Fidelity's increased passive stake signals continued institutional confidence but no near-term catalyst. Monitor for any future 13D conversion or changes in Fidelity's position size, which could indicate a shift in strategy.
Price Chart
Executive Summary
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a 12.0% passive stake in ExlService Holdings as of September 30, 2026, up from prior filings. The filing confirms Fidelity's continued accumulation and passive intent, with no activist conversion signaled.
Key Financial Metrics
Key Facts
- FMR LLC reported beneficial ownership of 18,225,634.83 shares of ExlService Holdings common stock as of September 30, 2026.
- The stake represents 12.0% of shares outstanding, up from prior filings.
- Fidelity Management & Research Company LLC is the entity within the FMR group that beneficially owns 5% or more.
- Filing is passive under Rule 13d-1(b); no activist intent is claimed.
- FMR LLC and Abigail P. Johnson jointly filed under a Rule 13d-1(k)(1) agreement.
Financial Impact
FMR LLC's stake is valued at approximately $18.2 million based on the share count and a rough price estimate, but no explicit dollar value is stated in the filing.
Risk Factors
- No explicit risk factors disclosed in this passive ownership filing.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002333 |
| Document: 0000315066-26-002333-index-headers.html | 0000315066-26-002333 |
| Document: 0000315066-26-002333-index.html | 0000315066-26-002333 |
| Document: 0000315066-26-002333.txt | 0000315066-26-002333 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $39.52 | awaiting T+60 | — | $41.77 (+5.69%) |
Oct 7, 2026 19d ago | SC 13G/A | $35.51 | awaiting T+60 | — | $41.77 (+17.63%) |
Sep 2, 2026 7w ago | 8-K | $36.91 | awaiting T+60 | — | $41.77 (+13.17%) |
Sep 2, 2026 7w ago | Press Release | $36.91 | awaiting T+60 | — | $41.77 (+13.17%) |
Aug 3, 2026 12w ago | Press Release | $34.24 | awaiting T+60 | — | $41.77 (+21.99%) |
Jul 21, 2026 13w ago | 8-K | $26.83 $39.10 | ▲ +45.73% | ▲ +42.47% | $41.77 (+55.68%) |
Jun 12, 2026 19w ago | Press Release | $28.84 $35.52 | ▲ +23.16% | ▲ +19.90% | $41.77 (+44.83%) |
May 12, 2026 23w ago | 8-K | $29.73 $34.66 | ▲ +16.58% | ▲ +12.20% | $41.77 (+40.50%) |
May 12, 2026 23w ago | Press Release | $29.73 $34.66 | ▲ +16.58% | ▲ +12.20% | $41.77 (+40.50%) |
Apr 28, 2026 25w ago | Press Release | $31.19 $27.67 | ▼ −11.29% | ▼ −15.40% | $41.77 (+33.92%) |
US Market Status
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