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
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 $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
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
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
RA
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

Capstone Investment Advisors's EXPO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Exponent (EXPO) stake by 26% in Q1 2026, buying an estimated $154K and bringing the position to 10,607 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Capstone Investment Advisors first reported a position in EXPO in Q2 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Capstone Investment Advisors held 10,607 shares of Exponent worth $692K as of Q1 2026.
  • Capstone Investment Advisors bought 2,162 Exponent shares in Q1 2026, an estimated $154K.
  • Exponent made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #999 holding.
  • Capstone Investment Advisors first reported a position in Exponent in Q2 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.