Public record / Tickers / EXLS

EXLS — ExlService Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about EXLS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming EXLS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2025-08-12
13F holders
318
top-318 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Sale · traded 2020-02-06 → filed 2020-02-14. Ranked over every EXLS row by the provable lower bound, never a point estimate.

No member disclosed EXLS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated EXLS rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EXLS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXLS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-12Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 2024-01-04 LATE·586d$1K–$15K
2025-08-12Markwayne Mullin R–OKSale · partial (partial sale, member-owned)Traded 2023-12-22 LATE·599d$1K–$15Kamendment pending
2025-07-30Markwayne Mullin R–OKPurchase · SP (spouse-owned)Traded 2023-01-03 LATE·939d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-31 +16d$1K–$15K
2020-04-11Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 03-26 +16d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in EXLS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed EXLS in the trailing 12 months.

Congress ↔ notable managers · EXLS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Tudor Investment Corp $35.9M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EXLSERVICE HLDGS INC

Merged timeline of congressional filings and notable-manager moves on EXLS
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+255,309 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EXLS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$582M1
2FMR LLC$408M1
3AQR CAPITAL MANAGEMENT LLC$301M1
4VANGUARD CAPITAL MANAGEMENT LLC$205M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$198M1
6STATE STREET CORP$146M1
7TWO SIGMA INVESTMENTS, LP$113M1
8D. E. Shaw & Co., Inc.$105M1
9DIMENSIONAL FUND ADVISORS LP$86.9M1
10MACKENZIE FINANCIAL CORP$76.9M1
11MORGAN STANLEY$76.0M1
12MILLENNIUM MANAGEMENT LLC$66.8M1
13FULLER & THALER ASSET MANAGEMENT, INC.$65.7M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$60.4M1
15SCHRODER INVESTMENT MANAGEMENT GROUP$55.0M1
16NORTHERN TRUST CORP$48.7M1
17BANK OF AMERICA CORP /DE/$45.9M1
18CITADEL ADVISORS LLC$40.9M1
19Nuveen, LLC$37.7M1
20TUDOR INVESTMENT CORP ET AL$35.9M1
21Alyeska Investment Group, L.P.$34.7M1
22Point72 Asset Management, L.P.$32.0M1
23VANGUARD FIDUCIARY TRUST CO$30.3M1
24UBS Group AG$30.1M1
25ROYAL BANK OF CANADA$28.9M1
26JANE STREET GROUP, LLC$28.2M1
27Qube Research & Technologies Ltd$24.9M1
28Amundi$23.4M1
29RENAISSANCE TECHNOLOGIES LLC$20.8M1
30Invesco Ltd.$18.9M1
31ENVESTNET ASSET MANAGEMENT INC$17.9M1
32EULAV Asset Management$17.8M1
33Trexquant Investment LP$17.6M1
34VOLORIDGE INVESTMENT MANAGEMENT, LLC$16.5M1
35CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$16.2M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.5M1
37WELLINGTON MANAGEMENT GROUP LLP$14.4M1
38MERCER GLOBAL ADVISORS INC /ADV$13.2M1
39ALLIANCEBERNSTEIN L.P.$12.5M1
40Quantinno Capital Management LP$12.1M1
41Allspring Global Investments Holdings, LLC$11.0M1
42PRINCIPAL FINANCIAL GROUP INC$10.8M1
43Aberdeen Group plc$10.4M1
44Engineers Gate Manager LP$10.3M1
45CITIGROUP INC$10.0M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.9M1
47SEI INVESTMENTS CO$9.8M1
48Swiss National Bank$9.6M1
49Leeward Investments, LLC - MA$9.0M1
50BARCLAYS PLC$8.8M1
51Retirement Systems of Alabama$8.0M1
52HSBC HOLDINGS PLC$7.6M1
53WINTON GROUP Ltd$7.5M1
54Walleye Capital LLC$7.4M1
55OAK RIDGE INVESTMENTS LLC$7.3M1
56HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.8M1
57Mariner, LLC$6.6M1
58Legal & General Group Plc$6.6M1
59GHP Investment Advisors, Inc.$6.3M1
60FIRST TRUST ADVISORS LP$6.2M1
61VICTORY CAPITAL MANAGEMENT INC$6.0M1
62FEDERATED HERMES, INC.$5.9M1
63CANADA PENSION PLAN INVESTMENT BOARD$5.8M1
64Creative Planning$5.5M1
65STATE OF WISCONSIN INVESTMENT BOARD$5.4M1
66Edgestream Partners, L.P.$5.4M1
67Corient Private Wealth LLC$5.4M1
68VOYA INVESTMENT MANAGEMENT LLC$5.3M1
69ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.1M1
70OCCUDO QUANTITATIVE STRATEGIES LP$4.9M1
71WORLDQUANT MILLENNIUM ADVISORS LLC$4.9M1
72Counterpoint Mutual Funds LLC$4.8M1
73LPL Financial LLC$4.7M1
74DEUTSCHE BANK AG\$4.7M1
75PRUDENTIAL FINANCIAL INC$4.5M1
76IEQ CAPITAL, LLC$4.4M1
77VANGUARD ASSET MANAGEMENT, Ltd$4.3M1
78WELLS FARGO & COMPANY/MN$4.3M1
79AMERICAN CENTURY COMPANIES INC$4.2M1
80CWM, LLC$4.2M1
81Man Group plc$3.8M1
82UNIVEST FINANCIAL Corp$3.8M1
83Weiss Asset Management LP$3.8M1
84BNP Paribas Asset Management Holding S.A.$3.7M1
85RAYMOND JAMES FINANCIAL INC$3.5M1
86OP Asset Management Ltd$3.4M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.3M1
88BANK OF MONTREAL /CAN/$3.3M1
89Voleon Capital Management LP$3.3M1
90Squarepoint Ops LLC$3.3M1
91Cerity Partners LLC$3.0M1
92one8zero8, LLC$3.0M1
93OSAIC HOLDINGS, INC.$3.0M1
94Illinois Municipal Retirement Fund$2.9M1
95SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.9M1
96NATIXIS$2.8M1
97LAZARD ASSET MANAGEMENT LLC$2.8M1
98Zurcher Kantonalbank (Zurich Cantonalbank)$2.6M1
99FIRST NATIONAL BANK OF OMAHA$2.5M1
100BANK OF NOVA SCOTIA$2.5M1
101Schonfeld Strategic Advisors LLC$2.5M1
102State of New Jersey Common Pension Fund D$2.3M1
103Cetera Investment Advisers$2.2M1
104Elo Mutual Pension Insurance Co$2.2M1
105Dana Investment Advisors, Inc.$2.2M1
106Janus Henderson Group Ltd.$2.1M1
107Freestone Grove Partners LP$2.0M1
108Vanguard Global Advisers, LLC$2.0M1
109Granahan Investment Management, LLC$1.9M1
110STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.7M1
111Aquatic Capital Management LLC$1.7M1
112Holocene Advisors, LP$1.7M1
113FIFTH THIRD BANCORP$1.6M1
114TEACHER RETIREMENT SYSTEM OF TEXAS$1.5M1
115Mitsubishi UFJ Asset Management Co., Ltd.$1.5M1
116Quadrature Capital Ltd$1.4M1
117Headlands Technologies LLC$1.4M1
118STIFEL FINANCIAL CORP$1.3M1
119Arizona State Retirement System$1.3M1
120Focus Partners Wealth$1.3M1
121ING GROEP NV$1.3M1
122FOX RUN MANAGEMENT, L.L.C.$1.2M1
123HighTower Advisors, LLC$1.2M1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
125DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
126Vanguard Investments Australia, Ltd.$1.2M1
127Linden Thomas Advisory Services, LLC$1.2M1
128Aster Capital Management (DIFC) Ltd$1.2M1
129MACQUARIE GROUP LTD$1.2M1
130STATE OF MICHIGAN RETIREMENT SYSTEM$1.2M1
131LECAP ASSET MANAGEMENT LTD$1.1M1
132XPONANCE LLC$1.1M1
1332Xideas AG$1.1M1
134Pathstone Holdings, LLC$1.1M1
135NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
136Hennion & Walsh Asset Management, Inc.$1.0M1
137AZZAD ASSET MANAGEMENT INC /ADV$1.0M1
138OREGON PUBLIC EMPLOYEES RETIREMENT FUND$982K1
139Graham Capital Management, L.P.$955K1
140XTX Topco Ltd$937K1
141Vanguard Personalized Indexing Management, LLC$934K1
142Summit Trail Advisors, LLC$886K1
143Ameritas Investment Partners, Inc.$886K1
144Woodline Partners LP$881K1
145AMI ASSET MANAGEMENT CORP$870K1
146Perbak Capital Partners LLP$852K1
147Merit Financial Group, LLC$816K1
148Bedel Financial Consulting, Inc.$809K1
149NICOLET BANKSHARES INC$769K1
150Pictet Asset Management Holding SA$763K1
151Compass Ion Advisors, LLC$757K1
152Allianz Asset Management GmbH$753K1
153MML INVESTORS SERVICES, LLC$736K1
154Inspire Investing, LLC$735K1
155Jefferies Financial Group Inc.$721K1
156BOOTHBAY FUND MANAGEMENT, LLC$719K1
157AXQ CAPITAL, LP$675K1
158Magnetar Financial LLC$637K1
159Composition Wealth, LLC$603K1
160SUMMITRY LLC$580K1
161Dynamic Technology Lab Private Ltd$547K1
162NEW YORK LIFE INVESTMENT MANAGEMENT LLC$545K1
163Bridgefront Capital, LLC$541K1
164GUGGENHEIM CAPITAL LLC$522K1
165CAPSTONE INVESTMENT ADVISORS, LLC$519K1
166Impact Partnership Wealth, LLC$511K1
167Focus Partners Advisor Solutions, LLC$511K1
168EntryPoint Capital, LLC$503K1
169Eurizon SLJ Capital Ltd$503K1
170First National Advisers, LLC$500K1
171AIGEN INVESTMENT MANAGEMENT, LP$499K1
172Chicago Partners Investment Group LLC$498K1
173nVerses Capital, LLC$483K1
174Swiss Life Asset Management Ltd$483K1
175Clear Creek Financial Management, LLC$481K1
176Belpointe Asset Management LLC$481K1
177SHEETS SMITH WEALTH MANAGEMENT$476K1
178O'SHAUGHNESSY ASSET MANAGEMENT, LLC$474K1
179Aaron Wealth Advisors LLC$473K1
180Inspire Advisors, LLC$462K1
181Concurrent Investment Advisors, LLC$460K1
182Callan Family Office, LLC$450K1
183FRANKLIN RESOURCES INC$449K1
184Numerai GP LLC$448K1
185AVIVA PLC$439K1
186US BANCORP \DE\$431K1
187QRG CAPITAL MANAGEMENT, INC.$431K1
188SUSQUEHANNA INTERNATIONAL GROUP, LLP$431K1
189State of Wyoming$428K1
190Fideuram Asset Management (Ireland) dac$419K1
191QUADRANT CAPITAL GROUP LLC$418K1
192Blueshift Asset Management, LLC$414K1
193EVERGREEN CAPITAL MANAGEMENT LLC$413K1
194Federation des caisses Desjardins du Quebec$408K1
195Krilogy Financial LLC$372K1
196Vise Technologies, Inc.$370K1
197OXFORD ASSET MANAGEMENT LLP$347K1
198Gibbs Wealth Management$347K1
199Vident Advisory, LLC$341K1
200TRUIST FINANCIAL CORP$320K1
201WADDELL & ASSOCIATES, LLC$319K1
202Lifestyle Asset Management, Inc.$306K1
203MAI Capital Management$304K1
204Jain Global LLC$301K1
205Alliance Wealth Advisors, LLC /UT$299K1
206HB Wealth Management, LLC$296K1
207Ensign Peak Advisors, Inc$292K1
208DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$291K1
209M&T BANK CORP$290K1
210Keebeck Wealth Management$288K1
211Bull Harbor Capital LLC$284K1
212Lombard Odier Asset Management (USA) Corp$280K1
213Carnegie Investment Counsel$266K1
214West Tower Group, LLC$265K1
215Brevan Howard Capital Management LP$262K1
216Waverly Advisors, LLC$262K1
217HUB Investment Partners, LLC$258K1
218Utah Retirement Systems$255K1
219DAYMARK WEALTH PARTNERS, LLC$246K1
220SkyOak Wealth, LLC$245K1
221Tower Research Capital LLC (TRC)$244K1
222Blackstone Inc.$240K1
223Maryland State Retirement & Pension System$234K1
224Sanctuary Advisors, LLC$233K1
225Riverwater Partners LLC$231K1
226COMMONWEALTH EQUITY SERVICES, LLC$228K1
227Diversified Trust Co$227K1
228Allworth Financial LP$225K1
229Portside Wealth Group, LLC$224K1
230Baker Avenue Asset Management, LP$224K1
231Sequoia Financial Advisors, LLC$217K1
232Sagewood Asset Management LP$216K1
233New Age Alpha Advisors, LLC$212K1
234MANGROVE PARTNERS IM, LLC$208K1
235Institute for Wealth Management, LLC.$203K1
236Legacy Capital Wealth Partners, LLC$202K1
237RITHOLTZ WEALTH MANAGEMENT$200K1
238Rockefeller Capital Management L.P.$200K1
239Central Pacific Bank - Trust Division$191K1
240HUDSON EDGE INVESTMENT PARTNERS INC.$180K1
241EXCHANGE TRADED CONCEPTS, LLC$174K1
242Bayforest Capital Ltd$161K1
243Blue Trust, Inc.$98.7K1
244Arax Advisory Partners$97.5K1
245UMB Bank, n.a.$95.7K1
246ARCADIA INVESTMENT MANAGEMENT CORP/MI$84.2K1
247WESTPAC BANKING CORP$70.9K1
248Cache Advisors, LLC$69.2K1
249SALEM INVESTMENT COUNSELORS INC$60.9K1
250Pinnacle Wealth Planning Services, Inc.$56.6K1
251Transamerica Financial Advisors, LLC$52.4K1
252Tredje AP-fonden$45.2K1
253Eurizon Capital SGR S.p.A.$32.9K1
254NOMURA ASSET MANAGEMENT CO LTD$30.5K1
255Destiny Wealth Partners, LLC$28.5K1
256True Wealth Design, LLC$27.3K1
257Signature Equity Partners, LLC$24.3K1
258NATIONAL BANK OF CANADA /FI/$23.8K1
259ALGERT GLOBAL LLC$22.2K1
260Salomon & Ludwin, LLC$21.5K1
261CENTRAL TRUST Co$20.9K1
262MATHER GROUP, LLC.$17.3K1
263Parkside Financial Bank & Trust$16.7K1
264SJS Investment Consulting Inc.$16.0K1
265NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.1K1
266JPL Wealth Management, LLC$7.9K1
267Acumen Wealth Advisors, LLC$7.7K1
268SWAN Capital LLC$7.2K1
269Keating Financial Advisory Services, Inc.$6.8K1
270Larson Financial Group LLC$6.7K1
271Private Wealth Management Group, LLC$6.3K1
272HRT FINANCIAL LP$5.7K1
273ASSETMARK, INC$5.2K1
274Millstone Evans Group, LLC$4.8K1
275Smartleaf Asset Management LLC$4.8K1
276Activest Wealth Management$4.1K1
277Bell Investment Advisors, Inc$4.0K1
278CVA Family Office, LLC$3.9K1
279ELEVATION WEALTH PARTNERS, LLC$3.8K1
280Kilter Group LLC$3.0K1
281CANADA LIFE ASSURANCE Co$2.8K1
282Retirement Wealth Solutions LLC$2.8K1
283JFS WEALTH ADVISORS, LLC$2.7K1
284SHP Wealth Management$2.5K1
285Physician Wealth Advisors, Inc.$2.4K1
286Sachetta, LLC$2.4K1
287Treasurer of the State of North Carolina$2.0K1
288MV CAPITAL MANAGEMENT, INC.$1.9K1
289THRIVENT FINANCIAL FOR LUTHERANS$1.8K1
290First Pacific Financial$1.8K1
291Clearstead Advisors, LLC$1.4K1
292Owl Creek Wealth Partners LLC$1.4K1
293WEBSTER BANK, N. A.$1.3K1
294SouthState Bank Corp$1.1K1
295Rialto Wealth Management, LLC$1.0K1
296PICTON MAHONEY ASSET MANAGEMENT$9441
297DekaBank Deutsche Girozentrale$8091
298GSA CAPITAL PARTNERS LLP$7621
299Quaker Wealth Management, LLC$7311
300South Dakota Investment Council$7021
301Caitong International Asset Management Co., Ltd$6701
302WPG Advisers, LLC$6701
303DiNuzzo Private Wealth, Inc.$6401
304Addison Advisors LLC$5181
305State of Alaska, Department of Revenue$4791
306Leonteq Securities AG$4261
307Annis Gardner Whiting Capital Advisors, LLC$3351
308American Capital Advisory, LLC$2751
309Vestcor Inc$2161
310PARK AVENUE SECURITIES LLC$2131
311Rakuten Securities, Inc.$1521
312KBC Group NV$1351
313TD Waterhouse Canada Inc.$911
314HFM Investment Advisors, LLC$911
315Vermillion Wealth Management, Inc.$611
316TFC Financial Management, Inc.$311
317Measured Wealth Private Client Group, LLC$71
318Capital Advisors, Ltd. LLC$11
Truncated by Public Filings. The published aggregate ranks the top 318 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EXLS

RETAINED WINDOW · ACTIVE HITS

Zero hits on EXLS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EXLS · financials and macro

Financials — as filed PLANNED

EXLS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EXLS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing