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Sheets Smith Investment Management’s EXL Service EXLS Stock Holding History

Sheets Smith Investment 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
Q2 		– Sell
-36,382
Closed -$1.72M – 72
2025
Q1 		$1.72M Buy
36,382
+29
+0.1% +$1.4K 1.71% 11
2024
Q4 		$1.61M Buy
+36,353
New +$1.57M 1.37% 23

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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sheets Smith Investment Management's EXLS Position: Q2 2025 in Review

Sheets Smith Investment Management sold out of EXL Service (EXLS) in Q2 2025, closing a stake of 36,382 shares — an estimated $1.72M sold.

Sheets Smith Investment Management first reported a position in EXLS in Q4 2024 and held it in 2 quarters. The position peaked at $1.72M in Q1 2025. 460 funds tracked by Wall St. Rank hold EXLS as of Q2 2025.

  • Sheets Smith Investment Management reported no remaining EXL Service position as of Q2 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 36,382 EXL Service shares in Q2 2025, an estimated $1.72M.
  • Sheets Smith Investment Management first reported a position in EXL Service in Q4 2024 and held it in 2 quarters.
  • Sheets Smith Investment Management's EXL Service position peaked at $1.72M in Q1 2025.
  • 460 funds tracked by Wall St. Rank held EXL Service as of Q2 2025.

Based on Sheets Smith Investment Management's 13F filing for Q2 2025, filed 8 Oct 2025.