Position in EXLS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,162,063
+$123,344 QoQ
Shares Held
38,163
+55.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXLS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $19,588,768 across 12 Information Technology Services names. EXLS ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
39,808 | $9,649,061 | |
| 2 | VNET |
VNET Group, Inc.
|
268,672 | $2,254,158 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
12,253 | $1,936,464 | |
| 4 | ACN |
Accenture plc
|
8,085 | $1,603,174 | |
| 5 | EXLS |
ExlService Holdings, Inc.
This page
|
38,163 | $1,162,063 | |
| 6 | CDW |
CDW Corp
|
9,156 | $1,108,059 | |
| 7 | EPAM |
EPAM Systems, Inc.
|
5,422 | $734,138 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
7,341 | $450,370 |
All Filings in EXLS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,162,063 | 38,163 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,038,719 | 24,475 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,005,248 | 22,831 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $793,431 | 18,119 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||