| 4 | Dalton Investments, Inc. | 2.1M | $10.0M | +40.2% | 2.358% | 8.97% |
| 5 | STOREBRAND ASSET MANAGEMENT AS | 1.1M | $5.3M | +115.9% | 1.247% | 0.01% |
| 6 | Hudson Bay Capital Management LP | 918K | $4.3M | +313.2% | 1.017% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 753K | $3.5M | -0.1% | 0.835% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 691K | $3.2M | +1.8% | 0.766% | 0.00% |
| 9 | MILLENNIUM MANAGEMENT LLC | 515K | $2.4M | — | 0.571% | 0.00% |
| 10 | Aberdeen Group plc | 440K | $2.1M | -67.7% | 0.487% | 0.00% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 359K | $1.7M | -50.3% | 0.398% | 0.00% |
| 12 | BlackRock, Inc. | 332K | $1.6M | -3.7% | 0.368% | 0.00% |
| 13 | MORGAN STANLEY | 330K | $1.5M | +253.3% | 0.365% | 0.00% |
| 14 | Nuveen, LLC | 326K | $1.5M | — | 0.361% | 0.00% |
| 15 | CLARK ESTATES INC/NY | 311K | $1.5M | 0.0% | 0.344% | 0.34% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 284K | $1.3M | -34.5% | 0.315% | 0.00% |
| 17 | WITTENBERG INVESTMENT MANAGEMENT, INC. | 241K | $1.1M | — | 0.267% | 0.38% |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 206K | $966K | -8.9% | 0.229% | 0.00% |
| 19 | Jump Financial, LLC | 192K | $897K | — | 0.212% | 0.01% |
| 20 | Inspire Investing, LLC | 148K | $690K | +91.0% | 0.164% | 0.03% |
| 21 | CITADEL ADVISORS LLC | 145K | $681K | +27.7% | 0.161% | 0.00% |
| 22 | Trexquant Investment LP | 137K | $639K | — | 0.151% | 0.00% |
| 23 | TWO SIGMA INVESTMENTS, LP | 136K | $635K | +274.3% | 0.150% | 0.00% |
| 24 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 132K | $618K | 0.0% | 0.146% | 0.01% |
| 25 | FIRST TRUST ADVISORS LP | 121K | $565K | +74.5% | 0.134% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TASK — a direct measure of their conviction.
| 13.85% |
| 0.21 pp |
| $203M |
| 21% |
| Q4 2024 | 106 | +12% | 14.06% | +0.07 pp | $258M | +33% |
| Q3 2024 | 95 | — | 13.99% | — | $194M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
30 institutions opened new positions in TASK during Q2 2026, while 31 fully exited. 17 added to existing positions and 59 trimmed.
TASK institutional ownership fell by 1.01 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 80.1% of all reported 13F value in TASK, and the top 25 account for 92.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TaskUs, Inc. (TASK) Institutional Ownership