2Xideas AG EXLS — EXLSERVICE HOLDINGS INC

Ownership history in 2Xideas AG  ·  5 quarters on record

AI Ownership Summary

2Xideas AG reported EXLSERVICE HOLDINGS INC (EXLS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.92% in 2024 Q4. The latest visible filing shows EXLS at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 2Xideas AG's position in EXLSERVICE HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EXLS was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXLS stock page 2Xideas AG fund profile 2Xideas AG full holdings
How 2Xideas AG held EXLS — position size vs. price
% of Fund (quarterly)    EXLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32.8% -28.2% ✅ 95,035 -46,409 -32.8% 1.13% $4.0M 2026-02-14 (Est.) $30.04
2025 Q3 REDUCED 17.4% -1.7% ✅ 141,444 -29,719 -17.4% 1.32% $6.2M 2025-11-14 $39.71
2025 Q2 REDUCED 18.8% +0.4% ❌ 171,163 -39,603 -18.8% 1.29% $7.5M 2025-08-14 $42.84
2025 Q1 REDUCED 34.6% -7.2% ✅ 210,766 -111,715 -34.6% 1.51% $10.0M 2025-05-15 $46.19
2024 Q4 INITIATED — — — 322,481 — — 1.92% $14.3M 2025-02-13 $51.41

🏢 Other funds also holding EXLS

As of 2026 Q1 — sorted by position size

GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 2.75% Summit Creek Advisors LLC 3Y 7Y 1.95% Tributary Capital Management, LLC 3Y 7Y 1.61% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 1.57% Collaborative Fund Advisors, LLC 0.94% West Tower Group, LLC 3Y 0.83% Counterpoint Mutual Funds LLC 3Y 0.72% one8zero8, LLC 0.67% EULAV Asset Management 3Y 7Y 0.57% OAK RIDGE INVESTMENTS LLC 3Y 7Y 0.48%

FAQ About 2Xideas AG and EXLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has 2Xideas AG reported owning EXLS?

2Xideas AG reported EXLS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported EXLS position in 2Xideas AG's portfolio?

The largest reported portfolio weight for EXLS was 1.92% in 2024 Q4.

What is the latest reported EXLS position on this page?

The most recent filing on this page is 2025 Q4, when 2Xideas AG reported 95,035 shares, equal to 1.13% of portfolio, with an estimated market value of $4.0M.

What does the chart on this EXLS ownership page compare?

The chart compares 2Xideas AG's quarterly EXLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 2Xideas AG time their EXLS position?

Based on 13F filing dates vs. subsequent EXLS price moves, 2Xideas AG correctly timed 3 out of 4 reported position changes (75%).

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