XPONANCE, INC.
CRD #111126 SEC #801-51407 PHILADELPHIA, PA 215-567-1100
SEC Registered
Total AUM
$20.5B
Discretionary
$20.2B
Employees
42
Clients
0
Accounts
148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $20.5B | $20.2B | $271.5M | 42 | 0 |
| Apr 2025 | $20.5B | $20.2B | $271.5M | 42 | 0 |
| Mar 2025 | $20.5B | $20.2B | $271.5M | 42 | 0 |
| Mar 2024 | $16.6B | $16.4B | $235M | 39 | 0 |
| Mar 2024 | $16.6B | $16.4B | $235M | 39 | 0 |
| Mar 2023 | $13.5B | $13.3B | $213.8M | 37 | 0 |
| Mar 2023 | $13.5B | $13.3B | $213.8M | 37 | 0 |
| Mar 2023 | $13.5B | $13.3B | $213.8M | 37 | 0 |
| Mar 2022 | $14.9B | $14.6B | $277.4M | 36 | 0 |
| Mar 2022 | $14.9B | $14.6B | $277.4M | 36 | 0 |
| Mar 2021 | $12.2B | $11.6B | $600.5M | 39 | 0 |
| Mar 2021 | $12.2B | $11.6B | $600.5M | 39 | 0 |
| Dec 2020 | $8.6B | $8.1B | $454.4M | 36 | 0 |
| Jun 2020 | $8.6B | $8.1B | $454.4M | 36 | 0 |
| May 2020 | $8.6B | $8.1B | $454.4M | 36 | 0 |
| May 2020 | $8.6B | $8.1B | $454.4M | 36 | 0 |
| Apr 2020 | $8.6B | $8.1B | $454.4M | 36 | 0 |
| Jan 2020 | $4.6B | $4B | $608.6M | 21 | 0 |
| Mar 2019 | $5.2B | $4.7B | $530.5M | 24 | 0 |
| Oct 2018 | $5.8B | $5.4B | $413.2M | 22 | 0 |
| Mar 2018 | $5.8B | $5.4B | $413.2M | 22 | 0 |
| Sep 2017 | $5B | $5B | $0 | 24 | 26 |
| Mar 2017 | $4.8B | $4.8B | $0 | 24 | 26 |
| May 2016 | $4.2B | $4.2B | $0 | 24 | 11 |
| Mar 2016 | $4.2B | $4.2B | $0 | 24 | 11 |
| Sep 2015 | $4.7B | $4.7B | $0 | 23 | 11 |
| Jun 2015 | $4.7B | $4.7B | $0 | 23 | 11 |
| Mar 2015 | $4.7B | $4.7B | $0 | 23 | 11 |
| Mar 2014 | $4.4B | $4.4B | $0 | 25 | 11 |
| Mar 2013 | $2.6B | $2.6B | $0 | 20 | 11 |
| Jan 2013 | $2.7B | $2.7B | $0 | 22 | 11 |
| Apr 2012 | $2.6B | $2.6B | $0 | 11 | 11 |
| Mar 2012 | $2.6B | $2.6B | $0 | 11 | 11 |
| Mar 2011 | $2.4B | $2.4B | $0 | -- | -- |
| Mar 2011 | $2.4B | $2.4B | $0 | -- | -- |
| Aug 2010 | $1.9B | $1.9B | $0 | -- | -- |
| Apr 2010 | $2.2B | $2.2B | $0 | -- | -- |
| Mar 2009 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2008 | $1.7B | $1.7B | $0 | -- | -- |
| Nov 2007 | $1.4B | $1.4B | $0 | -- | -- |
| Oct 2007 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2007 | $1.2B | $1.2B | $0 | -- | -- |
| Nov 2005 | $699.3M | $699.3M | $0 | -- | -- |
| Sep 2004 | $826M | $826M | $0 | -- | -- |
| Jun 2004 | $1.9B | $756.6M | $1.2B | -- | -- |
| Aug 2001 | $1.1B | $462.1M | $626M | 10 | -- |
DateAug 2025
Total AUM$20.5B
Discretionary$20.2B
Non-Disc.$271.5M
Employees42
Clients0
DateApr 2025
Total AUM$20.5B
Discretionary$20.2B
Non-Disc.$271.5M
Employees42
Clients0
DateMar 2025
Total AUM$20.5B
Discretionary$20.2B
Non-Disc.$271.5M
Employees42
Clients0
DateMar 2024
Total AUM$16.6B
Discretionary$16.4B
Non-Disc.$235M
Employees39
Clients0
DateMar 2024
Total AUM$16.6B
Discretionary$16.4B
Non-Disc.$235M
Employees39
Clients0
DateMar 2023
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$213.8M
Employees37
Clients0
DateMar 2023
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$213.8M
Employees37
Clients0
DateMar 2023
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$213.8M
Employees37
Clients0
DateMar 2022
Total AUM$14.9B
Discretionary$14.6B
Non-Disc.$277.4M
Employees36
Clients0
DateMar 2022
Total AUM$14.9B
Discretionary$14.6B
Non-Disc.$277.4M
Employees36
Clients0
DateMar 2021
Total AUM$12.2B
Discretionary$11.6B
Non-Disc.$600.5M
Employees39
Clients0
DateMar 2021
Total AUM$12.2B
Discretionary$11.6B
Non-Disc.$600.5M
Employees39
Clients0
DateDec 2020
Total AUM$8.6B
Discretionary$8.1B
Non-Disc.$454.4M
Employees36
Clients0
DateJun 2020
Total AUM$8.6B
Discretionary$8.1B
Non-Disc.$454.4M
Employees36
Clients0
DateMay 2020
Total AUM$8.6B
Discretionary$8.1B
Non-Disc.$454.4M
Employees36
Clients0
DateMay 2020
Total AUM$8.6B
Discretionary$8.1B
Non-Disc.$454.4M
Employees36
Clients0
DateApr 2020
Total AUM$8.6B
Discretionary$8.1B
Non-Disc.$454.4M
Employees36
Clients0
DateJan 2020
Total AUM$4.6B
Discretionary$4B
Non-Disc.$608.6M
Employees21
Clients0
DateMar 2019
Total AUM$5.2B
Discretionary$4.7B
Non-Disc.$530.5M
Employees24
Clients0
DateOct 2018
Total AUM$5.8B
Discretionary$5.4B
Non-Disc.$413.2M
Employees22
Clients0
DateMar 2018
Total AUM$5.8B
Discretionary$5.4B
Non-Disc.$413.2M
Employees22
Clients0
DateSep 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees24
Clients26
DateMar 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees24
Clients26
DateMay 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees24
Clients11
DateMar 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees24
Clients11
DateSep 2015
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees23
Clients11
DateJun 2015
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees23
Clients11
DateMar 2015
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees23
Clients11
DateMar 2014
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees25
Clients11
DateMar 2013
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees20
Clients11
DateJan 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees22
Clients11
DateApr 2012
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees11
Clients11
DateMar 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$699.3M
Discretionary$699.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2004
Total AUM$826M
Discretionary$826M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$1.9B
Discretionary$756.6M
Non-Disc.$1.2B
Employees--
Clients--
DateAug 2001
Total AUM$1.1B
Discretionary$462.1M
Non-Disc.$626M
Employees10
Clients--