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Intellectus Partners’s Exponent EXPO Stock Holding History

Intellectus Partners’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
-2,705
Closed -$202K – 283
2025
Q2 		$202K Hold
2,705
– – 0.04% 262
2025
Q1 		$219K Hold
2,705
– – 0.05% 249
2024
Q4 		$241K Hold
2,705
– – 0.05% 243
2024
Q3 		$312K Hold
2,705
– – 0.08% 221
2024
Q2 		$257K Hold
2,705
– – 0.07% 226
2024
Q1 		$224K Buy
2,705
+200
+8% +$16.5K 0.06% 239
2023
Q4 		$221K Hold
2,505
– – 0.06% 229
2023
Q3 		$214K Buy
2,505
+115
+5% +$10.4K 0.07% 236
2023
Q2 		$223K Buy
2,390
+60
+3% +$5.64K 0.07% 229
2023
Q1 		$232K Buy
2,330
+305
+15% +$31K 0.07% 220
2022
Q4 		$201K Buy
+2,025
New +$197K 0.07% 234
2022
Q2 		– Sell
-2,025
Closed -$219K – 260
2022
Q1 		$219K Buy
+2,025
New +$195K 0.07% 218
2021
Q1 		– Sell
-2,600
Closed -$234K – 250
2020
Q4 		$234K Buy
+2,600
New +$207K 0.07% 215

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Intellectus Partners's EXPO Position: Q3 2025 in Review

Intellectus Partners sold out of Exponent (EXPO) in Q3 2025, closing a stake of 2,705 shares — an estimated $202K sold.

Intellectus Partners first reported a position in EXPO in Q4 2020 and held it in 13 quarters. The position peaked at $312K in Q3 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

  • Intellectus Partners reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
  • Intellectus Partners sold 2,705 Exponent shares in Q3 2025, an estimated $202K.
  • Intellectus Partners first reported a position in Exponent in Q4 2020 and held it in 13 quarters.
  • Intellectus Partners's Exponent position peaked at $312K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Intellectus Partners's 13F filing for Q3 2025, filed 12 Nov 2025.