Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exponent Inc (EXPO)

353 + Investors. Track Smart Money conviction in EXPO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — EXPO

Based on 359 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EXPO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
359 funds currently hold this stock — 94% of the 3.0-year high of 382 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold EXPO compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

198 buying179 selling
Last quarter: 198 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 50 → 61 → 55. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
235 out of 359 hedge funds have held EXPO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

72 → 40 → 50 → 61 → 55 new funds/Q
New funds entering each quarter: 40 → 50 → 61 → 55. A growing number of institutions are discovering EXPO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 363 holders: 259 (71%) are 2+ year veterans, 38 entered 1–2 years ago, and 66 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
54 of 359 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EXPO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EXPO

In 2026 Q1, 198 hedge funds were net buyers of EXPO (55 opened a new position, 143 added to an existing one), while 179 reduced or exited (127 trimmed, 52 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in EXPO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 359.

Hedge Fund Ownership: EXPO

How many hedge funds hold EXPO — quarterly history vs. share price
Quarterly hedge fund ownership of EXPO vs. share price

Market Analysis: EXPO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXPO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EXPO
2026 Q2 Stats Unlock in 1 days 353 + Investors

Track Smart Money conviction in EXPO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 353 355 -0.56%
13F Shares 47M 47M -0.24%
Total Value $3.05B $3.27B -6.81%
New Positions 52 61 -9
Increased Positions 141 126 +15
Closed Positions 54 57 -3
Reduced Positions 122 138 -16
Total Calls 4 3 33.33%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.67 Bullish

Statistics: EXPO

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Institutional Holders (2026 Q2)

353 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXPO. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EXPO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Montanaro Asset Management Ltd 3.32% 179,089 $10.5M
2 Geneva Capital Management LLC 1.89% 1,405,173 $82.6M
3 Conestoga Capital Advisors, LLC 1.62% 1,265,704 $74.4M
4 Roffman Miller Associates Inc /Pa/ 0.86% 280,267 $16.5M
5 Kayne Anderson Rudnick Investment Management LLC 0.73% 3,995,684 $234.8M
6 Royce & Associates LP 0.63% 1,323,097 $77.7M
7 Riverbridge Partners LLC 0.59% 359,934 $21.1M
8 Bridge City Capital, LLC 0.54% 40,502 $2.4M
9 BLI - Banque de Luxembourg Investments 0.34% 162,300 $9.7M
10 Fenimore Asset Management Inc 0.32% 264,577 $15.5M
11 LRT Capital Management, LLC 0.29% 7,563 $444K
12 Granite Investment Partners, LLC 0.25% 84,592 $5.0M
13 Numerai GP LLC 0.22% 45,910 $2.7M
14 Mitchell & Pahl Private Wealth, LLC 0.22% 10,184 $598K
15 Resona Asset Management Co.,Ltd. 0.21% 754,256 $44.5M
16 Df Dent & Co Inc 0.12% 111,379 $6.5M
17 Nicholas Company, INC. 0.10% 90,820 $5.3M
18 Fox Run Management, L.L.C. 0.09% 9,587 $563K
19 Redwood Park Advisors LLC 0.09% 2,267 $133K
20 Campbell & CO Investment Adviser LLC 0.07% 24,159 $1.4M
21 Trexquant Investment LP 0.07% 212,179 $12.5M
22 Malaga Cove Capital, LLC 0.07% 3,835 $225K
23 Longaeva Partners L.P. 0.07% 54,254 $3.2M
24 Abel Hall, LLC 0.06% 6,059 $356K
25 Mirova 0.06% 28,064 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Exponent Inc (EXPO)

What does the Smart Money Trend signal show for EXPO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EXPO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EXPO?

Slight buying edge — 53% buying: Last quarter: 198 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EXPO holders?

Elite ownership — 51% AUM from top-100 funds: 54 of 359 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EXPO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXPO?

65% of holders stayed for 2+ years: 235 out of 359 hedge funds have held EXPO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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