Position in EXFY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,165,536
+$970,904 QoQ
Shares Held
1,768,456
-29.9% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#5
of 101 holders
Holding Since
Sep 2023
12 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, 2026Palogic Value Management, L.P. holds $21,705,859 across 20 Software - Application names. EXFY ranks #1 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXFY |
Expensify, Inc.
This page
|
1,768,456 | $3,165,536 | |
| 2 | LSPD |
Lightspeed Commerce Inc.
|
180,246 | $1,890,780 | |
| 3 | NICE |
NICE Ltd.
|
14,516 | $1,318,778 | |
| 4 | VERX |
Vertex, Inc.
|
110,150 | $1,264,522 | |
| 5 | PD |
PagerDuty, Inc.
|
125,253 | $1,208,691 | |
| 6 | PAR |
Par Technology Corp
|
69,109 | $1,203,878 | |
| 7 | SPSC |
Sps Commerce Inc
|
20,020 | $1,144,543 | |
| 8 | MNDY |
monday.com Ltd.
|
15,020 | $1,087,297 |
All Filings in EXFY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,165,536 | 1,768,456 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,194,632 | 2,522,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,118,628 | 1,403,065 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,726,025 | 932,987 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,298,677 | 501,420 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,229,634 | 404,485 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,845,200 | 550,806 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $1,715,000 | 875,000 | Shares | Sole | 2025-03-12 | |
| 2024-06-30 | $2,235,000 | 1,500,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,332,409 | 1,267,614 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,976,000 | 800,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,950,000 | 600,000 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||