Massachusetts Financial Services
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Massachusetts Financial Services’s EXL Service EXLS Stock Holding History

Massachusetts Financial Services’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
Q4 		– Sell
-625,081
Closed -$27.5M – 928
2025
Q3 		$27.5M Sell
625,081
-79,095
-11% -$3.42M 0.01% 583
2025
Q2 		$30.8M Buy
704,176
+82,047
+13% +$3.75M 0.01% 550
2025
Q1 		$29.4M Buy
622,129
+2,311
+0.4% +$111K 0.01% 547
2024
Q4 		$27.5M Sell
619,818
-198,787
-24% -$8.6M 0.01% 560
2024
Q3 		$31.2M Sell
818,605
-403,042
-33% -$14.1M 0.01% 531
2024
Q2 		$38.3M Sell
1,221,647
-93,036
-7% -$2.79M 0.01% 495
2024
Q1 		$41.8M Sell
1,314,683
-663,087
-34% -$20.6M 0.01% 484
2023
Q4 		$61M Sell
1,977,770
-248,219
-11% -$7.03M 0.02% 426
2023
Q3 		$62.4M Sell
2,225,989
-57,546
-3% -$1.68M 0.02% 413
2023
Q2 		$69M Sell
2,283,535
-64,840
-3% -$2.05M 0.02% 398
2023
Q1 		$76M Buy
2,348,375
+283,580
+14% +$9.4M 0.03% 389
2022
Q4 		$70M Sell
2,064,795
-411,490
-17% -$14.3M 0.02% 394
2022
Q3 		$73M Buy
2,476,285
+31,550
+1% +$1.03M 0.03% 389
2022
Q2 		$72M Sell
2,444,735
-509,555
-17% -$14.4M 0.02% 401
2022
Q1 		$84.7M Buy
2,954,290
+174,715
+6% +$4.45M 0.03% 411
2021
Q4 		$80.5M Sell
2,779,575
-19,965
-0.7% -$526K 0.02% 423
2021
Q3 		$68.9M Sell
2,799,540
-181,160
-6% -$4.23M 0.02% 445
2021
Q2 		$63.3M Sell
2,980,700
-30,785
-1% -$611K 0.02% 468
2021
Q1 		$54.3M Sell
3,011,485
-68,895
-2% -$1.18M 0.02% 482
2020
Q4 		$52.4M Buy
3,080,380
+297,235
+11% +$4.71M 0.02% 466
2020
Q3 		$36.7M Sell
2,783,145
-68,360
-2% -$877K 0.01% 473
2020
Q2 		$36.2M Buy
2,851,505
+916,230
+47% +$10.8M 0.01% 461
2020
Q1 		$20.1M Buy
+1,935,275
New +$26.4M 0.01% 507

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services's EXLS Position: Q4 2025 in Review

Massachusetts Financial Services sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 625,081 shares — an estimated $27.5M sold.

Massachusetts Financial Services first reported a position in EXLS in Q1 2020 and held it in 23 quarters. The position peaked at $84.7M in Q1 2022. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • Massachusetts Financial Services reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 625,081 EXL Service shares in Q4 2025, an estimated $27.5M.
  • Massachusetts Financial Services first reported a position in EXL Service in Q1 2020 and held it in 23 quarters.
  • Massachusetts Financial Services's EXL Service position peaked at $84.7M in Q1 2022.
  • 466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Massachusetts Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.