Optimize Financial’s Paysafe PSFE Stock Holding History

Optimize Financial’s Portfolio PSFE Stock Details PSFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,068	Closed	-$258K	–	276
2024 Q4	$258K	Buy	+15,068	New	+$305K	0.19%	162

Other funds holding PSFE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Optimize Financial's PSFE Position: Q1 2025 in Review

Optimize Financial sold out of Paysafe (PSFE) in Q1 2025, closing a stake of 15,068 shares — an estimated $258K sold.

Optimize Financial first reported a position in PSFE in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 151 funds tracked by Wall St. Rank hold PSFE as of Q1 2025.

Optimize Financial reported no remaining Paysafe position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 15,068 Paysafe shares in Q1 2025, an estimated $258K.
Optimize Financial first reported a position in Paysafe in Q4 2024 and held it in 1 quarter.
Optimize Financial's Paysafe position peaked at $258K in Q4 2024.
151 funds tracked by Wall St. Rank held Paysafe as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.