Vanguard Personalized Indexing Management, LLC
Position in EXFY — Expensify, Inc.
CIK 1767306
OAKLAND, CA
Position in EXFY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$70,572
+$52,729 QoQ
Shares Held
39,426
+92.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 101 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in EXFY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $226,102,183 across 95 Software - Application names. EXFY ranks #89 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,419 | $21,145,135 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
48,227 | $18,100,557 | |
| 3 | CRM |
Salesforce, Inc.
|
110,653 | $17,334,898 | |
| 4 | NOW |
ServiceNow, Inc.
|
170,895 | $16,966,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
216,250 | $15,604,600 | |
| 6 | DDOG |
Datadog, Inc.
|
49,143 | $12,794,871 | |
| 7 | ADBE |
Adobe Inc.
|
54,325 | $11,137,711 | |
| 8 | PAYX |
Paychex Inc
|
96,800 | $9,518,344 |
All Filings in EXFY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,572 | 39,426 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,843 | 20,510 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,524 | 15,579 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||