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Oak Thistle LLC’s EXL Service EXLS Stock Holding History

Oak Thistle LLC’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
Q3 		$3.18M Buy
92,591
+43,960
+90% +$1.47M 0.29% 113
2026
Q2 		$1.26M Buy
+48,631
New +$1.43M 0.12% 293
2025
Q4 		– Sell
-24,365
Closed -$1.07M – 549
2025
Q3 		$1.07M Buy
+24,365
New +$1.06M 0.16% 253

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Oak Thistle LLC's EXLS Position: Q3 2026 in Review

Oak Thistle LLC increased its EXL Service (EXLS) stake by 90% in Q3 2026, buying an estimated $1.47M and bringing the position to 92,591 shares worth $3.18M. The position accounts for 0.29% of the portfolio, ranked #113.

Oak Thistle LLC first reported a position in EXLS in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Oak Thistle LLC held 92,591 shares of EXL Service worth $3.18M as of Q3 2026.
  • Oak Thistle LLC bought 43,960 EXL Service shares in Q3 2026, an estimated $1.47M.
  • EXL Service made up 0.29% of Oak Thistle LLC's portfolio in Q3 2026, its #113 holding.
  • Oak Thistle LLC first reported a position in EXL Service in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.