EXLS ExlService Holdings, Inc.
XNAS 41.77 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
EXLS
$41.77
—
Key stats
$41.77
Pre-market
$41.98
+0.50%
- 52-Week Range
- $24.85 – $43.88
- YTD
- +1.36%
- IV Rank (30D)
- 44.4
- Straddle Price
- $4.38
- P/C Vol Ratio
- 0.07
- Market Cap
- $6.4B
- Open
- $42.18
- Day Range
- $41.40 – $42.45
- Volume
- 2,070,345
- Prev Close
- $42.30
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.96% |
| Beta vs SPY | 0.97 |
| Cost of Equity (CAPM) | 9.80% (VRP-adj) |
| WACC | 10.01% |
| Volatility Risk Premium | +31.5pp (IV − HV30) |
| Effective Tax Rate | 23.2% |
| Rev. Growth (YoY, DCF input) | +12.3% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 28.9% |
| Book / Price | 13.1% |
| Gross Margin (TTM) | 38.5% |
| FCF Margin (TTM) | 12.3% |
| Debt / Equity | 0.00 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +12.1% (reverse-DCF on current price) |
| SMA 50 | $36.93 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $38.01 |
| Bollinger Width / SMA20 | 72.1% (drives anchor stability) |
| Net Debt | $-0.1B |
| Market Cap | $7B |
Peers used for multiples: CRS, CW, EXEL, HALO, MEDP, RMBS, STRL, UTHR
60-Day Conviction
46%
20-Day Fair Value
≈ by Nov 25, 2026
$41.65
α -0.3%
rank 60%
conviction
18%
40-Day Fair Value
≈ by Dec 24, 2026
$41.55
α -0.5%
rank 60%
conviction
17%
60-Day Fair Value
≈ by Jan 22, 2027
$41.20
α -1.4%
rank 60%
conviction
46%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $42.32 | 25% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $49.46 | 11% | median 28.5× · 8 peers |
| Peer EV/EBITDA | $44.56 | 11% | median 16.0× · 8 peers |
| Peer P/B | $39.55 | 2% | median 7.2× · 8 peers |
| Peer P/S | $102.10 | 8% | median 6.6× · 8 peers |
| Market Anchor (SMA50) | $36.93 | 43% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | $42.78 | 0% | 5 strikes · skew +0.24 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- SERVICES-BUSINESS SERVICES, NEC (7389) · industry map
- Exchange
- XNAS
- Market Cap
- $6.4B
- Employees
- 65,000
- List Date
- 2006-10-20
- CIK
- 0001297989
- Next Earnings
- 2026-10-27 (After-Close)
- EPS Forecast
- $0.44 (5 est.)
- Headquarters
- New York, NY
- Homepage
- https://www.exlservice.com
ExlService Holdings Inc. is a data analytics and digital operations company that provides data and AI-led solutions and technology-enabled services to clients across industries. The company has four reportable segments. The Insurance segment provides services such as claims management, underwriting support, and analytics solutions. The Healthcare and Life Sciences segment offers data-driven solutions and services to healthcare payers, providers, and life sciences organizations. The Banking, Capital Markets and Diversified Industries segment delivers solutions across financial services and othe…
Summary
—
composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -8.57% | -16.80% | -1.08% | 2.29% | 13.68% | -5.00% | -2.58% |
| Feb | 7.40% | -0.92% | -2.84% | -2.57% | -4.91% | -21.42% | -4.21% |
| Mar | 5.90% | 16.44% | -0.87% | 0.16% | -1.30% | -2.44% | 2.98% |
| Apr | 1.09% | -6.19% | 10.03% | -7.53% | 1.47% | 4.66% | 0.59% |
| May | 7.14% | 4.97% | -13.98% | 2.72% | -0.69% | -8.54% | -1.40% |
| Jun | 3.73% | 2.28% | -1.13% | 6.31% | -4.60% | -15.46% | -1.48% |
| Jul | 5.92% | 13.54% | -6.64% | 13.01% | -2.62% | 26.56% | 8.29% |
| Aug | 7.55% | -0.21% | 3.62% | 11.81% | 3.84% | 11.21% | 6.30% |
| Sep | 0.51% | -12.38% | -4.30% | 6.21% | 1.64% | -8.12% | -2.74% |
| Oct | -3.27% | 19.36% | -6.85% | 9.37% | -10.55% | 14.50%* | 3.76% |
| Nov | 5.59% | 1.63% | 9.45% | 11.31% | 1.46% | -- | 5.89% |
| Dec | 12.25% | -8.59% | 6.86% | -3.71% | 5.97% | -- | 2.56% |
| Total | 53.36% | 6.42% | -10.07% | 58.57% | 1.38% | -12.73% | 16.16% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $38.01
SMA 50: $36.93
SMA 200: $32.72
Current: $41.77
EMA 12: $40.01
EMA 26: $38.30
MACD: 1.7081 | Signal: 0.5147
BULLISH
ADX (14): 45.57
STRONG TREND
+DI: 40.02
−DI: 6.30
Momentum Oscillators
RSI (14): 72.19
OVERBOUGHT
Stoch %K: 91.83
Stoch %D: 94.91
Williams %R: -15.35
Volume & Volatility
BB Upper: $43.22
BB Lower: $32.80
NEUTRAL
OBV: 4,565,929
Vol SMA 20: 2,261,566
Vol ROC: 11.54%
ATR: $1.13
True Range: $1.05
HV 20: 35.2%
HV 30: 31.2%
HV 60: 29.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Technical indicators suggest a range-bound market with potential for short-term moves
- Positive news headlines balance negative sentiment, but overall risk appetite remains cautious
Primary Risks:
- Market volatility and interest rate changes could impact stock performance
- Options activity indicates bearish sentiment, but IV rank suggests moderate volatility
Investment Thesis: EXLS is likely to trade within a range (SMA 20-$30.94) with potential for short-term moves driven by technical indicators and news headlines.
Recent News Sentiment Impact: The recent negative headline has had a minor impact on the stock price, but positive headlines have helped offset some of the losses.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Range-bound; Medium-term (1-3 months): Uptrend (SMA 50-$30.79); Long-term (3-12 months): Down trend (SMA 200-$37.95)
Support/Resistance Levels: Key price levels include SMA 20 ($30.94), EMA 12 ($30.28), and Upper Bollinger Band ($33.08).
Momentum Signals: * RSI: Oversold (<30) with a reading of 25.31, indicating potential for short-term bounce * MACD signal: Bearish (below signal line) * Bollinger Bands position: Squeeze (price touching lower band)
News & Sentiment Analysis
Recent Headlines Summary: The past few news headlines have been mostly positive, highlighting partnerships and platform recognitions.
Sentiment Assessment: Aggregate sentiment is NEUTRAL due to the mix of positive and negative headlines.
Catalyst Identification: No major catalysts in the near term; focus on technical signals and market trends.
Market Narrative: News headlines align with the range-bound market trend, but the bearish MACD signal suggests potential for further price declines.
Risk & Volatility Assessment
Beta Interpretation: Beta of 0.60 indicates low risk relative to the broader market (SPY).
Volatility Regime: Current volatility is relatively high compared to historical levels, but IV rank suggests moderate volatility.
Options Market Signals: Options activity indicates bearish sentiment with a put/call ratio of 11.89 and open interest favoring puts.
Market Context & Positioning
Sector Performance: EXLS is outperforming the broader market (XLE) in the short term, but underperforming in the long term.
Institutional Activity: Institutional interest is moderate based on volume patterns and options activity.
Correlation Analysis: The stock has a low correlation with the broader market (0.21), indicating potential for independent price movements.
Key Levels & Action Items
Critical Price Levels: SMA 20 ($30.94) and Upper Bollinger Band ($33.08) serve as key support and resistance levels, respectively.
Breakout/Breakdown Levels: Technical levels that could trigger significant moves include the EMA 12 ($30.28) and Lower Bollinger Band ($28.81).
Time-Sensitive Catalysts: No major catalysts in the near term; focus on technical signals and market trends.
Risk Management: Consider a stop-loss level around SMA 20 ($30.94) to manage risk, with an eye on the EMA 12 ($30.28) for potential support.
Note: The analysis is based on the provided data and may not reflect real-world market conditions or actual stock performance.
Generated
News
All EXLS news →
Earnings History
16 of 17 under expected move
Avg Expected Move
21.33%
Avg Actual Move
3.69%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-07-29 | After-Close | 57.41% | 4.01% | 0.07x | Within |
| 2021-11-02 | After-Close | 27.04% | 0.79% | 0.03x | Within |
| 2022-04-28 | After-Close | 107.07% | 5.03% | 0.05x | Within |
| 2022-10-27 | After-Close | 24.97% | 3.97% | 0.16x | Within |
| 2023-02-23 | After-Close | 33.29% | 2.05% | 0.06x | Within |
| 2023-07-27 | After-Close | 4.65% | 1.82% | 0.39x | Within |
| 2023-10-26 | After-Close | 10.44% | 2.32% | 0.22x | Within |
| 2024-02-29 | After-Close | 16.16% | 2.02% | 0.12x | Within |
| 2024-05-02 | After-Close | 4.60% | 1.27% | 0.28x | Within |
| 2024-08-01 | After-Close | 8.80% | 4.13% | 0.47x | Within |
| 2024-10-29 | After-Close | 7.05% | 6.74% | 0.96x | Within |
| 2025-02-25 | After-Close | 11.96% | 0.14% | 0.01x | Within |
| 2025-07-29 | After-Close | 8.41% | 1.40% | 0.17x | Within |
| 2025-10-28 | After-Close | 8.50% | 7.07% | 0.83x | Within |
| 2026-02-24 | After-Close | 10.87% | 0.28% | 0.03x | Within |
| 2026-04-28 | After-Close | 8.81% | 1.80% | 0.20x | Within |
| 2026-07-28 | After-Close | 12.53% | 17.88% | 1.43x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
EXLS Options Activity & IV Rank
EXLS IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 46.8%
7-DTE IV: —
Expected Move: $4.38
7-DTE Move: $4.38
Days to Exp: 25 (2026-11-20)
Options Flow
Call Volume: 191
Put Volume: 13
P/C Volume: 0.068
BULLISH
Call OI: 1,204
Put OI: 319
P/C OI: 0.265
Total OI: 1,523
ATM Options Pricing
ATM Call: $3.02
ATM Put: $1.35
Call %: 7.2%
Put %: 3.2%
Chain Summary
Chain Volume: 789
Chain OI: 5,436
Last Updated: 10/26/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 86th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
86%
vs own history
GEX tilt
+0.90
OI-weighted, today
Vanna tilt
+0.94
δ-sensitivity to IV
Charm tilt
-0.94
δ-decay vs time
Vanna tilt +0.94: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.94: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 8 ATM contracts, 3k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · No data
30 DTE / 10d
37%
+7.7
pts
EXTREME
as of Oct 26 · ATM 48.1% / Wing 55.8%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)44.4MediumOct 26
Straddle Price (30 DTE)$4.38Oct 26
Beta Analysis
Risk Metrics
Beta: -0.0820
Alpha: 11.61%
Correlation: -0.0245
R-Squared: 0.1%
Stock Volatility: 42.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own EXLS
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $82.8M | #478 of 6285 | +138.3% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $52.8M | #588 of 3716 | -7.1% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $31.1M | #520 of 3138 | +75.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $14.0M | #669 of 1945 | -48.6% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $161K | #2718 of 4729 | -5.5% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
EXLS Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 158,483,067 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
6 filers$6.02M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Caption Management, LLC | $3.42M | 56.84% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $905.10K | 15.05% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $819.76K | 13.63% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $605.12K | 10.06% | 2026-06-30 |
| 5 | GROUP ONE TRADING LLC Custodian | $258.60K | 4.30% | 2026-06-30 |
| 6 | Walleye Capital LLC | $7.76K | 0.13% | 2026-06-30 |
4 filers$26.95M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Caption Management, LLC | $12.93M | 47.98% | 2026-06-30 |
| 2 | SG Capital Management LLC | $12.93M | 47.98% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $982.68K | 3.65% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $106.03K | 0.39% | 2026-06-30 |
EXLS Insider Trading (Form 4)
Latest: 2026-10-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Vikas Bhalla | President of EXL | Sell (S) | −11,000 | $35.38 | -$389.2K | EDGAR |
| 2026-09-03 | Vikas Bhalla | President of EXL | Sell (S) | −10,000 | $38.17 | -$381.7K | EDGAR |
| 2026-08-13 | Vishal Chhibbar | Executive Vice President | Sell (S) | −5,000 | $35.10 | -$175.5K | EDGAR |
| 2026-08-06 | Vikas Bhalla | President of EXL | Sell (S) | −11,000 | $34.99 | -$384.9K | EDGAR |
| 2026-08-06 | Vikas Bhalla | President of EXL | Sell (S) | −11,000 | $34.99 | -$384.9K | EDGAR |
| 2026-07-21 | Vivek Jetley | President of EXL | Award (A) | +606 | $23.27 | $14.1K | EDGAR |
| 2026-07-21 | Maurizio Nicolelli | Executive Vice President & CFO | Award (A) | +606 | $23.27 | $14.1K | EDGAR |
| 2026-07-21 | Narasimha Kini | Executive Vice President | Award (A) | +606 | $23.27 | $14.1K | EDGAR |
| 2026-07-20 | Kamini H Mehta | Director | Grant (A) | +7,705 RSU | — | EDGAR | |
| 2026-07-02 | Vikas Bhalla | President of EXL | Sell (S) | −12,000 | $26.47 | -$317.6K | EDGAR |
| 2026-06-18 | Kristy Pipes | Director | Grant (A) | +7,871 RSU | — | EDGAR | |
| 2026-06-18 | Sarah K Williamson | Director | Grant (A) | +11,294 RSU | — | EDGAR | |
| 2026-06-18 | Thomas A Bartlett | Director | Grant (A) | +7,871 RSU | — | EDGAR | |
| 2026-06-18 | Patrick Geraghty | Director | Grant (A) | +7,871 RSU | — | EDGAR | |
| 2026-06-18 | Vikram S Pandit | Director | Grant (A) | +11,293 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
EXLS Insider Holdings
11 insiders · @ $41.77
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Orogen Echo LLC | Director | 1,551,970 | $64.83M | $0 | 3 | 2025-06-20 |
| 2 | Rohit Kapoor | Chairman & CEO | 1,123,139 | $46.91M | -$198.51M | 284 | 2026-06-17 |
| 3 | Vivek Jetley | President of EXL | 426,780 | $17.83M | -$1.43M | 54 | 2026-07-21 |
| 4 | Maurizio Nicolelli | Executive Vice President & CFO | 254,975 | $10.65M | -$685.0K | 42 | 2026-07-21 |
| 5 | Narasimha Kini | Executive Vice President | 212,354 | $8.87M | -$1.91M | 39 | 2026-07-21 |
| 6 | Vikas Bhalla | President of EXL | 109,295 | $4.57M | -$16.14M | 113 | 2026-10-02 |
| 7 | Anita Mahon | Executive Vice President | 94,443 | $3.94M | -$1.68M | 27 | 2025-03-13 |
| 8 | Ajay Ayyappan | EVP & Gen Counsel/Corp. Sec'y. | 48,994 | $2.05M | -$3.75M | 65 | 2026-05-22 |
| 9 | Pamela M Harrison | CHIEF HUMAN RESOURCES OFFICER | 8,414 | $351.5K | $0 | 6 | 2026-03-03 |
| 10 | Vishal Chhibbar | Executive Vice President | 6,452 | $269.5K | -$7.34M | 88 | 2026-08-13 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
EXLS Board & Officers
As of SEC filings through Oct 2, 2026Directors 16
- Rohit Kapoor · listed since Jan 2008
- Atairos Group, Inc. (entity) · since Oct 4, 2018
- Atairos Partners GP, Inc. (entity) · since Oct 4, 2018
- Atairos Partners, L.P. (entity) · since Oct 4, 2018
- Atairos-Orogen Holdings, LLC (entity) · since Oct 4, 2018
- Michael J Angelakis · since Oct 4, 2018
- Orogen Echo LLC (entity) · since Oct 4, 2018
- Orogen Group LLC (entity) · since Oct 4, 2018
- Orogen Holdings LLC (entity) · since Oct 4, 2018
- Vikram S Pandit · since Oct 4, 2018
- Kristy Pipes · since Jan 20, 2021
- Andreas Fibig · since Jan 10, 2023
- Sarah K Williamson · since Jun 20, 2023
- Thomas A Bartlett · since Mar 6, 2024
- Patrick Geraghty · since Oct 15, 2025
- Kamini H Mehta · since Jul 16, 2026
Officers 9
- Rohit Kapoor · Chairman & CEO · listed since May 2024
- Maurizio Nicolelli · Executive Vice President & CFO · since Feb 3, 2020
- Narasimha Kini · Executive Vice President · listed since Mar 2025
- Vikas Bhalla · President of EXL · listed since Mar 2025
- Vishal Chhibbar · Executive Vice President · listed since Mar 2025
- Vivek Jetley · President of EXL · listed since Mar 2025
- Pamela M Harrison · Chief Human Resources Officer · since Jun 1, 2023
- Ajay Ayyappan · EVP & Gen Counsel/Corp. Sec'y. · listed since Jun 2023
- Bhupender Singh · Pres., Int'l Growth Markets · since May 11, 2026
Changes in the last 10 years (50)
| Jul 16, 2026 | Kamini H Mehta became a director |
| May 11, 2026 | Bhupender Singh became Pres., Int'l Growth Markets |
| Oct 15, 2025 | Patrick Geraghty became a director |
| Mar 12, 2025 | The company announced the departure of Jaynie M Studenmund from the board in an SEC filing |
| Mar 3, 2025 | Vivek Jetley listed as President of EXL (previously President & Head of Analytics) in SEC filings |
| Mar 3, 2025 | Vishal Chhibbar listed as Executive Vice President (previously Chief Growth and Strategy Ofc) in SEC filings |
| Mar 3, 2025 | Vikas Bhalla listed as President of EXL (previously President & Head of Insurance) in SEC filings |
| Mar 3, 2025 | Narasimha Kini listed as Executive Vice President (previously EVP, Emerging Bus Unit Leader) in SEC filings |
| Mar 3, 2025 | Anita Mahon listed as Executive Vice President (previously EVP & Business Head Healthcare) in SEC filings |
| Aug 23, 2024 | Anita Mahon listed as EVP & Business Head Healthcare (previously EVP & Chief Growth Officer) in SEC filings |
| May 30, 2024 | Vivek Jetley listed as President & Head of Analytics (previously EVP and Head of Analytics) in SEC filings |
| May 29, 2024 | Vikas Bhalla listed as President & Head of Insurance (previously EVP & Head of Outsourcing) in SEC filings |
| May 10, 2024 | Rohit Kapoor listed as Chairman & CEO (previously CEO & Vice Chairman) in SEC filings |
| Mar 6, 2024 | Thomas A Bartlett became a director |
| Mar 1, 2024 | The company announced the departure of Som Mittal from the board in an SEC filing |
| Jul 12, 2023 | Vishal Chhibbar listed as Chief Growth and Strategy Ofc (previously EVP & CFO) in SEC filings |
| Jun 23, 2023 | Ajay Ayyappan listed as EVP & Gen Counsel/Corp. Sec'y. (previously SVP & Gen Counsel/Corp. Sec'y.) in SEC filings |
| Jun 20, 2023 | Sarah K Williamson became a director |
| Jun 1, 2023 | Pamela M Harrison became Chief Human Resources Officer |
| Jan 27, 2023 | The company announced the departure of Anne Elizabeth Minto from the board in an SEC filing |
| Jan 11, 2023 | The company announced the departure of Clyde W Ostler from the board in an SEC filing |
| Jan 10, 2023 | Andreas Fibig became a director |
| May 10, 2022 | The company announced the departure of Samuel Meckey as Executive Vice President in an SEC filing |
| Dec 10, 2021 | The company announced the departure of Nitin Sahney from the board in an SEC filing |
| Dec 10, 2021 | The company announced the departure of Garen K Staglin from the board in an SEC filing |
| Oct 20, 2021 | Narasimha Kini listed as EVP, Emerging Bus Unit Leader (previously VP, Advis. Serv. of EXL Inc.) in SEC filings |
| Oct 5, 2021 | Ankor Rai became EVP, Chief Digital Officer |
| Sep 3, 2021 | Anita Mahon listed as EVP & Chief Growth Officer (previously Executive VP & CGS Officer) in SEC filings |
| Sep 3, 2021 | Ajay Ayyappan listed as SVP & Gen Counsel/Corp. Sec'y. (previously SVP & Gen Counsel/Corp Sect'y) in SEC filings |
| Feb 24, 2021 | Ajay Ayyappan listed as SVP & Gen Counsel/Corp Sect'y (previously SVP & Gen Counsel/Corp. Sec'y.) in SEC filings |
| Jan 20, 2021 | Kristy Pipes became a director |
| Mar 2, 2020 | Anita Mahon became Executive VP & CGS Officer |
| Feb 3, 2020 | Maurizio Nicolelli became Executive Vice President & CFO |
| Jan 1, 2020 | Vivek Jetley became EVP and Head of Analytics |
| Feb 22, 2019 | Vikas Bhalla no longer listed as a director in SEC filings |
| Feb 21, 2019 | Vikas Bhalla first listed as a director in an SEC filing |
| Dec 18, 2018 | Nagaraja Srivatsan listed as Exec VP & Chief Growth Officer (previously EVP & Chief Growth Officer) in SEC filings |
| Dec 13, 2018 | Ajay Ayyappan became SVP & Gen Counsel/Corp. Sec'y. |
| Nov 5, 2018 | Samuel Meckey became Executive Vice President |
| Oct 4, 2018 | Vikram S Pandit became a director |
| Oct 4, 2018 | Orogen Holdings LLC became a director |
| Oct 4, 2018 | Orogen Group LLC became a director |
| Oct 4, 2018 | Orogen Echo LLC became a director |
| Oct 4, 2018 | Michael J Angelakis became a director |
| Oct 4, 2018 | Atairos-Orogen Holdings, LLC became a director |
| Oct 4, 2018 | Atairos Partners, L.P. became a director |
| Oct 4, 2018 | Atairos Partners GP, Inc. became a director |
| Oct 4, 2018 | Atairos Group, Inc. became a director |
| Sep 7, 2018 | Jaynie M Studenmund became a director |
| Dec 9, 2016 | Nagaraja Srivatsan became EVP & Chief Growth Officer |
Not reported recently (9)
- Anita Mahon · Last reported as Executive Vice President in an SEC filing dated Mar 13, 2025
- Nalin Kumar Miglani · Last reported as EVP and Chief HR Officer in an SEC filing dated Feb 22, 2023
- Ankor Rai · Last reported as EVP, Chief Digital Officer in an SEC filing dated Feb 22, 2023
- David B Kelso · Last reported as a director in an SEC filing dated Jun 17, 2021
- Pavan Bagai · Last reported as President & COO in an SEC filing dated Apr 14, 2021
- Deborah Kerr · Last reported as a director in an SEC filing dated Jun 17, 2020
- Nagaraja Srivatsan · Last reported as Exec VP & Chief Growth Officer in an SEC filing dated Apr 26, 2019
- Rembert de Villa · Last reported as EVP in an SEC filing dated Feb 21, 2019
- Nancy Saltzman · Last reported as EVP & Gen. Counsel/Corp. Sec'y in an SEC filing dated Feb 21, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
EXLS Proposed Insider Sales (Form 144)
Latest: 2026-10-01
? Form 144 Guide
Last 30d:
1 filing
· $389K notice value
· Last 90d:
3 filings
· $1.2M notice value
· 1 unique filer
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Bhalla Vikas (3, $1.2M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-01 | Bhalla Vikas | Officer | 11,000 | $389.2K | 2026-10-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-01 | Bhalla Vikas | Officer | 10,000 | $381.7K | 2026-09-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-03 | Bhalla Vikas | Officer | 11,000 | $384.9K | 2026-08-03 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-01 | Bhalla Vikas | Officer | 12,000 | $317.6K | 2026-07-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-04 | Bhalla Vikas | Officer | 12,000 | $362.6K | 2026-06-04 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-20 | AYYAPPAN AJAY | Officer | 5,093 | $148.3K | 2026-05-20 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-02 | AYYAPPAN AJAY | Officer | 1,679 | $51.0K | 2026-03-02 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-23 | AYYAPPAN AJAY | Officer | 1,197 | $35.7K | 2026-02-23 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-18 | AYYAPPAN AJAY | Officer | 2,275 | $69.0K | 2026-02-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-01-27 | AYYAPPAN AJAY | Officer | 8,114 | $345.1K | 2026-01-27 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-12 | 0001104659-26-059031 | EDGAR |
| 2026-04-28 | 0001297989-26-000014 | EDGAR |
| 2026-03-18 | 0001104659-26-030831 | EDGAR |
| 2026-02-24 | 0001297989-26-000006 | EDGAR |
| 2025-12-15 | 0001104659-25-121104 | EDGAR |
| 2025-10-28 | 0001297989-25-000021 | EDGAR |
| 2025-10-20 | 0001104659-25-100650 | EDGAR |
| 2025-07-29 | 0001297989-25-000012 | EDGAR |
| 2025-06-17 | 0001104659-25-060321 | EDGAR |
| 2025-04-29 | 0001297989-25-000007 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-24 | 0001297989-26-000008 | EDGAR |
| 2025-02-25 | 0001297989-25-000002 | EDGAR |
| 2024-02-29 | 0001297989-24-000003 | EDGAR |
| 2023-02-23 | 0001297989-23-000001 | EDGAR |
| 2022-02-24 | 0001297989-22-000004 | EDGAR |
| 2021-02-25 | 0001297989-21-000004 | EDGAR |
| 2020-02-27 | 0001297989-20-000003 | EDGAR |
| 2019-02-28 | 0001297989-19-000002 | EDGAR |
| 2018-02-27 | 0001297989-18-000002 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-28 | 0001297989-26-000016 | EDGAR |
| 2025-10-28 | 0001297989-25-000023 | EDGAR |
| 2025-07-29 | 0001297989-25-000014 | EDGAR |
| 2025-04-29 | 0001297989-25-000008 | EDGAR |
| 2024-10-30 | 0001297989-24-000011 | EDGAR |
| 2024-08-01 | 0001297989-24-000007 | EDGAR |
| 2024-05-02 | 0001297989-24-000005 | EDGAR |
| 2023-10-26 | 0001297989-23-000009 | EDGAR |
| 2023-07-27 | 0001297989-23-000007 | EDGAR |
| 2023-04-27 | 0001297989-23-000004 | EDGAR |
ETF Holders
138 ETFs hold EXLS
25 shown · $1.05B total exposure · 0.10% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.19% | $229.9M | $122.3B | 2026-10-23 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $158.7M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.06% | $111.4M | — | 2026-09-30 |
| 4 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.14% | $62.1M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.06% | $58.8M | — | 2026-09-30 |
| 6 | XMHQ Invesco S&P MidCap Quality ETF | Invesco | 0.97% | $54.0M | — | 2026-10-24 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.15% | $51.4M | — | 2026-10-23 |
| 8 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.19% | $48.1M | $25.6B | 2026-10-23 |
| 9 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.38% | $38.6M | $10.3B | 2026-10-23 |
| 10 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.19% | $34.8M | $18.4B | 2026-10-23 |
| 11 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.05% | $26.2M | $57.3B | 2026-10-23 |
| 12 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.34% | $22.5M | $6.6B | 2026-10-23 |
| 13 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.10% | $21.9M | — | 2026-05-31 |
| 14 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $18.1M | — | 2026-10-23 |
| 15 | JQUA JPMorgan U.S. Quality Factor ETF | JPMorgan | 0.15% | $14.8M | $9.5B | 2026-10-26 |
| 16 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.08% | $12.4M | — | 2026-05-31 |
| 17 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.01% | $11.8M | $84.8B | 2026-10-23 |
| 18 | GRPM Invesco S&P MidCap 400 GARP ETF | Invesco | 1.90% | $11.6M | — | 2026-10-24 |
| 19 | MDYG State Street® SPDR® S&P 400™ Mid Cap Growth ETF | SPDR (State Street) | 0.38% | $10.4M | $2.8B | 2026-10-23 |
| 20 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.12% | $9.1M | — | 2026-10-23 |
| 21 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.15% | $8.7M | — | 2026-09-30 |
| 22 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.01% | $8.5M | $96.5B | 2026-10-23 |
| 23 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.05% | $8.1M | $15.7B | 2026-10-23 |
| 24 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.09% | $7.9M | — | 2026-05-31 |
| 25 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.40% | $7.7M | — | 2026-10-23 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$1.58
TTM Revenue
$2.24B
TTM Net Income
$250.00M
TTM Op. Cash Flow
$327.71M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $594.76M | $64.51M | $0.42 | $87.89M |
| Q1 '26 | 2026-03-31 | $570.35M | $67.08M | $0.43 | $1.72M |
| Q4 '25 | 2025-12-31 | $542.62M | $60.25M | $0.37 | $117.38M |
| Q3 '25 | 2025-09-30 | $529.59M | $58.16M | $0.36 | $120.72M |
| Q2 '25 | 2025-06-30 | $514.46M | $66.05M | $0.40 | $109.38M |
| Q1 '25 | 2025-03-31 | $501.02M | $66.56M | $0.40 | $3.24M |
| Q4 '24 | 2024-12-31 | $481.43M | $50.67M | $0.31 | $105.35M |
| Q3 '24 | 2024-09-30 | $472.07M | $53.04M | $0.33 | $110.14M |
| Q2 '24 | 2024-06-30 | $448.37M | $45.83M | $0.28 | $74.91M |
| Q1 '24 | 2024-03-31 | $436.51M | $48.76M | $0.29 | $-21.87M |
| Q4 '23 | 2023-12-31 | $414.06M | $40.28M | $0.24 | $79.04M |
| Q3 '23 | 2023-09-30 | $410.97M | $43.88M | $0.26 | $68.60M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-28
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
26.44
P/B
7.64
P/S
2.96
EV/EBITDA
16.51
EV/Sales
2.90
ROE
28.9%
ROA
14.3%
Div Yield
0.00%
FCF Yield
4.95%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$6.62B
as of 2026-10-26
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
10.58M
SI % of Float
7.24%
Days to Cover
5.33
Short Vol Ratio
53.1%
Free Float
146.14M
Float %
96.4%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-07