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Expedia Group, Inc.

EXPE Consumer Discretionary
$280.83 +$3.95 (1.43%)
Market Cap: $33.71 B
Gurus Holding
9
Popularity Rank
#735
% of Shares Held
3.07%
Net Activity (Q2 2026)
+$180.92 M

Guru Ownership Trend

Guru Analysis for Expedia Group, Inc. (EXPE)

Expedia Group, Inc. (EXPE), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.03 B.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $180.92 M net inflow during the quarter.

Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 58.3%.

Key Holders

Top 5 by Value

$794.38 M
$107.92 M
$22.92 M
$8.08 M
$4.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$211.01 M
Total Buy Value
New Buys 2
Additions 5
-$30.09 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for Expedia Group, Inc. (EXPE)

Major holders include Cliff Asness ($794.38 M), Joel Greenblatt ($107.92 M), Jefferies Group ($22.92 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.69 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $180.92 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited EXPE. The total reported sell value was $30.09 M.

Yes, 2 managers opened new positions in EXPE, and 5 increased their existing holdings. The total reported buy value was $211.01 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.28% Add 21.8% 3,104,499 $794.38 M Q2 2026
0.25% Add 57.4% 421,774 $107.92 M Q2 2026
0.15% Add 766.5% 89,563 $22.92 M Q2 2026
0.03% Add 2801.4% 31,596 $8.08 M Q2 2026
0.01% Reduce -58.3% 16,897 $4.32 M Q2 2026
0.00% Reduce -2.8% 9,782 $2.5 M Q2 2026
1.51% Add 28.2% 6,021 $1.54 M Q2 2026
0.00% New Buy 3,900 $997,932 Q2 2026
0.00% New Buy 1,060 $271,233 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form