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Oak Ridge Investments’s EXL Service EXLS Stock Holding History

Oak Ridge Investments’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
-240,178
Closed -$7.31M – 183
2026
Q1 		$7.31M Sell
240,178
-493
-0.2% -$17K 0.48% 38
2025
Q4 		$10.2M Sell
240,671
-45,735
-16% -$1.87M 0.62% 30
2025
Q3 		$12.6M Sell
286,406
-45,317
-14% -$1.96M 0.82% 24
2025
Q2 		$14.5M Sell
331,723
-10,608
-3% -$485K 1.04% 17
2025
Q1 		$16.2M Buy
342,331
+11,162
+3% +$537K 1.34% 18
2024
Q4 		$14.7M Buy
331,169
+9,859
+3% +$426K 1.15% 20
2024
Q3 		$12.3M Buy
321,310
+113,084
+54% +$3.95M 1.07% 19
2024
Q2 		$6.53M Sell
208,226
-7,802
-4% -$234K 0.62% 35
2024
Q1 		$6.87M Buy
216,028
+983
+0.5% +$30.6K 0.69% 35
2023
Q4 		$6.63M Sell
215,045
-14,259
-6% -$404K 0.76% 33
2023
Q3 		$6.43M Buy
229,304
+94
+0% +$2.75K 0.82% 31
2023
Q2 		$6.92M Buy
229,210
+4,095
+2% +$129K 0.85% 27
2023
Q1 		$7.29M Buy
225,115
+1,330
+0.6% +$44.1K 0.99% 22
2022
Q4 		$7.58M Buy
223,785
+47,885
+27% +$1.66M 1.13% 17
2022
Q3 		$5.18M Buy
+175,900
New +$5.74M 0.79% 35

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

Oak Ridge Investments's EXLS Position: Q2 2026 in Review

Oak Ridge Investments sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 240,178 shares — an estimated $7.31M sold.

Oak Ridge Investments first reported a position in EXLS in Q3 2022 and held it in 15 quarters. The position peaked at $16.2M in Q1 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Oak Ridge Investments reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 240,178 EXL Service shares in Q2 2026, an estimated $7.31M.
  • Oak Ridge Investments first reported a position in EXL Service in Q3 2022 and held it in 15 quarters.
  • Oak Ridge Investments's EXL Service position peaked at $16.2M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.