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 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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return