PineStone Asset Management Inc. EXPO — EXPONENT INC

Ownership history in PineStone Asset Management Inc.  ·  11 quarters on record

AI Ownership Summary

PineStone Asset Management Inc. reported EXPONENT INC (EXPO) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q1. The latest visible filing shows EXPO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXPO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PineStone Asset Management Inc.'s position in EXPONENT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EXPO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXPO stock page PineStone Asset Management Inc. fund profile PineStone Asset Management Inc. full holdings
How PineStone Asset Management Inc. held EXPO — position size vs. price
% of Fund (quarterly)    EXPO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,994 -122,500 -87.8% 0.01% $1.1M 2026-05-01 $65.28
2025 Q4 ADDED — — — 139,494 +8,200 +6.2% 0.06% $9.7M 2026-01-15 $74.04
2025 Q3 ADDED — — — 131,294 +8,600 +7.0% 0.06% $9.1M 2025-10-17 $66.95
2025 Q2 ADDED — — — 122,694 +7,600 +6.6% 0.06% $9.2M 2025-07-16 $72.03
2025 Q1 ADDED — — — 115,094 +16,783 +17.1% 0.07% $9.3M 2025-05-12 $78.30
2024 Q4 ADDED — — — 98,311 +10,811 +12.4% 0.08% $8.8M 2025-01-30 $90.43
2024 Q3 REDUCED 9.1% -22.6% ✅ 87,500 -8,800 -9.1% 0.10% $10.1M 2024-10-28 $95.60
2024 Q2 REDUCED 16.7% +21.5% ❌ 96,300 -19,300 -16.7% 0.06% $9.2M 2024-07-16 $103.28
2024 Q1 ADDED — — — 115,600 +5,900 +5.4% 0.15% $9.6M 2024-04-16 $75.96
2023 Q4 ADDED — — — 109,700 +6,900 +6.7% 0.10% $9.7M 2024-02-09 $75.32
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXPO

As of 2026 Q1 — sorted by position size

Montanaro Asset Management Ltd 3Y 3.74% LRT Capital Management, LLC 3Y 3.71% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 2.49% Conestoga Capital Advisors, LLC 3Y 7Y 2.48% ROFFMAN MILLER ASSOCIATES INC /PA/ 3Y 7Y 1.09% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.85% Bridge City Capital, LLC 3Y 7Y 0.75% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.74% ROYCE & ASSOCIATES LP 3Y 7Y 0.74% EULAV Asset Management 3Y 7Y 0.47%

FAQ About PineStone Asset Management Inc. and EXPO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PineStone Asset Management Inc. reported owning EXPO?

PineStone Asset Management Inc. reported EXPO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXPO position in PineStone Asset Management Inc.'s portfolio?

The largest reported portfolio weight for EXPO was 0.15% in 2024 Q1.

What is the latest reported EXPO position on this page?

The most recent filing on this page is 2026 Q1, when PineStone Asset Management Inc. reported 16,994 shares, equal to 0.01% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EXPO ownership page compare?

The chart compares PineStone Asset Management Inc.'s quarterly EXPO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PineStone Asset Management Inc. time their EXPO position?

Based on 13F filing dates vs. subsequent EXPO price moves, PineStone Asset Management Inc. correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on EXPO relative to SPY over the holding period was -27.1%.

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