Caprock Group’s Exponent EXPO Stock Holding History

Caprock Group’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	$240K	Sell	3,680 -88	-2%	-$6.25K	0.01%	992
2025 Q4	$262K	Buy	3,768 +357	+10%	+$25.1K	0.01%	1041
2025 Q3	$244K	Buy	+3,411	New	+$244K	0.01%	1009
2025 Q1	$305K	Buy	3,758 +46	+1%	+$4.01K	0.01%	862
2024 Q4	$331K	Buy	3,712 +434	+13%	+$43.7K	0.01%	762
2024 Q3	$378K	Sell	3,278 -18	-0.5%	-$1.88K	0.01%	647
2024 Q2	$314K	Buy	3,296 +134	+4%	+$12.1K	0.01%	663
2024 Q1	$262K	Sell	3,162 -14	-0.4%	-$1.16K	0.02%	603
2023 Q4	$280K	Buy	3,176 +14	+0.4%	+$1.15K	0.02%	555
2023 Q3	$271K	Hold	3,162	–	–	0.02%	523
2023 Q2	$295K	Sell	3,162 -20	-0.6%	-$1.88K	0.02%	502
2023 Q1	$317K	Buy	+3,182	New	+$324K	0.02%	479

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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 New York $124B AUM 33.93% 1-Year Est. Return

Caprock Group's EXPO Position: Q1 2026 in Review

Caprock Group reduced its Exponent (EXPO) stake by 2.3% in Q1 2026, selling an estimated $6.25K and leaving 3,680 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #992.

Caprock Group first reported a position in EXPO in Q1 2023 and has held it in 12 quarters since. The position peaked at $378K in Q3 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

Caprock Group held 3,680 shares of Exponent worth $240K as of Q1 2026.
Caprock Group sold 88 Exponent shares in Q1 2026, an estimated $6.25K.
Exponent made up 0.01% of Caprock Group's portfolio in Q1 2026, its #992 holding.
Caprock Group first reported a position in Exponent in Q1 2023 and has held it in 12 quarters since.
Caprock Group's Exponent position peaked at $378K in Q3 2024.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.