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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace's EXPO Position: Q1 2026 in Review

Marshall Wace reduced its Exponent (EXPO) stake by 78% in Q1 2026, selling an estimated $5.53M and leaving 22,572 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Marshall Wace first reported a position in EXPO in Q2 2015 and has held it in 12 quarters since. The position peaked at $11.2M in Q3 2021. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Marshall Wace held 22,572 shares of Exponent worth $1.47M as of Q1 2026.
  • Marshall Wace sold 77,827 Exponent shares in Q1 2026, an estimated $5.53M.
  • Exponent made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1951 holding.
  • Marshall Wace first reported a position in Exponent in Q2 2015 and has held it in 12 quarters since.
  • Marshall Wace's Exponent position peaked at $11.2M in Q3 2021.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.