Exlservice HoldingsEXLS

13F holders, Q3 2024 (September 30)
362holders +16
56new positions
38sold out
6famous investors
$38.18avg. 13F price*

At the end of Q3 2024, 362 institutions reported holding Exlservice Holdings Inc. (EXLS) in their 13F filings, up 16 from Q2 2024. 56 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($889.2M), Vanguard Group Inc. ($593.5M) and Mackenzie Financial Corp. ($268.2M). 6 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Exlservice Holdings Inc.
CUSIP
302081104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 338Q1 2024Q2 2024: 346Q2 2024Q3 2024: 362Q3 2024Q4 2024: 415Q4 2024Q1 2025: 455Q1 2025Q2 2025: 460Q2 2025Q3 2025: 465Q3 2025Q4 2025: 466Q4 2025Q1 2026: 463Q1 2026Q2 2026: 442Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions56$130.5M
Exits38$45.1M

All 13F filers, Q2 2024 → Q3 2024: 9,957,845 shares bought and 10,909,240 shares sold, net −951,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 362 holders

BlackRock, Inc. 0.02% — 23,308,706 $889.2M
Vanguard Group Inc. 0.01% Reduce -1.6% 15,555,706 $593.5M
Mackenzie Financial Corp. 0.37% Reduce -7.7% 7,030,233 $268.2M
FMR LLC 0.02% Reduce -15.8% 6,716,375 $256.2M
William Blair Investment Management, LLC 0.61% Add +27.1% 6,480,695 $247.2M
State Street Corp. 0.01% Add +1.0% 5,837,311 $222.7M
JPMorgan Chase & Co. 0.01% Reduce -2.2% 4,781,195 $182.4M
Geneva Capital Management LLC 2.99% Add +1.9% 4,694,414 $179.1M
Geode Capital Management, LLC 0.01% Add +3.6% 4,326,511 $165.1M
Boston Trust Walden Corp 0.89% Reduce -11.0% 3,345,806 $127.6M
Macquarie Group Ltd. 0.14% Reduce -2.1% 3,312,125 $126.4M
Dimensional Fund Advisors LP 0.03% Reduce -7.4% 3,212,424 $122.6M
Fenimore Asset Management Inc 2.14% Reduce -0.8% 2,790,252 $106.4M
Thrivent Financial for Lutherans 0.20% Add +0.8% 2,747,332 $104.8M
Morgan Stanley 0.01% Add +38.9% 2,551,742 $97.3M
Fuller & Thaler Asset Management, Inc. 0.35% Reduce -0.1% 2,332,806 $89.0M
Wellington Management Group LLP 0.02% Reduce -3.8% 2,323,797 $88.7M
Charles Schwab Investment Management Inc. 0.02% Add +0.5% 2,161,153 $82.4M
Norges Bank 0.01% Reduce -10.5% 1,932,976 $73.7M
Northern Trust Corp. 0.01% Reduce -2.4% 1,926,004 $73.5M
Nuveen Asset Management, LLC 0.02% Add +4.2% 1,846,016 $70.4M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 1,738,008 $66.3M
Atairos Group, Inc. 2.24% No change 1,551,970 $59.2M
Voya Investment Management LLC 0.07% Add +11.2% 1,541,584 $58.8M
Royal Bank of Canada 0.01% Reduce -0.3% 1,373,355 $52.4M
Hood River Capital Management LLC 0.82% New 1,337,786 $51.0M
Bank of New York Mellon Corp 0.01% Reduce -20.4% 1,307,771 $49.9M
Goldman Sachs Group Inc. 0.01% Add +16.2% 1,168,782 $44.6M
Neumeier Poma Investment Counsel LLC 3.83% Reduce -9.1% 1,053,555 $40.2M
Bank of America Corp. 0.00% Reduce -27.4% 958,658 $36.6M
FIL Ltd 0.03% No change 884,040 $33.7M
Two Sigma Advisers, LP 0.08% Reduce -17.9% 857,100 $32.7M
Eagle Asset Management Inc. 0.17% Add +4.3% 711,995 $32.6M
Massachusetts Financial Services Co. 0.01% Reduce -33.0% 818,605 $31.2M
Fiera Capital Corp 0.09% Add +497.8% 800,763 $30.5M
Bessemer Group Inc. 0.05% Add +2.2% 762,814 $29.1M
Fort Washington Investment Advisors Inc. 0.17% Add +9.5% 738,710 $28.2M
Two Sigma Investments, LP 0.06% Reduce -25.8% 712,435 $27.2M
Summit Creek Advisors LLC 3.31% Add +13.9% 637,917 $24.3M
Tributary Capital Management, LLC 1.89% Reduce -0.4% 636,762 $24.3M
Schroder Investment Management Group 0.02% New 635,897 $24.1M
Envestnet Asset Management Inc. 0.01% Add +20.6% 595,209 $22.7M
EULAV Asset Management 0.50% Add +5.4% 541,065 $20.6M
Handelsbanken Fonder AB 0.08% Add +1216.2% 530,290 $20.2M
Rhumbline Advisers 0.02% Reduce -4.1% 527,090 $20.1M
Danske Bank A/S 0.07% Add +82.6% 525,097 $20.0M
Raymond James & Associates 0.01% Reduce -2.1% 509,254 $19.4M
Loomis Sayles & Co. L P 0.02% New 450,821 $17.2M
Barclays PLC 0.01% Add +62.6% 446,605 $17.0M
Principal Financial Group Inc. 0.01% Reduce -28.3% 436,885 $16.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.4% 426,592 $16.3M
Smith Group Asset Management, LLC 1.31% Add +2.3% 414,913 $15.8M
Next Century Growth Investors LLC 1.28% Add +15.7% 412,897 $15.8M
Man Group plc 0.05% Reduce -48.8% 404,178 $15.4M
Leeward Investments, LLC - MA 0.64% Reduce -0.4% 363,602 $13.9M
Alliancebernstein L.P. 0.00% Reduce -4.9% 341,403 $13.0M
Silvercrest Asset Management Group LLC 0.09% Reduce -1.2% 339,553 $13.0M
Ameriprise Financial Inc. 0.00% Reduce -3.5% 332,452 $12.7M
Polen Capital Management LLC 0.03% Reduce -0.4% 325,845 $12.4M
Oak Ridge Investments LLC 1.07% Add +54.3% 321,310 $12.3M
Swiss National Bank 0.01% Reduce -2.6% 317,040 $12.1M
Legal & General Group Plc 0.00% Add +1.7% 313,728 $12.0M
D. E. Shaw & Co. 0.02% Reduce -20.3% 313,041 $11.9M
New York State Common Retirement Fund 0.02% Add +117.3% 311,413 $11.9M
Invesco Ltd. 0.00% Add +9.2% 308,184 $11.8M
Wells Fargo & Company 0.00% Add +24.4% 300,393 $11.5M
California Public Employees Retirement System 0.01% Add +1.1% 280,435 $10.7M
Corebridge Financial, Inc. 0.06% Reduce -5.2% 273,716 $10.4M
Citadel Advisors 0.01% Reduce -86.0% 257,825 $9.8M
Nicholas Company, Inc. 0.15% Reduce -4.8% 249,375 $9.5M
BNP Paribas Financial Markets 0.01% Add +28.0% 230,410 $8.8M
Pier Capital, LLC 1.20% Reduce -1.1% 224,124 $8.6M
NFJ Investment Group, LLC 0.24% Reduce -10.2% 213,613 $8.1M
Federated Hermes, Inc. 0.02% Add +0.0% 206,784 $7.9M
Millennium Management 0.01% Reduce -20.4% 200,533 $7.7M
American Century Companies Inc. 0.00% Add +509.2% 200,374 $7.6M
Mutual of America Capital Management LLC 0.08% Add +16.4% 199,799 $7.6M
Retirement Systems of Alabama 0.03% Reduce -2.2% 196,069 $7.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.9% 188,449 $7.2M
Teacher Retirement System of Texas 0.03% Add +99.1% 186,219 $7.1M
GHP Investment Advisors, Inc. 0.33% Add +17.6% 186,156 $7.1M
AXA S.A. 0.02% No change 184,121 $7.0M
Oberweis Asset Management Inc./ 0.35% No change 181,000 $6.9M
Deutsche Bank AG 0.00% Add +53.2% 174,095 $6.6M
Engineers Gate Manager LP 0.13% Reduce -14.9% 174,007 $6.6M
MetLife Investment Management, LLC 0.04% Reduce -1.9% 170,094 $6.5M
Cubist Systematic Strategies, LLC 0.10% Add +185.3% 168,143 $6.4M
AQR Capital Management 0.01% Add +1.2% 166,327 $6.3M
Citigroup Inc. 0.01% Reduce -56.0% 162,765 $6.2M
Russell Investments Group, Ltd. 0.01% Reduce -0.8% 161,962 $6.2M
LPL Financial LLC 0.00% Add +34.6% 161,299 $6.2M
Castleark Management LLC 0.25% New 158,460 $6.0M
Bridge City Capital, LLC 1.61% Add +14.7% 153,417 $5.9M
California State Teachers Retirement System 0.01% Reduce -4.9% 153,278 $5.8M
Algert Global LLC 0.15% Add +18.0% 150,460 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Add +6.5% 148,704 $5.7M
Renaissance Technologies 0.01% Reduce -41.7% 148,700 $5.7M
Bridgewater Associates 0.03% Reduce -28.2% 137,727 $5.3M
Jane Street Group, LLC 0.01% Reduce -66.7% 136,974 $5.2M
Granahan Investment Management, LLC 0.20% Reduce -31.2% 135,222 $5.2M
Janus Henderson Group PLC 0.00% Reduce -0.4% 133,322 $5.1M
UBS Group AG 0.00% Add +32.1% 121,175 $4.6M
Los Angeles Capital Management LLC 0.02% Reduce -0.3% 117,985 $4.5M
McMorgan & Co. LLC 0.68% Reduce -10.2% 116,447 $4.4M
First Trust Advisors LP 0.00% Add +75.0% 115,664 $4.4M
State of Wisconsin Investment Board 0.01% Reduce -0.6% 112,451 $4.3M
Van Eck Associates Corp. 0.01% Add +40.0% 108,295 $4.3M
Renaissance Group LLC 0.17% Add +8.1% 107,141 $4.1M
Franklin Resources Inc. 0.00% Add +4.2% 99,057 $4.0M
Balyasny Asset Management L.P. 0.01% New 102,701 $3.9M
Canada Pension Plan Investment Board 0.00% Reduce -50.8% 102,100 $3.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -68.3% 100,000 $3.8M
Advantage Alpha Capital Partners LP 0.86% New 99,371 $3.8M
Sei Investments Co. 0.00% Add +68.7% 98,737 $3.8M
Baird Financial Group, Inc. 0.01% Reduce -2.1% 95,047 $3.6M
Campbell Newman Asset Management Inc. 0.27% Reduce -1.6% 93,621 $3.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.8% 86,050 $3.3M
Quantbot Technologies LP 0.13% Add +106.3% 84,119 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -19.5% 83,985 $3.2M
State of Tennessee, Department of Treasury 0.01% Add +87.0% 83,038 $3.2M
Stifel Financial Corp. 0.00% Add +38.1% 81,359 $3.1M
Comerica Bank 0.01% Reduce -7.0% 77,584 $3.0M
Prudential Financial Inc. 0.00% Add +317.9% 77,142 $2.9M
ClariVest Asset Management LLC 0.30% No change 92,348 $2.9M
First National Bank of Omaha 0.18% Reduce -1.4% 75,603 $2.9M
Eventide Asset Management, LLC 0.05% New 74,927 $2.9M
Amalgamated Bank 0.02% Reduce -6.0% 73,893 $2.8M
Aberdeen Group plc 0.01% No change 73,847 $2.8M
UNIVEST FINANCIAL Corp 0.18% Add +477.0% 73,447 $2.8M
HSBC Holdings PLC 0.00% Reduce -47.7% 71,453 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.3% 70,817 $2.7M
AlphaQuest LLC 0.24% Add +196.8% 70,015 $2.7M
Edgestream Partners, L.P. 0.12% Reduce -54.0% 69,780 $2.7M
Thames Capital Management LLC 0.76% New 63,653 $2.4M
State of New Jersey Common Pension Fund D 0.01% No change 62,897 $2.4M
HighTower Advisors, LLC 0.00% Reduce -2.3% 60,087 $2.3M
Zions Bancorporation, N.A. 0.17% Add +17.4% 59,963 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -12.8% 59,667 $2.3M
ExodusPoint Capital Management, LP 0.02% Reduce -2.5% 58,919 $2.2M
Ami Asset Management Corp. 0.12% Reduce -5.1% 58,856 $2.2M
Natixis Advisors, LLC 0.00% Add +5.5% 55,122 $2.1M
Dana Investment Advisors, Inc. 0.07% New 52,719 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.6% 52,493 $2.0M
EFG Asset Management (North America) Corp. 0.33% New 51,990 $2.0M
Pathstone Holdings, LLC 0.01% Add +0.8% 49,950 $1.9M
QSV Equity Investors LLC 1.77% No change 49,439 $1.9M
Pinebridge Investments, L.P. 0.01% New 49,273 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.8% 49,038 $1.9M
Avantax Advisory Services, Inc. 0.01% Reduce -0.0% 48,074 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 47,941 $1.8M
Arizona State Retirement System 0.01% Add +0.8% 46,774 $1.8M
Victory Capital Management Inc. 0.00% Reduce -3.7% 46,616 $1.8M
State Board of Administration of Florida Retirement System 0.00% No change 46,175 $1.8M
Sheaff Brock Investment Advisors, LLC 0.15% Add +2.4% 45,398 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -2.6% 44,700 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Add +123.4% 43,883 $1.7M
Allianz Asset Management GmbH 0.00% Add +206.5% 42,609 $1.6M
Walleye Capital LLC 0.02% New 40,447 $1.5M
Trexquant Investment LP 0.02% New 39,410 $1.5M
New York State Teachers Retirement System 0.00% Reduce -12.2% 39,007 $1.5M
Kensington Investment Counsel, LLC 0.62% Add +2.2% 38,925 $1.5M
State of Michigan Retirement System 0.01% Reduce -2.0% 38,300 $1.5M
Creative Planning 0.00% Add +70.7% 37,402 $1.4M
ProShare Advisors LLC 0.00% Add +25.3% 36,741 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.2% 35,809 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.2% 35,579 $1.4M
State of Wyoming 0.19% Add +22.6% 34,927 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +75.4% 32,689 $1.3M
Trust Point Inc. 0.10% Add +3.2% 34,150 $1.3M
New Mexico Educational Retirement Board 0.04% No change 34,000 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -3.1% 32,641 $1.2M
Legato Capital Management LLC 0.15% No change 32,309 $1.2M
Chartwell Investment Partners, LLC 0.04% Add +0.8% 31,353 $1.2M
Intech Investment Management LLC 0.01% New 31,304 $1.2M
West Tower Group, LLC 2.53% No change 31,000 $1.2M
Lanark Financial, Inc. 0.10% Add +3.0% 29,972 $1.1M
Alberta Investment Management Corp 0.01% New 29,345 $1.1M
Cwm, LLC 0.00% Reduce -4.0% 29,024 $1.1M
South Dakota Investment Council 0.02% Reduce -53.3% 28,946 $1.1M
Mariner, LLC 0.00% Add +15.0% 28,800 $1.1M
Lazard Asset Management LLC 0.00% Add +764.5% 28,719 $1.1M
Campbell & CO Investment Adviser LLC 0.08% Add +97.5% 28,364 $1.1M
Pitcairn Co. 0.06% Add +47.8% 27,572 $1.1M
Blair William & Co. 0.00% Add +33.6% 26,300 $1.0M
Compass Ion Advisors, LLC 0.12% No change 26,163 $998K
DekaBank Deutsche Girozentrale 0.00% No change 26,018 $981K
Orion Porfolio Solutions, LLC 0.01% Reduce -6.0% 25,151 $960K
Orion Portfolio Solutions, LLC 0.01% Reduce -6.0% 25,151 $960K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.49% Reduce -13.8% 25,000 $954K
Susquehanna International Group, LLP 0.00% Reduce -41.8% 24,964 $952K
Sheets Smith Wealth Management 0.12% Add +77.8% 24,872 $949K
Assetmark, Inc. 0.00% Add +107991.3% 24,861 $948K
Azzad Asset Management Inc. 0.11% Add +1.1% 24,757 $944K
Dalton Investments, Inc. 0.55% No change 24,641 $940K
Bank of Montreal 0.00% Reduce -3.0% 24,718 $937K
NorthCrest Asset Manangement, LLC 0.03% New 24,370 $930K
Pacer Advisors, Inc. 0.00% Reduce -3.3% 23,580 $900K
Oppenheimer Asset Management Inc. 0.01% Add +18.8% 23,529 $898K
Nicolet Advisory Services, LLC 0.08% Add +6.8% 21,774 $849K
Bedel Financial Consulting, Inc. 0.12% No change 21,965 $838K
Henshaw Capital LLC 0.03% No change 21,844 $833K
Xponance LLC 0.01% Reduce -0.1% 21,525 $821K
Janney Montgomery Scott LLC 0.00% Add +46.1% 20,660 $788K
HRT Financial LP 0.00% Reduce -86.2% 20,545 $783K
Pictet Asset Management Holding SA 0.00% Reduce -6.7% 20,286 $774K
Composition Wealth, LLC 0.02% No change 19,524 $745K
US Bancorp \de 0.00% Add +17.2% 19,163 $731K
SG Americas Securities, LLC 0.00% Reduce -38.8% 19,168 $731K
Cetera Investment Advisers 0.00% Add +39.7% 18,985 $724K
State of Alaska, Department of Revenue 0.01% Add +5.3% 18,750 $715K
Public Employees Retirement Association of Colorado 0.00% No change 18,092 $690K
Harbour Capital Advisors, LLC 0.16% Add +74.5% 17,450 $682K
Equitable Trust Co. 0.04% No change 17,844 $681K
Linden Thomas Advisory Services, LLC 0.09% Add +18.0% 17,777 $678K
FourThought Financial Partners, LLC 0.08% Reduce -44.8% 17,296 $660K
Cookson Peirce & Co. Inc. 0.03% New 16,275 $621K
Graham Capital Management, L.P. 0.03% Add +28.7% 15,876 $606K
STRS Ohio 0.00% Add +10.5% 15,800 $603K
Quantinno Capital Management LP 0.01% Add +2.4% 15,658 $597K
Boothbay Fund Management, LLC 0.02% Add +106.7% 15,423 $588K
Shaker Investments LLC 0.24% New 15,289 $583K
Choreo, LLC 0.01% Add +13.5% 15,053 $574K
Raymond James Financial Services Advisors, Inc. 0.00% Add +15.4% 14,965 $571K
QRG Capital Management, Inc. 0.01% Add +7.8% 14,578 $556K
Acadian Asset Management LLC 0.00% New 14,400 $549K
Point72 (DIFC) Ltd 0.04% Reduce -34.5% 14,390 $549K
Seven Eight Capital, LP 0.05% Add +23.4% 14,292 $545K
Vontobel Holding Ltd. 0.00% Reduce -3.9% 14,089 $537K
Envestnet Portfolio Solutions, Inc. 0.00% Add +29.4% 14,056 $536K
Vident Advisory, LLC 0.01% Reduce -83.1% 13,872 $529K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.6% 13,732 $524K
Truist Financial Corp. 0.00% Add +26.4% 13,474 $514K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.1% 13,345 $509K
Unique Wealth Strategies, LLC 0.22% Add +4863.8% 13,303 $508K
Sanctuary Advisors, LLC 0.00% Add +5.4% 10,744 $496K
PEAK6 Investments LLC 0.02% New 12,688 $484K
First National Advisers, LLC 0.08% Add +8.1% 12,583 $480K
Securian Asset Management, Inc. 0.01% Reduce -3.1% 12,551 $479K
Yorktown Management & Research Co Inc 0.47% No change 12,100 $462K
Shell Asset Management Co. 0.02% — 11,878 $453K
Aquatic Capital Management LLC 0.01% Reduce -20.8% 11,800 $450K
PNC Financial Services Group, Inc. 0.00% Add +12.2% 11,376 $434K
United Services Automobile Association 0.01% Reduce -20.3% 10,951 $418K
Inspire Investing, LLC 0.04% Reduce -2.7% 10,800 $412K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 10,593 $404K
MML Investors Services, LLC 0.00% Add +23.2% 10,415 $397K
Private Advisor Group, LLC 0.00% Add +7.8% 10,218 $390K
NorthCoast Asset Management LLC 0.00% Reduce -39.8% 10,509 $386K
RiverPark Advisors, LLC 0.31% Add +22.4% 9,949 $380K
Mercer Global Advisors Inc. 0.00% Add +11.8% 9,947 $379K
Entropy Technologies, LP 0.04% New 9,505 $363K
SG Capital Management LLC 0.05% Reduce -97.6% 9,500 $362K
Tandem Investment Advisors, Inc. 0.01% Reduce -4.8% 9,004 $344K
Berry Wealth Group, LP 0.24% Add +17.9% 8,897 $339K
Tower Research Capital LLC (TRC) 0.01% Reduce -71.0% 8,784 $335K
MeadowBrook Investment Advisors LLC 0.31% Reduce -1.0% 8,775 $335K
Carnegie Investment Counsel 0.01% New 8,750 $334K
Wolverine Trading, LLC 0.01% New 8,619 $327K
Versor Investments LP 0.05% New 8,400 $320K
Profund Advisors LLC 0.01% Add +0.9% 7,697 $294K
Snowden Capital Advisors LLC 0.01% New 7,483 $285K
V-Square Quantitative Management LLC 0.04% Add +5.0% 7,482 $285K
Commonwealth Equity Services, LLC 0.00% New 7,463 $285K
Smartleaf Asset Management LLC 0.03% Add +14.6% 7,374 $280K
Summitry LLC 0.01% Add +3.3% 7,265 $277K
Ritholtz Wealth Management 0.01% New 7,079 $270K
Diversified Trust Co. 0.01% Reduce -0.6% 7,070 $270K
Nisa Investment Advisors, LLC 0.00% Add +2.6% 7,067 $270K
Cerity Partners LLC 0.00% New 7,049 $269K
Central Pacific Bank - Trust Division 0.03% Add +9.7% 6,801 $259K
Shelton Capital Management 0.01% Reduce -5.1% 6,376 $243K
Cresset Asset Management, LLC 0.00% New 6,278 $240K
Heritage Family Offices, LLP 0.12% New 6,256 $239K
Aristides Capital LLC 0.10% New 6,202 $237K
Dakota Wealth Management 0.01% Reduce -3.5% 6,186 $236K
Neuberger Berman Group LLC 0.00% Reduce -11.5% 6,182 $236K
Fifth Third Wealth Advisors LLC 0.01% New 5,924 $226K
Point72 Asia (Singapore) Pte. Ltd. 0.04% Reduce -57.6% 5,793 $221K
Tidal Investments LLC 0.00% New 5,650 $216K
Park Avenue Securities LLC 0.00% New 5,483 $209K
Journey Strategic Wealth LLC 0.01% New 5,441 $208K
Legacy Capital Wealth Partners, LLC 0.04% New 5,371 $205K
M&T Bank Corp 0.00% New 5,357 $204K
KBC Group NV 0.00% Add +16.0% 5,071 $193K
Manchester Capital Management LLC 0.02% No change 4,855 $185K
Osaic Holdings, Inc. 0.00% Reduce -2.1% 4,726 $180K
Blue Trust, Inc. 0.00% Add +19.0% 4,936 $155K
Headlands Technologies LLC 0.02% New 3,603 $137K
Quarry LP 0.04% No change 3,380 $129K
TD Private Client Wealth LLC 0.00% Add +6.7% 3,338 $127K
Covestor Ltd 0.08% Reduce -25.1% 3,255 $124K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2863.1% 3,052 $116K
IFP Advisors, Inc 0.00% Add +1729.0% 2,652 $101K
First Horizon Advisors, Inc. 0.00% Add +25.5% 2,576 $98K
GAMMA Investing LLC 0.01% Add +32.8% 2,331 $89K
Sunbelt Securities, Inc. 0.01% Reduce -0.0% 2,266 $86K
Salem Investment Counselors Inc. 0.00% No change 2,000 $76K
Global Retirement Partners, LLC 0.00% Reduce -5.7% 1,850 $71K
UMB Bank, n.a. 0.00% Add +29.7% 1,638 $62K
Fifth Third Bancorp 0.00% Add +4.9% 1,617 $62K
Concourse Financial Group Securities, Inc. 0.00% Add +3.9% 1,326 $51K
Natixis 0.00% New 1,309 $50K
Public Employees Retirement System of Ohio 0.00% Reduce -1.9% 1,263 $48K
Huntington National Bank 0.00% Add +2827.5% 1,171 $45K
CIBC Private Wealth Group LLC 0.00% Reduce -4.9% 1,169 $45K
Parallel Advisors, LLC 0.00% Add +1.0% 1,143 $44K
Clearstead Advisors, LLC 0.00% Add +56.1% 1,116 $43K
Quadrant Capital Group LLC 0.00% No change 1,040 $40K
FinTrust Capital Advisors, LLC 0.01% No change 1,012 $39K
Whittier Trust Co. of Nevada Inc. 0.00% Add +5.2% 972 $37K
Point72 Hong Kong Ltd 0.00% Reduce -97.4% 907 $35K
Oarsman Capital, Inc. 0.01% New 881 $34K
Catalyst Funds Management Pty Ltd 0.01% Reduce -20.0% 800 $31K
Rise Advisors, LLC 0.01% No change 709 $27K
Ashton Thomas Securities, LLC 0.01% New 699 $27K
Allworth Financial LP 0.00% Reduce -2.5% 660 $25K
Principal Securities, Inc. 0.00% Reduce -21.4% 492 $19K
MCF Advisors LLC 0.00% Add +18.2% 415 $16K
LGT Financial Advisors LLC 0.04% No change 385 $15K
CI Investments Inc. 0.00% Add +25.4% 370 $14K
SOA Wealth Advisors, LLC. 0.00% No change 350 $13K
Geneos Wealth Management Inc. 0.00% New 330 $13K
Summit Securities Group LLC 0.01% New 297 $11K
Harbor Capital Advisors, Inc. 0.00% New 268 $10K
Private Trust Co. NA 0.00% No change 231 $9K
Signaturefd, LLC 0.00% No change 225 $9K
EverSource Wealth Advisors, LLC 0.00% Add +22.5% 223 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.0% 218 $8K
Lindbrook Capital, LLC 0.00% No change 203 $8K
Leonteq Securities AG 0.00% New 200 $8K
Private Wealth Management Group, LLC 0.00% No change 199 $8K
Parkside Financial Bank & Trust 0.00% No change 193 $7K
Arax Advisory Partners 0.00% No change 182 $7K
Hillsdale Investment Management Inc. 0.00% New 180 $7K
Eagle Bay Advisors LLC 0.00% No change 177 $7K
Northwestern Mutual Wealth Management Co. 0.00% Add +417.6% 176 $7K
Frazier Financial Advisors, LLC 0.00% New 160 $6K
Rothschild Investment LLC 0.00% Add +113.3% 160 $6K
Sterling Capital Management LLC 0.00% — 160 $6K
Bell Investment Advisors, Inc 0.00% No change 150 $6K
Farther Finance Advisors, LLC 0.00% Add +7.3% 146 $6K
Creekmur Asset Management LLC 0.00% Reduce -53.3% 134 $5K
Beacon Capital Management, LLC 0.00% No change 115 $4K
First Financial Corp. 0.00% No change 100 $4K
Earned Wealth Advisors, LLC 0.00% New 99 $4K
JFS Wealth Advisors, LLC 0.00% Add +3.5% 88 $3K
Wolff Wiese Magana LLC 0.00% New 82 $3K
Colonial Trust Co / SC 0.00% New 69 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.1% 65 $2K
Hemington Wealth Management 0.00% New 53 $2K
Capital Advisors, Ltd. LLC 0.00% No change 42 $2K
AdvisorNet Financial, Inc 0.00% No change 49 $2K
Continuum Advisory, LLC 0.00% New 39 $2K
Park Place Capital Corp 0.00% New 33 $1K
SJS Investment Consulting Inc. 0.00% Add +14.8% 31 $1K
Picton Mahoney Asset Management 0.00% New 31 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +13.0% 26 $992
CENTRAL TRUST Co 0.00% No change 25 $954
NewEdge Advisors, LLC 0.00% No change 22 $839
Avior Wealth Management, LLC 0.00% No change 20 $763
Claris Advisors, LLC / Mo / 0.00% New 10 $382
MV Capital Management, Inc. 0.00% No change 3 $115

"% of holder's portfolio" is EXLS's weight in each manager's 13F, not the share of Exlservice Holdings Inc. the manager owns.