Optima Capital’s Exponent EXPO Stock Holding History

Optima Capital’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	–	Sell	-7	Closed	-$486	–	536
2025 Q4	$486	Buy	+7	New	+$492	﹤0.01%	1262

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 $4.6B AUM 16.08% 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

Optima Capital's EXPO Position: Q1 2026 in Review

Optima Capital sold out of Exponent (EXPO) in Q1 2026, closing a stake of 7 shares — an estimated $486 sold.

Optima Capital first reported a position in EXPO in Q4 2025 and held it in 1 quarter. The position peaked at $486 in Q4 2025. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

Optima Capital reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 7 Exponent shares in Q1 2026, an estimated $486.
Optima Capital first reported a position in Exponent in Q4 2025 and held it in 1 quarter.
Optima Capital's Exponent position peaked at $486 in Q4 2025.
361 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.