A detailed history of Sand Hill Global Advisors, LLC transactions in Expensify, Inc. stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 20,314 shares of EXFY stock, worth $30,877. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,314
Previous 20,314 -0.0%
Holding current value
$30,877
Previous $52,000 28.85%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$2.19 - $3.06 $8,295 - $11,591
-3,788 Reduced 15.72%
20,314 $52,000
Q1 2025

May 13, 2025

SELL
$3.04 - $3.93 $9,384 - $12,131
-3,087 Reduced 11.35%
24,102 $73,000
Q2 2022

Aug 15, 2022

BUY
$14.18 - $21.24 $385,540 - $577,494
27,189 New
27,189 $484,000

Others Institutions Holding EXFY

About Expensify, Inc.


  • Ticker EXFY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 68,252,496
  • Market Cap $104M
  • Description
  • Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...
More about EXFY
Track This Portfolio

Track Sand Hill Global Advisors, LLC Portfolio

Follow Sand Hill Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sand Hill Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sand Hill Global Advisors, LLC with notifications on news.