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Summitry LLC’s Exponent EXPO Stock Holding History

Summitry LLC’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 		$473K Buy
8,043
+237
+3% +$14.5K 0.02% 167
2026
Q1 		$509K Buy
7,806
+725
+10% +$51.5K 0.02% 133
2025
Q4 		$492K Buy
7,081
+1,229
+21% +$86.3K 0.02% 126
2025
Q3 		$407K Buy
5,852
+921
+19% +$65.8K 0.02% 123
2025
Q2 		$368K Buy
4,931
+1,128
+30% +$87.4K 0.02% 115
2025
Q1 		$308K Buy
3,803
+686
+22% +$59.8K 0.02% 115
2024
Q4 		$278K Buy
3,117
+661
+27% +$66.6K 0.01% 113
2024
Q3 		$283K Buy
2,456
+81
+3% +$8.47K 0.01% 109
2024
Q2 		$226K Buy
+2,375
New +$214K 0.01% 103

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
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

Summitry LLC's EXPO Position: Q2 2026 in Review

Summitry LLC increased its Exponent (EXPO) stake by 3% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,043 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #167.

Summitry LLC first reported a position in EXPO in Q2 2024 and has held it in 9 quarters since. The position peaked at $509K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Summitry LLC held 8,043 shares of Exponent worth $473K as of Q2 2026.
  • Summitry LLC bought 237 Exponent shares in Q2 2026, an estimated $14.5K.
  • Exponent made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #167 holding.
  • Summitry LLC first reported a position in Exponent in Q2 2024 and has held it in 9 quarters since.
  • Summitry LLC's Exponent position peaked at $509K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.