Capstone Investment Advisors
EXPO icon

Capstone Investment Advisors’s Exponent EXPO Stock Holding History

Capstone Investment Advisors’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 		$3.06M Buy
52,159
+41,552
+392% +$2.55M 0.01% 625
2026
Q1 		$692K Buy
10,607
+2,162
+26% +$154K ﹤0.01% 999
2025
Q4 		$587K Buy
8,445
+3,894
+86% +$274K ﹤0.01% 1091
2025
Q3 		$316K Sell
4,551
-724
-14% -$51.7K ﹤0.01% 1626
2025
Q2 		$394K Buy
+5,275
New +$409K ﹤0.01% 1256

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's EXPO Position: Q2 2026 in Review

Capstone Investment Advisors increased its Exponent (EXPO) stake by 392% in Q2 2026, buying an estimated $2.55M and bringing the position to 52,159 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #625.

Capstone Investment Advisors first reported a position in EXPO in Q2 2025 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Capstone Investment Advisors held 52,159 shares of Exponent worth $3.06M as of Q2 2026.
  • Capstone Investment Advisors bought 41,552 Exponent shares in Q2 2026, an estimated $2.55M.
  • Exponent made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #625 holding.
  • Capstone Investment Advisors first reported a position in Exponent in Q2 2025 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.