13FPulse
中
EX

EXPD EXPEDITORS INTL WASH INC

2026Q2 · CUSIP 302130109 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
931
Institutions that reported holding it to the SEC
Net increase in holders
+24
Last quarter 907 → now 931
How unusual is that
Top 20%
Stronger buying than 86% of US stocks
What the filings say, in one paragraph

931 funds held EXPD at the end of 2026Q2, up 24 from the quarter before. That is stronger buying than 86.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $12.0B(YoY +6.8%), the P/E is 27.1x, return on equity is 43.4%. EXPD has had 20 buying rushes in its history, and the price moved +7.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=454 2013Q4: holders=467 2014Q1: holders=464 2014Q2: holders=471 2014Q3: holders=454 2014Q4: holders=491 2015Q1: holders=484 2015Q2: holders=503 2015Q3: holders=518 2015Q4: holders=535 2016Q1: holders=512 2016Q2: holders=505 2016Q3: holders=507 2016Q4: holders=525 2017Q1: holders=505 2017Q2: holders=497 2017Q3: holders=496 2017Q4: holders=570 2018Q1: holders=572 2018Q2: holders=596 2018Q3: holders=577 2018Q4: holders=569 2019Q1: holders=603 2019Q2: holders=574 2019Q3: holders=564 2019Q4: holders=602 2020Q1: holders=575 2020Q2: holders=617 2020Q3: holders=629 2020Q4: holders=667 2021Q1: holders=674 2021Q2: holders=713 2021Q3: holders=707 2021Q4: holders=778 2022Q1: holders=758 2022Q2: holders=737 2022Q3: holders=707 2022Q4: holders=754 2023Q1: holders=767 2023Q2: holders=797 2023Q3: holders=774 2023Q4: holders=823 2024Q1: holders=805 2024Q2: holders=811 2024Q3: holders=820 2024Q4: holders=826 2025Q1: holders=839 2025Q2: holders=806 2025Q3: holders=816 2025Q4: holders=890 2026Q1: holders=907 2026Q2: holders=931 -74 -37 +0 +37 +74 408693978 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 20% — —
2025Q4 Top 10% +5.1% —
2025Q1 Top 20% +3.5% +21.2%
2023Q4 Top 20% -5.0% -1.7%
2023Q2 Top 10% +3.7% +11.0%
2023Q1 Top 20% +1.0% +5.0%
2022Q4 Top 10% +2.2% +3.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
312
Change in large funds
+23
Total value they hold
$20.4B
Funds buying for the first time
125
Funds that sold out entirely
101
Price change that quarter
+19.4%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
7

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
27.1
EPS (TTM)
$6.88
EPS YoY
+12.4%
Revenue (TTM)
$12.0B
Revenue YoY
+6.8%
Net margin
7.6%
ROE
43.4%
Debt ratio
58.7%
FCF (TTM)
$924M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 2.09 2021-12-31: EPS 2.67 2022-03-31: EPS 2.05 2022-06-30: EPS 2.27 2022-09-30: EPS 2.54 2022-12-31: EPS 1.40 2023-03-31: EPS 1.45 2023-06-30: EPS 1.30 2023-09-30: EPS 1.16 2023-12-31: EPS 1.10 2024-03-31: EPS 1.17 2024-06-30: EPS 1.24 2024-09-30: EPS 1.63 2024-12-31: EPS 1.68 2025-03-31: EPS 1.47 2025-06-30: EPS 1.34 2025-09-30: EPS 1.64 2025-12-31: EPS 1.50 2026-03-31: EPS 1.71 2026-06-30: EPS 2.03 0B 2.7B 5.4B $B 0.00 1.47 2.94 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 10 19 28 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K327M654M 20162017201820192020202120222023202420252026
Latest quarter $297M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.