The unanimous buying by active managers suggests a catalyst-driven thesis (e.g., freight cycle recovery, market share gains). Monitor upcoming Q4 2026 earnings and any supply-chain commentary for confirmation. The 45-day reporting lag means these positions may have been partially unwound already.
Executive Summary
Five institutional asset managers, including Robeco and Assenagon, collectively added $102.1M in EXPD positions during Q3 2026, with no disclosed sellers. The cluster is dominated by active managers making large percentage increases, signaling a shared bullish thesis on Expeditors International's logistics operations.
Key Financial Metrics
Institutional Positions
Net institutional flow: $102.1M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | DOUBLED | +147.3% | $91.5M | $58.9M |
| Assenagon Asset Management | DOUBLED | +912% | $30.8M | $28.1M |
| Wealth Enhancement Advisory Services | ADD | +52.7% | $28.6M | $12.3M |
| Pensiondanmark Pensionsforsikringsaktieselskab | ADD | +26.3% | $6.9M | $2.1M |
| Concurrent Investment Advisors | ADD | +89.1% | $1.3M | $691.0K |
Key Facts
- 5 institutional buyers added a net $102.1M in EXPD during Q3 2026
- Robeco Institutional Asset Management doubled its position (+147.3%) to $91.5M
- Assenagon Asset Management increased its stake by +912.0% to $30.8M
- No institutional sellers were identified in the cluster
- All buyers are active asset managers, not passive/index funds
Financial Impact
Five institutions accumulated $102.1M in net new EXPD positions during Q3 2026, with total holdings rising to $159.1M. No selling activity was reported.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroboration — no insider cluster + Form 3F insider buying was provided
- Logistics sector is cyclical; a macro downturn could reverse the thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-EXPD-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $197.01 | awaiting T+20 | — | — |
Sep 16, 2026 5w ago | 8-K | $189.04 $196.38 | ▲ +3.88% | ▲ +1.57% | — |
Aug 4, 2026 12w ago | 8-K | $181.48 $187.70 | ▲ +3.43% | ▲ +4.67% | — |
May 20, 2026 22w ago | 8-K | $156.38 $163.38 | ▲ +4.47% | ▲ +4.14% | — |
May 5, 2026 25w ago | 8-K | $151.24 $158.70 | ▲ +4.93% | ▲ +2.15% | — |
May 5, 2026 25w ago | 8-K | $153.08 $157.87 | ▲ +3.13% | ▼ −1.83% | — |
Apr 28, 2026 26w ago | Court Ruling | $148.79 $158.96 | ▼ −6.84% | ▼ −0.79% | — |
Mar 24, 2026 31w ago | DEFA14A | $141.97 $148.44 | ▲ +4.56% | ▼ −4.34% | — |
Feb 27, 2026 34w ago | Insider Cluster | $145.03 $141.22 | ▼ −2.63% | ▲ +4.93% | — |
Feb 24, 2026 35w ago | 8-K | $138.83 $141.97 | ▲ +2.26% | ▲ +7.25% | — |
US Market Status
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