Shaker Investments’s EXL Service EXLS Stock Holding History

Shaker Investments’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	-5,623	Closed	-$239K	–	90
2025 Q4	$239K	Sell	5,623 -7,996	-59%	-$327K	0.1%	76
2025 Q3	$600K	Sell	13,619 -11,532	-46%	-$499K	0.24%	69
2025 Q2	$1.1M	Buy	25,151 +4,981	+25%	+$228K	0.45%	59
2025 Q1	$952K	Buy	20,170 +4,875	+32%	+$235K	0.46%	55
2024 Q4	$679K	Buy	15,295 +6	+0%	+$259	0.28%	67
2024 Q3	$583K	Buy	+15,289	New	+$534K	0.24%	75

Other funds holding EXLS

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

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

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 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Shaker Investments's EXLS Position: Q1 2026 in Review

Shaker Investments sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 5,623 shares — an estimated $239K sold.

Shaker Investments first reported a position in EXLS in Q3 2024 and held it in 6 quarters. The position peaked at $1.1M in Q2 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

Shaker Investments reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
Shaker Investments sold 5,623 EXL Service shares in Q1 2026, an estimated $239K.
Shaker Investments first reported a position in EXL Service in Q3 2024 and held it in 6 quarters.
Shaker Investments's EXL Service position peaked at $1.1M in Q2 2025.
458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Shaker Investments's 13F filing for Q1 2026, filed 5 May 2026.