C
EXPO icon

Covestor’s Exponent EXPO Stock Holding History

Covestor’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 		$114K Sell
1,745
-926
-35% -$65.8K 0.08% 240
2025
Q4 		$186K Sell
2,671
-724
-21% -$50.9K 0.1% 252
2025
Q3 		$236K Buy
3,395
+1,261
+59% +$90.1K 0.13% 153
2025
Q2 		$159K Buy
2,134
+349
+20% +$27K 0.09% 287
2025
Q1 		$145K Buy
1,785
+543
+44% +$47.3K 0.1% 269
2024
Q4 		$111K Sell
1,242
-156
-11% -$15.7K 0.07% 460
2024
Q3 		$161K Sell
1,398
-768
-35% -$80.3K 0.1% 265
2024
Q2 		$206K Buy
2,166
+1,577
+268% +$142K 0.13% 152
2024
Q1 		$49K Sell
589
-881
-60% -$72.9K 0.03% 887
2023
Q4 		$129K Sell
1,470
-4
-0.3% -$328 0.09% 332
2023
Q3 		$126K Buy
1,474
+293
+25% +$26.5K 0.1% 290
2023
Q2 		$110K Sell
1,181
-2
-0.2% -$188 0.08% 380
2023
Q1 		$118K Sell
1,183
-40
-3% -$4.07K 0.1% 291
2022
Q4 		$121K Buy
1,223
+40
+3% +$3.89K 0.1% 306
2022
Q3 		$104K Buy
1,183
+1,091
+1,186% +$103K 0.09% 336
2022
Q2 		$8K Sell
92
-1
-1% -$94 0.01% 1282
2022
Q1 		$10K Buy
93
+41
+79% +$3.95K 0.01% 1307
2021
Q4 		$6K Buy
+52
New +$6.11K 0.01% 1220

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 $4.6B AUM 16.08% 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

Covestor's EXPO Position: Q1 2026 in Review

Covestor reduced its Exponent (EXPO) stake by 35% in Q1 2026, selling an estimated $65.8K and leaving 1,745 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #240.

Covestor first reported a position in EXPO in Q4 2021 and has held it in 18 quarters since. The position peaked at $236K in Q3 2025. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Covestor held 1,745 shares of Exponent worth $114K as of Q1 2026.
  • Covestor sold 926 Exponent shares in Q1 2026, an estimated $65.8K.
  • Exponent made up 0.08% of Covestor's portfolio in Q1 2026, its #240 holding.
  • Covestor first reported a position in Exponent in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Exponent position peaked at $236K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.