Y-Intercept (HK)’s EXL Service EXLS Stock Holding History

Y-Intercept (HK)’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 Q3	$4.01M	Sell	116,495 -103,971	-47%	-$3.47M	0.09%	313
2026 Q2	$5.7M	Buy	+220,466	New	+$6.49M	0.11%	243
2026 Q1	–	Sell	-65,134	Closed	-$2.76M	–	1702
2025 Q4	$2.76M	Buy	65,134 +58,087	+824%	+$2.37M	0.06%	463
2025 Q3	$310K	Sell	7,047 -104,865	-94%	-$4.54M	0.01%	1371
2025 Q2	$4.9M	Buy	+111,912	New	+$5.11M	0.12%	227
2024 Q3	–	Sell	-42,796	Closed	-$1.34M	–	1466
2024 Q2	$1.34M	Buy	+42,796	New	+$1.28M	0.07%	372
2023 Q3	–	Sell	-44,860	Closed	-$1.36M	–	1193
2023 Q2	$1.36M	Buy	+44,860	New	+$1.41M	0.14%	194
2023 Q1	–	Sell	-10,180	Closed	-$345K	–	1275
2022 Q4	$345K	Sell	10,180 -16,000	-61%	-$556K	0.05%	589
2022 Q3	$772K	Buy	+26,180	New	+$854K	0.08%	377

Other funds holding EXLS

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Y-Intercept (HK)'s EXLS Position: Q3 2026 in Review

Y-Intercept (HK) reduced its EXL Service (EXLS) stake by 47% in Q3 2026, selling an estimated $3.47M and leaving 116,495 shares worth $4.01M. The position accounts for 0.09% of the portfolio, ranked #313.

Y-Intercept (HK) first reported a position in EXLS in Q3 2022 and has held it in 9 quarters since. The position peaked at $5.7M in Q2 2026. 73 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

Y-Intercept (HK) held 116,495 shares of EXL Service worth $4.01M as of Q3 2026.
Y-Intercept (HK) sold 103,971 EXL Service shares in Q3 2026, an estimated $3.47M.
EXL Service made up 0.09% of Y-Intercept (HK)'s portfolio in Q3 2026, its #313 holding.
Y-Intercept (HK) first reported a position in EXL Service in Q3 2022 and has held it in 9 quarters since.
Y-Intercept (HK)'s EXL Service position peaked at $5.7M in Q2 2026.
73 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.