Who owns EXE (EXE)
Which tracked institutional funds hold EXE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EXE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
270 tracked funds added or opened EXE while 192 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EXE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EXE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EXE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 890 tracked filers holding EXE, 529 increased or opened the position and 386 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EXE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 63
- VANGUARD CAPITAL MANAGEMENT LLC$1.7B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B
- CIBC Bancorp USA Inc.$307M
- VANGUARD FIDUCIARY TRUST CO$147M
- Artemis Investment Management LLP$93M
- Vanguard Global Advisers, LLC$57M
Full exits 74
- VANGUARD GROUP INC$3.1B
- CIBC Private Wealth Group LLC$228M
- T. Rowe Price Investment Management, Inc.$210M
- 59 North Capital Management, LP$203M
- Dragoneer Investment Group, LLC$146M
- Ninepoint Partners LP$88M
Largest adds
- Capital World Investors$682M
- AQR CAPITAL MANAGEMENT LLC$334M
- Bank of New York Mellon Corp$239M
- Qube Research & Technologies Ltd$191M
- VICTORY CAPITAL MANAGEMENT INC$160M
- Point72 Asset Management, L.P.$149M
Largest trims
- Capital Research Global Investors$1.6B
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0B
- PRICE T ROWE ASSOCIATES INC /MD/$659M
- BlackRock, Inc.$251M
- WELLINGTON MANAGEMENT GROUP LLP$230M
- Assenagon Asset Management S.A.$168M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 15,985,815 | $1.8B | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 15,547,494 | $1.7B | 6.7% | 2026-Q1 |
| STATE STREET CORP added | 14,494,558 | $1.6B | 6.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 11,357,437 | $1.2B | 4.9% | 2026-Q1 |
| Capital Research Global Investors trimmed | 6,798,764 | $746M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,622,393 | $724M | 2.9% | 2026-Q1 |
| Capital World Investors added | 6,211,571 | $682M | 2.7% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP added | 5,237,477 | $575M | 2.3% | 2026-Q1 |
| Invesco Ltd. added | 4,838,585 | $531M | 2.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 4,760,749 | $523M | 2.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 4,498,905 | $494M | 1.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 3,850,398 | $423M | 1.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,725,907 | $409M | 1.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,719,035 | $408M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 3,315,573 | $364M | 1.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 2,793,349 | $307M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,770,654 | $304M | 1.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,656,195 | $292M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,466,772 | $271M | 1.1% | 2026-Q1 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 2,373,302 | $261M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,307,091 | $253M | 1.0% | 2026-Q1 |
| Glendon Capital Management LP added | 2,019,894 | $222M | 0.9% | 2026-Q1 |
| FMR LLC trimmed | 1,966,526 | $216M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,958,866 | $215M | 0.8% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,929,445 | $211M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,921,098 | $211M | 0.8% | 2026-Q1 |
| Phoenix Financial Ltd. added | 1,790,470 | $197M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,719,226 | $189M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,655,635 | $182M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,519,602 | $167M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,504,699 | $165M | 0.7% | 2026-Q1 |
| Altshuler Shaham Ltd trimmed | 1,479,000 | $162M | 0.6% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 1,440,850 | $158M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,368,633 | $150M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,354,488 | $149M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,340,755 | $147M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,189,108 | $131M | 0.5% | 2026-Q1 |
| Man Group plc added | 1,162,807 | $128M | 0.5% | 2026-Q1 |
| Canoe Financial LP added | 1,093,436 | $121M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,080,350 | $119M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 1,054,267 | $116M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,018,114 | $112M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 999,411 | $110M | 0.4% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 984,582 | $108M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 981,525 | $108M | 0.4% | 2026-Q1 |
| Pacer Advisors, Inc. added | 970,998 | $107M | 0.4% | 2026-Q1 |
| Amundi added | 952,414 | $105M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 941,165 | $103M | 0.4% | 2026-Q1 |
| Rokos Capital Management LLP | 862,568 | $95M | 0.4% | 2026-Q1 |
| Artemis Investment Management LLP added | 847,938 | $93M | 0.4% | 2026-Q1 |
| Kopernik Global Investors, LLC added | 813,632 | $89M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 776,111 | $85M | 0.3% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 759,101 | $83M | 0.3% | 2026-Q1 |
| Sagefield Capital LP added | 747,987 | $82M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 729,003 | $80M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 716,553 | $79M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 708,400 | $78M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 699,056 | $77M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 697,761 | $77M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 660,682 | $73M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 655,927 | $72M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 617,927 | $68M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 610,437 | $67M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 571,877 | $64M | 0.3% | 2026-Q1 |
| National Pension Service added | 568,958 | $62M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 553,079 | $61M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 530,857 | $58M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 523,381 | $57M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 517,420 | $57M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 507,080 | $56M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 504,307 | $55M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC added | 502,775 | $55M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 490,288 | $54M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 467,870 | $51M | 0.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC added | 462,207 | $51M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 448,866 | $49M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 443,562 | $49M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 441,099 | $48M | 0.2% | 2026-Q1 |
| Gemsstock Ltd. added | 437,900 | $48M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 431,774 | $47M | 0.2% | 2026-Q1 |
| Merewether Investment Management, LP trimmed | 431,690 | $47M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 424,277 | $47M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 423,523 | $46M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 420,409 | $46M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 27,788,589 | $3.1B | 12.1% | 2025-Q4 stale |
| Kimmeridge Energy Management Company, LLC trimmed | 3,184,612 | $355M | 1.4% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC added | 2,063,440 | $228M | 0.9% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 1,899,387 | $210M | 0.8% | 2025-Q4 stale |
| 59 North Capital Management, LP added | 1,841,634 | $203M | 0.8% | 2025-Q4 stale |
| Castle Hook Partners LP trimmed | 1,725,852 | $202M | 0.8% | 2025-Q2 stale |
| Dragoneer Investment Group, LLC new | 1,319,618 | $146M | 0.6% | 2025-Q4 stale |
| Encompass Capital Advisors LLC trimmed | 799,646 | $94M | 0.4% | 2025-Q2 stale |
| Ninepoint Partners LP trimmed | 800,000 | $88M | 0.3% | 2025-Q4 stale |
| Aequim Alternative Investments LP trimmed | 737,982 | $80M | 0.3% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. trimmed | 620,807 | $69M | 0.3% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI added | 609,299 | $67M | 0.3% | 2025-Q4 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 605,590 | $67M | 0.3% | 2025-Q4 stale |
| Cannell & Spears LLC trimmed | 570,395 | $67M | 0.3% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 510,769 | $60M | 0.2% | 2025-Q2 stale |
| Migdal Insurance & Financial Holdings Ltd. new | 460,000 | $51M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.