UF
EXLS icon

Univest Financial’s EXL Service EXLS Stock Holding History

Univest Financial’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 		$4.33M Buy
167,574
+41,482
+33% +$1.22M 0.21% 80
2026
Q1 		$3.84M Buy
126,092
+27,091
+27% +$934K 0.22% 82
2025
Q4 		$4.2M Buy
99,001
+736
+0.7% +$30.1K 0.22% 81
2025
Q3 		$4.33M Buy
98,265
+15,486
+19% +$671K 0.24% 74
2025
Q2 		$3.62M Buy
82,779
+2,493
+3% +$114K 0.22% 87
2025
Q1 		$3.79M Sell
80,286
-7,493
-9% -$360K 0.25% 77
2024
Q4 		$3.9M Buy
87,779
+14,332
+20% +$620K 0.25% 74
2024
Q3 		$2.8M Buy
73,447
+60,717
+477% +$2.12M 0.18% 93
2024
Q2 		$399K Buy
+12,730
New +$382K 0.11% 83

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

Univest Financial's EXLS Position: Q2 2026 in Review

Univest Financial increased its EXL Service (EXLS) stake by 33% in Q2 2026, buying an estimated $1.22M and bringing the position to 167,574 shares worth $4.33M. The position accounts for 0.21% of the portfolio, ranked #80.

Univest Financial first reported a position in EXLS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Univest Financial held 167,574 shares of EXL Service worth $4.33M as of Q2 2026.
  • Univest Financial bought 41,482 EXL Service shares in Q2 2026, an estimated $1.22M.
  • EXL Service made up 0.21% of Univest Financial's portfolio in Q2 2026, its #80 holding.
  • Univest Financial first reported a position in EXL Service in Q2 2024 and has held it in 9 quarters since.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.