Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXPONENT INC (EXPO)

336 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — EXPO

Based on 333 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 91% of 3.0Y peak

91% of all-time peak
333 funds currently hold this stock — 91% of the 3.0-year high of 364 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EXPO is almost the same as a year ago (-7 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

178 buying183 selling
Last quarter: 183 funds reduced or exited vs 178 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new EXPO position: 69 → 35 → 47 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
223 out of 333 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.
➡️

Steady discovery — ~58 new funds/quarter

47 → 69 → 35 → 47 → 58 new funds/Q
New funds entering each quarter: 69 → 35 → 47 → 58. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 336 current holders: 241 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
38 of 333 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 0 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: EXPO
2026 Q1 Stats Unlock in 22 days 336 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 336 332 1.2%
13F Shares 47M 46M 1.26%
Total Value $3.20B $3.18B 0.89%
New Positions 58 47 +11
Increased Positions 123 105 +18
Closed Positions 55 58 -3
Reduced Positions 130 149 -19
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: EXPO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

336 + investors

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

Top 25 institutional holders of EXPO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conestoga Capital Advisors, LLC 2.48% 1,906,505 $124.4M
2 ROFFMAN MILLER ASSOCIATES INC /PA/ 1.09% 289,108 $18.9M
3 RIVERBRIDGE PARTNERS LLC 0.85% 533,119 $34.8M
4 MITCHELL & PAHL PRIVATE WEALTH, LLC 0.24% 9,147 $597K
5 MQS Management LLC 0.15% 3,290 $215K
6 Impact Capital Partners LLC 0.08% 3,889 $254K
7 BetterWealth, LLC 0.06% 4,666 $304K
8 Vest Financial, LLC 0.05% 68,563 $4.5M
9 Hilltop National Bank 0.04% 2,849 $186K
10 Inspire Investing, LLC 0.04% 7,896 $515K
11 Baker Ellis Asset Management LLC 0.04% 5,160 $337K
12 Y-Intercept (Hong Kong) Ltd 0.03% 25,878 $1.7M
13 Capital Investment Counsel, Inc 0.03% 3,725 $243K
14 Trust Point Inc. 0.03% 5,013 $327K
15 Third View Private Wealth, LLC 0.03% 3,113 $203K
16 Certified Advisory Corp 0.02% 3,700 $241K
17 LVW Advisors, LLC 0.02% 3,418 $223K
18 Retirement Systems of Alabama 0.02% 90,759 $5.9M
19 Louisiana State Employees Retirement System 0.02% 14,500 —
20 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% 20,706 $1.4M
21 TD PRIVATE CLIENT WEALTH LLC 0.01% 9,501 $620K
22 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 14,713 $960K
23 ProShare Advisors LLC 0.01% 95,474 $6.2M
24 Versant Capital Management, Inc 0.01% 1,226 $80K
25 GAMMA Investing LLC 0.01% 2,293 $150K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 49% buying: Last quarter: 183 funds reduced or exited vs 178 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EXPO holders?

Elite ownership — 40% AUM from top-100 funds: 38 of 333 holders are among the 100 largest funds by AUM, controlling 40% 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?

67% of holders stayed for 2+ years: 223 out of 333 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.