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Congress Asset Management’s EXL Service EXLS Stock Holding History

Congress Asset Management’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
Q3 		$18.5M Buy
537,766
+32,562
+6% +$1.09M 0.12% 157
2026
Q2 		$13.1M Buy
505,204
+3,060
+0.6% +$90.1K 0.08% 194
2026
Q1 		$15.3M Buy
502,144
+7,103
+1% +$245K 0.11% 168
2025
Q4 		$21M Buy
495,041
+56,508
+13% +$2.31M 0.15% 140
2025
Q3 		$19.3M Buy
438,533
+265,348
+153% +$11.5M 0.13% 142
2025
Q2 		$7.58M Buy
+173,185
New +$7.91M 0.05% 205

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Congress Asset Management's EXLS Position: Q3 2026 in Review

Congress Asset Management increased its EXL Service (EXLS) stake by 6.4% in Q3 2026, buying an estimated $1.09M and bringing the position to 537,766 shares worth $18.5M. The position accounts for 0.12% of the portfolio, ranked #157.

Congress Asset Management first reported a position in EXLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $21M in Q4 2025. 14 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Congress Asset Management held 537,766 shares of EXL Service worth $18.5M as of Q3 2026.
  • Congress Asset Management bought 32,562 EXL Service shares in Q3 2026, an estimated $1.09M.
  • EXL Service made up 0.12% of Congress Asset Management's portfolio in Q3 2026, its #157 holding.
  • Congress Asset Management first reported a position in EXL Service in Q2 2025 and has held it in 6 quarters since.
  • Congress Asset Management's EXL Service position peaked at $21M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.