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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
Q2 		– Sell
-3,680
Closed -$240K – 1268
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
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

Caprock Group's EXPO Position: Q2 2026 in Review

Caprock Group sold out of Exponent (EXPO) in Q2 2026, closing a stake of 3,680 shares — an estimated $240K sold.

Caprock Group first reported a position in EXPO in Q1 2023 and held it in 12 quarters. The position peaked at $378K in Q3 2024. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Caprock Group reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • Caprock Group sold 3,680 Exponent shares in Q2 2026, an estimated $240K.
  • Caprock Group first reported a position in Exponent in Q1 2023 and held it in 12 quarters.
  • Caprock Group's Exponent position peaked at $378K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.