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EXPO icon

NewEdge Advisors’s Exponent EXPO Stock Holding History

NewEdge Advisors’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 		$292K Buy
4,476
+4,340
+3,191% +$308K ﹤0.01% 2353
2025
Q4 		$9.45K Hold
136
– – ﹤0.01% 3483
2025
Q3 		$9.45K Sell
136
-132
-49% -$9.43K ﹤0.01% 3340
2025
Q2 		$20K Sell
268
-165
-38% -$12.8K ﹤0.01% 2962
2025
Q1 		$35.1K Sell
433
-2
-0.5% -$174 ﹤0.01% 2672
2024
Q4 		$38.8K Hold
435
– – ﹤0.01% 2604
2024
Q3 		$50.1K Sell
435
-26
-6% -$2.72K ﹤0.01% 2429
2024
Q2 		$43.9K Sell
461
-23
-5% -$2.07K ﹤0.01% 2388
2024
Q1 		$40K Sell
484
-95
-16% -$7.86K ﹤0.01% 2386
2023
Q4 		$51K Buy
579
+493
+573% +$40.4K ﹤0.01% 2225
2023
Q3 		$7.36K Hold
86
– – ﹤0.01% 2683
2023
Q2 		$8.03K Hold
86
– – ﹤0.01% 2675
2023
Q1 		$8.57K Sell
86
-438
-84% -$44.6K ﹤0.01% 2610
2022
Q4 		$43.4K Buy
+524
New +$50.9K ﹤0.01% 1779
2017
Q3 		– Sell
-390
Closed -$11.2K – 601
2017
Q2 		$11.2K Buy
+390
New +$11.7K ﹤0.01% 923

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

NewEdge Advisors's EXPO Position: Q1 2026 in Review

NewEdge Advisors increased its Exponent (EXPO) stake by 3,191% in Q1 2026, buying an estimated $308K and bringing the position to 4,476 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

NewEdge Advisors first reported a position in EXPO in Q2 2017 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • NewEdge Advisors held 4,476 shares of Exponent worth $292K as of Q1 2026.
  • NewEdge Advisors bought 4,340 Exponent shares in Q1 2026, an estimated $308K.
  • Exponent made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2353 holding.
  • NewEdge Advisors first reported a position in Exponent in Q2 2017 and has held it in 15 quarters since.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.