SIM
EXLS icon

Synergy Investment Management’s EXL Service EXLS Stock Holding History

Synergy 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
2026
Q2 		$2.59K Hold
100
– – ﹤0.01% 867
2026
Q1 		$3.04K Buy
+100
New +$3.45K ﹤0.01% 649
2025
Q2 		– Sell
-100
Closed -$4.72K – 231
2025
Q1 		$4.72K Hold
100
– – ﹤0.01% 459
2024
Q4 		$4.44K Buy
+100
New +$4.33K ﹤0.01% 477

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Synergy Investment Management's EXLS Position: Q2 2026 in Review

Synergy Investment Management held its EXL Service (EXLS) position steady in Q2 2026 at 100 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Synergy Investment Management first reported a position in EXLS in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.72K in Q1 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Synergy Investment Management held 100 shares of EXL Service worth $2.59K as of Q2 2026.
  • Synergy Investment Management left its EXL Service share count unchanged in Q2 2026.
  • EXL Service made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #867 holding.
  • Synergy Investment Management first reported a position in EXL Service in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's EXL Service position peaked at $4.72K in Q1 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.