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Atria Investments’s EXL Service EXLS Stock Holding History

Atria Investments’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,773
Closed -$287K – 2079
2025
Q4 		$287K Buy
6,773
+948
+16% +$38.8K ﹤0.01% 1760
2025
Q3 		$256K Buy
+5,825
New +$252K ﹤0.01% 1802
2025
Q1 		– Sell
-4,783
Closed -$212K – 1921
2024
Q4 		$212K Buy
+4,783
New +$207K ﹤0.01% 1754
2020
Q1 		– Sell
-40,215
Closed -$559K – 736
2019
Q4 		$559K Buy
40,215
+10,370
+35% +$142K 0.02% 743
2019
Q3 		$400K Buy
29,845
+2,980
+11% +$39.8K 0.01% 638
2019
Q2 		$359K Buy
26,865
+9,685
+56% +$119K 0.01% 680
2019
Q1 		$206K Sell
17,180
-17,840
-51% -$209K 0.01% 857
2018
Q4 		$369K Buy
35,020
+70
+0.2% +$813 0.02% 597
2018
Q3 		$463K Buy
34,950
+6,530
+23% +$80.8K 0.02% 614
2018
Q2 		$322K Buy
+28,420
New +$324K 0.01% 718
2017
Q4 		– Sell
-22,305
Closed -$260K – 837
2017
Q3 		$260K Sell
22,305
-2,970
-12% -$33.3K 0.01% 647
2017
Q2 		$281K Buy
25,275
+280
+1% +$2.83K 0.02% 579
2017
Q1 		$237K Buy
24,995
+2,700
+12% +$25.3K 0.02% 591
2016
Q4 		$225K Buy
+22,295
New +$213K 0.02% 569

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Atria Investments's EXLS Position: Q1 2026 in Review

Atria Investments sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 6,773 shares — an estimated $287K sold.

Atria Investments first reported a position in EXLS in Q4 2016 and held it in 14 quarters. The position peaked at $559K in Q4 2019. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Atria Investments reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 6,773 EXL Service shares in Q1 2026, an estimated $287K.
  • Atria Investments first reported a position in EXL Service in Q4 2016 and held it in 14 quarters.
  • Atria Investments's EXL Service position peaked at $559K in Q4 2019.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.