EP
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Edgestream Partners’s EXL Service EXLS Stock Holding History

Edgestream Partners’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 		$5.42M Sell
177,913
-13,501
-7% -$466K 0.18% 210
2025
Q4 		$8.12M Sell
191,414
-12,690
-6% -$519K 0.23% 111
2025
Q3 		$8.99M Buy
204,104
+148,185
+265% +$6.42M 0.26% 84
2025
Q2 		$2.45M Sell
55,919
-126,153
-69% -$5.77M 0.07% 486
2025
Q1 		$8.6M Buy
+182,072
New +$8.76M 0.29% 73
2024
Q4 		– Sell
-69,780
Closed -$2.66M – 928
2024
Q3 		$2.66M Sell
69,780
-82,044
-54% -$2.87M 0.12% 317
2024
Q2 		$4.76M Buy
+151,824
New +$4.56M 0.23% 135
2024
Q1 		– Sell
-58,846
Closed -$1.82M – 874
2023
Q4 		$1.82M Buy
58,846
+44,761
+318% +$1.27M 0.13% 269
2023
Q3 		$395K Sell
14,085
-4,600
-25% -$135K 0.03% 649
2023
Q2 		$565K Buy
+18,685
New +$589K 0.05% 502

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return