Sierra Ocean’s EXL Service EXLS Stock Holding History

Sierra Ocean’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	-33	Closed	-$1.45K	–	355
2025 Q2	$1.45K	Hold	33	–	–	﹤0.01%	827
2025 Q1	$1.56K	Hold	33	–	–	﹤0.01%	828
2024 Q4	$1.47K	Buy	+33	New	+$1.43K	﹤0.01%	838

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sierra Ocean's EXLS Position: Q3 2025 in Review

Sierra Ocean sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 33 shares — an estimated $1.45K sold.

Sierra Ocean first reported a position in EXLS in Q4 2024 and held it in 3 quarters. The position peaked at $1.56K in Q1 2025. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

Sierra Ocean reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 33 EXL Service shares in Q3 2025, an estimated $1.45K.
Sierra Ocean first reported a position in EXL Service in Q4 2024 and held it in 3 quarters.
Sierra Ocean's EXL Service position peaked at $1.56K in Q1 2025.
465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.