Covestor
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
Q3 		$134K Buy
2,050
+192
+10% +$12.7K 0.09% 223
2026
Q2 		$109K Buy
1,858
+113
+6% +$6.94K 0.06% 305
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

Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covestor's EXPO Position: Q3 2026 in Review

Covestor increased its Exponent (EXPO) stake by 10% in Q3 2026, buying an estimated $12.7K and bringing the position to 2,050 shares worth $134K. The position accounts for 0.09% of the portfolio, ranked #223.

Covestor first reported a position in EXPO in Q4 2021 and has held it in 20 quarters since. The position peaked at $236K in Q3 2025. 99 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Covestor held 2,050 shares of Exponent worth $134K as of Q3 2026.
  • Covestor bought 192 Exponent shares in Q3 2026, an estimated $12.7K.
  • Exponent made up 0.09% of Covestor's portfolio in Q3 2026, its #223 holding.
  • Covestor first reported a position in Exponent in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Exponent position peaked at $236K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.