Jacobs Levy Equity Management
EXPO icon

Jacobs Levy Equity Management’s Exponent EXPO Stock Holding History

Jacobs Levy Equity Management’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
-67,416
Closed -$4.68M – 996
2025
Q4 		$4.68M Sell
67,416
-59,424
-47% -$4.17M 0.02% 422
2025
Q3 		$8.81M Sell
126,840
-744
-0.6% -$53.2K 0.04% 323
2025
Q2 		$9.53M Sell
127,584
-28,922
-18% -$2.24M 0.04% 316
2025
Q1 		$12.7M Buy
+156,506
New +$13.6M 0.05% 296
2020
Q3 		– Sell
-41,716
Closed -$3.38M – 1051
2020
Q2 		$3.38M Sell
41,716
-79,339
-66% -$5.71M 0.04% 425
2020
Q1 		$8.71M Sell
121,055
-1,894
-2% -$138K 0.11% 201
2019
Q4 		$8.48M Sell
122,949
-52,449
-30% -$3.46M 0.08% 275
2019
Q3 		$12.3M Sell
175,398
-150
-0.1% -$10.1K 0.15% 182
2019
Q2 		$10.3M Buy
175,548
+20,666
+13% +$1.18M 0.14% 186
2019
Q1 		$8.94M Buy
154,882
+32,730
+27% +$1.77M 0.13% 204
2018
Q4 		$6.19M Buy
122,152
+35,970
+42% +$1.8M 0.11% 211
2018
Q3 		$4.62M Sell
86,182
-1,660
-2% -$85K 0.07% 335
2018
Q2 		$4.24M Buy
87,842
+67,360
+329% +$3.09M 0.07% 338
2018
Q1 		$805K Hold
20,482
– – 0.01% 683
2017
Q4 		$728K Buy
+20,482
New +$752K 0.01% 680
2016
Q2 		– Sell
-11,260
Closed -$287K – 1175
2016
Q1 		$287K Buy
11,260
+620
+6% +$15K 0.01% 884
2015
Q4 		$266K Hold
10,640
– – 0.01% 668
2015
Q3 		$237K Hold
10,640
– – ﹤0.01% 695
2015
Q2 		$238K Hold
10,640
– – ﹤0.01% 698
2015
Q1 		$236K Hold
10,640
– – ﹤0.01% 675
2014
Q4 		$219K Sell
10,640
-3,600
-25% -$69.8K ﹤0.01% 731
2014
Q3 		$252K Sell
14,240
-27,108
-66% -$498K ﹤0.01% 714
2014
Q2 		$766K Sell
41,348
-40,344
-49% -$721K 0.01% 565
2014
Q1 		$1.53M Sell
81,692
-10,000
-11% -$184K 0.03% 446
2013
Q4 		$1.77M Sell
91,692
-19,948
-18% -$377K 0.03% 454
2013
Q3 		$2M Sell
111,640
-19,200
-15% -$320K 0.03% 414
2013
Q2 		$1.93M Buy
+130,840
New +$1.8M 0.03% 421

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

Jacobs Levy Equity Management's EXPO Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Exponent (EXPO) in Q1 2026, closing a stake of 67,416 shares — an estimated $4.68M sold.

Jacobs Levy Equity Management first reported a position in EXPO in Q2 2013 and held it in 27 quarters. The position peaked at $12.7M in Q1 2025. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 67,416 Exponent shares in Q1 2026, an estimated $4.68M.
  • Jacobs Levy Equity Management first reported a position in Exponent in Q2 2013 and held it in 27 quarters.
  • Jacobs Levy Equity Management's Exponent position peaked at $12.7M in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.