AG
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Algert Global’s Exponent EXPO Stock Holding History

Algert Global’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Sell
45,120
-104,110
-70% -$6.39M 0.03% 771
2026
Q1 		$9.74M Buy
149,230
+5,790
+4% +$411K 0.15% 210
2025
Q4 		$9.96M Buy
143,440
+122,040
+570% +$8.57M 0.16% 195
2025
Q3 		$1.49M Buy
21,400
+9,090
+74% +$650K 0.02% 755
2025
Q2 		$920K Buy
12,310
+6,164
+100% +$478K 0.02% 822
2025
Q1 		$498K Sell
6,146
-5,411
-47% -$471K 0.01% 917
2024
Q4 		$1.03M Buy
+11,557
New +$1.16M 0.02% 779
2024
Q3 		– Sell
-27,139
Closed -$2.58M – 1302
2024
Q2 		$2.58M Buy
27,139
+5,094
+23% +$459K 0.09% 384
2024
Q1 		$1.82M Sell
22,045
-26,520
-55% -$2.19M 0.07% 438
2023
Q4 		$4.28M Buy
48,565
+3,510
+8% +$288K 0.17% 184
2023
Q3 		$3.86M Sell
45,055
-24,260
-35% -$2.19M 0.18% 172
2023
Q2 		$6.47M Buy
69,315
+2,420
+4% +$228K 0.28% 74
2023
Q1 		$6.67M Buy
66,895
+33,004
+97% +$3.36M 0.31% 51
2022
Q4 		$3.36M Buy
33,891
+12,810
+61% +$1.24M 0.19% 153
2022
Q3 		$1.85M Buy
21,081
+13,869
+192% +$1.31M 0.11% 293
2022
Q2 		$660K Sell
7,212
-19,000
-72% -$1.79M 0.05% 655
2022
Q1 		$2.83M Buy
26,212
+7,241
+38% +$698K 0.19% 130
2021
Q4 		$2.21M Buy
18,971
+7,280
+62% +$856K 0.28% 54
2021
Q3 		$1.32M Buy
11,691
+7,923
+210% +$854K 0.18% 136
2021
Q2 		$336K Buy
3,768
+1,678
+80% +$157K 0.11% 262
2021
Q1 		$204K Sell
2,090
-2,765
-57% -$259K 0.07% 374
2020
Q4 		$437K Sell
4,855
-3,602
-43% -$287K 0.12% 245
2020
Q3 		$609K Sell
8,457
-2,168
-20% -$172K 0.19% 165
2020
Q2 		$860K Hold
10,625
– – 0.29% 122
2020
Q1 		$764K Buy
+10,625
New +$772K 0.32% 118

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Algert Global's EXPO Position: Q2 2026 in Review

Algert Global reduced its Exponent (EXPO) stake by 70% in Q2 2026, selling an estimated $6.39M and leaving 45,120 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #771.

Algert Global first reported a position in EXPO in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.96M in Q4 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Algert Global held 45,120 shares of Exponent worth $2.65M as of Q2 2026.
  • Algert Global sold 104,110 Exponent shares in Q2 2026, an estimated $6.39M.
  • Exponent made up 0.03% of Algert Global's portfolio in Q2 2026, its #771 holding.
  • Algert Global first reported a position in Exponent in Q1 2020 and has held it in 25 quarters since.
  • Algert Global's Exponent position peaked at $9.96M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.