Covestor
EXLS icon

Covestor’s EXL Service EXLS Stock Holding History

Covestor’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 		$75K Buy
2,169
+131
+6% +$4.37K 0.05% 510
2026
Q2 		$53K Sell
2,038
-357
-15% -$10.5K 0.03% 755
2026
Q1 		$73K Sell
2,395
-2,245
-48% -$77.4K 0.05% 453
2025
Q4 		$197K Buy
4,640
+881
+23% +$36K 0.1% 229
2025
Q3 		$166K Buy
3,759
+686
+22% +$29.7K 0.09% 290
2025
Q2 		$134K Buy
3,073
+245
+9% +$11.2K 0.08% 382
2025
Q1 		$134K Buy
2,828
+145
+5% +$6.98K 0.09% 312
2024
Q4 		$119K Sell
2,683
-572
-18% -$24.7K 0.07% 414
2024
Q3 		$124K Sell
3,255
-1,091
-25% -$38.1K 0.08% 398
2024
Q2 		$136K Sell
4,346
-624
-13% -$18.7K 0.09% 316
2024
Q1 		$158K Buy
4,970
+933
+23% +$29K 0.1% 253
2023
Q4 		$125K Buy
4,037
+938
+30% +$26.6K 0.09% 352
2023
Q3 		$87K Buy
3,099
+639
+26% +$18.7K 0.07% 496
2023
Q2 		$74K Buy
2,460
+1,215
+98% +$38.3K 0.06% 602
2023
Q1 		$40K Buy
1,245
+700
+128% +$23.2K 0.03% 793
2022
Q4 		$19K Sell
545
-840
-61% -$29.2K 0.02% 1046
2022
Q3 		$41K Sell
1,385
-1,080
-44% -$35.2K 0.04% 768
2022
Q2 		$73K Sell
2,465
-2,310
-48% -$65.3K 0.06% 576
2022
Q1 		$137K Buy
4,775
+4,700
+6,267% +$120K 0.09% 315
2021
Q4 		$2K Buy
+75
New +$1.98K ﹤0.01% 1540

Other funds holding EXLS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Covestor's EXLS Position: Q3 2026 in Review

Covestor increased its EXL Service (EXLS) stake by 6.4% in Q3 2026, buying an estimated $4.37K and bringing the position to 2,169 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #510.

Covestor first reported a position in EXLS in Q4 2021 and has held it in 20 quarters since. The position peaked at $197K in Q4 2025. 361 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Covestor held 2,169 shares of EXL Service worth $75K as of Q3 2026.
  • Covestor bought 131 EXL Service shares in Q3 2026, an estimated $4.37K.
  • EXL Service made up 0.05% of Covestor's portfolio in Q3 2026, its #510 holding.
  • Covestor first reported a position in EXL Service in Q4 2021 and has held it in 20 quarters since.
  • Covestor's EXL Service position peaked at $197K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.