Oppenheimer Asset Management’s Exponent EXPO Stock Holding History

Oppenheimer 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	$1.35M	Buy	20,706 +3,439	+20%	+$244K	0.02%	657
2025 Q4	$1.2M	Sell	17,267 -10,000	-37%	-$702K	0.01%	633
2025 Q3	$1.89M	Sell	27,267 -1,419	-5%	-$101K	0.02%	581
2025 Q2	$2.14M	Sell	28,686 -1,284	-4%	-$99.5K	0.02%	534
2025 Q1	$2.43M	Sell	29,970 -572	-2%	-$49.8K	0.03%	470
2024 Q4	$2.72M	Sell	30,542 -9,078	-23%	-$915K	0.03%	458
2024 Q3	$4.57M	Sell	39,620 -942	-2%	-$98.5K	0.06%	347
2024 Q2	$3.86M	Buy	40,562 +1,695	+4%	+$153K	0.05%	366
2024 Q1	$3.21M	Sell	38,867 -1,859	-5%	-$154K	0.05%	365
2023 Q4	$3.59M	Sell	40,726 -2,020	-5%	-$166K	0.05%	373
2023 Q3	$3.66M	Sell	42,746 -1,427	-3%	-$129K	0.06%	343
2023 Q2	$4.12M	Sell	44,173 -291	-0.7%	-$27.4K	0.06%	328
2023 Q1	$4.43M	Sell	44,464 -905	-2%	-$92.1K	0.07%	298
2022 Q4	$4.5M	Sell	45,369 -176	-0.4%	-$17.1K	0.07%	286
2022 Q3	$3.99M	Sell	45,545 -934	-2%	-$88.6K	0.07%	287
2022 Q2	$4.25M	Sell	46,479 -2,085	-4%	-$196K	0.07%	284
2022 Q1	$5.25M	Sell	48,564 -9,770	-17%	-$942K	0.07%	282
2021 Q4	$6.81M	Sell	58,334 -1,730	-3%	-$203K	0.09%	249
2021 Q3	$6.8M	Buy	60,064 +1,357	+2%	+$146K	0.1%	248
2021 Q2	$5.24M	Buy	58,707 +1,492	+3%	+$140K	0.07%	293
2021 Q1	$5.58M	Sell	57,215 -3,125	-5%	-$293K	0.09%	273
2020 Q4	$5.43M	Buy	60,340 +2,178	+4%	+$174K	0.09%	260
2020 Q3	$4.19M	Buy	58,162 +2,432	+4%	+$193K	0.08%	281
2020 Q2	$4.51M	Sell	55,730 -708	-1%	-$51K	0.09%	246
2020 Q1	$4.06M	Buy	56,438 +3,812	+7%	+$277K	0.1%	229
2019 Q4	$3.63M	Buy	52,626 +26,467	+101%	+$1.75M	0.08%	285
2019 Q3	$1.83M	Sell	26,159 -4,515	-15%	-$305K	0.04%	432
2019 Q2	$1.79M	Sell	30,674 -2,168	-7%	-$123K	0.04%	437
2019 Q1	$1.9M	Buy	32,842 +70	+0.2%	+$3.78K	0.04%	411
2018 Q4	$1.66M	Sell	32,772 -3,232	-9%	-$162K	0.04%	409
2018 Q3	$1.93M	Buy	36,004 +2,013	+6%	+$103K	0.04%	426
2018 Q2	$1.64M	Buy	33,991 +757	+2%	+$34.7K	0.04%	447
2018 Q1	$1.31M	Buy	33,234 +1,548	+5%	+$58.5K	0.03%	519
2017 Q4	$1.17M	Hold	31,686	–	–	0.03%	549
2017 Q3	$1.17M	Buy	31,686 +618	+2%	+$20.4K	0.03%	552
2017 Q2	$906K	Sell	31,068 -394	-1%	-$11.8K	0.03%	617
2017 Q1	$937K	Buy	+31,462	New	+$917K	0.03%	586

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oppenheimer Asset Management's EXPO Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Exponent (EXPO) stake by 20% in Q1 2026, buying an estimated $244K and bringing the position to 20,706 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #657.

Oppenheimer Asset Management first reported a position in EXPO in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.81M in Q4 2021. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

Oppenheimer Asset Management held 20,706 shares of Exponent worth $1.35M as of Q1 2026.
Oppenheimer Asset Management bought 3,439 Exponent shares in Q1 2026, an estimated $244K.
Exponent made up 0.02% of Oppenheimer Asset Management's portfolio in Q1 2026, its #657 holding.
Oppenheimer Asset Management first reported a position in Exponent in Q1 2017 and has held it in 37 quarters since.
Oppenheimer Asset Management's Exponent position peaked at $6.81M in Q4 2021.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.