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Concurrent Investment Advisors’s EXL Service EXLS Stock Holding History

Concurrent 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
Q2 		$383K Sell
14,801
-302
-2% -$8.89K ﹤0.01% 1552
2026
Q1 		$460K Sell
15,103
-10,459
-41% -$361K 0.01% 1253
2025
Q4 		$1.08M Buy
25,562
+11,175
+78% +$457K 0.01% 789
2025
Q3 		$633K Buy
14,387
+5,425
+61% +$235K 0.01% 816
2025
Q2 		$392K Buy
8,962
+507
+6% +$23.2K 0.01% 941
2025
Q1 		$399K Buy
8,455
+3,459
+69% +$166K 0.01% 812
2024
Q4 		$222K Buy
+4,996
New +$216K 0.01% 952

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Concurrent Investment Advisors's EXLS Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its EXL Service (EXLS) stake by 2% in Q2 2026, selling an estimated $8.89K and leaving 14,801 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Concurrent Investment Advisors first reported a position in EXLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Concurrent Investment Advisors held 14,801 shares of EXL Service worth $383K as of Q2 2026.
  • Concurrent Investment Advisors sold 302 EXL Service shares in Q2 2026, an estimated $8.89K.
  • EXL Service made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1552 holding.
  • Concurrent Investment Advisors first reported a position in EXL Service in Q4 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's EXL Service position peaked at $1.08M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.