Lindenwold Advisors’s Exponent EXPO Stock Holding History

Lindenwold Advisors’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	$204K	Sell	2,936 -240	-8%	-$17.2K	0.1%	109
2025 Q2	$237K	Sell	3,176 -155	-5%	-$12K	0.12%	96
2025 Q1	$270K	Sell	3,331 -430	-11%	-$37.5K	0.15%	89
2024 Q4	$335K	Sell	3,761 -180	-5%	-$18.1K	0.18%	86
2024 Q3	$454K	Buy	3,941 +20	+0.5%	+$2.09K	0.23%	71
2024 Q2	$373K	Hold	3,921	–	–	0.2%	79
2024 Q1	$324K	Buy	3,921 +315	+9%	+$26.1K	0.17%	92
2023 Q4	$317K	Hold	3,606	–	–	0.18%	89
2023 Q3	$309K	Buy	3,606 +40	+1%	+$3.62K	0.19%	84
2023 Q2	$333K	Sell	3,566 -185	-5%	-$17.4K	0.2%	83
2023 Q1	$374K	Sell	3,751 -5	-0.1%	-$509	0.23%	86
2022 Q4	$372K	Buy	3,756 +15	+0.4%	+$1.46K	0.25%	81
2022 Q3	$328K	Buy	3,741 +110	+3%	+$10.4K	0.24%	83
2022 Q2	$332K	Buy	3,631 +10	+0.3%	+$942	0.24%	84
2022 Q1	$391K	Buy	3,621 +680	+23%	+$65.6K	0.24%	82
2021 Q4	$343K	Buy	+2,941	New	+$346K	0.2%	92

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lindenwold Advisors's EXPO Position: Q3 2025 in Review

Lindenwold Advisors reduced its Exponent (EXPO) stake by 7.6% in Q3 2025, selling an estimated $17.2K and leaving 2,936 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #109.

Lindenwold Advisors first reported a position in EXPO in Q4 2021 and has held it in 16 quarters since. The position peaked at $454K in Q3 2024. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

Lindenwold Advisors held 2,936 shares of Exponent worth $204K as of Q3 2025.
Lindenwold Advisors sold 240 Exponent shares in Q3 2025, an estimated $17.2K.
Exponent made up 0.1% of Lindenwold Advisors's portfolio in Q3 2025, its #109 holding.
Lindenwold Advisors first reported a position in Exponent in Q4 2021 and has held it in 16 quarters since.
Lindenwold Advisors's Exponent position peaked at $454K in Q3 2024.
359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.