EF
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Empowered Funds’s Exponent EXPO Stock Holding History

Empowered Funds’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 		$558K Buy
9,492
+4,084
+76% +$251K ﹤0.01% 1636
2026
Q1 		$353K Buy
+5,408
New +$384K ﹤0.01% 1755
2025
Q1 		– Sell
-12,272
Closed -$1.09M – 1674
2024
Q4 		$1.09M Buy
12,272
+2,747
+29% +$277K 0.02% 946
2024
Q3 		$1.1M Buy
9,525
+1,724
+22% +$180K 0.02% 874
2024
Q2 		$742K Buy
7,801
+612
+9% +$55.2K 0.01% 948
2024
Q1 		$594K Buy
7,189
+764
+12% +$63.2K 0.01% 1036
2023
Q4 		$566K Buy
6,425
+1,054
+20% +$86.4K 0.01% 968
2023
Q3 		$460K Buy
5,371
+435
+9% +$39.3K 0.01% 948
2023
Q2 		$461K Buy
4,936
+450
+10% +$42.3K 0.02% 843
2023
Q1 		$447K Buy
+4,486
New +$457K 0.03% 411

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

Empowered Funds's EXPO Position: Q2 2026 in Review

Empowered Funds increased its Exponent (EXPO) stake by 76% in Q2 2026, buying an estimated $251K and bringing the position to 9,492 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Empowered Funds first reported a position in EXPO in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q3 2024. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Empowered Funds held 9,492 shares of Exponent worth $558K as of Q2 2026.
  • Empowered Funds bought 4,084 Exponent shares in Q2 2026, an estimated $251K.
  • Exponent made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1636 holding.
  • Empowered Funds first reported a position in Exponent in Q1 2023 and has held it in 10 quarters since.
  • Empowered Funds's Exponent position peaked at $1.1M in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.