Envestnet Asset Management
EXPO icon

Envestnet Asset Management’s Exponent EXPO Stock Holding History

Envestnet Asset Management’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 		$21.3M Buy
325,706
+64,708
+25% +$4.6M 0.01% 1316
2025
Q4 		$18.1M Sell
260,998
-143,461
-35% -$10.1M 0.01% 1274
2025
Q3 		$28.1M Sell
404,459
-20,595
-5% -$1.47M 0.01% 1069
2025
Q2 		$31.8M Sell
425,054
-16,592
-4% -$1.29M 0.01% 975
2025
Q1 		$35.8M Buy
441,646
+8,501
+2% +$741K 0.01% 864
2024
Q4 		$38.6M Sell
433,145
-34,400
-7% -$3.47M 0.01% 835
2024
Q3 		$53.9M Buy
467,545
+7,420
+2% +$776K 0.02% 685
2024
Q2 		$43.8M Buy
460,125
+21,228
+5% +$1.91M 0.02% 728
2024
Q1 		$36.3M Sell
438,897
-6,542
-1% -$541K 0.01% 800
2023
Q4 		$39.2M Sell
445,439
-13,507
-3% -$1.11M 0.02% 709
2023
Q3 		$39.3M Buy
458,946
+114,853
+33% +$10.4M 0.02% 655
2023
Q2 		$32.1M Buy
344,093
+7,411
+2% +$697K 0.01% 693
2023
Q1 		$33.6M Buy
336,682
+26,000
+8% +$2.65M 0.02% 636
2022
Q4 		$30.8M Sell
310,682
-3,183
-1% -$309K 0.02% 649
2022
Q3 		$27.5M Buy
313,865
+10
+0% +$948 0.02% 632
2022
Q2 		$28.7M Buy
313,855
+54,319
+21% +$5.12M 0.02% 623
2022
Q1 		$28M Buy
259,536
+1,701
+0.7% +$164K 0.01% 697
2021
Q4 		$30.1M Buy
257,835
+2,910
+1% +$342K 0.01% 671
2021
Q3 		$28.8M Buy
254,925
+11,111
+5% +$1.2M 0.02% 643
2021
Q2 		$21.8M Buy
243,814
+7,871
+3% +$737K 0.01% 750
2021
Q1 		$23M Buy
235,943
+1,720
+0.7% +$161K 0.01% 672
2020
Q4 		$21.1M Buy
234,223
+5,496
+2% +$438K 0.02% 601
2020
Q3 		$16.5M Buy
228,727
+16,351
+8% +$1.3M 0.01% 617
2020
Q2 		$17.2M Buy
212,376
+35,289
+20% +$2.54M 0.02% 575
2020
Q1 		$12.7M Buy
177,087
+6,693
+4% +$486K 0.02% 590
2019
Q4 		$11.8M Buy
170,394
+6,954
+4% +$459K 0.01% 736
2019
Q3 		$11.4M Sell
163,440
-1,592
-1% -$107K 0.01% 698
2019
Q2 		$9.66M Sell
165,032
-2,218
-1% -$126K 0.01% 746
2019
Q1 		$9.65M Buy
167,250
+16,954
+11% +$916K 0.01% 703
2018
Q4 		$7.62M Buy
+150,296
New +$7.54M 0.01% 710
2018
Q3 		– Sell
-34,186
Closed -$1.65M – 1671
2018
Q2 		$1.65M Sell
34,186
-4,576
-12% -$210K ﹤0.01% 871
2018
Q1 		$1.53M Sell
38,762
-26,788
-41% -$1.01M ﹤0.01% 796
2017
Q4 		$2.33M Buy
65,550
+3,672
+6% +$135K 0.01% 886
2017
Q3 		$2.29M Sell
61,878
-2,264
-4% -$74.8K 0.01% 846
2017
Q2 		$1.87M Buy
64,142
+936
+1% +$28K 0.01% 956
2017
Q1 		$1.88M Buy
63,206
+3,344
+6% +$97.4K 0.01% 963
2016
Q4 		$1.8M Buy
59,862
+7,930
+15% +$230K 0.01% 970
2016
Q3 		$1.33M Sell
51,932
-20,592
-28% -$537K 0.01% 1118
2016
Q2 		$2.12M Buy
72,524
+8,766
+14% +$228K 0.01% 1000
2016
Q1 		$1.63M Sell
63,758
-2,766
-4% -$66.8K 0.01% 1088
2015
Q4 		$1.66M Sell
66,524
-3,802
-5% -$96.5K 0.01% 1039
2015
Q3 		$1.57M Sell
70,326
-2,912
-4% -$64.1K 0.01% 1060
2015
Q2 		$1.64M Buy
73,238
+2,450
+3% +$53.8K 0.01% 1157
2015
Q1 		$1.57M Buy
70,788
+70,332
+15,424% +$1.51M 0.01% 1093
2014
Q4 		$9K Sell
456
-120
-21% -$2.33K ﹤0.01% 1989
2014
Q3 		$10K Hold
576
– – ﹤0.01% 2117
2014
Q2 		$11K Buy
576
+4
+0.7% +$71 ﹤0.01% 1990
2014
Q1 		$11K Buy
572
+140
+32% +$2.58K ﹤0.01% 1838
2013
Q4 		$8K Buy
432
+328
+315% +$6.19K ﹤0.01% 1828
2013
Q3 		$2K Buy
+104
New +$1.73K ﹤0.01% 2151

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

Envestnet Asset Management's EXPO Position: Q1 2026 in Review

Envestnet Asset Management increased its Exponent (EXPO) stake by 25% in Q1 2026, buying an estimated $4.6M and bringing the position to 325,706 shares worth $21.3M. The position accounts for 0.01% of the portfolio, ranked #1316.

Envestnet Asset Management first reported a position in EXPO in Q3 2013 and has held it in 50 quarters since. The position peaked at $53.9M in Q3 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Envestnet Asset Management held 325,706 shares of Exponent worth $21.3M as of Q1 2026.
  • Envestnet Asset Management bought 64,708 Exponent shares in Q1 2026, an estimated $4.6M.
  • Exponent made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1316 holding.
  • Envestnet Asset Management first reported a position in Exponent in Q3 2013 and has held it in 50 quarters since.
  • Envestnet Asset Management's Exponent position peaked at $53.9M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.