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iSAM Funds (UK)’s Exponent EXPO Stock Holding History

iSAM Funds (UK)’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
Q1 		– Sell
-8,498
Closed -$590K – 348
2025
Q4 		$590K Sell
8,498
-3,168
-27% -$223K 0.21% 141
2025
Q3 		$811K Buy
+11,666
New +$834K 0.17% 187
2023
Q3 		– Sell
-4,307
Closed -$402K – 267
2023
Q2 		$402K Buy
+4,307
New +$405K 0.36% 110

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

iSAM Funds (UK)'s EXPO Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Exponent (EXPO) in Q1 2026, closing a stake of 8,498 shares — an estimated $590K sold.

iSAM Funds (UK) first reported a position in EXPO in Q2 2023 and held it in 3 quarters. The position peaked at $811K in Q3 2025. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 8,498 Exponent shares in Q1 2026, an estimated $590K.
  • iSAM Funds (UK) first reported a position in Exponent in Q2 2023 and held it in 3 quarters.
  • iSAM Funds (UK)'s Exponent position peaked at $811K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.