InceptionR’s Exponent EXPO Stock Holding History

InceptionR’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 Q3	–	Sell	-2,916	Closed	-$218K	–	762
2025 Q2	$218K	Sell	2,916 -1,259	-30%	-$97.6K	0.05%	547
2025 Q1	$338K	Buy	+4,175	New	+$364K	0.1%	355
2023 Q2	–	Sell	-16,486	Closed	-$1.64M	–	481
2023 Q1	$1.64M	Buy	16,486 +14,124	+598%	+$1.44M	0.53%	35
2022 Q4	$234K	Buy	+2,362	New	+$229K	0.12%	326

Other funds holding EXPO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

InceptionR's EXPO Position: Q3 2025 in Review

InceptionR sold out of Exponent (EXPO) in Q3 2025, closing a stake of 2,916 shares — an estimated $218K sold.

InceptionR first reported a position in EXPO in Q4 2022 and held it in 4 quarters. The position peaked at $1.64M in Q1 2023. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

InceptionR reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
InceptionR sold 2,916 Exponent shares in Q3 2025, an estimated $218K.
InceptionR first reported a position in Exponent in Q4 2022 and held it in 4 quarters.
InceptionR's Exponent position peaked at $1.64M in Q1 2023.
359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.