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Everpar Advisors’s Exponent EXPO Stock Holding History

Everpar Advisors’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
Q2 		– Sell
-2,479
Closed -$201K – 272
2025
Q1 		$201K Sell
2,479
-423
-15% -$36.8K 0.11% 248
2024
Q4 		$259K Sell
2,902
-34
-1% -$3.42K 0.13% 216
2024
Q3 		$338K Sell
2,936
-388
-12% -$40.6K 0.18% 172
2024
Q2 		$316K Buy
3,324
+580
+21% +$52.3K 0.16% 181
2024
Q1 		$227K Sell
2,744
-3,774
-58% -$312K 0.14% 213
2023
Q4 		$574K Buy
+6,518
New +$534K 0.27% 133

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Everpar Advisors's EXPO Position: Q2 2025 in Review

Everpar Advisors sold out of Exponent (EXPO) in Q2 2025, closing a stake of 2,479 shares — an estimated $201K sold.

Everpar Advisors first reported a position in EXPO in Q4 2023 and held it in 6 quarters. The position peaked at $574K in Q4 2023. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Everpar Advisors reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Everpar Advisors sold 2,479 Exponent shares in Q2 2025, an estimated $201K.
  • Everpar Advisors first reported a position in Exponent in Q4 2023 and held it in 6 quarters.
  • Everpar Advisors's Exponent position peaked at $574K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Everpar Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.