Evergreen Capital Management’s EXL Service EXLS Stock Holding History

Evergreen Capital 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
2026 Q1	$413K	Buy	13,576 +8,091	+148%	+$279K	0.01%	912
2025 Q4	$233K	Sell	5,485 -1,604	-23%	-$65.6K	0.01%	1213
2025 Q3	$312K	Buy	7,089 +2,048	+41%	+$88.7K	0.01%	939
2025 Q2	$221K	Sell	5,041 -218	-4%	-$9.96K	0.01%	981
2025 Q1	$248K	Buy	5,259 +168	+3%	+$8.08K	0.01%	865
2024 Q4	$226K	Buy	+5,091	New	+$220K	0.01%	903
2023 Q3	–	Sell	-6,795	Closed	-$205K	–	816
2023 Q2	$205K	Sell	6,795 -705	-9%	-$22.2K	0.01%	719
2023 Q1	$243K	Buy	7,500 +90	+1%	+$2.98K	0.01%	588
2022 Q4	$251K	Sell	7,410 -1,045	-12%	-$36.3K	0.01%	537
2022 Q3	$249K	Buy	8,455 +1,485	+21%	+$48.5K	0.01%	490
2022 Q2	$205K	Buy	+6,970	New	+$197K	0.01%	522

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evergreen Capital Management's EXLS Position: Q1 2026 in Review

Evergreen Capital Management increased its EXL Service (EXLS) stake by 148% in Q1 2026, buying an estimated $279K and bringing the position to 13,576 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #912.

Evergreen Capital Management first reported a position in EXLS in Q2 2022 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

Evergreen Capital Management held 13,576 shares of EXL Service worth $413K as of Q1 2026.
Evergreen Capital Management bought 8,091 EXL Service shares in Q1 2026, an estimated $279K.
EXL Service made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #912 holding.
Evergreen Capital Management first reported a position in EXL Service in Q2 2022 and has held it in 11 quarters since.
458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.