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 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 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

Pathstone Holdings's EXPO Position: Q1 2026 in Review

Pathstone Holdings reduced its Exponent (EXPO) stake by 12% in Q1 2026, selling an estimated $201K and leaving 20,578 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1260.

Pathstone Holdings first reported a position in EXPO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q3 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

Pathstone Holdings held 20,578 shares of Exponent worth $1.34M as of Q1 2026.
Pathstone Holdings sold 2,835 Exponent shares in Q1 2026, an estimated $201K.
Exponent made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1260 holding.
Pathstone Holdings first reported a position in Exponent in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Exponent position peaked at $2.72M in Q3 2024.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.