Counterpoint Mutual Funds
EXLS icon

Counterpoint Mutual Funds’s EXL Service EXLS Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-30,110
Closed -$779K – 381
2026
Q2 		$779K Sell
30,110
-126,426
-81% -$3.72M 0.08% 101
2026
Q1 		$4.77M Buy
+156,536
New +$5.4M 0.72% 23
2025
Q2 		– Sell
-37,255
Closed -$1.76M – 355
2025
Q1 		$1.76M Buy
+37,255
New +$1.79M 0.25% 31
2023
Q2 		– Sell
-3,670
Closed -$119K – 364
2023
Q1 		$119K Buy
+3,670
New +$122K 0.1% 53
2022
Q2 		– Sell
-2,440
Closed -$70K – 276
2022
Q1 		$70K Buy
+2,440
New +$62.1K 0.05% 86

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Counterpoint Mutual Funds's EXLS Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of EXL Service (EXLS) in Q3 2026, closing a stake of 30,110 shares — an estimated $779K sold.

Counterpoint Mutual Funds first reported a position in EXLS in Q1 2022 and held it in 5 quarters. The position peaked at $4.77M in Q1 2026. 64 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining EXL Service position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 30,110 EXL Service shares in Q3 2026, an estimated $779K.
  • Counterpoint Mutual Funds first reported a position in EXL Service in Q1 2022 and held it in 5 quarters.
  • Counterpoint Mutual Funds's EXL Service position peaked at $4.77M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.