EFG Asset Management (Americas)’s Exponent EXPO Stock Holding History

EFG Asset Management (Americas)’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 Q3	$2.83M	Sell	40,713 -4,892	-11%	-$350K	0.49%	65
2025 Q2	$3.41M	Buy	45,605 +53	+0.1%	+$4.11K	0.63%	49
2025 Q1	$3.69M	Sell	45,552 -261	-0.6%	-$22.7K	0.75%	45
2024 Q4	$4.08M	Sell	45,813 -465	-1%	-$46.8K	0.79%	41
2024 Q3	$5.33M	Sell	46,278 -1,131	-2%	-$118K	1.04%	34
2024 Q2	$4.51M	Buy	47,409 +13,231	+39%	+$1.19M	0.88%	38
2024 Q1	$2.83M	Buy	+34,178	New	+$2.83M	0.86%	35

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EFG Asset Management (Americas)'s EXPO Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Exponent (EXPO) stake by 11% in Q3 2025, selling an estimated $350K and leaving 40,713 shares worth $2.83M. The position accounts for 0.49% of the portfolio, ranked #65.

EFG Asset Management (Americas) first reported a position in EXPO in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.33M in Q3 2024. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

EFG Asset Management (Americas) held 40,713 shares of Exponent worth $2.83M as of Q3 2025.
EFG Asset Management (Americas) sold 4,892 Exponent shares in Q3 2025, an estimated $350K.
Exponent made up 0.49% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #65 holding.
EFG Asset Management (Americas) first reported a position in Exponent in Q1 2024 and has held it in 7 quarters since.
EFG Asset Management (Americas)'s Exponent position peaked at $5.33M in Q3 2024.
359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.