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Edgestream Partners’s Exponent EXPO Stock Holding History

Edgestream Partners’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 		– Sell
-42,002
Closed -$2.92M – 942
2025
Q4 		$2.92M Sell
42,002
-1,931
-4% -$136K 0.08% 432
2025
Q3 		$3.05M Sell
43,933
-69,397
-61% -$4.96M 0.09% 414
2025
Q2 		$8.47M Buy
113,330
+37,057
+49% +$2.87M 0.24% 125
2025
Q1 		$6.18M Buy
76,273
+59,947
+367% +$5.22M 0.21% 168
2024
Q4 		$1.45M Buy
+16,326
New +$1.64M 0.06% 477
2024
Q2 		– Sell
-18,492
Closed -$1.53M – 908
2024
Q1 		$1.53M Sell
18,492
-13,692
-43% -$1.13M 0.08% 404
2023
Q4 		$2.83M Buy
32,184
+8,579
+36% +$703K 0.2% 156
2023
Q3 		$2.02M Sell
23,605
-16,250
-41% -$1.47M 0.16% 189
2023
Q2 		$3.72M Buy
+39,855
New +$3.75M 0.34% 43

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

Edgestream Partners's EXPO Position: Q1 2026 in Review

Edgestream Partners sold out of Exponent (EXPO) in Q1 2026, closing a stake of 42,002 shares — an estimated $2.92M sold.

Edgestream Partners first reported a position in EXPO in Q2 2023 and held it in 9 quarters. The position peaked at $8.47M in Q2 2025. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Edgestream Partners reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 42,002 Exponent shares in Q1 2026, an estimated $2.92M.
  • Edgestream Partners first reported a position in Exponent in Q2 2023 and held it in 9 quarters.
  • Edgestream Partners's Exponent position peaked at $8.47M in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.