Exponent Ownership | Who Owns Exponent?
Exponent Ownership Summary
Exponent is owned by 91.26% institutional investors, 1.21% insiders, and 7.53% 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 | 91.26% | 1.21% | 7.53% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 355 | -2.47% | 46,043,250 | 0.75% | 89 | 1.12% | 155 | -17.99% | 144 | 24.14% |
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 | 1.60M | 3.15% | 864.00 |
| 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 | 1.29M | 2.55% | -2.91K |
| 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 | 760.75K | 1.50% | -15.48K |
| Vanguard Small Cap Growth Index Inv | 699.44K | 1.38% | -801.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 04, 2024 | Lindstrom Carol | - | Sell | $100.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q1 | - | - |
| 2027 Q1 | - | - |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | 15 |
| 2024 Q1 | - | 1 |
EXPO Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools