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Curi RMB Capital’s Exponent EXPO Stock Holding History

Curi RMB Capital’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
2025
Q2 		– Sell
-66,897
Closed -$5.42M – 666
2025
Q1 		$5.42M Sell
66,897
-31,841
-32% -$2.77M 0.13% 188
2024
Q4 		$8.8M Sell
98,738
-6,608
-6% -$666K 0.2% 147
2024
Q3 		$12.1M Buy
105,346
+1,157
+1% +$121K 0.28% 114
2024
Q2 		$9.91M Sell
104,189
-1,179
-1% -$106K 0.24% 125
2024
Q1 		$8.71M Buy
105,368
+5,943
+6% +$492K 0.2% 142
2023
Q4 		$8.75M Sell
99,425
-32,604
-25% -$2.67M 0.27% 101
2023
Q3 		$11.3M Buy
132,029
+3,950
+3% +$357K 0.39% 77
2023
Q2 		$12M Buy
128,079
+3,627
+3% +$341K 0.39% 78
2023
Q1 		$12.4M Buy
124,452
+2,581
+2% +$263K 0.43% 74
2022
Q4 		$12.1M Buy
121,871
+2,478
+2% +$241K 0.43% 80
2022
Q3 		$10.5M Buy
119,393
+59
+0% +$5.59K 0.39% 83
2022
Q2 		$10.9M Sell
119,334
-242
-0.2% -$22.8K 0.38% 80
2022
Q1 		$12.9M Buy
119,576
+7,860
+7% +$758K 0.41% 74
2021
Q4 		$13M Buy
111,716
+3,121
+3% +$367K 0.39% 76
2021
Q3 		$12.3M Buy
108,595
+6,212
+6% +$670K 0.4% 73
2021
Q2 		$9.13M Buy
102,383
+3,918
+4% +$367K 0.31% 93
2021
Q1 		$9.6M Buy
98,465
+7,066
+8% +$663K 0.35% 85
2020
Q4 		$8.23M Buy
91,399
+5,556
+6% +$443K 0.3% 89
2020
Q3 		$6.18M Sell
85,843
-208
-0.2% -$16.5K 0.27% 89
2020
Q2 		$6.96M Buy
86,051
+10,201
+13% +$734K 0.31% 83
2020
Q1 		$5.45M Buy
75,850
+29,104
+62% +$2.11M 0.26% 101
2019
Q4 		$3.23M Buy
46,746
+2,748
+6% +$181K 0.09% 208
2019
Q3 		$3.08M Buy
43,998
+9,122
+26% +$616K 0.08% 231
2019
Q2 		$2.04M Buy
34,876
+18,137
+108% +$1.03M 0.05% 305
2019
Q1 		$966K Buy
16,739
+11,051
+194% +$597K 0.02% 458
2018
Q4 		$288K Buy
+5,688
New +$285K 0.01% 756

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi RMB Capital's EXPO Position: Q2 2025 in Review

Curi RMB Capital sold out of Exponent (EXPO) in Q2 2025, closing a stake of 66,897 shares — an estimated $5.42M sold.

Curi RMB Capital first reported a position in EXPO in Q4 2018 and held it in 26 quarters. The position peaked at $13M in Q4 2021. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Curi RMB Capital reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Curi RMB Capital sold 66,897 Exponent shares in Q2 2025, an estimated $5.42M.
  • Curi RMB Capital first reported a position in Exponent in Q4 2018 and held it in 26 quarters.
  • Curi RMB Capital's Exponent position peaked at $13M in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Curi RMB Capital's 13F filing for Q2 2025, filed 14 Aug 2025.