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Institutional Ownership · SEC Form 13F

Who owns TaskUs (TASK)


Which tracked institutional funds hold TASK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TASK company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

101
Institutional holders
28M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on TASK is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 27 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TASK’s largest tracked holder by dollar value, Blackstone Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TASK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 101 tracked filers holding TASK, 61 increased or opened the position and 63 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TASK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • MILLENNIUM MANAGEMENT LLC$2M
  • Nuveen, LLC$2M
  • WITTENBERG INVESTMENT MANAGEMENT, INC.$1M
  • Jump Financial, LLC$897K
  • Trexquant Investment LP$639K

Full exits 6

  • Medina Value Partners, LLC$11M
  • Calamos Advisors LLC$5M
  • Qube Research & Technologies Ltd$1M
  • Centiva Capital, LP$760K
  • RAYMOND JAMES FINANCIAL INC$745K
  • BANK OF AMERICA CORP /DE/$714K

Largest adds

  • Hudson Bay Capital Management LP$3M
  • STOREBRAND ASSET MANAGEMENT AS$2M
  • MORGAN STANLEY$916K
  • TWO SIGMA INVESTMENTS, LP$391K

Largest trims

  • Blackstone Inc.$20M
  • Think Investments LP$9M
  • Aberdeen Group plc$7M
  • EverSource Wealth Advisors, LLC$4M
  • Saba Capital Management, L.P.$3M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Blackstone Inc.10,094,674$47M36.1%2026-Q2
Think Investments LP trimmed3,512,150$16M12.6%2026-Q2
Saba Capital Management, L.P. added2,301,712$11M8.2%2026-Q2
Dalton Investments, Inc. added2,127,195$10M7.6%2026-Q2
STOREBRAND ASSET MANAGEMENT AS added1,125,000$5M4.0%2026-Q2
Hudson Bay Capital Management LP added917,725$4M3.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed753,306$4M2.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added690,840$3M2.5%2026-Q2
MILLENNIUM MANAGEMENT LLC added514,770$2M1.8%2026-Q2
Aberdeen Group plc trimmed439,541$2M1.6%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed359,467$2M1.3%2026-Q2
BlackRock, Inc. trimmed332,411$2M1.2%2026-Q2
MORGAN STANLEY added329,563$2M1.2%2026-Q2
Nuveen, LLC new325,847$2M1.2%2026-Q2
CLARK ESTATES INC/NY310,500$1M1.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed284,160$1M1.0%2026-Q2
WITTENBERG INVESTMENT MANAGEMENT, INC. new240,600$1M0.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed206,322$966K0.7%2026-Q2
Jump Financial, LLC added191,636$897K0.7%2026-Q2
Inspire Investing, LLC added147,502$690K0.5%2026-Q2
Trexquant Investment LP added136,582$639K0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added135,585$635K0.5%2026-Q2
TOCQUEVILLE ASSET MANAGEMENT L.P.132,000$618K0.5%2026-Q2
FIRST TRUST ADVISORS LP added120,725$565K0.4%2026-Q2
Quinn Opportunity Partners LLC added118,931$557K0.4%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added112,655$527K0.4%2026-Q2
VANGUARD FIDUCIARY TRUST CO added110,490$517K0.4%2026-Q2
STATE STREET CORP104,834$491K0.4%2026-Q2
D. E. Shaw & Co., Inc. trimmed103,476$484K0.4%2026-Q2
CITADEL ADVISORS LLC added94,217$441K0.3%2026-Q2
Atom Investors LP trimmed91,224$427K0.3%2026-Q2
Point72 Asset Management, L.P. added88,451$414K0.3%2026-Q2
MARSHALL WACE, LLP added86,165$403K0.3%2026-Q2
VARCOV Co. trimmed85,797$402K0.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed81,501$381K0.3%2026-Q2
Graham Capital Management, L.P. added81,388$381K0.3%2026-Q2
Invesco Ltd. added62,569$293K0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added59,700$279K0.2%2026-Q2
Schonfeld Strategic Advisors LLC trimmed55,984$262K0.2%2026-Q2
Bank of New York Mellon Corp added55,626$260K0.2%2026-Q2
Counterpoint Mutual Funds LLC added54,628$256K0.2%2026-Q2
FourWorld Capital Management LLC trimmed46,374$217K0.2%2026-Q2
Sanctuary Advisors, LLC new45,484$213K0.2%2026-Q2
NORTHERN TRUST CORP added41,653$195K0.1%2026-Q2
Brevan Howard Capital Management LP trimmed39,758$186K0.1%2026-Q2
IEQ CAPITAL, LLC trimmed38,158$179K0.1%2026-Q2
Cerity Partners LLC trimmed37,299$175K0.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed35,753$167K0.1%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed35,053$164K0.1%2026-Q2
Quantbot Technologies LP trimmed31,793$149K0.1%2026-Q2
Squarepoint Ops LLC new31,527$148K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added29,447$138K0.1%2026-Q2
TWO SIGMA SECURITIES, LLC new26,032$122K0.1%2026-Q2
UBS Group AG trimmed24,059$113K0.1%2026-Q2
Mariner, LLC added22,009$103K0.1%2026-Q2
PEAK6 LLC new21,653$101K0.1%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC trimmed21,583$101K0.1%2026-Q2
Empirical Asset Management, LLC new21,510$101K0.1%2026-Q2
Symmetry Partners, LLC new20,905$98K0.1%2026-Q2
One68 Global Capital, LLC trimmed20,000$94K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added18,451$86K0.1%2026-Q2
Alamar Capital Management, LLC17,000$80K0.1%2026-Q2
Jain Global LLC trimmed14,940$70K0.1%2026-Q2
R Squared Ltd new14,103$66K0.1%2026-Q2
EP Wealth Advisors, LLC new13,842$65K0.0%2026-Q2
nVerses Capital, LLC trimmed12,958$61K0.0%2026-Q2
PharVision Advisers, LLC trimmed11,056$52K0.0%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added10,960$59K0.0%2026-Q2
HUB Investment Partners, LLC new10,885$51K0.0%2026-Q2
Skandinaviska Enskilda Banken AB (publ) trimmed10,000$47K0.0%2026-Q2
Rangeley Capital, LLC10,000$47K0.0%2026-Q2
Vanguard Global Advisers, LLC8,656$41K0.0%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC8,646$40K0.0%2026-Q2
FMR LLC trimmed6,477$30K0.0%2026-Q2
WealthCollab, LLC new6,121$29K0.0%2026-Q2
Farther Finance Advisors, LLC added4,045$19K0.0%2026-Q2
CITIGROUP INC added3,294$15K0.0%2026-Q2
Parallel Advisors, LLC added3,181$15K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed2,533$12K0.0%2026-Q2
Integrated Wealth Concepts LLC new2,390$11K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added2,288$11K0.0%2026-Q2
Banque Transatlantique SA2,038$10K0.0%2026-Q2
ROYAL BANK OF CANADA added1,547$8K0.0%2026-Q2
Tower Research Capital LLC (TRC) added1,522$7K0.0%2026-Q2
Arax Advisory Partners added1,271$6K0.0%2026-Q2
SIMPLEX TRADING, LLC trimmed940$4K0.0%2026-Q2
Essential Partners LLC added833$4K0.0%2026-Q2
Allworth Financial LP trimmed613$3K0.0%2026-Q2
Quarry LP trimmed318$1K0.0%2026-Q2
IFP Advisors, Inc trimmed247$1K0.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added184$8610.0%2026-Q2
Caitong International Asset Management Co., Ltd trimmed137$6410.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP124$5870.0%2026-Q2
GAMMA Investing LLC added78$3650.0%2026-Q2
SBI Securities Co., Ltd. trimmed71$3320.0%2026-Q2
JPMORGAN CHASE & CO37$1770.0%2026-Q2
Kilter Group LLC new31$1460.0%2026-Q2
SIGNATUREFD, LLC trimmed30$1400.0%2026-Q2
Clearstead Advisors, LLC added8$390.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS7$330.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership