Polen Capital Management
EXLS icon

Polen Capital Management’s EXL Service EXLS Stock Holding History

Polen Capital Management’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
-42,201
Closed -$1.85M – 247
2025
Q2 		$1.85M Sell
42,201
-217,816
-84% -$9.95M 0.01% 83
2025
Q1 		$12.3M Sell
260,017
-59,473
-19% -$2.86M 0.04% 43
2024
Q4 		$14.2M Sell
319,490
-6,355
-2% -$275K 0.04% 43
2024
Q3 		$12.4M Sell
325,845
-1,250
-0.4% -$43.7K 0.03% 39
2024
Q2 		$10.3M Buy
327,095
+16,680
+5% +$501K 0.03% 41
2024
Q1 		$9.87M Buy
310,415
+221,765
+250% +$6.9M 0.02% 49
2023
Q4 		$2.73M Sell
88,650
-8,433
-9% -$239K 0.01% 91
2023
Q3 		$2.72M Buy
+97,083
New +$2.84M 0.01% 82
2020
Q1 		– Sell
-63,165
Closed -$877K – 64
2019
Q4 		$877K Buy
63,165
+8,530
+16% +$117K ﹤0.01% 56
2019
Q3 		$732K Buy
54,635
+1,195
+2% +$16K ﹤0.01% 53
2019
Q2 		$707K Buy
53,440
+3,410
+7% +$41.8K ﹤0.01% 51
2019
Q1 		$601K Buy
50,030
+3,280
+7% +$38.5K ﹤0.01% 53
2018
Q4 		$492K Buy
46,750
+14,875
+47% +$173K ﹤0.01% 54
2018
Q3 		$422K Buy
31,875
+2,650
+9% +$32.8K ﹤0.01% 53
2018
Q2 		$331K Buy
29,225
+3,180
+12% +$36.3K ﹤0.01% 51
2018
Q1 		$291K Buy
26,045
+7,755
+42% +$92.5K ﹤0.01% 50
2017
Q4 		$221K Buy
+18,290
New +$223K ﹤0.01% 52

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Polen Capital Management's EXLS Position: Q3 2025 in Review

Polen Capital Management sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 42,201 shares — an estimated $1.85M sold.

Polen Capital Management first reported a position in EXLS in Q4 2017 and held it in 17 quarters. The position peaked at $14.2M in Q4 2024. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • Polen Capital Management reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 42,201 EXL Service shares in Q3 2025, an estimated $1.85M.
  • Polen Capital Management first reported a position in EXL Service in Q4 2017 and held it in 17 quarters.
  • Polen Capital Management's EXL Service position peaked at $14.2M in Q4 2024.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.