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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 5.88 M | $486.60 M | -3.20% | 11.53% |
| 05/10/2024 | VANGUARD GROUP INC | 5.29 M | $437.15 M | 5.83% | 10.36% |
| 05/14/2024 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.36 M | $360.23 M | -6.77% | 8.54% |
| 04/26/2024 | CONESTOGA CAPITAL ADVISORS, LLC | 2.69 M | $222.22 M | 9.63% | 5.27% |
| 05/13/2024 | NEUBERGER BERMAN GROUP LLC | 2.56 M | $212.04 M | -2.51% | 5.03% |
| 05/15/2024 | STATE STREET CORP | 1.80 M | $148.96 M | 3.00% | 3.53% |
| 05/03/2024 | GENEVA CAPITAL MANAGEMENT LLC | 1.53 M | $126.37 M | -1.92% | 3.00% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.35 M | $111.54 M | 5.65% | 2.64% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 1.18 M | $97.57 M | 7.26% | 2.31% |
| 05/15/2024 | FUNDSMITH LLP | 1.05 M | $86.83 M | -2.63% | 2.06% |
| 05/14/2024 | INVESCO LTD. | 1.05 M | $86.58 M | 69.81% | 2.05% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.01 M | $83.76 M | -1.03% | 1.99% |
| 04/26/2024 | RIVERBRIDGE PARTNERS LLC | 1.01 M | $83.13 M | -2.17% | 1.97% |
| 05/15/2024 | MORGAN STANLEY | 893,328 | $73.87 M | -1.79% | 1.75% |
| 05/14/2024 | NORTHERN TRUST CORP | 736,937 | $60.94 M | -7.44% | 1.44% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 734,340 | $60.72 M | -10.46% | 1.44% |
| 05/08/2024 | GW&K INVESTMENT MANAGEMENT, LLC | 556,664 | $46.03 M | -2.02% | 1.09% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 516,671 | $42.72 M | -2.18% | 1.01% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 492,772 | $40.75 M | 3.23% | 0.97% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 467,984 | $38.70 M | 0.20% | 0.92% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 438,897 | $36.29 M | -1.47% | 0.86% |
| 05/10/2024 | JPMORGAN CHASE & CO | 392,923 | $32.49 M | 53.65% | 0.77% |
| 05/30/2024 | EULAV ASSET MANAGEMENT | 358,000 | $29.60 M | -3.09% | 0.70% |
| 05/15/2024 | BAMCO INC /NY/ | 313,262 | $25.90 M | 100.00% | 0.61% |
| 05/07/2024 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 311,781 | $25.78 M | -0.16% | 0.61% |
| 05/15/2024 | ROYAL BANK OF CANADA | 282,413 | $23.35 M | -2.99% | 0.55% |
| 05/15/2024 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 276,500 | $22.86 M | 6.76% | 0.54% |
| 05/15/2024 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 259,623 | $21.47 M | -0.53% | 0.51% |
| 05/07/2024 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 256,480 | $21.21 M | -45.40% | 0.50% |
| 05/01/2024 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 246,922 | $23.72 M | -13.92% | 0.48% |
| 05/16/2024 | COMERICA BANK | 231,131 | $19.11 M | 8.66% | 0.45% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 212,046 | $17.53 M | 100.00% | 0.42% |
| 04/30/2024 | FENIMORE ASSET MANAGEMENT INC | 197,714 | $16.35 M | 14.37% | 0.39% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 193,189 | $15.97 M | -2.03% | 0.38% |
| 05/15/2024 | MAN GROUP PLC | 192,635 | $15.93 M | 68.88% | 0.38% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 189,030 | $15.63 M | -1.24% | 0.37% |
| 05/09/2024 | RHUMBLINE ADVISERS | 186,629 | $15.43 M | -0.49% | 0.37% |
| 05/14/2024 | MONTANARO ASSET MANAGEMENT LTD | 175,500 | $14.51 M | 0.00% | 0.34% |
| 05/08/2024 | EMERALD ADVISERS, LLC | 162,917 | $13.47 M | -0.03% | 0.32% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 156,189 | $12.92 M | -20.65% | 0.31% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 155,664 | $12.87 M | 22.46% | 0.31% |
| 05/15/2024 | DF DENT & CO INC | 150,459 | $12.44 M | -1.94% | 0.30% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 140,472 | $11.62 M | -43.13% | 0.28% |
| 05/07/2024 | SEI INVESTMENTS CO | 139,166 | $11.51 M | -7.14% | 0.27% |
| 05/08/2024 | EMERALD MUTUAL FUND ADVISERS TRUST | 131,897 | $10.91 M | 0.00% | 0.26% |
| 05/14/2024 | STIFEL FINANCIAL CORP | 123,568 | $10.22 M | -7.93% | 0.24% |
| 05/13/2024 | THEMATICS ASSET MANAGEMENT | 119,500 | $9.88 M | -4.78% | 0.23% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 117,078 | $9.68 M | -0.59% | 0.23% |
| 04/16/2024 | STONEPINE ASSET MANAGEMENT INC. | 115,600 | $9.56 M | 5.38% | 0.23% |
| 05/15/2024 | CITADEL ADVISORS LLC | 109,507 | $9.06 M | -6.11% | 0.21% |
A. During the previous two years, 507 institutional investors and hedge funds held shares of Exponent, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 5.88 M
VANGUARD GROUP INC: 5.29 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 4.36 M
Conestoga Capital Advisors, LLC: 2.69 M
Neuberger Berman Group LLC: 2.56 M
STATE STREET CORP: 1.8 M
A. 89.15% of Exponent, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 62.92 M shares in the last 24 months. This purchase volume represents approximately $5.94 B in transactions.
