HM Payson & Co’s Exponent EXPO Stock Holding History

HM Payson & Co’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	$34.6K	Hold	589	–	–	﹤0.01%	782
2026 Q1	$38.4K	Hold	589	–	–	﹤0.01%	739
2025 Q4	$40.9K	Hold	589	–	–	﹤0.01%	731
2025 Q3	$40.9K	Buy	589 +149	+34%	+$10.6K	﹤0.01%	734
2025 Q2	$32.9K	Buy	440 +150	+52%	+$11.6K	﹤0.01%	712
2025 Q1	$23.5K	Buy	+290	New	+$25.3K	﹤0.01%	769
2023 Q2	–	Sell	-82	Closed	-$8.18K	–	1023
2023 Q1	$8.18K	Hold	82	–	–	﹤0.01%	815
2022 Q4	$8.13K	Sell	82 -74	-47%	-$7.19K	﹤0.01%	760
2022 Q3	$14K	Hold	156	–	–	﹤0.01%	750
2022 Q2	$14K	Buy	156 +74	+90%	+$6.97K	﹤0.01%	773
2022 Q1	$9K	Hold	82	–	–	﹤0.01%	852
2021 Q4	$10K	Hold	82	–	–	﹤0.01%	862
2021 Q3	$9K	Hold	82	–	–	﹤0.01%	843
2021 Q2	$7K	Hold	82	–	–	﹤0.01%	854
2021 Q1	$8K	Hold	82	–	–	﹤0.01%	889
2020 Q4	$7K	Buy	+82	New	+$6.54K	﹤0.01%	894

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

HM Payson & Co's EXPO Position: Q2 2026 in Review

HM Payson & Co held its Exponent (EXPO) position steady in Q2 2026 at 589 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

HM Payson & Co first reported a position in EXPO in Q4 2020 and has held it in 16 quarters since. The position peaked at $40.9K in Q3 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

HM Payson & Co held 589 shares of Exponent worth $34.6K as of Q2 2026.
HM Payson & Co left its Exponent share count unchanged in Q2 2026.
Exponent made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #782 holding.
HM Payson & Co first reported a position in Exponent in Q4 2020 and has held it in 16 quarters since.
HM Payson & Co's Exponent position peaked at $40.9K in Q3 2025.
340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.