HolderBook

EXLSERVICE HLDGS INC (EXLS)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

14
Reporting holders
$43.5M
Reported value
0.0%
Calls
0.0%
Puts
-433
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$23.9M694,4320.52%32q-59.6%-$35.2M
CONGRESS ASSET MANAGEMENT CO$18.5M537,7660.12%6q+6.4%+$1.1M
GAMMA Investing LLC$448.2K13,0370.02%12q+38.2%+$123.9K
Central Pacific Bank - Trust Division$404.4K11,7630.04%11q+7.4%+$27.8K
Versant Capital Management, Inc$77.7K2,2610.01%8q+14.6%+$9.9K
Farther Finance Advisors, LLC$72.4K2,1070.00%12q+100.3%+$36.3K
GK Wealth Management LLC$58.0K1,6860.03%newNEW
CoreCap Advisors, LLC$17.2K5000.00%2q+67.8%+$6.9K
MassMutual Private Wealth & Trust, FSB$12.3K3570.00%19q-32.1%-$5.8K
ELEVATION WEALTH PARTNERS, LLC$6.1K1780.00%3qHELD
MJT & Associates Financial Advisory Group, Inc.$4.3K1260.00%7q+37.0%+$1.2K
Retirement Wealth Solutions LLC$3.1K910.00%5q+355.0%+$2.4K
TOTH FINANCIAL ADVISORY CORP$1.3K380.00%newNEW
Planning Strategies Inc.$27580.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-0713G/AFMR LLCwith 1 co-filers12.0%
2026-08-1213G/AAQR Capital Management, LLCwith 1 co-filers4.5%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-022026-08-31Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-10-01Bhalla VikasPresident of EXLSold11,000$389.2K
2026-08-03Bhalla VikasPresident of EXLSold11,000$384.9K
2026-06-04Bhalla VikasPresident of EXLSold12,000$362.6K
2026-07-01Bhalla VikasPresident of EXLSold12,000$317.6K
2026-08-11Chhibbar VishalExecutive Vice PresidentSold5,000$175.5K
2026-05-20AYYAPPAN AJAYEVP & Gen Counsel/Corp. Sec'y.Sold5,093$148.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202614$43.5M1,264,3502820.0%
Q2 2026447$4.3B166,220,172631501820.8%
Q1 2026463$4.7B154,141,141831951280.1%
Q4 2025467$6.7B157,062,402561581810.1%
Q3 2025466$7.0B159,917,807751661590.1%
Q2 2025463$6.9B156,517,338741561650.1%
Q1 2025457$7.5B157,928,341711521420.1%
Q4 2024415$7.2B162,638,419701351250.0%
Q3 2024364$6.0B157,435,536561341140.1%
Q2 2024347$5.0B158,922,348471241170.1%
Q1 2024340$5.3B165,933,582381271090.1%
Q4 2023337$5.0B161,246,411291311160.1%
Q3 2023329$4.4B156,904,96934280100.1%
Q2 2023331$4.8B31,873,306381321150.0%
Q1 2023341$5.3B32,953,918431241140.1%
Q4 2022335$5.3B31,250,24445941460.5%
Q3 2022315$4.7B32,135,88447951410.3%
Q2 2022297$4.8B32,564,67342861310.4%
Q1 2022293$4.6B32,093,02031951110.5%
Q4 2021287$4.6B31,496,9073995960.0%
Q3 2021260$3.9B31,929,5204976800.0%
Q2 2021226$3.4B32,203,8442374850.2%
Q1 2021226$2.9B32,262,9123264870.2%
Q4 2020221$2.7B32,196,7902257930.3%
Q3 2020216$2.1B32,459,6962554910.2%
Q2 2020201$2.1B33,377,4661952770.1%
Q1 2020215$1.7B32,099,9764567730.0%
Q4 2019215$2.3B32,475,2112174670.0%
Q3 2019212$2.1B31,964,8821969630.1%
Q2 2019203$2.3B34,452,9921762550.1%
Q1 2019204$1.9B32,033,0082670580.1%
Q4 2018195$1.7B32,805,2413630.0%