Bailard
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Bailard’s DXP Enterprises DXPE Stock Holding History

Bailard’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,200
Closed -$877K – 774
2026
Q2 		$877K Buy
+5,200
New +$820K 0.02% 402
2025
Q3 		– Sell
-3,600
Closed -$316K – 817
2025
Q2 		$316K Sell
3,600
-300
-8% -$25K 0.01% 587
2025
Q1 		$321K Sell
3,900
-300
-7% -$27.7K 0.01% 553
2024
Q4 		$347K Sell
4,200
-1,200
-22% -$78.7K 0.01% 529
2024
Q3 		$288K Buy
+5,400
New +$271K 0.01% 594

Other funds holding DXPE

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Bailard's DXPE Position: Q3 2026 in Review

Bailard sold out of DXP Enterprises (DXPE) in Q3 2026, closing a stake of 5,200 shares — an estimated $877K sold.

Bailard first reported a position in DXPE in Q3 2024 and held it in 5 quarters. The position peaked at $877K in Q2 2026. 36 funds tracked by Wall St. Rank hold DXPE as of Q3 2026.

  • Bailard reported no remaining DXP Enterprises position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 5,200 DXP Enterprises shares in Q3 2026, an estimated $877K.
  • Bailard first reported a position in DXP Enterprises in Q3 2024 and held it in 5 quarters.
  • Bailard's DXP Enterprises position peaked at $877K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.