UFF
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USA Financial Formulas’s EXL Service EXLS Stock Holding History

USA Financial Formulas’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 		$487 Buy
16
+4
+33% +$138 ﹤0.01% 387
2025
Q4 		$509 Buy
+12
New +$491 ﹤0.01% 371
2025
Q2 		– Sell
-2,456
Closed -$116K – 278
2025
Q1 		$116K Buy
2,456
+1,139
+86% +$54.8K 0.02% 169
2024
Q4 		$58.4K Buy
+1,317
New +$57K 0.01% 230
2020
Q2 		– Sell
-23,335
Closed -$243K – 265
2020
Q1 		$243K Buy
+23,335
New +$318K 0.15% 96
2018
Q1 		– Sell
-32,295
Closed -$390K – 344
2017
Q4 		$390K Buy
+32,295
New +$394K 0.09% 197
2016
Q3 		– Sell
-37,295
Closed -$391K – 253
2016
Q2 		$391K Sell
37,295
-59,990
-62% -$608K 0.11% 156
2016
Q1 		$1.01M Buy
97,285
+52,145
+116% +$479K 0.32% 30
2015
Q4 		$406K Buy
+45,140
New +$394K 0.16% 67

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return