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 Q2	$793K	Buy	13,500 +4,094	+44%	+$251K	0.01%	1106
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Guggenheim Capital's EXPO Position: Q2 2026 in Review

Guggenheim Capital increased its Exponent (EXPO) stake by 44% in Q2 2026, buying an estimated $251K and bringing the position to 13,500 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #1106.

Guggenheim Capital first reported a position in EXPO in Q4 2015 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2015. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Guggenheim Capital held 13,500 shares of Exponent worth $793K as of Q2 2026.
Guggenheim Capital bought 4,094 Exponent shares in Q2 2026, an estimated $251K.
Exponent made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1106 holding.
Guggenheim Capital first reported a position in Exponent in Q4 2015 and has held it in 9 quarters since.
Guggenheim Capital's Exponent position peaked at $1.34M in Q4 2015.
340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.