Capstone Investment Advisors
EXLS icon

Capstone Investment Advisors’s EXL Service EXLS Stock Holding History

Capstone Investment Advisors’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 		$519K Sell
17,028
-30,802
-64% -$1.06M ﹤0.01% 1122
2025
Q4 		$2.03M Buy
47,830
+33,506
+234% +$1.37M ﹤0.01% 621
2025
Q3 		$631K Buy
14,324
+9,669
+208% +$419K ﹤0.01% 1241
2025
Q2 		$204K Buy
+4,655
New +$213K ﹤0.01% 1528
2024
Q2 		– Sell
-12,048
Closed -$383K – 2199
2024
Q1 		$383K Buy
12,048
+3,028
+34% +$94.2K ﹤0.01% 1703
2023
Q4 		$278K Buy
+9,020
New +$255K ﹤0.01% 1627
2023
Q3 		– Sell
-6,815
Closed -$206K – 2152
2023
Q2 		$206K Buy
+6,815
New +$215K ﹤0.01% 1543
2018
Q1 		– Sell
-61,555
Closed -$742K – 406
2017
Q4 		$742K Buy
61,555
+21,220
+53% +$259K 0.02% 222
2017
Q3 		$470K Buy
+40,335
New +$452K 0.02% 318
2017
Q2 		– Sell
-38,645
Closed -$366K – 718
2017
Q1 		$366K Buy
+38,645
New +$362K 0.01% 662

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capstone Investment Advisors's EXLS Position: Q1 2026 in Review

Capstone Investment Advisors reduced its EXL Service (EXLS) stake by 64% in Q1 2026, selling an estimated $1.06M and leaving 17,028 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Capstone Investment Advisors first reported a position in EXLS in Q1 2017 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Capstone Investment Advisors held 17,028 shares of EXL Service worth $519K as of Q1 2026.
  • Capstone Investment Advisors sold 30,802 EXL Service shares in Q1 2026, an estimated $1.06M.
  • EXL Service made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1122 holding.
  • Capstone Investment Advisors first reported a position in EXL Service in Q1 2017 and has held it in 10 quarters since.
  • Capstone Investment Advisors's EXL Service position peaked at $2.03M in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.