Petrus Trust Company’s EXL Service EXLS Stock Holding History

Petrus Trust Company’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 Q3	–	Sell	-13,804	Closed	-$604K	–	290
2025 Q2	$604K	Sell	13,804 -791	-5%	-$36.1K	0.06%	71
2025 Q1	$689K	Buy	14,595 +2,180	+18%	+$105K	0.06%	96
2024 Q4	$551K	Buy	+12,415	New	+$537K	0.05%	184
2023 Q3	–	Sell	-26,115	Closed	-$789K	–	623
2023 Q2	$789K	Buy	26,115 +17,160	+192%	+$541K	0.09%	47
2023 Q1	$290K	Buy	+8,955	New	+$297K	0.04%	316

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Petrus Trust Company's EXLS Position: Q3 2025 in Review

Petrus Trust Company sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 13,804 shares — an estimated $604K sold.

Petrus Trust Company first reported a position in EXLS in Q1 2023 and held it in 5 quarters. The position peaked at $789K in Q2 2023. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

Petrus Trust Company reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 13,804 EXL Service shares in Q3 2025, an estimated $604K.
Petrus Trust Company first reported a position in EXL Service in Q1 2023 and held it in 5 quarters.
Petrus Trust Company's EXL Service position peaked at $789K in Q2 2023.
465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.