Chuck Royce’s EXPO Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+2.48 M Shares
Current Position
375,220 Shares
$26.07 M Value

Chuck Royce's EXPO Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 375,220 shares of Exponent, Inc. (EXPO) worth $26.07 M, representing 0.26% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in EXPO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2024, adding 170,646 shares. Largest reduction occurred in Q3 2013, reducing 602,800 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Exponent (EXPO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Exponent (EXPO) Trades by Chuck Royce

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +2.48 M Add 0.00% 2.48 M $14.78
Q3 2013 -602,800 Reduce 24.27% 1.88 M $17.96
Q4 2013 -205,740 Reduce 10.94% 1.67 M $19.36
Q1 2014 +51,200 Add 3.06% 1.73 M $18.77
Q2 2014 +42,400 Add 2.46% 1.77 M $18.53
Q3 2014 -105,860 Reduce 5.99% 1.66 M $17.72
Q4 2014 -74,400 Reduce 4.47% 1.59 M $20.62
Q1 2015 -128,356 Reduce 8.08% 1.46 M $22.23
Q2 2015 -45,244 Reduce 3.10% 1.41 M $22.39
Q3 2015 -46,250 Reduce 3.27% 1.37 M $22.28
Q4 2015 -253,400 Reduce 18.52% 1.12 M $24.98
Q1 2016 -106,350 Reduce 9.54% 1.01 M $25.50
Q2 2016 -70,928 Reduce 7.03% 937,740 $29.21
Q3 2016 -30,000 Reduce 3.20% 907,740 $25.53
Q4 2016 -320,880 Reduce 35.35% 586,860 $30.15
Q1 2017 -21,200 Reduce 3.61% 565,660 $29.78
Q2 2017 -45,600 Reduce 8.06% 520,060 $29.15
Q3 2017 -64,450 Reduce 12.39% 455,610 $36.95
Q4 2017 -84,604 Reduce 18.57% 371,006 $35.55
Q1 2018 -26,834 Reduce 7.23% 344,172 $39.33
Q2 2018 -4,488 Reduce 1.30% 339,684 $48.30
Q3 2018 -21,394 Reduce 6.30% 318,290 $53.60
Q4 2018 +47,214 Add 14.83% 365,504 $50.71
Q1 2019 -45,712 Reduce 12.51% 319,792 $57.72
Q2 2019 -1,223 Reduce 0.38% 318,569 $58.54
Q3 2019 -28,818 Reduce 9.05% 289,751 $69.90
Q4 2019 -92,344 Reduce 31.87% 197,407 $69.01
Q1 2020 -1,691 Reduce 0.86% 195,716 $71.91
Q2 2020 -25,150 Reduce 12.85% 170,566 $80.93
Q1 2021 -74,566 Reduce 43.72% 96,000 $97.45
Q2 2021 -9,600 Reduce 10.00% 86,400 $89.21
Q4 2021 +4,464 Add 5.17% 90,864 $116.73
Q1 2022 +533 Add 0.59% 91,397 $108.05
Q2 2022 -1,902 Reduce 2.08% 89,495 $91.47
Q3 2022 -3,095 Reduce 3.46% 86,400 $87.67
Q4 2022 -45,000 Reduce 52.08% 41,400 $99.09
Q4 2023 -41,400 Sold Out 41,400 $0.00
Q1 2024 +212,046 New Buy 212,046 $82.69
Q2 2024 -2,878 Reduce 1.36% 209,168 $95.12
Q3 2024 -21,442 Reduce 10.25% 187,726 $115.28
Q4 2024 +15,255 Add 8.13% 202,981 $89.10
Q1 2025 +10,198 Add 5.02% 213,179 $81.06
Q2 2025 +67,836 Add 31.82% 281,015 $74.71
Q3 2025 +94,205 Add 33.52% 375,220 $69.48

Chuck Royce's Exponent Investment FAQs

Chuck Royce first purchased Exponent, Inc. (EXPO) in Q2 2013, acquiring 2,483,468 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Exponent, Inc. (EXPO) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's largest addition to Exponent, Inc. (EXPO) was in Q2 2013, adding 2,483,468 shares worth $36.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 375,220 shares of Exponent, Inc. (EXPO), valued at approximately $26.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Exponent, Inc. (EXPO) represents approximately 0.26% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's peak holding in Exponent, Inc. (EXPO) was 2,483,468 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.