Evergreen Capital Management’s Exponent EXPO Stock Holding History

Evergreen Capital 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 Q2	–	Sell	-10,515	Closed	-$686K	–	1582
2026 Q1	$686K	Sell	10,515 -566	-5%	-$40.2K	0.01%	622
2025 Q4	$770K	Buy	+11,081	New	+$778K	0.02%	546
2024 Q4	–	Sell	-2,045	Closed	-$236K	–	1085
2024 Q3	$236K	Buy	+2,045	New	+$214K	0.01%	844
2023 Q2	–	Sell	-2,855	Closed	-$285K	–	814
2023 Q1	$285K	Buy	2,855 +194	+7%	+$19.7K	0.01%	529
2022 Q4	$264K	Sell	2,661 -134	-5%	-$13K	0.01%	520
2022 Q3	$245K	Buy	2,795 +496	+22%	+$47K	0.01%	499
2022 Q2	$210K	Sell	2,299 -5	-0.2%	-$471	0.01%	513
2022 Q1	$249K	Sell	2,304 -208	-8%	-$20.1K	0.01%	540
2021 Q4	$293K	Buy	2,512 +158	+7%	+$18.6K	0.01%	487
2021 Q3	$266K	Buy	+2,354	New	+$254K	0.01%	470

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's EXPO Position: Q2 2026 in Review

Evergreen Capital Management sold out of Exponent (EXPO) in Q2 2026, closing a stake of 10,515 shares — an estimated $686K sold.

Evergreen Capital Management first reported a position in EXPO in Q3 2021 and held it in 10 quarters. The position peaked at $770K in Q4 2025. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Evergreen Capital Management reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 10,515 Exponent shares in Q2 2026, an estimated $686K.
Evergreen Capital Management first reported a position in Exponent in Q3 2021 and held it in 10 quarters.
Evergreen Capital Management's Exponent position peaked at $770K in Q4 2025.
341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.