Orion Portfolio Solutions’s EXL Service EXLS Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.81M	Buy	38,264 +9,061	+31%	+$436K	0.02%	765
2024 Q4	$1.3M	Buy	29,203 +4,052	+16%	+$175K	0.01%	908
2024 Q3	$960K	Sell	25,151 -1,615	-6%	-$56.4K	0.01%	1060
2024 Q2	$839K	Buy	26,766 +16	+0.1%	+$480	0.01%	1059
2024 Q1	$851K	Buy	26,750 +10,101	+61%	+$314K	0.01%	1053
2023 Q4	$502K	Buy	16,649 +1,203	+8%	+$34.1K	0.01%	1208
2023 Q3	$433K	Buy	15,446 +6,276	+68%	+$184K	0.01%	1255
2023 Q2	$277K	Sell	9,170 -200	-2%	-$6.31K	﹤0.01%	1430
2023 Q1	$303K	Buy	+9,370	New	+$311K	﹤0.01%	1346
2020 Q3	–	Sell	-30	Closed	–	–	930
2020 Q2	$0	Buy	+30	New	+$354	﹤0.01%	2256
2020 Q1	–	Sell	-10	Closed	–	–	2016
2019 Q4	$0	Buy	+10	New	+$137	﹤0.01%	1844

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's EXLS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its EXL Service (EXLS) stake by 31% in Q1 2025, buying an estimated $436K and bringing the position to 38,264 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #765.

Orion Portfolio Solutions first reported a position in EXLS in Q4 2019 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold EXLS as of Q1 2025.

Orion Portfolio Solutions held 38,264 shares of EXL Service worth $1.81M as of Q1 2025.
Orion Portfolio Solutions bought 9,061 EXL Service shares in Q1 2025, an estimated $436K.
EXL Service made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #765 holding.
Orion Portfolio Solutions first reported a position in EXL Service in Q4 2019 and has held it in 11 quarters since.
455 funds tracked by Wall St. Rank held EXL Service as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.