FFM
EXLS icon

Forum Financial Management’s EXL Service EXLS Stock Holding History

Forum Financial 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 		– Sell
-4,995
Closed -$212K – 558
2025
Q4 		$212K Sell
4,995
-3
-0.1% -$123 ﹤0.01% 939
2025
Q3 		$220K Buy
+4,998
New +$216K ﹤0.01% 912
2025
Q2 		– Sell
-4,417
Closed -$209K – 967
2025
Q1 		$209K Buy
+4,417
New +$213K ﹤0.01% 795

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Forum Financial Management's EXLS Position: Q1 2026 in Review

Forum Financial Management sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 4,995 shares — an estimated $212K sold.

Forum Financial Management first reported a position in EXLS in Q1 2025 and held it in 3 quarters. The position peaked at $220K in Q3 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Forum Financial Management reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,995 EXL Service shares in Q1 2026, an estimated $212K.
  • Forum Financial Management first reported a position in EXL Service in Q1 2025 and held it in 3 quarters.
  • Forum Financial Management's EXL Service position peaked at $220K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.