 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $240,078 | 27,189 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $404,572 | 27,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $483,692 | 27,189 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||