MC
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McMorgan & Co’s EXL Service EXLS Stock Holding History

McMorgan & Co’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
Q2 		– Sell
-7,773
Closed -$237K – 40
2026
Q1 		$237K Sell
7,773
-3,505
-31% -$121K 0.04% 31
2025
Q4 		$479K Sell
11,278
-68,484
-86% -$2.8M 0.08% 23
2025
Q3 		$3.51M Sell
79,762
-16,446
-17% -$712K 0.54% 21
2025
Q2 		$4.21M Sell
96,208
-1,513
-2% -$69.1K 0.62% 20
2025
Q1 		$4.61M Sell
97,721
-4,265
-4% -$205K 0.74% 20
2024
Q4 		$4.53M Sell
101,986
-14,461
-12% -$625K 0.7% 19
2024
Q3 		$4.44M Sell
116,447
-13,167
-10% -$460K 0.68% 20
2024
Q2 		$4.06M Buy
129,614
+35,024
+37% +$1.05M 0.64% 25
2024
Q1 		$3.01M Buy
94,590
+8,893
+10% +$277K 0.52% 28
2023
Q4 		$2.64M Buy
85,697
+18,837
+28% +$533K 0.44% 27
2023
Q3 		$1.87M Buy
66,860
+39,075
+141% +$1.14M 0.35% 31
2023
Q2 		$839K Buy
27,785
+2,325
+9% +$73.3K 0.16% 49
2023
Q1 		$824K Sell
25,460
-975
-4% -$32.3K 0.17% 46
2022
Q4 		$896K Sell
26,435
-1,205
-4% -$41.9K 0.19% 45
2022
Q3 		$815K Sell
27,640
-22,990
-45% -$750K 0.19% 45
2022
Q2 		$1.49M Buy
50,630
+8,275
+20% +$234K 0.33% 30
2022
Q1 		$1.21M Sell
42,355
-1,050
-2% -$26.7K 0.26% 37
2021
Q4 		$1.26M Buy
43,405
+8,850
+26% +$233K 0.22% 40
2021
Q3 		$851K Buy
+34,555
New +$806K 0.17% 44

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

McMorgan & Co's EXLS Position: Q2 2026 in Review

McMorgan & Co sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 7,773 shares — an estimated $237K sold.

McMorgan & Co first reported a position in EXLS in Q3 2021 and held it in 19 quarters. The position peaked at $4.61M in Q1 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • McMorgan & Co reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • McMorgan & Co sold 7,773 EXL Service shares in Q2 2026, an estimated $237K.
  • McMorgan & Co first reported a position in EXL Service in Q3 2021 and held it in 19 quarters.
  • McMorgan & Co's EXL Service position peaked at $4.61M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.