EXE institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

882 institutional managers reported holding EXE for the quarter ended Mar 31, 2026. Together they hold about 94% of shares outstanding; the top 10 hold 43%. 147 opened new positions; 142 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group30.31M12.59%$3.33Badded +5.5%2020 Q3
BlackRock19.50M8.10%$2.14Badded +2.3%2020 Q4
State Street14.75M6.13%$1.62Badded +10.6%2021 Q2
Geode Capital7.07M2.94%$775.6Madded +3.6%2020 Q3
Capital Research Global Investors6.80M2.82%$746.2Mtrimmed -68%2024 Q3
Capital Group (American Funds)6.21M2.58%$681.8Mopened2021 Q1
Oaktree Capital (focused)5.24M2.17%$574.9Madded +3.5%2021 Q1
Invesco4.92M2.04%$539.9Madded +19.7%2021 Q2
Victory Capital Management INC4.76M1.98%$522.5Madded +44.9%2020 Q3
BNY Mellon4.53M1.88%$497.4Madded +93.4%2021 Q1
UBS4.20M1.74%$461.0Madded +12.6%2020 Q3
AQR Capital3.96M1.65%$434.8Madded +383.3%2021 Q2
T. Rowe Price3.73M1.55%$409.7Mtrimmed -61.4%2021 Q1
MFS Investment Management3.73M1.55%$409.0Mtrimmed -3.2%2022 Q2
Morgan Stanley3.44M1.43%$377.3Madded +3.3%2021 Q1
Dimensional Fund Advisors2.85M1.18%$312.5Madded +8.3%2021 Q2
Cibc Bancorp USA INC.2.79M1.16%$306.6Madded +33.2%2023 Q1
Qube Research & Technologies LTD2.73M1.13%$299.2Madded +187.3%2023 Q4
Goldman Sachs2.39M0.99%$262.8Madded +23.5%2021 Q1
Disciplined Growth Investors INC /MN2.37M0.99%$260.5Mtrimmed -6.9%2024 Q4
Northern Trust2.14M0.89%$235.2Munchanged2020 Q4
FMR (Fidelity)2.04M0.85%$224.1Mtrimmed -5.3%2021 Q1
Glendon Capital Management LP (focused)2.02M0.84%$221.7Madded +0.6%2021 Q1
Bank OF America CORP /DE/2.00M0.83%$219.4Madded +11%2021 Q1
Voya Investment Management LLC1.93M0.80%$211.8Madded +16.6%2021 Q2
Phoenix Financial LTD.1.79M0.74%$196.5Madded +32%2025 Q3
Charles Schwab Investment Management1.76M0.73%$192.8Madded +1.5%2021 Q2
Millennium Management1.66M0.69%$181.7Madded +96.8%2020 Q3
Citadel Advisors1.57M0.65%$171.9Madded +5.4%2020 Q4
Point721.52M0.63%$166.8Madded +820.1%2025 Q1
Ameriprise Financial INC1.51M0.63%$165.7Mtrimmed -9.6%2021 Q1
Altshuler Shaham LTD1.48M0.61%$162.3Mtrimmed -13.9%2025 Q2
Lord, Abbett & CO. LLC1.44M0.60%$158.1Munchanged2021 Q2
American Century Companies INC1.22M0.51%$134.0Madded +43.5%2021 Q4
Man Group1.16M0.48%$127.6Madded +495.8%2022 Q3
Canoe Financial LP1.09M0.45%$120.0Madded +1233.4%2024 Q3
Thrivent Financial for Lutherans1.08M0.45%$118.6Mtrimmed -29.1%2022 Q3
Legal & General Group PLC1.06M0.44%$115.9Madded +0.7%2021 Q2
Deutsche Bank AG\1.03M0.43%$113.0Mtrimmed -34.2%2021 Q1
Prudential Financial INC999.4k0.41%$109.7Munchanged2021 Q1
Principal Financial Group INC987.9k0.41%$108.4Mtrimmed -0.8%2021 Q2
LOS Angeles Capital Management LLC984.6k0.41%$108.1Madded +2874.4%2025 Q3
Amundi952.4k0.40%$104.5Madded +4.2%2022 Q3
Hsbc Holdings PLC941.2k0.39%$103.3Madded +162.7%2021 Q2
Nomura Asset Management International INC.885.5k0.37%$97.2Madded +22%2024 Q1
Rokos Capital Management LLP862.6k0.36%$94.7Munchanged2025 Q4
Artemis Investment Management LLP847.9k0.35%$93.1Mopened2025 Q2
Kopernik Global Investors, LLC (focused)813.6k0.34%$89.3Madded +19.4%2024 Q4
Mitsubishi UFJ Asset Management CO., LTD.780.2k0.32%$85.6Madded +9.7%2022 Q2
First Trust Advisors LP776.1k0.32%$85.2Madded +110%2021 Q3

Largest 50 of 882 shown; the full ranked, searchable register is at boothcheck.com/holders/EXE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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