WA
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Waverly Advisors’s EXL Service EXLS Stock Holding History

Waverly Advisors’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 		$262K Buy
+8,599
New +$297K ﹤0.01% 1377

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Waverly Advisors's EXLS Position: Q1 2026 in Review

Waverly Advisors opened a new position in EXL Service (EXLS) in Q1 2026: 8,599 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1377 among its holdings.

458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Waverly Advisors held 8,599 shares of EXL Service worth $262K as of Q1 2026.
  • EXL Service was a new Waverly Advisors position in Q1 2026.
  • EXL Service made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1377 holding.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.