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Brinker Capital Investments’s Exponent EXPO Stock Holding History

Brinker Capital 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
2025
Q4 		– Sell
-8,407
Closed -$584K – 2119
2025
Q3 		$584K Sell
8,407
-118
-1% -$8.43K ﹤0.01% 1490
2025
Q2 		$637K Buy
8,525
+219
+3% +$17K 0.01% 1406
2025
Q1 		$673K Buy
8,306
+374
+5% +$32.6K 0.01% 1268
2024
Q4 		$707K Sell
7,932
-3,525
-31% -$355K 0.01% 1216
2024
Q3 		$1.32M Sell
11,457
-798
-7% -$83.5K 0.01% 902
2024
Q2 		$1.17M Sell
12,255
-1,583
-11% -$143K 0.01% 918
2024
Q1 		$1.14M Sell
13,838
-16
-0.1% -$1.32K 0.01% 931
2023
Q4 		$1.24M Sell
13,854
-2,198
-14% -$180K 0.01% 852
2023
Q3 		$1.37M Sell
16,052
-780
-5% -$70.5K 0.02% 783
2023
Q2 		$1.57M Sell
16,832
-1,250
-7% -$118K 0.02% 759
2023
Q1 		$1.8M Buy
18,082
+2,045
+13% +$208K 0.02% 639
2022
Q4 		$1.59M Buy
16,037
+826
+5% +$80.2K 0.03% 564
2022
Q3 		$1.33M Buy
15,211
+434
+3% +$41.1K 0.03% 594
2022
Q2 		$1.35M Buy
14,777
+298
+2% +$28.1K 0.03% 634
2022
Q1 		$1.56M Sell
14,479
-22
-0.2% -$2.12K 0.02% 630
2021
Q4 		$1.69M Sell
14,501
-5,851
-29% -$688K 0.02% 636
2021
Q3 		$1.82M Hold
20,352
– – 0.03% 574
2021
Q2 		$1.82M Buy
+20,352
New +$1.91M 0.02% 631
2021
Q1 		– Sell
-55,840
Closed -$5.03M – 1201
2020
Q4 		$5.03M Buy
55,840
+28,053
+101% +$2.24M 0.08% 310
2020
Q3 		$2M Buy
+27,787
New +$2.21M 0.03% 473
2020
Q1 		– Sell
-61
Closed -$4K – 444
2019
Q4 		$4K Buy
+61
New +$4.03K ﹤0.01% 691

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brinker Capital Investments's EXPO Position: Q4 2025 in Review

Brinker Capital Investments sold out of Exponent (EXPO) in Q4 2025, closing a stake of 8,407 shares — an estimated $584K sold.

Brinker Capital Investments first reported a position in EXPO in Q4 2019 and held it in 21 quarters. The position peaked at $5.03M in Q4 2020. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Brinker Capital Investments reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 8,407 Exponent shares in Q4 2025, an estimated $584K.
  • Brinker Capital Investments first reported a position in Exponent in Q4 2019 and held it in 21 quarters.
  • Brinker Capital Investments's Exponent position peaked at $5.03M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.