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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-04-11Jefferson Shreve R–IN-6PurchaseTraded 03-13 +29d$15K–$50K
2025-03-09Jefferson Shreve R–IN-6PurchaseTraded 02-24 +13d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
290STEPHENS INC /AR/$01
291DANSKE BANK A/S$01
292HARBOUR INVESTMENTS, INC.$01
293JONES FINANCIAL COMPANIES LLLP$01
294JACOBS LEVY EQUITY MANAGEMENT, INC$01
295COMERICA BANK$01
296MACKENZIE FINANCIAL CORP$01
297CIBC WORLD MARKETS CORP$01
298MARCO INVESTMENT MANAGEMENT LLC$01
299COLDSTREAM CAPITAL MANAGEMENT INC$01
300CIBC Private Wealth Group LLC$01
301NORGES BANK$01
302BENJAMIN EDWARDS INC$01
303Verition Fund Management LLC$01
304Alberta Investment Management Corp$01
305TWO SIGMA ADVISERS, LP$01
306Edgestream Partners, L.P.$01
307Assenagon Asset Management S.A.$01
308Capital Advisors, Ltd. LLC$01
309Point72 Asset Management, L.P.$01
310Steigerwald, Gordon & Koch Inc.$01
311Quaker Wealth Management, LLC$01
312West Branch Capital LLC$01
313Global Retirement Partners, LLC$01
314Hardy Reed LLC$01
315TWINBEECH CAPITAL LP$01
316NICOLET ADVISORY SERVICES, LLC$01
317CBIZ Investment Advisory Services, LLC$01
318Kestra Advisory Services, LLC$01
319TUCKER ASSET MANAGEMENT LLC$01
320NFSG Corp$01
321AlphaQuest LLC$01
322SageView Advisory Group, LLC$01
323Nearwater Capital Markets, Ltd$01
324iSAM Funds (UK) Ltd$01
325Dunhill Financial, LLC$01
326SP Asset Management LLC$01
327Quarry LP$01
328nVerses Capital, LLC$01
329Heritage Family Offices, LLP$01
330Aster Capital Management (DIFC) Ltd$01
331Bayforest Capital Ltd$01
332AssuredPartners Investment Advisors, LLC$01
333OPTIMA CAPITAL LLC$01
334Godfrey Financial Associates, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 334 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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