PFCS
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Pale Fire Capital SE’s Expensify EXFY Stock Holding History

Pale Fire Capital SE’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 		$241K Sell
134,409
-346,642
-72% -$389K 0.02% 59
2026
Q1 		$418K Buy
+481,051
New +$571K 0.04% 37

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Pale Fire Capital SE's EXFY Position: Q2 2026 in Review

Pale Fire Capital SE reduced its Expensify (EXFY) stake by 72% in Q2 2026, selling an estimated $389K and leaving 134,409 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #59.

Pale Fire Capital SE first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. The position peaked at $418K in Q1 2026. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Pale Fire Capital SE held 134,409 shares of Expensify worth $241K as of Q2 2026.
  • Pale Fire Capital SE sold 346,642 Expensify shares in Q2 2026, an estimated $389K.
  • Expensify made up 0.02% of Pale Fire Capital SE's portfolio in Q2 2026, its #59 holding.
  • Pale Fire Capital SE first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
  • Pale Fire Capital SE's Expensify position peaked at $418K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.