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Institutional Ownership · SEC Form 13F

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.

890
Institutional holders
215,551,244
Shares held (tracked funds)
30.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed15,985,815$1.8B6.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new15,547,494$1.7B6.7%2026-Q1
STATE STREET CORP added14,494,558$1.6B6.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new11,357,437$1.2B4.9%2026-Q1
Capital Research Global Investors trimmed6,798,764$746M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added6,622,393$724M2.9%2026-Q1
Capital World Investors added6,211,571$682M2.7%2026-Q1
OAKTREE CAPITAL MANAGEMENT LP added5,237,477$575M2.3%2026-Q1
Invesco Ltd. added4,838,585$531M2.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added4,760,749$523M2.1%2026-Q1
Bank of New York Mellon Corp added4,498,905$494M1.9%2026-Q1
AQR CAPITAL MANAGEMENT LLC added3,850,398$423M1.7%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed3,725,907$409M1.6%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed3,719,035$408M1.6%2026-Q1
MORGAN STANLEY added3,315,573$364M1.4%2026-Q1
CIBC Bancorp USA Inc. added2,793,349$307M1.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added2,770,654$304M1.2%2026-Q1
Qube Research & Technologies Ltd added2,656,195$292M1.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,466,772$271M1.1%2026-Q1
DISCIPLINED GROWTH INVESTORS INC /MN trimmed2,373,302$261M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added2,307,091$253M1.0%2026-Q1
Glendon Capital Management LP added2,019,894$222M0.9%2026-Q1
FMR LLC trimmed1,966,526$216M0.9%2026-Q1
NORTHERN TRUST CORP added1,958,866$215M0.8%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added1,929,445$211M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added1,921,098$211M0.8%2026-Q1
Phoenix Financial Ltd. added1,790,470$197M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,719,226$189M0.7%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,655,635$182M0.7%2026-Q1
Point72 Asset Management, L.P. added1,519,602$167M0.7%2026-Q1
CITADEL ADVISORS LLC added1,504,699$165M0.7%2026-Q1
Altshuler Shaham Ltd trimmed1,479,000$162M0.6%2026-Q1
LORD, ABBETT & CO. LLC trimmed1,440,850$158M0.6%2026-Q1
UBS Group AG added1,368,633$150M0.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,354,488$149M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,340,755$147M0.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,189,108$131M0.5%2026-Q1
Man Group plc added1,162,807$128M0.5%2026-Q1
Canoe Financial LP added1,093,436$121M0.5%2026-Q1
Thrivent Financial for Lutherans trimmed1,080,350$119M0.5%2026-Q1
Legal & General Group Plc added1,054,267$116M0.5%2026-Q1
DEUTSCHE BANK AG\ trimmed1,018,114$112M0.4%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed999,411$110M0.4%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added984,582$108M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed981,525$108M0.4%2026-Q1
Pacer Advisors, Inc. added970,998$107M0.4%2026-Q1
Amundi added952,414$105M0.4%2026-Q1
HSBC HOLDINGS PLC added941,165$103M0.4%2026-Q1
Rokos Capital Management LLP862,568$95M0.4%2026-Q1
Artemis Investment Management LLP added847,938$93M0.4%2026-Q1
Kopernik Global Investors, LLC added813,632$89M0.4%2026-Q1
FIRST TRUST ADVISORS LP added776,111$85M0.3%2026-Q1
Stephens Investment Management Group LLC trimmed759,101$83M0.3%2026-Q1
Sagefield Capital LP added747,987$82M0.3%2026-Q1
NEUBERGER BERMAN GROUP LLC added729,003$80M0.3%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added716,553$79M0.3%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added708,400$78M0.3%2026-Q1
Swiss National Bank added699,056$77M0.3%2026-Q1
D. E. Shaw & Co., Inc. added697,761$77M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added660,682$73M0.3%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added655,927$72M0.3%2026-Q1
Nuveen, LLC added617,927$68M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added610,437$67M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed571,877$64M0.3%2026-Q1
National Pension Service added568,958$62M0.2%2026-Q1
SG Americas Securities, LLC added553,079$61M0.2%2026-Q1
BARCLAYS PLC added530,857$58M0.2%2026-Q1
Vanguard Global Advisers, LLC new523,381$57M0.2%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich added517,420$57M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed507,080$56M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added504,307$55M0.2%2026-Q1
Clearbridge Investments, LLC added502,775$55M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed490,288$54M0.2%2026-Q1
MARSHALL WACE, LLP added467,870$51M0.2%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC added462,207$51M0.2%2026-Q1
JANE STREET GROUP, LLC added448,866$49M0.2%2026-Q1
Squarepoint Ops LLC added443,562$49M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new441,099$48M0.2%2026-Q1
Gemsstock Ltd. added437,900$48M0.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed431,774$47M0.2%2026-Q1
Merewether Investment Management, LP trimmed431,690$47M0.2%2026-Q1
Retirement Systems of Alabama trimmed424,277$47M0.2%2026-Q1
California Public Employees Retirement System added423,523$46M0.2%2026-Q1
RHUMBLINE ADVISERS added420,409$46M0.2%2026-Q1
VANGUARD GROUP INC trimmed27,788,589$3.1B12.1%2025-Q4 stale
Kimmeridge Energy Management Company, LLC trimmed3,184,612$355M1.4%2025-Q1 stale
CIBC Private Wealth Group LLC added2,063,440$228M0.9%2025-Q4 stale
T. Rowe Price Investment Management, Inc. trimmed1,899,387$210M0.8%2025-Q4 stale
59 North Capital Management, LP added1,841,634$203M0.8%2025-Q4 stale
Castle Hook Partners LP trimmed1,725,852$202M0.8%2025-Q2 stale
Dragoneer Investment Group, LLC new1,319,618$146M0.6%2025-Q4 stale
Encompass Capital Advisors LLC trimmed799,646$94M0.4%2025-Q2 stale
Ninepoint Partners LP trimmed800,000$88M0.3%2025-Q4 stale
Aequim Alternative Investments LP trimmed737,982$80M0.3%2025-Q2 stale
Alyeska Investment Group, L.P. trimmed620,807$69M0.3%2025-Q4 stale
Zurich Insurance Group Ltd/FI added609,299$67M0.3%2025-Q4 stale
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed605,590$67M0.3%2025-Q4 stale
Cannell & Spears LLC trimmed570,395$67M0.3%2025-Q2 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added510,769$60M0.2%2025-Q2 stale
Migdal Insurance & Financial Holdings Ltd. new460,000$51M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership