Who owns Exponent (EXPO)
Which tracked institutional funds hold EXPO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EXPO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
43 tracked funds added or opened EXPO while 116 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
EXPO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EXPO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EXPO 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 2026-Q1 and 2026-Q2, across 314 tracked filers holding EXPO, 148 increased or opened the position and 222 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 EXPO between the 2026-Q1 and 2026-Q2 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 12
- Point72 Asset Management, L.P.$23M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- MACKENZIE FINANCIAL CORP$11M
- Longaeva Partners L.P.$3M
- Assenagon Asset Management S.A.$2M
- LMR Partners LLP$2M
Full exits 29
- Pacer Advisors, Inc.$63M
- NEUBERGER BERMAN GROUP LLC$47M
- JANE STREET GROUP, LLC$14M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$11M
- RENAISSANCE TECHNOLOGIES LLC$6M
- HRT FINANCIAL LP$3M
Largest adds
- BlackRock, Inc.$114M
- JPMORGAN CHASE & CO$11M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9M
- Qube Research & Technologies Ltd$9M
- Man Group plc$4M
- AQR CAPITAL MANAGEMENT LLC$4M
Largest trims
- Conestoga Capital Advisors, LLC$50M
- GENEVA CAPITAL MANAGEMENT LLC$35M
- GOLDMAN SACHS GROUP INC$25M
- DEUTSCHE BANK AG\$21M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$19M
- VANGUARD CAPITAL MANAGEMENT LLC$16M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,184,950 | $363M | 13.8% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 3,995,684 | $235M | 8.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,143,624 | $185M | 7.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,180,212 | $128M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 1,943,646 | $114M | 4.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,748,031 | $103M | 3.9% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 1,405,173 | $83M | 3.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,323,097 | $78M | 3.0% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 1,265,704 | $74M | 2.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,214,003 | $71M | 2.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,144,847 | $67M | 2.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,083,370 | $64M | 2.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,033,426 | $61M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 927,545 | $55M | 2.1% | 2026-Q2 |
| NORGES BANK added | 883,843 | $52M | 2.0% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. added | 754,256 | $45M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 648,042 | $38M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 567,909 | $33M | 1.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 559,546 | $33M | 1.3% | 2026-Q2 |
| Invesco Ltd. added | 533,719 | $31M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 527,020 | $31M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 498,130 | $29M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 481,260 | $29M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 446,274 | $26M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 415,958 | $24M | 0.9% | 2026-Q2 |
| UBS Group AG added | 395,055 | $23M | 0.9% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 394,502 | $23M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 391,047 | $23M | 0.9% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 364,297 | $21M | 0.8% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 359,934 | $21M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 347,784 | $20M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 323,515 | $19M | 0.7% | 2026-Q2 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ trimmed | 280,267 | $16M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 271,842 | $16M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 266,615 | $16M | 0.6% | 2026-Q2 |
| Fenimore Asset Management Inc added | 264,577 | $16M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 244,021 | $14M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 234,967 | $14M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 212,179 | $12M | 0.5% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 211,483 | $12M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 206,154 | $12M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 197,498 | $12M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 191,175 | $11M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 182,637 | $11M | 0.4% | 2026-Q2 |
| Montanaro Asset Management Ltd trimmed | 179,089 | $11M | 0.4% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 175,828 | $10M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 174,775 | $10M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 164,027 | $10M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 163,892 | $10M | 0.4% | 2026-Q2 |
| BLI - Banque de Luxembourg Investments trimmed | 162,300 | $10M | 0.4% | 2026-Q2 |
| Man Group plc added | 160,212 | $9M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 142,677 | $8M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 126,105 | $7M | 0.3% | 2026-Q2 |
| DF DENT & CO INC trimmed | 111,379 | $7M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 111,067 | $7M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 110,958 | $7M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 108,364 | $6M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 107,830 | $6M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 101,900 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank | 98,600 | $6M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 94,068 | $6M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 93,331 | $5M | 0.2% | 2026-Q2 |
| NICHOLAS COMPANY, INC. | 90,820 | $5M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 86,871 | $5M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 84,705 | $5M | 0.2% | 2026-Q2 |
| Granite Investment Partners, LLC added | 84,592 | $5M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 80,710 | $5M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 79,775 | $5M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 75,694 | $4M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 70,519 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 68,293 | $4M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 66,842 | $4M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 64,861 | $4M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 64,821 | $4M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 62,234 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 58,686 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 55,970 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 55,221 | $3M | 0.1% | 2026-Q2 |
| Longaeva Partners L.P. new | 54,254 | $3M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 53,174 | $3M | 0.1% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 52,159 | $3M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 51,301 | $3M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 48,437 | $3M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 46,259 | $3M | 0.1% | 2026-Q2 |
| Numerai GP LLC added | 45,910 | $3M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 45,639 | $3M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 45,120 | $3M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 43,764 | $3M | 0.1% | 2026-Q2 |
| Bridge City Capital, LLC trimmed | 40,502 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 40,344 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 39,709 | $2M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 39,342 | $2M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 37,950 | $2M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 35,346 | $2M | 0.1% | 2026-Q2 |
| LMR Partners LLP new | 35,081 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 34,975 | $2M | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 31,613 | $2M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 31,590 | $2M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 30,016 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 29,529 | $2M | 0.1% | 2026-Q2 |
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.