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Dalton Investments’s EXL Service EXLS Stock Holding History

Dalton Investments’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
2025
Q1 		– Sell
-17,335
Closed -$769K – 23
2024
Q4 		$769K Sell
17,335
-7,306
-30% -$316K 0.4% 22
2024
Q3 		$940K Hold
24,641
– – 0.55% 21
2024
Q2 		$773K Sell
24,641
-25,500
-51% -$765K 0.44% 22
2024
Q1 		$1.59M Hold
50,141
– – 0.97% 18
2023
Q4 		$1.55M Buy
50,141
+20,946
+72% +$593K 1.02% 17
2023
Q3 		$819K Hold
29,195
– – 0.63% 17
2023
Q2 		$882K Hold
29,195
– – 0.75% 17
2023
Q1 		$945K Buy
29,195
+13,000
+80% +$431K 0.83% 17
2022
Q4 		$549K Sell
16,195
-134,620
-89% -$4.68M 0.47% 19
2022
Q3 		$4.45M Sell
150,815
-11,500
-7% -$375K 3.65% 6
2022
Q2 		$4.78M Sell
162,315
-133,305
-45% -$3.77M 4.35% 6
2022
Q1 		$8.47M Sell
295,620
-94,645
-24% -$2.41M 5.96% 5
2021
Q4 		$11.3M Sell
390,265
-14,500
-4% -$382K 7.38% 5
2021
Q3 		$9.97M Sell
404,765
-3,160
-0.8% -$73.7K 7.3% 5
2021
Q2 		$8.67M Sell
407,925
-4,885
-1% -$97K 4.77% 8
2021
Q1 		$7.44M Hold
412,810
– – 4.08% 6
2020
Q4 		$7.03M Hold
412,810
– – 3.47% 8
2020
Q3 		$5.45M Hold
412,810
– – 3.58% 9
2020
Q2 		$5.23M Hold
412,810
– – 3.81% 9
2020
Q1 		$4.3M Buy
412,810
+118,000
+40% +$1.61M 3.33% 11
2019
Q4 		$4.1M Buy
294,810
+126,500
+75% +$1.73M 2.52% 11
2019
Q3 		$2.25M Hold
168,310
– – 1.42% 19
2019
Q2 		$2.23M Sell
168,310
-106,690
-39% -$1.31M 1.01% 21
2019
Q1 		$3.3M Buy
+275,000
New +$3.22M 1.44% 18

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dalton Investments's EXLS Position: Q1 2025 in Review

Dalton Investments sold out of EXL Service (EXLS) in Q1 2025, closing a stake of 17,335 shares — an estimated $769K sold.

Dalton Investments first reported a position in EXLS in Q1 2019 and held it in 24 quarters. The position peaked at $11.3M in Q4 2021. 455 funds tracked by Wall St. Rank hold EXLS as of Q1 2025.

  • Dalton Investments reported no remaining EXL Service position as of Q1 2025 after selling out during the quarter.
  • Dalton Investments sold 17,335 EXL Service shares in Q1 2025, an estimated $769K.
  • Dalton Investments first reported a position in EXL Service in Q1 2019 and held it in 24 quarters.
  • Dalton Investments's EXL Service position peaked at $11.3M in Q4 2021.
  • 455 funds tracked by Wall St. Rank held EXL Service as of Q1 2025.

Based on Dalton Investments's 13F filing for Q1 2025, filed 12 May 2025.