West Branch Capital’s Exponent EXPO Stock Holding History

West Branch Capital’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	-170	Closed	-$11.8K	–	394
2025 Q4	$11.8K	Hold	170	–	–	﹤0.01%	247
2025 Q3	$11.8K	Hold	170	–	–	﹤0.01%	260
2025 Q2	$12.7K	Hold	170	–	–	﹤0.01%	244
2025 Q1	$13.8K	Hold	170	–	–	﹤0.01%	256
2024 Q4	$15.1K	Hold	170	–	–	﹤0.01%	238
2024 Q3	$19.6K	Hold	170	–	–	0.01%	227
2024 Q2	$16.2K	Hold	170	–	–	0.01%	237
2024 Q1	$14.1K	Hold	170	–	–	0.01%	250
2023 Q4	$15K	Hold	170	–	–	0.01%	251
2023 Q3	$14.6K	Hold	170	–	–	0.01%	247
2023 Q2	$15.9K	Hold	170	–	–	0.01%	246
2023 Q1	$16.9K	Hold	170	–	–	0.01%	244
2022 Q4	$16.8K	Hold	170	–	–	0.01%	240
2022 Q3	$15K	Hold	170	–	–	0.01%	250
2022 Q2	$16K	Hold	170	–	–	0.01%	241
2022 Q1	$18K	Hold	170	–	–	0.01%	250
2021 Q4	$20K	Hold	170	–	–	0.01%	264
2021 Q3	$19K	Hold	170	–	–	0.01%	246
2021 Q2	$15K	Buy	+170	New	+$15.9K	0.01%	281

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

West Branch Capital's EXPO Position: Q1 2026 in Review

West Branch Capital sold out of Exponent (EXPO) in Q1 2026, closing a stake of 170 shares — an estimated $11.8K sold.

West Branch Capital first reported a position in EXPO in Q2 2021 and held it in 19 quarters. The position peaked at $20K in Q4 2021. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

West Branch Capital reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 170 Exponent shares in Q1 2026, an estimated $11.8K.
West Branch Capital first reported a position in Exponent in Q2 2021 and held it in 19 quarters.
West Branch Capital's Exponent position peaked at $20K in Q4 2021.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.