Inscription Capital’s Exponent EXPO Stock Holding History

Inscription 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
2025 Q4	–	Sell	-4,581	Closed	-$318K	–	699
2025 Q3	$318K	Buy	+4,581	New	+$327K	0.03%	472

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

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

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

Inscription Capital's EXPO Position: Q4 2025 in Review

Inscription Capital sold out of Exponent (EXPO) in Q4 2025, closing a stake of 4,581 shares — an estimated $318K sold.

Inscription Capital first reported a position in EXPO in Q3 2025 and held it in 1 quarter. The position peaked at $318K in Q3 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

Inscription Capital reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
Inscription Capital sold 4,581 Exponent shares in Q4 2025, an estimated $318K.
Inscription Capital first reported a position in Exponent in Q3 2025 and held it in 1 quarter.
Inscription Capital's Exponent position peaked at $318K in Q3 2025.
356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Inscription Capital's 13F filing for Q4 2025, filed 29 Jan 2026.