EXLS — EXLSERVICE HOLDINGS INC

Ownership history in Balboa Wealth Partners  ·  4 quarters on record

This page tracks every 13F SEC filing in which Balboa Wealth Partners reported a position in EXLSERVICE HOLDINGS INC (EXLS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q1)
Avg. % of fund
0.05%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,140 — 0% 0.04% $226K $44.03
2025 Q2 UNCHANGED 5,140 — 0% 0.05% $225K $43.79
2025 Q1 ADDED 5,140 +244 +5.0% 0.06% $243K $47.21
2024 Q4 INITIATED 4,896 — — 0.05% $217K $44.38
% of Fund (quarterly)    EXLS price (monthly, adj. close)

Other funds also holding EXLS

As of 2025 Q4 — sorted by position size

GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 3.67% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 3.49% West Tower Group, LLC 3Y 2.65% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 2.45% Summit Creek Advisors LLC 3Y 7Y 2.41% QSV Equity Investors LLC 1.85% Bridge City Capital, LLC 3Y 7Y 1.84% Tributary Capital Management, LLC 3Y 7Y 1.74% 2Xideas AG 3Y 1.13% Smith Group Asset Management, LLC 3Y 1.12%
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