Position in EXFY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,566,250
+$791,950 QoQ
Shares Held
875,000
-1.7% QoQ
Ownership
0.960%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#10
of 101 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXFY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FORMULA GROWTH LTD holds $28,254,306 across 13 Software - Application names. EXFY ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KVYO |
Klaviyo, Inc.
|
300,000 | $4,530,000 | |
| 2 | U |
Unity Software Inc.
|
140,000 | $4,001,200 | |
| 3 | LAW |
CS Disco, Inc.
|
800,000 | $3,024,000 | |
| 4 | BILL |
BILL Holdings, Inc.
|
75,000 | $2,712,000 | |
| 5 | AGYS |
Agilysys Inc
|
22,000 | $2,299,000 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
34,725 | $2,154,686 | |
| 7 | UBER |
Uber Technologies, Inc
|
26,500 | $1,912,240 | |
| 8 | EXFY |
Expensify, Inc.
This page
|
875,000 | $1,566,250 |
All Filings in EXFY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,566,250 | 875,000 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $774,300 | 890,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,359,000 | 900,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,127,500 | 1,150,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,978,500 | 1,150,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,040,000 | 1,000,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,182,500 | 950,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,832,600 | 935,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,043,000 | 700,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,196,000 | 650,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,296,750 | 525,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,543,750 | 475,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,596,000 | 200,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,467,000 | 180,000 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||