Pathstone Holdings
EXPO icon

Pathstone Holdings’s Exponent EXPO Stock Holding History

Pathstone Holdings’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 		$695K Sell
11,832
-8,746
-43% -$537K ﹤0.01% 1697
2026
Q1 		$1.34M Sell
20,578
-2,835
-12% -$201K 0.01% 1260
2025
Q4 		$1.63M Buy
23,413
+6,942
+42% +$488K 0.01% 1142
2025
Q3 		$1.14M Sell
16,471
-1,470
-8% -$105K ﹤0.01% 1342
2025
Q2 		$1.34M Sell
17,941
-1,586
-8% -$123K 0.01% 1230
2025
Q1 		$1.58M Sell
19,527
-1,515
-7% -$132K 0.01% 1116
2024
Q4 		$1.88M Sell
21,042
-2,564
-11% -$258K 0.01% 1006
2024
Q3 		$2.72M Buy
23,606
+1,722
+8% +$180K 0.01% 820
2024
Q2 		$2.08M Buy
21,884
+6,510
+42% +$587K 0.01% 905
2024
Q1 		$1.27M Buy
15,374
+5,692
+59% +$471K 0.01% 1138
2023
Q4 		$852K Buy
+9,682
New +$793K ﹤0.01% 1161

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
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

Pathstone Holdings's EXPO Position: Q2 2026 in Review

Pathstone Holdings reduced its Exponent (EXPO) stake by 43% in Q2 2026, selling an estimated $537K and leaving 11,832 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Pathstone Holdings first reported a position in EXPO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.72M in Q3 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Pathstone Holdings held 11,832 shares of Exponent worth $695K as of Q2 2026.
  • Pathstone Holdings sold 8,746 Exponent shares in Q2 2026, an estimated $537K.
  • Exponent made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1697 holding.
  • Pathstone Holdings first reported a position in Exponent in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Exponent position peaked at $2.72M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.