Isthmus Partners’s Exponent EXPO Stock Holding History

Isthmus 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
2026 Q2	–	Sell	-3,390	Closed	-$221K	–	230
2026 Q1	$221K	Hold	3,390	–	–	0.02%	210
2025 Q4	$235K	Buy	+3,390	New	+$238K	0.03%	201
2025 Q3	–	Sell	-3,390	Closed	-$253K	–	207
2025 Q2	$253K	Hold	3,390	–	–	0.03%	198
2025 Q1	$275K	Hold	3,390	–	–	0.03%	188
2024 Q4	$302K	Hold	3,390	–	–	0.04%	182
2024 Q3	$391K	Hold	3,390	–	–	0.05%	149
2024 Q2	$322K	Sell	3,390 -10,363	-75%	-$934K	0.04%	158
2024 Q1	$1.14M	Sell	13,753 -15	-0.1%	-$1.24K	0.13%	114
2023 Q4	$1.21M	Sell	13,768 -92	-0.7%	-$7.54K	0.16%	109
2023 Q3	$1.19M	Sell	13,860 -2,179	-14%	-$197K	0.17%	109
2023 Q2	$1.5M	Sell	16,039 -25	-0.2%	-$2.35K	0.2%	100
2023 Q1	$1.6M	Sell	16,064 -9,114	-36%	-$927K	0.23%	93
2022 Q4	$2.49M	Buy	25,178 +189	+0.8%	+$18.4K	0.37%	52
2022 Q3	$2.19M	Buy	24,989 +1,001	+4%	+$94.9K	0.38%	56
2022 Q2	$2.19M	Buy	23,988 +578	+2%	+$54.5K	0.41%	52
2022 Q1	$2.53M	Buy	23,410 +839	+4%	+$80.9K	0.42%	51
2021 Q4	$2.63M	Buy	22,571 +75	+0.3%	+$8.81K	0.44%	55
2021 Q3	$2.54M	Sell	22,496 -50	-0.2%	-$5.39K	0.46%	52
2021 Q2	$2.01M	Buy	22,546 +444	+2%	+$41.6K	0.35%	61
2021 Q1	$2.15M	Sell	22,102 -451	-2%	-$42.3K	0.4%	54
2020 Q4	$2.03M	Sell	22,553 -465	-2%	-$37.1K	0.41%	50
2020 Q3	$1.66M	Buy	23,018 +75	+0.3%	+$5.96K	0.39%	49
2020 Q2	$1.86M	Buy	22,943 +2	+0%	+$144	0.46%	48
2020 Q1	$1.65M	Sell	22,941 -3,722	-14%	-$270K	0.51%	46
2019 Q4	$1.84M	Sell	26,663 -59	-0.2%	-$3.9K	0.42%	46
2019 Q3	$1.87M	Sell	26,722 -4,158	-13%	-$281K	0.44%	46
2019 Q2	$1.81M	Sell	30,880 -65,292	-68%	-$3.72M	0.43%	47
2019 Q1	$7.77M	Buy	96,172 +64,995	+208%	+$3.51M	1.89%	13
2018 Q4	$1.58M	Buy	31,177 +1,062	+4%	+$53.3K	0.48%	48
2018 Q3	$1.61M	Sell	30,115 -458	-1%	-$23.5K	0.41%	47
2018 Q2	$1.48M	Sell	30,573 -1,165	-4%	-$53.4K	0.39%	47
2018 Q1	$1.25M	Buy	31,738 +34	+0.1%	+$1.28K	0.34%	49
2017 Q4	$1.13M	Sell	31,704 -254	-0.8%	-$9.32K	0.31%	54
2017 Q3	$1.18M	Sell	31,958 -212	-0.7%	-$7K	0.33%	49
2017 Q2	$938K	Sell	32,170 -438	-1%	-$13.1K	0.27%	60
2017 Q1	$971K	Sell	32,608 -72	-0.2%	-$2.1K	0.29%	55
2016 Q4	$985K	Buy	32,680 +1,810	+6%	+$52.5K	0.3%	54
2016 Q3	$761K	Buy	30,870 +282	+0.9%	+$7.35K	0.24%	67
2016 Q2	$893K	Sell	30,588 -916	-3%	-$23.8K	0.29%	52
2016 Q1	$804K	Sell	31,504 -1,576	-5%	-$38.1K	0.27%	58
2015 Q4	$826K	Buy	33,080 +88	+0.3%	+$2.23K	0.29%	61
2015 Q3	$735K	Sell	32,992 -72	-0.2%	-$1.58K	0.27%	61
2015 Q2	$740K	Buy	33,064 +336	+1%	+$7.38K	0.24%	60
2015 Q1	$727K	Buy	32,728 +384	+1%	+$8.22K	0.25%	58
2014 Q4	$667K	Buy	+32,344	New	+$627K	0.23%	60

Other funds holding EXPO

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Isthmus Partners's EXPO Position: Q2 2026 in Review

Isthmus Partners sold out of Exponent (EXPO) in Q2 2026, closing a stake of 3,390 shares — an estimated $221K sold.

Isthmus Partners first reported a position in EXPO in Q4 2014 and held it in 45 quarters. The position peaked at $7.77M in Q1 2019. 62 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Isthmus Partners reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
Isthmus Partners sold 3,390 Exponent shares in Q2 2026, an estimated $221K.
Isthmus Partners first reported a position in Exponent in Q4 2014 and held it in 45 quarters.
Isthmus Partners's Exponent position peaked at $7.77M in Q1 2019.
62 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.