MAM
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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
Q2 		$10.5M Sell
179,089
-12,711
-7% -$780K 3.32% 14
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 $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

Montanaro Asset Management's EXPO Position: Q2 2026 in Review

Montanaro Asset Management reduced its Exponent (EXPO) stake by 6.6% in Q2 2026, selling an estimated $780K and leaving 179,089 shares worth $10.5M. The position accounts for 3.32% of the portfolio, ranked #14.

Montanaro Asset Management first reported a position in EXPO in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.7M in Q3 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Montanaro Asset Management held 179,089 shares of Exponent worth $10.5M as of Q2 2026.
  • Montanaro Asset Management sold 12,711 Exponent shares in Q2 2026, an estimated $780K.
  • Exponent made up 3.32% of Montanaro Asset Management's portfolio in Q2 2026, its #14 holding.
  • Montanaro Asset Management first reported a position in Exponent in Q4 2020 and has held it in 23 quarters since.
  • Montanaro Asset Management's Exponent position peaked at $20.7M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Montanaro Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.