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Caprock Group’s EXL Service EXLS Stock Holding History

Caprock Group’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
2025
Q1 		$218K Buy
+4,627
New +$223K 0.01% 981
2024
Q1 		– Sell
-6,546
Closed -$202K – 730
2023
Q4 		$202K Buy
+6,546
New +$185K 0.01% 647
2023
Q1 		– Sell
-6,940
Closed -$235K – 655
2022
Q4 		$235K Buy
6,940
+105
+2% +$3.65K 0.02% 465
2022
Q3 		$201K Sell
6,835
-6,930
-50% -$226K 0.02% 520
2022
Q2 		$406K Buy
+13,765
New +$389K 0.04% 307

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caprock Group's EXLS Position: Q1 2025 in Review

Caprock Group opened a new position in EXL Service (EXLS) in Q1 2025: 4,627 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Caprock Group previously reported a position in EXLS as recently as Q4 2023.

Caprock Group first reported a position in EXLS in Q2 2022 and has held it in 5 quarters since. The position peaked at $406K in Q2 2022. 455 funds tracked by Wall St. Rank hold EXLS as of Q1 2025.

  • Caprock Group held 4,627 shares of EXL Service worth $218K as of Q1 2025.
  • EXL Service was a new Caprock Group position in Q1 2025.
  • EXL Service made up 0.01% of Caprock Group's portfolio in Q1 2025, its #981 holding.
  • Caprock Group first reported a position in EXL Service in Q2 2022 and has held it in 5 quarters since.
  • Caprock Group's EXL Service position peaked at $406K in Q2 2022.
  • 455 funds tracked by Wall St. Rank held EXL Service as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.