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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
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 $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

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

Concurrent Investment Advisors reduced its EXL Service (EXLS) stake by 41% in Q1 2026, selling an estimated $361K and leaving 15,103 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #1253.

Concurrent Investment Advisors first reported a position in EXLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Concurrent Investment Advisors held 15,103 shares of EXL Service worth $460K as of Q1 2026.
  • Concurrent Investment Advisors sold 10,459 EXL Service shares in Q1 2026, an estimated $361K.
  • EXL Service made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1253 holding.
  • Concurrent Investment Advisors first reported a position in EXL Service in Q4 2024 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's EXL Service position peaked at $1.08M in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.