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Atria Investments’s Exponent EXPO Stock Holding History

Atria Investments’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
Q1 		$1.21M Sell
18,499
-521
-3% -$37K 0.01% 955
2025
Q4 		$1.32M Buy
19,020
+353
+2% +$24.8K 0.02% 921
2025
Q3 		$1.3M Sell
18,667
-4,581
-20% -$327K 0.01% 920
2025
Q2 		$1.74M Sell
23,248
-222
-0.9% -$17.2K 0.02% 785
2025
Q1 		$1.9M Buy
23,470
+838
+4% +$73K 0.02% 727
2024
Q4 		$2.02M Sell
22,632
-2,200
-9% -$222K 0.03% 678
2024
Q3 		$2.86M Sell
24,832
-1,131
-4% -$118K 0.04% 552
2024
Q2 		$2.47M Buy
25,963
+6,461
+33% +$583K 0.03% 571
2024
Q1 		$1.61M Sell
19,502
-4,311
-18% -$357K 0.02% 742
2023
Q4 		$2.1M Buy
23,813
+3,483
+17% +$285K 0.03% 580
2023
Q3 		$1.74M Buy
20,330
+1,514
+8% +$137K 0.03% 623
2023
Q2 		$1.76M Buy
18,816
+103
+0.6% +$9.69K 0.03% 607
2023
Q1 		$1.87M Sell
18,713
-373
-2% -$38K 0.04% 562
2022
Q4 		$1.89M Buy
19,086
+433
+2% +$42.1K 0.04% 535
2022
Q3 		$1.64M Buy
18,653
+2,648
+17% +$251K 0.04% 554
2022
Q2 		$1.46M Buy
16,005
+3,032
+23% +$286K 0.03% 610
2022
Q1 		$1.4M Buy
12,973
+354
+3% +$34.1K 0.02% 705
2021
Q4 		$1.47M Buy
12,619
+602
+5% +$70.8K 0.03% 675
2021
Q3 		$1.36M Buy
+12,017
New +$1.3M 0.02% 678
2020
Q2 		– Sell
-3,378
Closed -$243K – 608
2020
Q1 		$243K Buy
+3,378
New +$245K 0.02% 481

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Atria Investments's EXPO Position: Q1 2026 in Review

Atria Investments reduced its Exponent (EXPO) stake by 2.7% in Q1 2026, selling an estimated $37K and leaving 18,499 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #955.

Atria Investments first reported a position in EXPO in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.86M in Q3 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Atria Investments held 18,499 shares of Exponent worth $1.21M as of Q1 2026.
  • Atria Investments sold 521 Exponent shares in Q1 2026, an estimated $37K.
  • Exponent made up 0.01% of Atria Investments's portfolio in Q1 2026, its #955 holding.
  • Atria Investments first reported a position in Exponent in Q1 2020 and has held it in 20 quarters since.
  • Atria Investments's Exponent position peaked at $2.86M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.