MAM
EXPO icon

Montanaro Asset Management’s Exponent EXPO Stock Holding History

Montanaro Asset 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 		$12.5M Buy
191,800
+71,300
+59% +$5.07M 3.74% 9
2025
Q4 		$8.37M Sell
120,500
-1,100
-0.9% -$77.3K 2.33% 21
2025
Q3 		$8.45M Hold
121,600
– – 2.11% 20
2025
Q2 		$9.08M Sell
121,600
-2,600
-2% -$201K 2.34% 21
2025
Q1 		$10.1M Sell
124,200
-44,100
-26% -$3.84M 2.95% 16
2024
Q4 		$15M Sell
168,300
-11,200
-6% -$1.13M 3.1% 12
2024
Q3 		$20.7M Buy
179,500
+4,000
+2% +$418K 3.69% 10
2024
Q2 		$16.7M Hold
175,500
– – 3.11% 12
2024
Q1 		$14.5M Hold
175,500
– – 2.62% 20
2023
Q4 		$15.5M Sell
175,500
-29,000
-14% -$2.38M 2.91% 13
2023
Q3 		$17.5M Buy
204,500
+124,500
+156% +$11.3M 3.08% 13
2023
Q2 		$7.47M Hold
80,000
– – 1.18% 27
2023
Q1 		$7.98M Hold
80,000
– – 1.24% 26
2022
Q4 		$7.93M Buy
80,000
+3,900
+5% +$379K 1.29% 26
2022
Q3 		$6.67M Hold
76,100
– – 1.02% 30
2022
Q2 		$6.96M Hold
76,100
– – 1.05% 30
2022
Q1 		$8.22M Hold
76,100
– – 1.01% 29
2021
Q4 		$8.88M Hold
76,100
– – 0.9% 29
2021
Q3 		$8.61M Hold
76,100
– – 1.04% 30
2021
Q2 		$6.79M Hold
76,100
– – 0.85% 34
2021
Q1 		$7.42M Buy
76,100
+15,200
+25% +$1.43M 1.09% 30
2020
Q4 		$5.48M Buy
+60,900
New +$4.86M 0.92% 27

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