EXFY EXPENSIFY INC

Ownership history in Palogic Value Management, L.P.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Palogic Value Management, L.P. reported a position in EXPENSIFY INC (EXFY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.25% (2025 Q1)
Avg. % of fund
0.86%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,403,065 +470,078 +50.4% 0.88% $2.1M $1.51
2025 Q3 ADDED 932,987 +431,567 +86.1% 0.69% $1.7M $1.85
2025 Q2 REDUCED 501,420 -223,065 -30.8% 0.53% $1.3M $2.59
2025 Q1 ADDED 724,485 +173,679 +31.5% 1.25% $2.9M $3.04
2024 Q4 REDUCED 550,806 -324,194 -37.1% 0.72% $1.8M $3.35
2024 Q3 REDUCED 875,000 -625,000 -41.7% 0.68% $1.7M $1.96
2024 Q2 ADDED 1,500,000 +232,386 +18.3% 0.95% $2.2M $1.49
2024 Q1 ADDED 1,267,614 +467,614 +58.5% 1.01% $2.3M $1.84
2023 Q4 ADDED 800,000 +200,000 +33.3% 0.88% $2.0M $2.47
2023 Q3 INITIATED 600,000 0.96% $1.9M
% of Fund (quarterly)    EXFY price (monthly, adj. close)
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