BAMCO Inc
EXPO icon

BAMCO Inc’s Exponent EXPO Stock Holding History

BAMCO Inc’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 		$21.4M Sell
364,297
-132,436
-27% -$8.13M 0.03% 203
2026
Q1 		$32.4M Buy
496,733
+25,865
+5% +$1.84M 0.1% 155
2025
Q4 		$32.7M Sell
470,868
-31,581
-6% -$2.22M 0.09% 173
2025
Q3 		$34.9M Buy
502,449
+1,210
+0.2% +$86.5K 0.09% 175
2025
Q2 		$37.4M Buy
501,239
+166,930
+50% +$12.9M 0.1% 163
2025
Q1 		$27.1M Buy
334,309
+21,047
+7% +$1.83M 0.08% 178
2024
Q4 		$27.9M Hold
313,262
– – 0.07% 176
2024
Q3 		$36.1M Hold
313,262
– – 0.1% 163
2024
Q2 		$29.8M Hold
313,262
– – 0.09% 175
2024
Q1 		$25.9M Buy
+313,262
New +$25.9M 0.07% 191

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

BAMCO Inc's EXPO Position: Q2 2026 in Review

BAMCO Inc reduced its Exponent (EXPO) stake by 27% in Q2 2026, selling an estimated $8.13M and leaving 364,297 shares worth $21.4M. The position accounts for 0.03% of the portfolio, ranked #203.

BAMCO Inc first reported a position in EXPO in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.4M in Q2 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • BAMCO Inc held 364,297 shares of Exponent worth $21.4M as of Q2 2026.
  • BAMCO Inc sold 132,436 Exponent shares in Q2 2026, an estimated $8.13M.
  • Exponent made up 0.03% of BAMCO Inc's portfolio in Q2 2026, its #203 holding.
  • BAMCO Inc first reported a position in Exponent in Q1 2024 and has held it in 10 quarters since.
  • BAMCO Inc's Exponent position peaked at $37.4M in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.