Mackenzie Financial
EXLS icon

Mackenzie Financial’s EXL Service EXLS Stock Holding History

Mackenzie Financial’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 		$76.9M Buy
2,525,718
+151,169
+6% +$5.21M 0.09% 189
2025
Q4 		$101M Buy
2,374,549
+2,582
+0.1% +$106K 0.12% 154
2025
Q3 		$104M Buy
2,371,967
+37,881
+2% +$1.64M 0.13% 153
2025
Q2 		$102M Sell
2,334,086
-331,774
-12% -$15.2M 0.13% 152
2025
Q1 		$126M Sell
2,665,860
-1,292,792
-33% -$62.2M 0.18% 128
2024
Q4 		$176M Sell
3,958,652
-3,071,581
-44% -$133M 0.24% 105
2024
Q3 		$268M Sell
7,030,233
-586,749
-8% -$20.5M 0.37% 75
2024
Q2 		$239M Buy
7,616,982
+233,108
+3% +$7M 0.35% 75
2024
Q1 		$235M Buy
7,383,874
+570,277
+8% +$17.7M 0.34% 83
2023
Q4 		$210M Buy
6,813,597
+291,734
+4% +$8.26M 0.32% 83
2023
Q3 		$179M Buy
6,521,863
+1,289,688
+25% +$37.7M 0.3% 85
2023
Q2 		$158M Buy
5,232,175
+1,967,785
+60% +$62.1M 0.24% 105
2023
Q1 		$106M Sell
3,264,390
-32,580
-1% -$1.08M 0.16% 142
2022
Q4 		$112M Sell
3,296,970
-401,280
-11% -$13.9M 0.19% 129
2022
Q3 		$109M Sell
3,698,250
-1,301,845
-26% -$42.5M 0.19% 132
2022
Q2 		$147M Sell
5,000,095
-706,320
-12% -$20M 0.24% 107
2022
Q1 		$164M Sell
5,706,415
-11,850
-0.2% -$301K 0.22% 116
2021
Q4 		$166M Sell
5,718,265
-204,165
-3% -$5.38M 0.22% 112
2021
Q3 		$146M Sell
5,922,430
-1,530,300
-21% -$35.7M 0.21% 119
2021
Q2 		$158M Sell
7,452,730
-173,615
-2% -$3.45M 0.22% 111
2021
Q1 		$138M Buy
7,626,345
+335,330
+5% +$5.72M 0.21% 118
2020
Q4 		$124M Sell
7,291,015
-1,532,970
-17% -$24.3M 0.27% 110
2020
Q3 		$116M Sell
8,823,985
-29,750
-0.3% -$382K 0.29% 106
2020
Q2 		$112M Buy
8,853,735
+1,663,310
+23% +$19.6M 0.3% 102
2020
Q1 		$74.8M Sell
7,190,425
-409,550
-5% -$5.58M 0.24% 110
2019
Q4 		$106M Sell
7,599,975
-570,885
-7% -$7.81M 0.26% 103
2019
Q3 		$109M Sell
8,170,860
-123,420
-1% -$1.65M 0.29% 90
2019
Q2 		$110M Sell
8,294,280
-245,320
-3% -$3.01M 0.28% 89
2019
Q1 		$103M Sell
8,539,600
-75,500
-0.9% -$885K 0.25% 97
2018
Q4 		$90.7M Buy
8,615,100
+1,436,075
+20% +$16.7M 0.24% 103
2018
Q3 		$95M Buy
7,179,025
+374,350
+6% +$4.63M 0.23% 117
2018
Q2 		$77M Hold
6,804,675
– – 0.2% 128
2018
Q1 		$75.9M Buy
6,804,675
+954,715
+16% +$11.4M 0.19% 118
2017
Q4 		$70.6M Buy
5,849,960
+237,570
+4% +$2.9M 0.17% 124
2017
Q3 		$65.5M Sell
5,612,390
-43,500
-0.8% -$487K 0.35% 80
2017
Q2 		$62.9M Buy
5,655,890
+541,500
+11% +$5.46M 0.35% 83
2017
Q1 		$48.4M Buy
5,114,390
+1,697,605
+50% +$15.9M 0.28% 95
2016
Q4 		$34.5M Buy
3,416,785
+3,178,135
+1,332% +$30.4M 0.21% 134
2016
Q3 		$2.38M Buy
+238,650
New +$2.43M 0.01% 318

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

Mackenzie Financial's EXLS Position: Q1 2026 in Review

Mackenzie Financial increased its EXL Service (EXLS) stake by 6.4% in Q1 2026, buying an estimated $5.21M and bringing the position to 2,525,718 shares worth $76.9M. The position accounts for 0.09% of the portfolio, ranked #189.

Mackenzie Financial first reported a position in EXLS in Q3 2016 and has held it in 39 quarters since. The position peaked at $268M in Q3 2024. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Mackenzie Financial held 2,525,718 shares of EXL Service worth $76.9M as of Q1 2026.
  • Mackenzie Financial bought 151,169 EXL Service shares in Q1 2026, an estimated $5.21M.
  • EXL Service made up 0.09% of Mackenzie Financial's portfolio in Q1 2026, its #189 holding.
  • Mackenzie Financial first reported a position in EXL Service in Q3 2016 and has held it in 39 quarters since.
  • Mackenzie Financial's EXL Service position peaked at $268M in Q3 2024.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.