PCM
EXFY icon

Prelude Capital Management’s Expensify EXFY Stock Holding History

Prelude Capital 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 		– Sell
-36,400
Closed -$55K – 1326
2025
Q4 		$55K Hold
36,400
– – ﹤0.01% 1234
2025
Q3 		$67.3K Buy
36,400
+14,800
+69% +$30K 0.01% 1088
2025
Q2 		$55.9K Buy
+21,600
New +$55.2K 0.01% 957
2024
Q3 		– Sell
-26,800
Closed -$39.9K – 1374
2024
Q2 		$39.9K Sell
26,800
-19,500
-42% -$30.7K ﹤0.01% 1161
2024
Q1 		$85.2K Sell
46,300
-5,000
-10% -$9.49K 0.01% 1218
2023
Q4 		$127K Buy
51,300
+7,700
+18% +$19.9K 0.01% 1008
2023
Q3 		$142K Buy
+43,600
New +$236K 0.01% 959
2023
Q2 		– Sell
-22,470
Closed -$183K – 1211
2023
Q1 		$183K Buy
+22,470
New +$200K 0.01% 881

Other funds holding EXFY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return