PCM
EXLS icon

Prelude Capital Management’s EXL Service EXLS Stock Holding History

Prelude 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
-6,211
Closed -$272K – 1232
2025
Q2 		$272K Buy
6,211
+556
+10% +$25.4K 0.03% 652
2025
Q1 		$267K Buy
+5,655
New +$272K 0.03% 758
2023
Q2 		– Sell
-6,215
Closed -$201K – 1212
2023
Q1 		$201K Buy
+6,215
New +$206K 0.01% 866
2019
Q1 		– Sell
-645
Closed -$7K – 1903
2018
Q4 		$7K Buy
+645
New +$7.5K ﹤0.01% 1455
2015
Q3 		– Sell
-6,365
Closed -$44K – 1577
2015
Q2 		$44K Buy
6,365
+245
+4% +$1.7K 0.01% 1190
2015
Q1 		$46K Buy
+6,120
New +$40.1K 0.01% 1324
2014
Q4 		– Sell
-29,850
Closed -$146K – 1983
2014
Q3 		$146K Buy
+29,850
New +$166K 0.02% 857
2014
Q2 		– Sell
-26,000
Closed -$161K – 1999
2014
Q1 		$161K Buy
26,000
+23,050
+781% +$128K 0.03% 809
2013
Q4 		$16K Sell
2,950
-20,800
-88% -$114K ﹤0.01% 1389
2013
Q3 		$135K Buy
+23,750
New +$136K 0.03% 666

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return