Exponent Ownership | Who Owns Exponent?
Exponent Ownership Summary
Exponent is owned by 90.62% institutional investors, 1.15% insiders, and 8.24% retail investors. Blackrock is the largest institutional shareholder, holding 11.74% of EXPO shares. Conestoga Small Cap Investors is the top mutual fund, with 3.26% of its assets in Exponent shares.
EXPO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Exponent | 90.62% | 1.15% | 8.24% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.99M | 11.74% | $569.48M |
| Vanguard group | 5.26M | 10.32% | $500.60M |
| Kayne anderson rudnick investment management | 4.64M | 9.10% | $441.41M |
| Conestoga capital advisors | 2.76M | 5.42% | $262.84M |
| Neuberger berman group | 2.46M | 4.82% | $234.07M |
| State street | 1.83M | 3.58% | $173.75M |
| Geneva capital management | 1.56M | 3.07% | $148.72M |
| Geode capital management | 1.44M | 2.82% | $136.67M |
| Invesco | 1.10M | 2.16% | $104.61M |
| Dimensional fund advisors lp | 1.02M | 2.00% | $96.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Conestoga capital advisors | 2.76M | 3.94% | $262.84M |
| Lrt capital management | 37.72K | 3.37% | $3.59M |
| Montanaro asset management | 175.50K | 3.11% | $16.69M |
| Geneva capital management | 1.56M | 2.71% | $148.72M |
| Roffman miller associates inc /pa/ | 310.93K | 1.95% | $29.58M |
| Laurus investment counsel | 28.71K | 1.54% | $3.74M |
| Riverbridge partners | 947.14K | 1.22% | $90.09M |
| Bridge city capital | 35.37K | 1.13% | $3.36M |
| Pier capital | 76.36K | 1.08% | $7.26M |
| Kayne anderson rudnick investment management | 4.64M | 1.08% | $441.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 576.97K | 0.01% | 576.97K |
| Mirae asset global etfs | 348.14K | 0.08% | 348.14K |
| Kayne anderson rudnick investment management | 4.64M | 1.08% | 284.18K |
| Assenagon asset management | 231.81K | 0.05% | 231.81K |
| Blackrock | 5.99M | 0.01% | 102.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 516.57K | 0.01% | -663.38K |
| Mirae asset global investments | - | - | -246.92K |
| Emerald advisers | - | - | -162.92K |
| Emerald mutual fund advisers trust | - | - | -131.90K |
| Neuberger berman group | 2.46M | 0.19% | -103.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 576.97K | 0.01% | 576.97K | $54.88M |
| Mirae asset global etfs | 348.14K | 0.08% | 348.14K | $33.11M |
| Corebridge financial | 90.90K | 0.05% | 90.90K | $8.65M |
| Tudor investment corp et al | 63.16K | 0.03% | 63.16K | $6.01M |
| Trexquant investment lp | 39.22K | 0.06% | 39.22K | $3.73M |
Sold Out
| Holder | Change |
|---|---|
| Scarborough advisors | -1.00 |
| Tfo-tdc | -1.00 |
| Mcclarren financial advisors | -2.00 |
| Johnson financial group | -10.00 |
| National bank of canada /fi/ | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 363 | 3.13% | 46,374,266 | -0.41% | 90 | 1.09% | 181 | -8.59% | 132 | 10.92% |
| Jun 30, 2024 | 348 | 4.82% | 46,547,786 | 1.49% | 91 | 1.13% | 197 | 38.73% | 116 | -17.73% |
| Mar 31, 2024 | 332 | -6.74% | 45,865,239 | -1.46% | 89 | 1.08% | 142 | -11.80% | 141 | -4.73% |
| Dec 31, 2023 | 356 | 0.56% | 46,546,294 | 2.22% | 91 | 1.15% | 161 | -11.05% | 148 | 21.31% |
| Sep 30, 2023 | 354 | -0.28% | 45,537,362 | -1.10% | 88 | 1.10% | 181 | 16.77% | 122 | -15.28% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Conestoga Small Cap Investors | 1.66M | 3.26% | 44.50K |
| iShares Core S&P Mid-Cap ETF | 1.63M | 3.21% | 3.19K |
| Vanguard Total Stock Mkt Idx Inv | 1.59M | 3.12% | -6.93K |
| Neuberger Berman Genesis Inv | 1.54M | 3.03% | -41.37K |
| iShares Russell 2000 ETF | 1.40M | 2.76% | -2.93K |
| Vanguard Small Cap Index | 1.27M | 2.51% | 2.50K |
| Smithson Investment Trust Ord | 1.02M | 2.01% | - |
| Virtus KAR Mid-Cap Core I | 835.33K | 1.65% | 36.29K |
| Vanguard Institutional Extnd Mkt Idx Tr | 756.23K | 1.49% | -4.51K |
| Vanguard Small Cap Growth Index Inv | 699.44K | 1.38% | -801.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | JOHNSTON PAUL R | - | Sell | $123.54K |
| Nov 15, 2024 | JOHNSTON PAUL R | - | Sell | $688.26K |
| Nov 12, 2024 | JOHNSTON PAUL R | - | Sell | $726.82K |
| Nov 07, 2024 | JOHNSTON PAUL R | - | Sell | $725.54K |
| Nov 06, 2024 | JOHNSTON PAUL R | - | Sell | $279.29K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q1 | - | - |
| 2027 Q1 | - | - |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | 15 |
| 2024 Q1 | - | 1 |
EXPO Ownership FAQ
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