Rockefeller Capital Management
EXPO icon

Rockefeller Capital Management’s Exponent EXPO Stock Holding History

Rockefeller Capital 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 		$183K Sell
2,797
-543
-16% -$38.6K ﹤0.01% 2548
2025
Q4 		$232K Buy
3,340
+2,566
+332% +$180K ﹤0.01% 2292
2025
Q3 		$53.8K Buy
+774
New +$55.3K ﹤0.01% 2872
2023
Q1 		– Sell
-586
Closed -$58K – 2585
2022
Q4 		$58K Sell
586
-615
-51% -$59.7K ﹤0.01% 2313
2022
Q3 		$105K Sell
1,201
-107
-8% -$10.1K ﹤0.01% 1962
2022
Q2 		$119K Buy
1,308
+654
+100% +$61.6K ﹤0.01% 1850
2022
Q1 		$70K Buy
654
+143
+28% +$13.8K ﹤0.01% 2145
2021
Q4 		$59K Sell
511
-93
-15% -$10.9K ﹤0.01% 2136
2021
Q3 		$68K Buy
604
+296
+96% +$31.9K ﹤0.01% 2003
2021
Q2 		$27K Sell
308
-11
-3% -$1.03K ﹤0.01% 2346
2021
Q1 		$31K Buy
319
+12
+4% +$1.13K ﹤0.01% 2091
2020
Q4 		$27K Hold
307
– – ﹤0.01% 1884
2020
Q3 		$22K Buy
307
+296
+2,691% +$23.5K ﹤0.01% 1754
2020
Q2 		$1K Buy
+11
New +$792 ﹤0.01% 2435

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Rockefeller Capital Management's EXPO Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Exponent (EXPO) stake by 16% in Q1 2026, selling an estimated $38.6K and leaving 2,797 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Rockefeller Capital Management first reported a position in EXPO in Q2 2020 and has held it in 14 quarters since. The position peaked at $232K in Q4 2025. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Rockefeller Capital Management held 2,797 shares of Exponent worth $183K as of Q1 2026.
  • Rockefeller Capital Management sold 543 Exponent shares in Q1 2026, an estimated $38.6K.
  • Exponent made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2548 holding.
  • Rockefeller Capital Management first reported a position in Exponent in Q2 2020 and has held it in 14 quarters since.
  • Rockefeller Capital Management's Exponent position peaked at $232K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.