EXLS
ExlService Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 23 to Mar 2 2 days of insider sells: $86.7K by 1 insider, avg $30.14
- R Feb 24 ExlService (EXLS) reported strong 2025 full-year results with revenu…
- A Jul 30 Baird upgrades
- E Aug 3 M&A: EXL completes acquisition of iMerit, accelerating enterpri…
- S Aug 3 1 insider sell $384.9K at $34.99
- S Aug 11 1 insider sell $175.5K at $35.10
- S Sep 1 1 insider sell $381.7K at $38.17
- S Oct 1 1 insider sell $389.2K at $35.38
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $2.2M.
- InstitutionsMIXED
Q2 2026: 50 added (1 new), 42 trimmed or exited. Largest new: Balyasny Asset Management $12.0M.
- AnalystsBULLISH
15 of 16 rate it Buy or better. Every target is above the price.
- TrendUPTREND
11% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | $82.8M |
| NORGES BANK | DOUBLED | $73.3M |
| JPMORGAN CHASE & CO | TRIM | $58.9M |
| UBS Group AG | DOUBLED | $55.3M |
| Qube Research & Technologies Ltd | DOUBLED | $50.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $46.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | ADD | $43.2M |
| JANE STREET GROUP, LLC | ADD | $38.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is below the lowest target. Median implies +9%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 27, 2026 | TD Cowen MAINTAIN | Buy |
| Jul 30, 2026 | Baird UPGRADE | Outperform |
| Jul 29, 2026 | Needham MAINTAIN | Buy |
| Jul 9, 2026 | TD Cowen MAINTAIN | Buy |
| Jun 25, 2026 | Barrington Research MAINTAIN | Outperform |
| Apr 30, 2026 | Barrington Research UPGRADE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Bhalla Vikas President of EXL | SELL | $389.2K |
| Sep 1, 2026 | Bhalla Vikas President of EXL | SELL | $381.7K |
| Aug 11, 2026 | Chhibbar Vishal Executive Vice President | SELL | $175.5K |
| Aug 3, 2026 | Bhalla Vikas President of EXL | SELL | $384.9K |
| Jul 16, 2026 | Mehta Kamini H Director | AWARD | 7,705 sh |
| Jul 1, 2026 | Bhalla Vikas President of EXL | SELL | $317.6K |
| Jun 30, 2026 | Nicolelli Maurizio Executive Vice President & CFO | AWARD | $14.1K |
| Jun 30, 2026 | Jetley Vivek President of EXL | AWARD | $14.1K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
9 filings · 4 press releases · 1 bullish · 0 bearish · 1 mixed · 7 neutral- NEUTRAL INST-CLUSTEROct 16, 2026
Three asset managers increased their EXLS positions in Q3 2026, with aggregate buying value…
The cluster is small in absolute dollar terms and involves only asset managers, not high-conviction activists or hedge funds. Monitor next quarter's 13F for continuation or reversal of this…
- NEUTRAL SC 13G/AOct 7, 2026
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a 12.0% passive stake in ExlService…
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…
- NEUTRAL 8-KSep 2, 2026
ExlService Holdings (EXLS) announced the resignation of Vivek Jetley, President and Head of…
Monitor EXL's next quarterly earnings call for any commentary on the Insurance, Healthcare and Life Sciences segment's performance and leadership transition. The departure of a key business head is…
- NEUTRAL PRESS RELEASESep 2, 2026
EXL announced that President Vivek Jetley is departing to become CEO of Hexaware Technologies…
Monitor for any subsequent departures of key leaders or changes in segment performance, but this single departure is unlikely to move the stock given the company's stated depth of leadership. No…
All EXLS filing & press-release reports (13)
- INST-CLUSTER reportOct 16, 2026
- SC 13G/A reportOct 7, 2026
- 8-K reportSep 2, 2026
- PRESS-RELEASE reportSep 2, 2026
- PRESS-RELEASE reportAug 3, 2026
- 8-K reportJul 21, 2026
- PRESS-RELEASE reportJun 12, 2026
- 8-K reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- PRESS-RELEASE reportApr 28, 2026
- DEFA14A reportApr 27, 2026
- PRESS-RELEASE reportApr 8, 2026
- 8-K, 8-K reportFeb 24, 2026