Position in EXLS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$476,470
-$280,608 QoQ
Shares Held
18,425
-25.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#250
of 440 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXLS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Compass Ion Advisors, LLC holds $5,052,869 across 5 Information Technology Services names. EXLS ranks #4 (9.4% of the industry book) .
All Filings in EXLS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,470 | 18,425 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $757,078 | 24,863 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,055,185 | 24,863 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,094,717 | 24,863 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,088,750 | 24,863 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,173,782 | 24,863 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,161,113 | 26,163 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $998,118 | 26,163 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $820,471 | 26,163 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $831,983 | 26,163 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $669,846 | 21,713 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $640,377 | 22,838 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||