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 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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return