OQS
EXPO icon

Occudo Quantitative Strategies’s Exponent EXPO Stock Holding History

Occudo Quantitative Strategies’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
2025
Q4 		– Sell
-24,609
Closed -$1.71M – 758
2025
Q3 		$1.71M Sell
24,609
-5,002
-17% -$357K 0.21% 130
2025
Q2 		$2.21M Sell
29,611
-1,430
-5% -$111K 0.25% 114
2025
Q1 		$2.55M Buy
31,041
+23,613
+318% +$2.06M 0.34% 73
2024
Q4 		$662K Buy
+7,428
New +$748K 0.12% 246
2024
Q3 		– Sell
-6,272
Closed -$597K – 796
2024
Q2 		$597K Buy
+6,272
New +$566K 0.11% 264
2022
Q4 		– Sell
-14,441
Closed -$1.27M – 1094
2022
Q3 		$1.27M Sell
14,441
-1,906
-12% -$181K 0.1% 312
2022
Q2 		$1.5M Buy
+16,347
New +$1.54M 0.12% 254

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Occudo Quantitative Strategies's EXPO Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Exponent (EXPO) in Q4 2025, closing a stake of 24,609 shares — an estimated $1.71M sold.

Occudo Quantitative Strategies first reported a position in EXPO in Q2 2022 and held it in 7 quarters. The position peaked at $2.55M in Q1 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 24,609 Exponent shares in Q4 2025, an estimated $1.71M.
  • Occudo Quantitative Strategies first reported a position in Exponent in Q2 2022 and held it in 7 quarters.
  • Occudo Quantitative Strategies's Exponent position peaked at $2.55M in Q1 2025.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.