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EFG Asset Management’s EXL Service EXLS Stock Holding History

EFG 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
2025
Q3 		$3.5M Sell
79,430
-27,265
-26% -$1.18M 0.45% 99
2025
Q2 		$4.67M Buy
106,695
+10,824
+11% +$495K 0.66% 57
2025
Q1 		$4.53M Sell
95,871
-845
-0.9% -$40.7K 0.75% 34
2024
Q4 		$4.29M Buy
96,716
+44,726
+86% +$1.93M 0.59% 52
2024
Q3 		$1.98M Buy
+51,990
New +$1.82M 0.33% 132

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EFG Asset Management's EXLS Position: Q3 2025 in Review

EFG Asset Management reduced its EXL Service (EXLS) stake by 26% in Q3 2025, selling an estimated $1.18M and leaving 79,430 shares worth $3.5M. The position accounts for 0.45% of the portfolio, ranked #99.

EFG Asset Management first reported a position in EXLS in Q3 2024 and has held it in 5 quarters since. The position peaked at $4.67M in Q2 2025. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • EFG Asset Management held 79,430 shares of EXL Service worth $3.5M as of Q3 2025.
  • EFG Asset Management sold 27,265 EXL Service shares in Q3 2025, an estimated $1.18M.
  • EXL Service made up 0.45% of EFG Asset Management's portfolio in Q3 2025, its #99 holding.
  • EFG Asset Management first reported a position in EXL Service in Q3 2024 and has held it in 5 quarters since.
  • EFG Asset Management's EXL Service position peaked at $4.67M in Q2 2025.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.