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LRI Investments’s Exponent EXPO Stock Holding History

LRI Investments’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 		$118 Buy
+2
New +$123 ﹤0.01% 1829
2026
Q1 		– Sell
-702
Closed -$48.8K – 1447
2025
Q4 		$48.8K Hold
702
– – ﹤0.01% 551
2025
Q3 		$48.8K Sell
702
-205
-23% -$14.7K ﹤0.01% 560
2025
Q2 		$67.8K Hold
907
– – 0.01% 500
2025
Q1 		$73.5K Sell
907
-553
-38% -$48.2K 0.01% 472
2024
Q4 		$130K Buy
1,460
+340
+30% +$34.3K 0.01% 367
2024
Q3 		$110K Sell
1,120
-356
-24% -$37.2K 0.01% 387
2024
Q2 		$140K Buy
+1,476
New +$133K 0.02% 323

Other funds holding EXPO

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
RP
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LRI Investments's EXPO Position: Q2 2026 in Review

LRI Investments opened a new position in Exponent (EXPO) in Q2 2026: 2 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #1829 among its holdings. This is a return to the name: LRI Investments previously reported a position in EXPO as recently as Q4 2025.

LRI Investments first reported a position in EXPO in Q2 2024 and has held it in 8 quarters since. The position peaked at $140K in Q2 2024. 95 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • LRI Investments held 2 shares of Exponent worth $118 as of Q2 2026.
  • Exponent was a new LRI Investments position in Q2 2026.
  • Exponent made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1829 holding.
  • LRI Investments first reported a position in Exponent in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's Exponent position peaked at $140K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.