Marshall Wace
EXPO icon

Marshall Wace’s Exponent EXPO Stock Holding History

Marshall Wace’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 		$207K Sell
3,528
-19,044
-84% -$1.17M ﹤0.01% 2828
2026
Q1 		$1.47M Sell
22,572
-77,827
-78% -$5.53M ﹤0.01% 1951
2025
Q4 		$6.97M Buy
+100,399
New +$7.05M 0.01% 1009
2024
Q4 		– Sell
-10,900
Closed -$1.26M – 2704
2024
Q3 		$1.26M Sell
10,900
-2,469
-18% -$258K ﹤0.01% 1555
2024
Q2 		$1.27M Buy
+13,369
New +$1.21M ﹤0.01% 1578
2021
Q4 		– Sell
-99,334
Closed -$11.2M – 3974
2021
Q3 		$11.2M Buy
+99,334
New +$10.7M 0.05% 491
2020
Q4 		– Sell
-9,697
Closed -$699K – 1953
2020
Q3 		$699K Buy
+9,697
New +$771K ﹤0.01% 1142
2020
Q2 		– Sell
-3,016
Closed -$217K – 1661
2020
Q1 		$217K Buy
+3,016
New +$219K ﹤0.01% 1165
2019
Q3 		– Sell
-20,351
Closed -$1.19M – 1739
2019
Q2 		$1.19M Sell
20,351
-17,416
-46% -$992K 0.01% 889
2019
Q1 		$2.18M Sell
37,767
-114,623
-75% -$6.19M 0.02% 711
2018
Q4 		$7.73M Buy
152,390
+108,966
+251% +$5.47M 0.08% 312
2018
Q3 		$2.33M Buy
+43,424
New +$2.22M 0.02% 647
2015
Q3 		– Sell
-116,022
Closed -$2.6M – 963
2015
Q2 		$2.6M Buy
+116,022
New +$2.55M 0.03% 412

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace's EXPO Position: Q2 2026 in Review

Marshall Wace reduced its Exponent (EXPO) stake by 84% in Q2 2026, selling an estimated $1.17M and leaving 3,528 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Marshall Wace first reported a position in EXPO in Q2 2015 and has held it in 13 quarters since. The position peaked at $11.2M in Q3 2021. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Marshall Wace held 3,528 shares of Exponent worth $207K as of Q2 2026.
  • Marshall Wace sold 19,044 Exponent shares in Q2 2026, an estimated $1.17M.
  • Exponent made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2828 holding.
  • Marshall Wace first reported a position in Exponent in Q2 2015 and has held it in 13 quarters since.
  • Marshall Wace's Exponent position peaked at $11.2M in Q3 2021.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.