Palogic Value Management’s Expensify EXFY Stock Holding History

Palogic Value Management’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 Q1	$2.19M	Buy	2,522,566 +1,119,501	+80%	+$1.33M	0.93%	26
2025 Q4	$2.12M	Buy	1,403,065 +470,078	+50%	+$745K	0.88%	31
2025 Q3	$1.73M	Buy	932,987 +431,567	+86%	+$874K	0.69%	40
2025 Q2	$1.3M	Buy	501,420 +96,935	+24%	+$248K	0.53%	54
2025 Q1	$1.23M	Sell	404,485 -146,321	-27%	-$508K	0.53%	64
2024 Q4	$1.85M	Sell	550,806 -324,194	-37%	-$872K	0.7%	46
2024 Q3	$1.72M	Sell	875,000 -625,000	-42%	-$1.3M	0.58%	49
2024 Q2	$2.23M	Buy	1,500,000 +232,386	+18%	+$366K	0.95%	31
2024 Q1	$2.33M	Buy	1,267,614 +467,614	+58%	+$888K	1.01%	31
2023 Q4	$1.98M	Buy	800,000 +200,000	+33%	+$518K	0.88%	39
2023 Q3	$1.95M	Buy	+600,000	New	+$3.24M	0.92%	34

Other funds holding EXFY

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Palogic Value Management's EXFY Position: Q1 2026 in Review

Palogic Value Management increased its Expensify (EXFY) stake by 80% in Q1 2026, buying an estimated $1.33M and bringing the position to 2,522,566 shares worth $2.19M. The position accounts for 0.93% of the portfolio, ranked #26.

Palogic Value Management first reported a position in EXFY in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q1 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Palogic Value Management held 2,522,566 shares of Expensify worth $2.19M as of Q1 2026.
Palogic Value Management bought 1,119,501 Expensify shares in Q1 2026, an estimated $1.33M.
Expensify made up 0.93% of Palogic Value Management's portfolio in Q1 2026, its #26 holding.
Palogic Value Management first reported a position in Expensify in Q3 2023 and has held it in 11 quarters since.
Palogic Value Management's Expensify position peaked at $2.33M in Q1 2024.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.