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Principal Securities’s Exponent EXPO Stock Holding History

Principal Securities’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
-606
Closed -$42.1K – 2039
2025
Q3 		$42.1K Sell
606
-19
-3% -$1.36K ﹤0.01% 2036
2025
Q2 		$46.7K Sell
625
-108
-15% -$8.37K ﹤0.01% 1922
2025
Q1 		$65.3K Hold
733
– – ﹤0.01% 1630
2024
Q4 		$65.3K Sell
733
-51
-7% -$5.14K ﹤0.01% 1628
2024
Q3 		$90.4K Buy
784
+113
+17% +$11.8K ﹤0.01% 1443
2024
Q2 		$63.8K Buy
671
+87
+15% +$7.84K ﹤0.01% 1505
2024
Q1 		$48.3K Sell
584
-205
-26% -$17K ﹤0.01% 1589
2023
Q4 		$69.5K Buy
+789
New +$64.6K ﹤0.01% 1337

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

Principal Securities's EXPO Position: Q4 2025 in Review

Principal Securities sold out of Exponent (EXPO) in Q4 2025, closing a stake of 606 shares — an estimated $42.1K sold.

Principal Securities first reported a position in EXPO in Q4 2023 and held it in 8 quarters. The position peaked at $90.4K in Q3 2024. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Principal Securities reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 606 Exponent shares in Q4 2025, an estimated $42.1K.
  • Principal Securities first reported a position in Exponent in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Exponent position peaked at $90.4K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.