Ray Dalio
EXLS icon

Ray Dalio’s EXL Service EXLS Stock Holding History

Ray Dalio’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
Q1 		– Sell
-7,126
Closed -$302K – 1078
2025
Q4 		$302K Sell
7,126
-103,671
-94% -$4.24M ﹤0.01% 1009
2025
Q3 		$4.88M Buy
+110,797
New +$4.8M 0.02% 500
2025
Q1 		– Sell
-130,184
Closed -$5.78M – 720
2024
Q4 		$5.78M Sell
130,184
-7,543
-5% -$326K 0.03% 330
2024
Q3 		$5.25M Sell
137,727
-54,036
-28% -$1.89M 0.03% 367
2024
Q2 		$6.01M Sell
191,763
-112,731
-37% -$3.38M 0.03% 326
2024
Q1 		$9.68M Sell
304,494
-17,619
-5% -$548K 0.05% 260
2023
Q4 		$9.94M Buy
322,113
+166,550
+107% +$4.71M 0.06% 245
2023
Q3 		$4.36M Buy
+155,563
New +$4.55M 0.03% 379

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ray Dalio's EXLS Position: Q1 2026 in Review

Ray Dalio sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 7,126 shares — an estimated $302K sold.

Ray Dalio first reported a position in EXLS in Q3 2023 and held it in 8 quarters. The position peaked at $9.94M in Q4 2023. 460 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Ray Dalio reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 7,126 EXL Service shares in Q1 2026, an estimated $302K.
  • Ray Dalio first reported a position in EXL Service in Q3 2023 and held it in 8 quarters.
  • Ray Dalio's EXL Service position peaked at $9.94M in Q4 2023.
  • 460 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.