CI
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CX Institutional’s Exponent EXPO Stock Holding History

CX Institutional’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 		$1K Hold
12
– – ﹤0.01% 1518
2026
Q1 		$1K Sell
12
-6
-33% -$426 ﹤0.01% 1500
2025
Q4 		$1K Buy
+18
New +$1.26K ﹤0.01% 1454
2023
Q3 		– Sell
-4,699
Closed -$439K – 503
2023
Q2 		$439K Sell
4,699
-11,727
-71% -$1.1M 0.02% 361
2023
Q1 		$1.63M Buy
+16,426
New +$1.67M 0.09% 237
2021
Q4 		– Sell
-129
Closed -$15K – 527
2021
Q3 		$15K Hold
129
– – ﹤0.01% 780
2021
Q2 		$12K Buy
+129
New +$12.1K ﹤0.01% 814

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 $3.37T AUM 44.26% 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

CX Institutional's EXPO Position: Q2 2026 in Review

CX Institutional held its Exponent (EXPO) position steady in Q2 2026 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

CX Institutional first reported a position in EXPO in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.63M in Q1 2023. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • CX Institutional held 12 shares of Exponent worth $1K as of Q2 2026.
  • CX Institutional left its Exponent share count unchanged in Q2 2026.
  • Exponent made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1518 holding.
  • CX Institutional first reported a position in Exponent in Q2 2021 and has held it in 7 quarters since.
  • CX Institutional's Exponent position peaked at $1.63M in Q1 2023.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.