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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EXLS holding history

ExlService Holdings, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXLS overviewAll 13F holders of EXLSFull Q2 2026 holdings

Shares (Q2 2026)
75
Value
$1.94K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2023
Holdings of EXLS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675$1.94K<0.1%+30+66.7%AddedHolders
Q1 202645$1.37K<0.1%−572−92.7%ReducedHolders
Q4 2025617$26.2K<0.1%−143−18.8%ReducedHolders
Q3 2025760$33.5K<0.1%+87+12.9%AddedHolders
Q2 2025673$29.5K<0.1%−109−13.9%ReducedHolders
Q1 2025782$36.9K<0.1%−233−23.0%ReducedHolders
Q4 20241,015$45.0K<0.1%−101−9.1%ReducedHolders
Q3 20241,116$42.6K<0.1%+401+56.1%AddedHolders
Q2 2024715$22.4K<0.1%+715NewHolders
Q4 20230$00.0%−93−100.0%Sold outHolders
Q3 202393$2.61K<0.1%+93NewHolders