Kovitz Investment Group Partners’s EXL Service EXLS Stock Holding History

Kovitz Investment Group 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	$261K	Buy	8,568 +3	+0%	+$103	0.01%	458
2025 Q4	$363K	Sell	8,565 -1,256	-13%	-$51.3K	0.01%	423
2025 Q3	$432K	Buy	9,821 +250	+3%	+$10.8K	﹤0.01%	1087
2025 Q2	$419K	Sell	9,571 -71	-0.7%	-$3.25K	﹤0.01%	1036
2025 Q1	$455K	Buy	9,642 +45	+0.5%	+$2.17K	﹤0.01%	930
2024 Q4	$426K	Sell	9,597 -912	-9%	-$39.4K	﹤0.01%	943
2024 Q3	$386K	Sell	10,509 -6,936	-40%	-$242K	﹤0.01%	808
2024 Q2	$547K	Buy	+17,445	New	+$524K	﹤0.01%	640

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

Kovitz Investment Group Partners's EXLS Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its EXL Service (EXLS) stake by 0.04% in Q1 2026, buying an estimated $103 and bringing the position to 8,568 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #458.

Kovitz Investment Group Partners first reported a position in EXLS in Q2 2024 and has held it in 8 quarters since. The position peaked at $547K in Q2 2024. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

Kovitz Investment Group Partners held 8,568 shares of EXL Service worth $261K as of Q1 2026.
Kovitz Investment Group Partners bought 3 EXL Service shares in Q1 2026, an estimated $103.
EXL Service made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #458 holding.
Kovitz Investment Group Partners first reported a position in EXL Service in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's EXL Service position peaked at $547K in Q2 2024.
458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.