IEQ Capital’s Exponent EXPO Stock Holding History

IEQ 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	–	Sell	-28,559	Closed	-$1.86M	–	2064
2026 Q1	$1.86M	Buy	28,559 +12,513	+78%	+$889K	0.01%	795
2025 Q4	$1.11M	Buy	16,046 +13,166	+457%	+$925K	﹤0.01%	1004
2025 Q3	$200K	Buy	+2,880	New	+$206K	﹤0.01%	1687

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

IEQ Capital's EXPO Position: Q2 2026 in Review

IEQ Capital sold out of Exponent (EXPO) in Q2 2026, closing a stake of 28,559 shares — an estimated $1.86M sold.

IEQ Capital first reported a position in EXPO in Q3 2025 and held it in 3 quarters. The position peaked at $1.86M in Q1 2026. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

IEQ Capital reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 28,559 Exponent shares in Q2 2026, an estimated $1.86M.
IEQ Capital first reported a position in Exponent in Q3 2025 and held it in 3 quarters.
IEQ Capital's Exponent position peaked at $1.86M in Q1 2026.
341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.