This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EXPO/capital-change-brief"
Use Arkolith's capital_change_brief for EXPO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $396.0M | 6.1M | ▼−1.6% Reduced · −96K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $253.6M | 3.9M | ▼−6.2% Reduced · −257K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $192.3M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $144.2M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 5 | Conestoga Capital Advisors, LLC | $124.4M | 1.9M | ▼−20% Reduced · −486K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $123.3M | 1.9M | ▲+1.8% Added · +34K sh | Q1 2026 | |
| 7 | GENEVA CAPITAL MANAGEMENT LLC | $117.2M | 1.8M | ▲+3.9% Added · +68K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $107.5M | 1.6M | ▲+3.6% Added · +57K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $71.9M | 1.1M | ▲+110% Added · +578K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $69.9M | 1.1M | ▼−7.1% Reduced · −82K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $64.0M | 981K | ▲+79% Added · +434K sh | Q1 2026 | |
| 12 | FIRST TRUST ADVISORS LP | $63.0M | 965K | ▲+7.4% Added · +66K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $60.0M | 919K | ▲+2.3% Added · +20K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $50.8M | 779K | ▲+63% Added · +302K sh | Q1 2026 | |
| 15 | NORGES BANK | $51.2M | 737K | ▲+26% Added · +151K sh | Q4 2025 | |
| 16 | Neuberger Berman Group LLC | $47.2M | 724K | ▼−51% Reduced · −754K sh | Q1 2026 | |
| 17 | Resona Asset Management Co.,Ltd. | $45.1M | 691K | ▲+3.5% Added · +23K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $43.3M | 664K | ▼−10% Reduced · −77K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $40.0M | 613K | ▲+2.0% Added · +12K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $35.2M | 540K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34.2M | 524K | ▲+1.5% Added · +8K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $33.9M | 520K | ▲+106% Added · +268K sh | Q1 2026 | |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.8M | 518K | ▲+40% Added · +149K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $29.7M | 455K | ▼−1.5% Reduced · −7K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $26.2M | 402K | ▲+2.5% Added · +10K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Corrigan Catherine | Chief Executive Officer, Director | Option exercise (M) | 2K | — |
| Jul 15, 2026 | Corrigan Catherine | Chief Executive Officer, Director | Sell (S) | 2K | $109K |
| Jul 15, 2026 | Corrigan Catherine | Chief Executive Officer, Director | Option exercise (M) | 2K | $69K |
| Jun 25, 2026 | Corrigan Catherine | Chief Executive Officer, Director | Option exercise (M) | 8K | $200K |
| Jun 25, 2026 | Corrigan Catherine | Chief Executive Officer, Director | Option exercise (M) | 8K | — |
| Jun 15, 2026 | Corrigan Catherine | President & CEO, Director | Option exercise (M) | 3K | $82K |
| Jun 15, 2026 | Corrigan Catherine | President & CEO, Director | Sell (S) | 2K | $133K |
| Jun 15, 2026 | Corrigan Catherine | President & CEO, Director | Option exercise (M) | 2K | $69K |
| Jun 15, 2026 | Corrigan Catherine | President & CEO, Director | Sell (S) | 2K | $102K |
| Jun 15, 2026 | Corrigan Catherine | President & CEO, Director | Option exercise (M) | 3K | — |
| Jun 15, 2026 | Corrigan Catherine | President & CEO, Director | Option exercise (M) | 2K | — |
| Jun 4, 2026 | Lindstrom Carol | Director | Grant (A) | 3K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 124 funds | $53.2B |
| COSTCO WHOLESALE CORPCOST | 121 funds | $9.5B |
| AMAZON.COM INCAMZN | 120 funds | $41.1B |
| ALPHABET INC-CL AGOOGL | 120 funds | $33.6B |
| MASTERCARD INC - AMA | 120 funds | $10.7B |
| NVIDIA CORPNVDA | 119 funds | $72.6B |
| BROADCOM INCAVGO | 119 funds | $26.1B |
| ELI LILLY & COLLY | 119 funds | $14.3B |
| SERVICENOW INCNOW | 119 funds | $4.3B |
| APPLE INCAAPL | 117 funds | $62.4B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $22.7B |
| TJX COMPANIES INCTJX | 117 funds | $5.6B |
Ranked by how many of EXPO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EXPO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.