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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 – 1365
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 – 1203
2023
Q1 		$183K Buy
+22,470
New +$200K 0.01% 881

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Prelude Capital Management's EXFY Position: Q1 2026 in Review

Prelude Capital Management sold out of Expensify (EXFY) in Q1 2026, closing a stake of 36,400 shares — an estimated $55K sold.

Prelude Capital Management first reported a position in EXFY in Q1 2023 and held it in 8 quarters. The position peaked at $183K in Q1 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Prelude Capital Management reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 36,400 Expensify shares in Q1 2026, an estimated $55K.
  • Prelude Capital Management first reported a position in Expensify in Q1 2023 and held it in 8 quarters.
  • Prelude Capital Management's Expensify position peaked at $183K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

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