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Stephens Inc’s Exponent EXPO Stock Holding History

Stephens Inc’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
-3,728
Closed -$259K – 1341
2025
Q4 		$259K Sell
3,728
-40
-1% -$2.81K ﹤0.01% 1097
2025
Q3 		$262K Sell
3,768
-226
-6% -$16.2K ﹤0.01% 1106
2025
Q2 		$298K Buy
3,994
+496
+14% +$38.4K ﹤0.01% 1014
2025
Q1 		$284K Buy
+3,498
New +$305K ﹤0.01% 1009
2024
Q4 		– Sell
-2,243
Closed -$259K – 1298
2024
Q3 		$259K Buy
+2,243
New +$235K ﹤0.01% 1088

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

Stephens Inc's EXPO Position: Q1 2026 in Review

Stephens Inc sold out of Exponent (EXPO) in Q1 2026, closing a stake of 3,728 shares — an estimated $259K sold.

Stephens Inc first reported a position in EXPO in Q3 2024 and held it in 5 quarters. The position peaked at $298K in Q2 2025. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Stephens Inc reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 3,728 Exponent shares in Q1 2026, an estimated $259K.
  • Stephens Inc first reported a position in Exponent in Q3 2024 and held it in 5 quarters.
  • Stephens Inc's Exponent position peaked at $298K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.