Y-Intercept (HK)’s Exponent EXPO Stock Holding History

Y-Intercept (HK)’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	$2.68M	Buy	45,639 +19,761	+76%	+$1.21M	0.05%	532
2026 Q1	$1.69M	Sell	25,878 -4,293	-14%	-$305K	0.03%	799
2025 Q4	$2.1M	Sell	30,171 -10,428	-26%	-$732K	0.05%	599
2025 Q3	$2.82M	Sell	40,599 -15,988	-28%	-$1.14M	0.07%	431
2025 Q2	$4.23M	Buy	+56,587	New	+$4.38M	0.1%	277
2025 Q1	–	Sell	-5,159	Closed	-$460K	–	1318
2024 Q4	$460K	Buy	+5,159	New	+$520K	0.03%	767
2023 Q4	–	Sell	-4,140	Closed	-$354K	–	1356
2023 Q3	$354K	Sell	4,140 -4,107	-50%	-$371K	0.03%	694
2023 Q2	$770K	Buy	+8,247	New	+$776K	0.08%	387
2023 Q1	–	Sell	-4,351	Closed	-$431K	–	1277
2022 Q4	$431K	Sell	4,351 -1,934	-31%	-$188K	0.06%	489
2022 Q3	$551K	Buy	+6,285	New	+$596K	0.06%	495
2022 Q1	–	Sell	-1,999	Closed	-$233K	–	789
2021 Q4	$233K	Buy	+1,999	New	+$235K	0.06%	471

Other funds holding EXPO

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK)'s EXPO Position: Q2 2026 in Review

Y-Intercept (HK) increased its Exponent (EXPO) stake by 76% in Q2 2026, buying an estimated $1.21M and bringing the position to 45,639 shares worth $2.68M. The position accounts for 0.05% of the portfolio, ranked #532.

Y-Intercept (HK) first reported a position in EXPO in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.23M in Q2 2025. 33 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Y-Intercept (HK) held 45,639 shares of Exponent worth $2.68M as of Q2 2026.
Y-Intercept (HK) bought 19,761 Exponent shares in Q2 2026, an estimated $1.21M.
Exponent made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #532 holding.
Y-Intercept (HK) first reported a position in Exponent in Q4 2021 and has held it in 11 quarters since.
Y-Intercept (HK)'s Exponent position peaked at $4.23M in Q2 2025.
33 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.