Position in EXLS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,458,040
+$1,945,621 QoQ
Shares Held
179,246
+116.6% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.22036753958247324.ToString("F0")%
Shared 0.ToString("F0")%
None 99.77963246041752.ToString("F0")%
Common Shares in EXLS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Creative Planning holds $377,822,123 across 42 Information Technology Services names. EXLS ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
497,961 | $120,700,766 | |
| 2 | ACN |
Accenture plc
|
286,366 | $56,783,513 | |
| 3 | CACI |
Caci International Inc /De/
|
85,801 | $46,664,589 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
105,292 | $16,640,347 | |
| 5 | WIT |
Wipro Ltd
|
7,047,600 | $14,940,911 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
292,721 | $13,731,541 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
83,889 | $13,046,417 | |
| 8 | INFY |
Infosys Ltd
|
827,080 | $11,173,850 |
All Filings in EXLS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,458,040 | 179,246 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,512,419 | 82,762 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,752,411 | 85,224 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,174,248 | 72,488 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,931,316 | 62,091 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,306,871 | 51,980 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,426,885 | 37,402 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $687,189 | 21,913 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $553,192 | 17,396 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $400,987 | 12,998 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $407,224 | 14,523 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $68,822 | 2,278 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $78,066 | 2,412 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $74,583 | 2,201 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $76,096 | 2,582 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $50,681 | 1,720 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $43,410 | 1,515 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||