Guggenheim Capital’s Exponent EXPO Stock Holding History

Guggenheim Capital’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	$614K	Buy	+9,406	New	+$668K	﹤0.01%	1149
2021 Q2	–	Sell	-2,724	Closed	-$265K	–	2199
2021 Q1	$265K	Sell	2,724 -1,995	-42%	-$187K	﹤0.01%	2001
2020 Q4	$425K	Buy	+4,719	New	+$376K	﹤0.01%	1703
2019 Q2	–	Sell	-3,485	Closed	-$201K	–	2126
2019 Q1	$201K	Buy	+3,485	New	+$188K	﹤0.01%	2075
2016 Q4	–	Sell	-37,976	Closed	-$970K	–	2926
2016 Q3	$970K	Sell	37,976 -4,320	-10%	-$113K	﹤0.01%	2100
2016 Q2	$1.24M	Sell	42,296 -1,924	-4%	-$50K	﹤0.01%	1895
2016 Q1	$1.13M	Sell	44,220 -9,322	-17%	-$225K	﹤0.01%	1970
2015 Q4	$1.34M	Buy	+53,542	New	+$1.36M	﹤0.01%	1922

Other funds holding EXPO

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Guggenheim Capital's EXPO Position: Q1 2026 in Review

Guggenheim Capital opened a new position in Exponent (EXPO) in Q1 2026: 9,406 shares worth $614K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Guggenheim Capital previously reported a position in EXPO as recently as Q1 2021.

Guggenheim Capital first reported a position in EXPO in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2015. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

Guggenheim Capital held 9,406 shares of Exponent worth $614K as of Q1 2026.
Exponent was a new Guggenheim Capital position in Q1 2026.
Exponent made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1149 holding.
Guggenheim Capital first reported a position in Exponent in Q4 2015 and has held it in 8 quarters since.
Guggenheim Capital's Exponent position peaked at $1.34M in Q4 2015.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.