Public record / Tickers / EXPO

EXPO — EXPONENT INC†

Both disclosure regimes on one name: who in Congress filed about EXPO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming EXPO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
334
top-334 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2019-12-16 → filed 2019-12-31. Ranked over every EXPO row by the provable lower bound, never a point estimate.

No member disclosed EXPO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EXPO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXPO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$15K–$50K
2025-04-11Jefferson Shreve R–IN-6BUYTraded 03-13 +29d$15K–$50K
2025-03-09Jefferson Shreve R–IN-6BUYTraded 02-24 +13d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in EXPO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed EXPO in the trailing 12 months.

Congress ↔ notable managers · EXPO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · EXPONENT INC

Merged timeline of congressional filings and notable-manager moves on EXPO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+774 sh
2026-05-14Caxton Associates 13FNEW+3,344 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EXPO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$396M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$192M1
3VANGUARD CAPITAL MANAGEMENT LLC$144M1
4Conestoga Capital Advisors, LLC$124M1
5STATE STREET CORP$123M1
6GEODE CAPITAL MANAGEMENT, LLC$108M1
7ROYCE & ASSOCIATES LP$74.7M1
8TWO SIGMA INVESTMENTS, LP$71.9M1
9MORGAN STANLEY$69.9M1
10AQR CAPITAL MANAGEMENT LLC$64.0M1
11FIRST TRUST ADVISORS LP$63.0M1
12DIMENSIONAL FUND ADVISORS LP$60.0M1
13Resona Asset Management Co.,Ltd.$45.1M1
14NORTHERN TRUST CORP$43.3M1
15WELLS FARGO & COMPANY/MN$40.0M1
16Invesco Ltd.$37.3M1
17BANK OF AMERICA CORP /DE/$35.2M1
18RIVERBRIDGE PARTNERS LLC$34.8M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$34.2M1
20MILLENNIUM MANAGEMENT LLC$33.9M1
21MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$33.8M1
22BAMCO INC /NY/$32.4M1
23Bank of New York Mellon Corp$29.7M1
24RAYMOND JAMES FINANCIAL INC$26.2M1
25DEUTSCHE BANK AG\$23.9M1
26UBS Group AG$23.3M1
27VANGUARD FIDUCIARY TRUST CO$22.6M1
28ENVESTNET ASSET MANAGEMENT INC$21.3M1
29FIFTH THIRD BANCORP$18.3M1
30VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.8M1
31FENIMORE ASSET MANAGEMENT INC$16.9M1
32SEI INVESTMENTS CO$14.8M1
33EULAV Asset Management$14.6M1
34Nuveen, LLC$14.5M1
35JANE STREET GROUP, LLC$13.7M1
36BARCLAYS PLC$13.0M1
37D. E. Shaw & Co., Inc.$12.5M1
38Montanaro Asset Management Ltd$12.5M1
39ROYAL BANK OF CANADA$11.7M1
40PRINCIPAL FINANCIAL GROUP INC$11.6M1
41BLI - Banque de Luxembourg Investments$11.2M1
42Trexquant Investment LP$10.0M1
43CANADA PENSION PLAN INVESTMENT BOARD$9.8M1
44AMERIPRISE FINANCIAL INC$8.1M1
45DF DENT & CO INC$7.5M1
46ALPS ADVISORS INC$7.0M1
47TEACHER RETIREMENT SYSTEM OF TEXAS$6.9M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.8M1
49MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.7M1
50Swiss National Bank$6.4M1
51STIFEL FINANCIAL CORP$6.4M1
52ALLIANCEBERNSTEIN L.P.$6.3M1
53ProShare Advisors LLC$6.2M1
54NICHOLAS COMPANY, INC.$5.9M1
55Retirement Systems of Alabama$5.9M1
56RENAISSANCE TECHNOLOGIES LLC$5.7M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$5.5M1
58Granite Investment Partners, LLC$5.0M1
59Man Group plc$5.0M1
60Qube Research & Technologies Ltd$5.0M1
61AMERICAN CENTURY COMPANIES INC$4.8M1
62Legal & General Group Plc$4.6M1
63Vest Financial, LLC$4.5M1
64Creative Planning$4.3M1
65LRT Capital Management, LLC$4.0M1
66LPL Financial LLC$3.8M1
67Holocene Advisors, LP$3.5M1
68XTX Topco Ltd$3.4M1
69VICTORY CAPITAL MANAGEMENT INC$3.3M1
70MetLife Investment Management, LLC$3.3M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.0M1
72Bridge City Capital, LLC$2.7M1
73VANGUARD ASSET MANAGEMENT, Ltd$2.6M1
74Cetera Investment Advisers$2.4M1
75Cerity Partners LLC$2.4M1
76CITADEL ADVISORS LLC$2.4M1
77Quantinno Capital Management LP$2.4M1
78Numerai GP LLC$2.4M1
79Vestmark Advisory Solutions, Inc.$2.2M1
80State of New Jersey Common Pension Fund D$2.1M1
81SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M1
82FMR LLC$2.0M1
83TRUIST FINANCIAL CORP$2.0M1
84NEW YORK STATE COMMON RETIREMENT FUND$1.9M1
85Voleon Capital Management LP$1.9M1
86BLAIR WILLIAM & CO/IL$1.9M1
87IEQ CAPITAL, LLC$1.9M1
88Mariner, LLC$1.8M1
89NewEdge Wealth, LLC$1.7M1
90Y-Intercept (Hong Kong) Ltd$1.7M1
91New Age Alpha Advisors, LLC$1.6M1
92Corient Private Wealth LLC$1.5M1
93Janus Henderson Group Ltd.$1.4M1
94FRANKLIN RESOURCES INC$1.4M1
95HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
96OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
97Pathstone Holdings, LLC$1.3M1
98SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M1
99Vanguard Global Advisers, LLC$1.3M1
100Sanctuary Advisors, LLC$1.3M1
101WINTON GROUP Ltd$1.3M1
102CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.2M1
103Atria Investments, Inc$1.2M1
104&PARTNERS$1.1M1
105Vanguard Personalized Indexing Management, LLC$1.1M1
106PineStone Asset Management Inc.$1.1M1
107Squarepoint Ops LLC$1.1M1
108Schonfeld Strategic Advisors LLC$1.0M1
109CWM, LLC$975K1
110YOUSIF CAPITAL MANAGEMENT, LLC$960K1
111O'SHAUGHNESSY ASSET MANAGEMENT, LLC$953K1
112STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$940K1
113WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$939K1
114ExodusPoint Capital Management, LP$924K1
115Arizona State Retirement System$894K1
116PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$867K1
117Ameritas Investment Partners, Inc.$863K1
118CITIGROUP INC$862K1
119Vanguard Investments Australia, Ltd.$845K1
120BOOTHBAY FUND MANAGEMENT, LLC$827K1
121COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$816K1
122Zurcher Kantonalbank (Zurich Cantonalbank)$798K1
123INTECH INVESTMENT MANAGEMENT LLC$784K1
124STATE OF MICHIGAN RETIREMENT SYSTEM$783K1
125Freestone Grove Partners LP$778K1
126MERCER GLOBAL ADVISORS INC /ADV$755K1
127MML INVESTORS SERVICES, LLC$754K1
128Allianz Asset Management GmbH$753K1
129NICOLET BANKSHARES INC$742K1
130NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$729K1
131KLP KAPITALFORVALTNING AS$724K1
132Universal- Beteiligungs- und Servicegesellschaft mbH$705K1
133EntryPoint Capital, LLC$699K1
134CAPSTONE INVESTMENT ADVISORS, LLC$692K1
135EVERGREEN CAPITAL MANAGEMENT LLC$686K1
136Dynamic Technology Lab Private Ltd$676K1
137OREGON PUBLIC EMPLOYEES RETIREMENT FUND$667K1
138Gallacher Capital Management LLC$647K1
139Jefferies Financial Group Inc.$637K1
140GUGGENHEIM CAPITAL LLC$614K1
141WASHINGTON TRUST BANK$611K1
142MITCHELL & PAHL PRIVATE WEALTH, LLC$597K1
143Callan Family Office, LLC$586K1
144VOYA INVESTMENT MANAGEMENT LLC$569K1
145PRUDENTIAL FINANCIAL INC$563K1
146EFG International AG$554K1
147GLENMEDE TRUST CO NA$525K1
148Magnetar Financial LLC$523K1
149Pictet Asset Management Holding SA$522K1
150Inspire Investing, LLC$515K1
151SUMMITRY LLC$509K1
152Sequoia Financial Advisors, LLC$485K1
153BANK OF MONTREAL /CAN/$467K1
154XPONANCE LLC$463K1
155Aviance Capital Partners, LLC$457K1
156Legato Capital Management LLC$427K1
157AVIVA PLC$424K1
158CIBC Bancorp USA Inc.$420K1
159HSBC HOLDINGS PLC$410K1
160Gibbs Wealth Management$393K1
161AXQ CAPITAL, LP$385K1
162TWO SIGMA SECURITIES, LLC$381K1
163Swiss Life Asset Management Ltd$379K1
164Focus Partners Wealth$378K1
165OSAIC HOLDINGS, INC.$377K1
166Empowered Funds, LLC$353K1
167Baker Ellis Asset Management LLC$337K1
168Graham Capital Management, L.P.$333K1
169Gotham Asset Management, LLC$328K1
170WEALTH ALLIANCE, LLC$321K1
171STATE OF WISCONSIN INVESTMENT BOARD$318K1
172Merit Financial Group, LLC$314K1
173Brevan Howard Capital Management LP$314K1
174Sivia Capital Partners, LLC$305K1
175BetterWealth, LLC$304K1
176ELEVATION POINT WEALTH PARTNERS, LLC$298K1
177NewEdge Advisors, LLC$292K1
178Tower Research Capital LLC (TRC)$285K1
179PDT Partners, LLC$276K1
180Engineers Gate Manager LP$275K1
181BROWN ADVISORY INC$267K1
182AE Wealth Management LLC$257K1
183Malaga Cove Capital, LLC$257K1
184Impact Capital Partners LLC$254K1
185US BANCORP \DE\$252K1
186Ensign Peak Advisors, Inc$250K1
187Capital Investment Counsel, Inc$243K1
188Certified Advisory Corp$241K1
189Caprock Group, LLC$240K1
190SECURIAN ASSET MANAGEMENT, INC$237K1
191Crossmark Global Holdings, Inc.$235K1
192Envestnet Portfolio Solutions, Inc.$233K1
193LVW Advisors, LLC$223K1
194ISTHMUS PARTNERS, LLC$221K1
195CAXTON ASSOCIATES LLP$218K1
196MQS Management LLC$215K1
197DAVENPORT & Co LLC$211K1
198Cornerstone Investment Partners, LLC$211K1
199HighTower Advisors, LLC$210K1
200MIRABELLA FINANCIAL SERVICES LLP$208K1
201HOHIMER WEALTH MANAGEMENT, LLC$206K1
202Third View Private Wealth, LLC$203K1
203Aquatic Capital Management LLC$186K1
204Hilltop National Bank$186K1
205Rockefeller Capital Management L.P.$183K1
206QUADRANT CAPITAL GROUP LLC$174K1
207Redwood Park Advisors LLC$148K1
208FEDERATED HERMES, INC.$133K1
209Parkside Financial Bank & Trust$131K1
210SIGNATUREFD, LLC$93.5K1
211MATHER GROUP, LLC.$85.3K1
212Eurizon Capital SGR S.p.A.$82.3K1
213Quantbot Technologies LP$78.0K1
214State of Wyoming$72.4K1
215Allworth Financial LP$60.3K1
216Clearstead Advisors, LLC$58.0K1
217Arax Advisory Partners$47.5K1
218Caitong International Asset Management Co., Ltd$46.5K1
219NISA INVESTMENT ADVISORS, LLC$40.6K1
220BNP Paribas Asset Management Holding S.A.$40.6K1
221HM PAYSON & CO$38.4K1
222NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.6K1
223MAI Capital Management$31.4K1
224Mitsubishi UFJ Asset Management Co., Ltd.$29.4K1
225Steward Partners Investment Advisory, LLC$28.2K1
226UMB Bank, n.a.$27.7K1
227Bell Investment Advisors, Inc$24.6K1
228Basecamp Wealth Advisors LLC$22.4K1
229Smartleaf Asset Management LLC$22.2K1
230Sterling Capital Management LLC$21.1K1
231Kemnay Advisory Services Inc.$17.5K1
232Optiver Holding B.V.$15.3K1
233PRIVATE TRUST CO NA$14.7K1
234PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$11.3K1
235ASSETMARK, INC$10.6K1
236ALGERT GLOBAL LLC$9.7K1
237Federation des caisses Desjardins du Quebec$9.0K1
238ENTRUST FINANCIAL LLC$8.4K1
239Destiny Wealth Partners, LLC$8.3K1
240Pinnacle Wealth Planning Services, Inc.$7.8K1
241Transamerica Financial Advisors, LLC$6.9K1
242Leonteq Securities AG$6.0K1
243BARROW HANLEY MEWHINNEY & STRAUSS LLC$5.4K1
244Meramec Financial Planners, LLC$5.2K1
245HRT FINANCIAL LP$3.2K1
246Physician Wealth Advisors, Inc.$3.1K1
247HARBOR CAPITAL ADVISORS, INC.$3.0K1
248FARMERS & MERCHANTS INVESTMENTS INC$2.9K1
249True Wealth Design, LLC$2.9K1
250Private Wealth Management Group, LLC$2.9K1
251CVA Family Office, LLC$2.8K1
252Financial Network Wealth Advisors LLC$2.6K1
253Kilter Group LLC$2.6K1
254NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.5K1
255Larson Financial Group LLC$2.4K1
256Grove Bank & Trust$2.2K1
257Manchester Capital Management LLC$2.2K1
258WOLFF WIESE MAGANA LLC$2.2K1
259Activest Wealth Management$2.2K1
260Sachetta, LLC$2.1K1
261CANADA LIFE ASSURANCE Co$1.9K1
262CENTRAL TRUST Co$1.8K1
263WPG Advisers, LLC$1.4K1
264AMALGAMATED BANK$1.4K1
265JFS WEALTH ADVISORS, LLC$1.4K1
266Raleigh Capital Management Inc.$1.4K1
267SHP Wealth Management$1.2K1
268SBI Securities Co., Ltd.$1.2K1
269SJS Investment Consulting Inc.$1.1K1
270TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.1K1
271GSA CAPITAL PARTNERS LLP$1.0K1
272Owl Creek Wealth Partners LLC$9791
273SouthState Bank Corp$9141
274Keating Financial Advisory Services, Inc.$9141
275THRIVENT FINANCIAL FOR LUTHERANS$7401
276Rialto Wealth Management, LLC$7181
277State of Alaska, Department of Revenue$5081
278Signature Equity Partners, LLC$4571
279Investors Portfolio Services LLC$4231
280MV CAPITAL MANAGEMENT, INC.$3921
281DiNuzzo Private Wealth, Inc.$3921
282Virtu Financial LLC$2781
283Vermillion Wealth Management, Inc.$2611
284HFM Investment Advisors, LLC$1311
285KBC Group NV$941
286HAZLETT, BURT & WATSON, INC.$41
287CX Institutional$11
288Avion Wealth$01
289VANGUARD GROUP INC— value not disclosed1
290STEPHENS INC /AR/— value not disclosed1
291DANSKE BANK A/S— value not disclosed1
292HARBOUR INVESTMENTS, INC.— value not disclosed1
293JONES FINANCIAL COMPANIES LLLP— value not disclosed1
294JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
295COMERICA BANK— value not disclosed1
296MACKENZIE FINANCIAL CORP— value not disclosed1
297CIBC WORLD MARKETS CORP— value not disclosed1
298MARCO INVESTMENT MANAGEMENT LLC— value not disclosed1
299COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
300CIBC Private Wealth Group LLC— value not disclosed1
301NORGES BANK— value not disclosed1
302BENJAMIN EDWARDS INC— value not disclosed1
303Verition Fund Management LLC— value not disclosed1
304Alberta Investment Management Corp— value not disclosed1
305TWO SIGMA ADVISERS, LP— value not disclosed1
306Edgestream Partners, L.P.— value not disclosed1
307Assenagon Asset Management S.A.— value not disclosed1
308Capital Advisors, Ltd. LLC— value not disclosed1
309Point72 Asset Management, L.P.— value not disclosed1
310Steigerwald, Gordon & Koch Inc.— value not disclosed1
311Quaker Wealth Management, LLC— value not disclosed1
312West Branch Capital LLC— value not disclosed1
313Global Retirement Partners, LLC— value not disclosed1
314Hardy Reed LLC— value not disclosed1
315TWINBEECH CAPITAL LP— value not disclosed1
316NICOLET ADVISORY SERVICES, LLC— value not disclosed1
317CBIZ Investment Advisory Services, LLC— value not disclosed1
318Kestra Advisory Services, LLC— value not disclosed1
319TUCKER ASSET MANAGEMENT LLC— value not disclosed1
320NFSG Corp— value not disclosed1
321AlphaQuest LLC— value not disclosed1
322SageView Advisory Group, LLC— value not disclosed1
323Nearwater Capital Markets, Ltd— value not disclosed1
324iSAM Funds (UK) Ltd— value not disclosed1
325Dunhill Financial, LLC— value not disclosed1
326SP Asset Management LLC— value not disclosed1
327Quarry LP— value not disclosed1
328nVerses Capital, LLC— value not disclosed1
329Heritage Family Offices, LLP— value not disclosed1
330Aster Capital Management (DIFC) Ltd— value not disclosed1
331Bayforest Capital Ltd— value not disclosed1
332AssuredPartners Investment Advisors, LLC— value not disclosed1
333OPTIMA CAPITAL LLC— value not disclosed1
334Godfrey Financial Associates, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 288 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EXPO

RETAINED WINDOW · ACTIVE HITS

Zero hits on EXPO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EXPO · financials and macro

Financials — as filed PLANNED

EXPO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EXPO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing