Capital Fund Management (CFM)

Capital Fund Management (CFM)’s Exponent EXPO Stock Holding History

Capital Fund Management (CFM)’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	$6.76M	Buy	103,643 +19,433	+23%	+$1.38M	0.03%	750
2025 Q4	$5.85M	Buy	84,210 +20,584	+32%	+$1.45M	0.02%	1101
2025 Q3	$4.42M	Buy	63,626 +12,420	+24%	+$888K	0.01%	1320
2025 Q2	$3.83M	Buy	51,206 +35,348	+223%	+$2.74M	0.01%	1311
2025 Q1	$1.29M	Buy	+15,858	New	+$1.38M	﹤0.01%	1576
2020 Q4	–	Sell	-13,169	Closed	-$949K	–	1362
2020 Q3	$949K	Buy	+13,169	New	+$1.05M	0.01%	894
2020 Q2	–	Sell	-3,239	Closed	-$233K	–	1198
2020 Q1	$233K	Sell	3,239 -5,761	-64%	-$418K	﹤0.01%	1337
2019 Q4	$621K	Sell	9,000 -2,700	-23%	-$178K	﹤0.01%	1298
2019 Q3	$818K	Buy	11,700 +4,900	+72%	+$331K	0.01%	1072
2019 Q2	$398K	Buy	+6,800	New	+$387K	﹤0.01%	1283
2018 Q1	–	Sell	-7,800	Closed	-$277K	–	1933
2017 Q4	$277K	Buy	+7,800	New	+$286K	﹤0.01%	1640
2015 Q4	–	Sell	-19,400	Closed	-$432K	–	1607
2015 Q3	$432K	Buy	19,400 +7,398	+62%	+$163K	﹤0.01%	1098
2015 Q2	$269K	Buy	+12,002	New	+$264K	﹤0.01%	1303

Other funds holding EXPO

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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